Citigroup upgrades Trade Desk (NASDAQ:TTD) to "Outperform," signaling a bullish stance on the stock.Trade Desk launches Audience Unlimited to enhance its digital advertising data marketplace, aiming to improve third-party data usage for advertisers.Despite a price target reduction from Citizens JMP, the stock experiences a 5.30% rise, indicating strong investor interest and market confidence in Trade Desk's growth potential.Trade Desk (NASDAQ: TTD) is a prominent player in the digital advertising industry, ...

价格目标与评级调整 - Guggenheim将The Trade Desk的目标股价从75美元下调至55美元 但维持买入评级 [1] - 下调目标股价的原因包括竞争逆风和短期不确定性 [1] 公司面临的主要挑战 - 投资者关注点集中在宏观经济状况和竞争压力上 特别是来自亚马逊需求侧平台的竞争 [1] - 关于亚马逊获得DSP市场份额的叙述可能影响市场情绪 直至公司能展示收入重新加速增长 [2] - 收入重新加速增长预计将从2026年第二季度开始 [2] 公司战略与运营进展 - 管理层目标是在年底前实现Kokai平台100%的采用率 高于第二季度的70%以上 [1] - 2025年被视作转型年 支撑因素包括Kokai平台的推广 人员编制扩张以及新的领导层招聘 [3] 行业需求趋势 - 广告需求趋势与第二季度末水平一致 [2] - 消费品和汽车品牌继续面临与关税相关的压力 [2] 未来增长驱动力 - 未来增长预计由联网电视的普及 2026年的政治广告以及音频货币化推动 [3]

Unforced errors have weighed on the company, but the selling is likely overdone.In 2025, it is not easy to find a large-cap stock that has lost more positive sentiment in such a short period than The Trade Desk (TTD 0.83%). The programmatic advertising company's stock price is down 60% since the beginning of the year. It plunged dramatically following earnings reports released in February and in August.The severity of the drop probably changes the investment thesis on the stock. As the leading independent s ...

Parkev Tatevosian, CFA has positions in The Trade Desk. The Motley Fool has positions in and recommends The Trade Desk. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

第四季度——传统的海外营销季临近，广告科技公司The Trade Desk(纳斯达克：TTD，以下简称"TTD") 近日发布的调研显示，2025年消费者假日购物呈现新趋势：筹备时间提前、理性消费意识增强、决策过 程更为复杂，且消费行为跨平台、多触点的特点日益显著。 除了价值传递，品牌在消费者心中的"心智占位"也至关重要。所谓"心智占位"，即消费者在产生需求时 首先联想到的品牌或产品。这种认知无法一蹴而就，需要品牌全年持续与目标受众沟通，通过高频曝光 和深度互动逐步建立信任。如此一来，即便在消费趋紧的第四季度，消费者仍会优先选择那些他们熟悉 并信赖的品牌——这正是品牌长期建设所形成的核心差异。 基于此，TTD建议企业拉长品牌建设周期，避免仅在Q4临时强化品牌信息。吴昱霖提到："成熟的品牌 早已从每年四、五月份就开始布局价值传播，而非等到Q4才聚焦促销。与我们合作较多的'出海'企业已 迅速调整策略，既重视Q4的销售冲刺，也注重全年的品牌积累。" 另一个显著趋势是，品牌不再局限于美国市场。今年第四季度，针对欧洲、亚太乃至日韩市场的咨询明 显增多，显示出"出海"企业正积极推行多元化布局，以分散风险、增强购物季经营的稳 ...

Valued at a market cap of $22.9 billion, The Trade Desk, Inc. (TTD) is a leading independent digital advertising technology company. Headquartered in Ventura, California, the company offers a self-service, cloud-based platform that enables advertisers to plan, manage, and optimize digital campaigns across various channels, including display, video, audio, native, and social media. Companies valued at $10 billion or more are generally classified as “large-cap” stocks, and Trade Desk fits this criterion per ...

These two companies fell by 30% or more in a single month.I won't keep you waiting. The two worst-performing stocks in the S&P 500 (^GSPC -0.50%) in August 2025 were The Trade Desk (TTD -0.23%) and Super Micro Computer (SMCI 0.09%). These were down by 37% and 30%, respectively, for the month.Since early August was the peak of earnings season, you might suspect that these moves were earnings-related. And you'd be 100% correct.In the case of The Trade Desk, its earnings contained disappointing third-quarter g ...

