The Trade Desk faces rising competition ahead of Q4 earnings report

The Trade Desk (NASDAQ:TTD) is set to report its fourth quarter results on Wednesday, and analysts at Wedbush say the company is likely to post continued growth while facing mounting competitive pressures. The firm maintained a ‘Neutral' rating on the stock and lowered its 12-month price target to $23 from $40, reflecting concerns about competitors consolidating ad spend into closed ecosystems.

Proactive Investors • 8 hours ago

The Trade Desk Introduces the Ventura Ecosystem to Advance the Future of CTV Advertising; V and Nexxen Join as the First Collaborators

VENTURA, Calif.--(BUSINESS WIRE)--Today, The Trade Desk's Ventura, the platform built for a fairer and more transparent streaming ecosystem, takes the next step in its vision to optimize programmatic advertising in connected TV (CTV) with the launch of the Ventura Ecosystem. The Ventura Ecosystem is an industry collaboration that brings global TV operating systems and streaming platforms together to create a more transparent and revenue‑optimized marketplace, so the industry can continue to gro.

Business Wire • 12 hours ago

5 Smart Stocks to Buy Right Now

Microsoft and Amazon are each delivering strong results, yet the market hasn't responded. Alphabet and Broadcom continue to dominate, helped by their notable efforts in AI.

The Motley Fool • 13 hours ago

10 stocks Wall Street expects to roar back after dropping at least 20% in 2026

Analysts expect these stocks to soar at least 46% over the next 12 months.

Market Watch • 12 hours ago

The Trade Desk Q4 Preview: I Was Wrong (Rating Downgrade)

I am downgrading The Trade Desk to 'hold' due to leadership instability, decelerating revenue growth, and intensifying competition from Amazon.

Seeking Alpha • Feb 23, 2026

The Top Tech Stocks to Buy in February

Micron's latest AI-driven growth cycle will last at least two more years. The Trade Desk will continue to pull advertisers away from the biggest “walled gardens”.

The Motley Fool • Feb 23, 2026

TTD vs. PUBM: Which Ad-Tech Stock Is the Smarter Pick Now?

The Trade Desk and PubMatic tap booming CTV and retail media trends, but rising competition, AI bets and valuation gaps set up a high-stakes ad-tech showdown.

Zacks Investment Research • Feb 23, 2026

The Trade Desk: The Market Got It All Wrong With Q4 Earnings To Confirm It

The Trade Desk has seen its stock collapse from $139 to $25, creating a deep value opportunity. Despite decelerating to 18% annual growth, TTD outpaces the US digital ad sector and improves margins via its AI platform Kokai. TTD trades at a forward PEG of 0.48x, with a pristine balance sheet and 16.8% ROE, signaling strong undervaluation and business efficiency.

Seeking Alpha • Feb 22, 2026

The Trade Desk: Demand-Side Advertising Platform Primed To Meet The Challenges

The Trade Desk: Demand-Side Advertising Platform Primed To Meet The Challenges

Seeking Alpha • Feb 20, 2026

Should You Buy, Hold or Sell TTD Stock Ahead of Q4 Earnings?

The Trade Desk heads into Q4 earnings with CTV and retail media momentum, but macro pressures and fierce competition cloud the near-term outlook.

Zacks Investment Research • Feb 19, 2026