Jan. 12 at 11:49 AM
$TTD Really? TTD named Top Ad pick by Stifel!
TTD has been reiterated as a Buy by Stifel, with analyst Mark Kelley naming it the firm’s top pick in the Ad Tech sector. This comes despite TTD’s stock price falling nearly 70% over the past year to
$37.30, trading close to its 52-week low of
$35.65.
Stifel highlighted that The Trade Desk is moving beyond rollout issues with its Kokai platform and will soon lap significant headwinds faced in the second half of 2025 from the U.S. Presidential election cycle. According to InvestingPro data, the company maintains strong fundamentals with a "GOOD" overall financial health score.
The firm noted that when political spending is removed from The Trade Desk’s revenue calculations, the underlying business grew approximately in-line with 2024 levels.
Stifel expects The Trade Desk’s headline revenue growth numbers to "start to look significantly better in 2Q and beyond" as the company moves past election-related impacts.
$TTDU
