TTD Stock Recent News

Shares of growth stock The Trade Desk (TTD 1.42%) have soared about 50% since May 1. Much of this incredible momentum has been driven by the company's impressive first-quarter results.

Zacks.com users have recently been watching The Trade Desk (TTD) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

The Trade Desk's stock has surged 45% since March, driven by strong Q1 2025 earnings and 25% year-over-year revenue growth. My DCF model indicates TTD is priced for over 25% revenue growth, but maintaining this rate is challenging despite significant market opportunities. TTD's AI-enabled platform Kokai and UID2 solution position it well in the competitive digital ad market, but competition from giants like Google remains intense.

Technology stocks can be a wild ride for investors. Last month, the Nasdaq Composite (^IXIC 1.61%) plummeted after the announcement of sweeping import tariffs and entered a bear market.

Despite strong first-quarter results, TTD faces significant headwinds from macroeconomic uncertainty, rising costs and fierce competition.

VENTURA, Calif.--(BUSINESS WIRE)--Global advertising technology leader The Trade Desk (NASDAQ:TTD) today announced OpenSincera, a new application that provides the ad tech ecosystem with Sincera's rich advertising metadata to reveal deeper insights on advertising quality and health of the digital advertising supply chain. Free and open to all participants across the entire advertising industry, OpenSincera will provide metrics on the ad experience such as ads-to-content ratio, page weight, aver.

The Trade Desk fell more than 60% on a Q4 2024 revenue miss. The company quickly regained more than 60% from the lows amidst great Q1 2025 financial results. TTD's business model is highly scalable with strong growth drivers like AI, CTV, and increasing TAM, supported by a solid balance sheet.

You might have heard that the Chinese word for "crisis" combines the Chinese words for "danger" and "opportunity." That sounds great, but it isn't true.

The Trade Desk's Q1 earnings beat expectations, driven by accelerated Kokai platform adoption and organizational updates, leading to the stock exceeding my previous PT and outperforming the S&P 500. Management is optimistic about gaining market share due to favorable court rulings against Google and Meta, enhancing a fairer and more competitive open internet. Despite macroeconomic headwinds, The Trade Desk's innovative products and JBPs position it to navigate challenges, with a reiterated "buy" rating and a price target of $86.

The Trade Desk demonstrated remarkable resilience amidst ad market uncertainties, with a 25% YoY revenue growth and a nearly 20% stock surge post-earnings. TTD's strategic focus on programmatic advertising and CTV aligns with the shift from Linear TV, offering transparency and data advantages outside walled gardens. TTD's growth prospects remain robust, potentially benefiting from Google's regulatory challenges.