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Investing.com - Stifel has reiterated its Buy rating and $90.00 price target on The Trade Desk (NASDAQ:TTD), following meetings with company executives at Stifel’s 2025 Tech Executive Summit in Deer Valley, Utah. According to InvestingPro data, analyst targets for TTD range from $47 to $135, with the stock currently trading near $52.65, significantly below its 52-week high of $141.53.
The Trade Desk’s Chief Commercial Officer Samantha Jacobson and Senior Manager of Investor Relations Jake Graves participated in a fireside chat and investor meetings at the event earlier this week, according to Stifel analyst Mark Kelley.
Key discussion topics during these sessions included the macroeconomic environment, retail media, and the current state of the open web, among other subjects relevant to the digital advertising technology company.
Stifel highlighted an important clarification regarding The Trade Desk’s relationship with Walmart, noting that the company "has not lost exclusivity at Walmart and remains the sole DSP provider for Walmart in the U.S."
The only change to The Trade Desk’s exclusivity arrangement with Walmart has occurred in Mexico, which is "the only region to change the exclusivity clause," according to Stifel’s research note.
In other recent news, The Trade Desk reported its Q2 2025 earnings, delivering results that surpassed analysts’ expectations. The company posted earnings per share of $0.41, slightly exceeding the forecasted $0.40. Revenue also came in above projections, reaching $694 million compared to the anticipated $685.54 million. Despite these positive financial results, the stock saw a significant decline, although specific stock price movements are not detailed here. These developments have drawn attention to investor sentiments and their concerns regarding the company’s future prospects. The earnings beat reflects The Trade Desk’s ability to perform above expectations, but the market’s reaction indicates a complex investor outlook. Analysts and investors are closely monitoring these recent developments to gauge future performance.
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