The Trade Desk stock price target maintained at $90 by Stifel

Investing.com - Stifel maintained its Buy rating and $90.00 price target on The Trade Desk (NASDAQ:TTD) in a research note released Friday. The stock, currently trading at $54.13, sits well below analysts’ average target, with projections ranging from $34 to $135. According to InvestingPro data, TTD shows strong financial health with robust cash flows and solid balance sheet metrics.

The research firm expects The Trade Desk to exceed market expectations for the third quarter of 2025, suggesting current performance targets are conservative.

Despite the anticipated strong third-quarter results, Stifel warned that fourth-quarter 2025 revenue guidance might disappoint investors, with projected growth in the high teens excluding political advertising spending.

Stifel indicated that any positive stock movement following the earnings announcement would likely be temporary rather than sustained.

The firm believes The Trade Desk needs to consistently outperform expectations over multiple quarters to address competitive concerns before the stock can achieve more substantial gains.

In other recent news, The Trade Desk has announced a partnership with DIRECTV to develop a custom version of Ventura TV OS, integrating DIRECTV’s streaming user interface. This new operating system is aimed at third-party TV manufacturers, retailers, and hospitality partners who are looking for a streamlined OS solution with a recurring revenue model. Meanwhile, The Trade Desk’s stock has seen adjustments from several analyst firms. BofA Securities has lowered its price target to $49, maintaining an Underperform rating due to valuation concerns. Wolfe Research also reduced its price target to $60, though it kept an Outperform rating, citing valuation support and a favorable setup for upcoming earnings. Guggenheim cut its target to $55, maintaining a Buy rating, and noted competitive pressures from Amazon. Additionally, The Trade Desk has introduced new AI-powered features for its Kokai platform, including Audience Unlimited and Koa Adaptive Trading Modes, aimed at enhancing capabilities for advertisers. These developments reflect ongoing strategic moves and market reactions surrounding The Trade Desk.

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