The Trade Desk (TTD) Reiterated at Buy, Top Pick at Stifel

Stifel analyst Mark Kelley reiterated a Buy rating on The Trade Desk (NASDAQ: TTD).

The analyst commented, "we highlight TTD ($37.30, Buy) as our top pick in the Ad Tech group as the company moves beyond the Kokai rollout issues and laps the significant headwinds the company faced, particularly in 2H25, from the U.S. Presidential election cycle. Focusing on the latter, we note that scrubbing TTD’s revenue to remove political spend means the business grew ~in-line with 2024 levels; to us, this means the headline revenue growth numbers will start to look significantly better in 2Q and beyond and will likely make the Amazon competition bear case harder to hang your hat on."

For an analyst ratings summary and ratings history on The Trade Desk click here. For more ratings news on The Trade Desk click here.

Shares of The Trade Desk closed at $37.30 yesterday.

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