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The Trade Desk, Inc.TTDNASDAQ
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OverviewIntelligenceChartsNewsFundamentalsEarningsAnalysts

Analyst Sentiment

Analysts lean bullish — 64% recommend buying.

Consensus Rating
Buy
33 analysts·High coverage
64%
Rating Distribution
Strong Buy
00%
Buy
2164%
Hold
1030%
Sell
26%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Analysts see significant upside — consensus target 95% higher.

Bear Case
$39.00
+51%
Consensus
$50.38
+95%
Bull Case
$80.00
+210%
Price Range33 analysts
Low
Consensus
High
$39.00
$80.00
Current Target
Current Price
$25.81
Upside to Target
$24.57

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$1.09(20 analysts)
P/E30x
Current: 29.6x
Actual
Estimate
Range (Low–High)
Stock Alarm Pro
Forward Growth Estimates (YoY)
FY2027
Rev+15.40%
EPS+28.26%
FY2028
Rev+17.00%
EPS+35.42%
FY2029
Rev+15.65%
EPS+21.40%

Earnings Surprises

Beat rate:83%(10/12 quarters)
Avg surprise:+19.6%
Beat
Miss
Inline
Estimate
Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Feb 3, 2026KeyBanc
Trade Desk price target lowered to $40 from $88 at KeyBanc
Target:$40.00
+34.5%from $29.75
Jan 27, 2026Rosenblatt Securities
The Trade Desk (TTD) PT Lowered to $53 at Rosenblatt
Target:$53.00
+64.9%from $32.14
Jan 26, 2026Truist Financial
The Trade Desk (TTD) PT Lowered to $60 at Truist Securities
Target:$60.00
+77.5%from $33.81
Jan 23, 2026Stifel Nicolaus
Trade Desk price target lowered to $74 from $90 at Stifel
Target:$74.00
+101.0%from $36.82
Jan 20, 2026UBS
Trade Desk price target lowered to $50 from $82 at UBS
Target:$50.00
+40.9%from $35.48
Jan 14, 2026BNP Paribas
Trade Desk initiated with a Neutral at BNP Paribas
Target:$40.00
+7.7%from $37.14
Jan 13, 2026UBS
Trade Desk price target lowered to $42 from $50 at Morgan Stanley
Target:$42.00
+14.8%from $36.58
Jan 12, 2026Wells Fargo
Trade Desk price target lowered to $42 from $47 at Wells Fargo
Target:$42.00
+12.6%from $37.29
Jan 12, 2026MoffettNathanson
Trade Desk upgraded to Neutral from Sell at MoffettNathanson
Target:$39.00
+4.6%from $37.29
Jan 8, 2026Cantor Fitzgerald
Trade Desk price target lowered to $43 from $52 at Cantor Fitzgerald
Target:$43.00
+11.3%from $38.65
Jan 5, 2026Wolfe Research
Trade Desk price target lowered to $45 from $60 at Wolfe Research
Target:$45.00
+12.2%from $40.11
Jan 5, 2026Guggenheim
Trade Desk price target lowered to $50 from $55 at Guggenheim
Target:$50.00
+32.7%from $37.68
Dec 11, 2025Jefferies
Trade Desk price target lowered to $40 from $50 at Jefferies
Target:$40.00
+7.7%from $37.15
Dec 8, 2025Wedbush
Trade Desk price target lowered to $40 from $50 at Wedbush
Target:$40.00
+1.3%from $39.49
Nov 9, 2025Truist Financial
Trade Desk price target lowered to $85 from $100 at Truist
Target:$85.00
+97.7%from $43.00
Nov 7, 2025RBC Capital
Trade Desk price target lowered to $80 from $90 at RBC Capital
Target:$80.00
+82.3%from $43.89
Nov 7, 2025UBS
The Trade Desk (TTD) PT Raised to $82 at UBS
Target:$82.00
+89.3%from $43.31
Oct 6, 2025Wells Fargo
Trade Desk price target lowered to $53 from $68 at Wells Fargo
Target:$53.00
+2.8%from $51.55
Sep 30, 2025JMP Securities
Trade Desk price target lowered to $60 from $100 at Citizens JMP
Target:$60.00
+20.9%from $49.64
Sep 29, 2025Guggenheim
Trade Desk price target lowered to $55 from $75 at Guggenheim
Target:$55.00
+16.7%from $47.14
Sep 10, 2025Morgan Stanley
Trade Desk downgraded to Equal Weight from Overweight at Morgan Stanley
Target:$50.00
-0.3%from $50.16
Aug 8, 2025RBC Capital
Trade Desk Beats—So Why the Jitters? Guidance & Growth Questions Linger
Target:$90.00
+66.0%from $54.23
Aug 8, 2025BMO Capital
Trade Desk price target lowered to $98 from $115 at BMO Capital
Target:$98.00
+78.9%from $54.78
Aug 4, 2025BTIG
Trade Desk price target raised to $97 from $79 at BTIG
Target:$97.00
+8.1%from $89.76
Jul 16, 2025UBS
Trade Desk price target raised to $105 from $80 at UBS
Target:$105.00
+29.7%from $80.95

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