Key Takeaways The Trade Desk's Joint Business Plans with advertisers and agencies have reached record highs.Nearly 100 JBPs are in progress, many in late stages, boosting spending and multi-year growth.Kokai and OpenPath deliver faster spend growth, efficiency gains and stronger client performance.The Trade Desk's ((TTD) strong foothold across CTV, retail media, digital audio, identity, measurement and data positions it to capture greater business opportunities from both new and existing customers. A key co ...

行业概览 - 全球数字广告市场预计2025至2030年复合年增长率为15.4% 增长动力来自移动设备渗透率提升、社交媒体平台和程序化广告[2] - 视频广告将继续主导数字广告领域 因品牌方认识到视觉叙事的效果[2] - 联网电视(CTV)和零售媒体趋势为行业增长关键驱动因素 两家公司均在该领域有重要布局[3] The Trade Desk公司分析 - 公司是需求方平台(DSP)领导者 专注于数据驱动的广告投放[1] - 2025年第二季度增长主要由联网电视和零售媒体推动 采用基于决策的程序化方法[4] - 视频业务(包含联网电视)占整体业务比重达40%以上[4] - 与迪士尼、NBCU、Netflix、Roku和沃尔玛等主要媒体公司扩大合作伙伴关系[4] - 最新平台升级Kokai已被70%以上客户使用 预计今年完成全面采用[5] - 集成Koa AI工具显著提升广告活动精准度、效率和效果 使用Kokai平台的广告主支出增长速度比未使用者快20%以上[5] - OpenPath简化程序化供应链 让发布商直接接入平台[6] - 收购Sincera通过OpenSincera增强供应链透明度[6] - 北美地区占广告支出86% 正积极拓展全球市场[6] - 预计第三季度收入至少7.17亿美元 同比增长14% 调整后EBITDA约2.77亿美元[6] Magnite公司分析 - 公司是供应方平台(SSP)领导者 帮助发布商管理并销售广告库存[1] - 2025年第二季度联网电视业务(剔除流量获取成本)同比增长14% 占贡献组合44%[10] - 通过与Roku、派拉蒙、Netflix、LG和华纳兄弟合作加强联网电视业务[10] - 受益于中小型企业采用趋势和代理市场 以及直播体育节目中的程序化增长[10] - 收购streamr.ai为中小企业提供AI工具使其更易接入联网电视广告[10] - 直播体育领域的程序化机会仍处于早期阶段 但每个体育赛季都在增长[11] - 与FanDuel体育网络达成合作 该平台每年在本地市场制作超过3,000场直播体育赛事[11] - 将合并的联网电视平台(包含流媒体和广告服务)以SpringServe品牌推向全面可用状态[12] - DV+(展示、视频和移动)业务表现强劲 剔除流量获取成本的贡献较上季度增长8%[13] - 预计针对谷歌的反垄断裁决将改变开放互联网格局 谷歌交易所控制约60%的DV+市场份额 而Magnite仅占个位数百分比[13] - 管理层估计每1%的市场份额转移可能带来5,000万美元的年增量贡献(剔除流量获取成本)[13] - 新生成式AI工具预计将提高运营效率并创造新的货币化机会[14] - 是亚马逊DSP支出批准的三个平台之一 正在货币化亚马逊Fire设备库存[14] 财务与估值比较 - 过去三个月MGNI股价上涨13.2% TTD股价下跌32.9%[9][15] - TTD远期12个月市盈率为23.11倍 高于MGNI的21.99倍[18] - 过去60天内分析师对TTD今年盈利预期进行小幅下调[19] - MGNI当前财年盈利预期上调7.32%[20][22] - MGNI获得Zacks2评级(买入) TTD为Zacks3评级(持有)[22][23]

The Trade Desk's biggest problem may be an easy one to fix.From the start of 2020 through the end of 2024, shares of advertising technology (adtech) company The Trade Desk (TTD 3.75%) were up an impressive 352%, trouncing the comparable 82% return for the S&P 500. In fact, this market-trouncing performance helped land The Trade Desk a spot in the S&P 500 index earlier this year.However, 2025 has been rough for shareholders. As of this writing, The Trade Desk stock is down 63% year to date, making it the lou ...