[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 71.3K followers Created: 2025-07-01 08:39:18 UTC Citi Raises $TTD PT to $XX from $82, Maintains Buy Rating, Adds 90-Day Upside Catalyst Watch Analyst comments: "We ran a media buyer survey and came away incrementally positive on The Trade Desk’s leadership position. While Amazon DSP did show well in a more competitive environment, The Trade Desk’s strength stands out and there was solid support for Kokai. Our survey found The Trade Desk to be the clear market share leader and best performing DSP across key qualities, including inventory and data. With take-rates not the most critical consideration for advertisers (ranked fourth), this reads positive for The Trade Desk’s ability to maintain its leadership position, continue taking budget share, and sustain its take-rate as we expect its performance edge to remain a critical differentiator. We also came away more positive than negative regarding risk from Amazon DSP. Our survey found Amazon DSP for off-Amazon spend gaining ground with some evidence of spend coming from The Trade Desk, but importantly The Trade Desk is not the primary source. We see enough growth opportunity for both DSPs, supporting our bullish view. We open a positive 90-day catalyst watch on The Trade Desk shares into the 2Q25 print as we see potential upside to guidance and consensus estimates. This is informed by our time at the Cannes Lions advertising conference where we came away incrementally more positive on the macro environment, which has stabilized considerably from early May when The Trade Desk gave 2Q25 guidance, leading to better-than-expected spend in 2Q. Additionally, connected TV trends were very strong. We also see less direct risk to The Trade Desk numbers in 2025 from Amazon DSP as The Trade Desk remains differentiated and we believe there is more than enough growth for both DSPs. With shares trading at approximately 26x 2026E EBITDA, we also see multiples re-rating back over 30x should The Trade Desk beat 2Q25 expectations." Analyst: Ygal Arounian XXXXXX engagements  **Related Topics** [$ttd](/topic/$ttd) [trade desk inc](/topic/trade-desk-inc) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/wallstengine/status/1939967035389493309)
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Wall St Engine @wallstengine on x 71.3K followers
Created: 2025-07-01 08:39:18 UTC
Citi Raises $TTD PT to $XX from $82, Maintains Buy Rating, Adds 90-Day Upside Catalyst Watch
Analyst comments: "We ran a media buyer survey and came away incrementally positive on The Trade Desk’s leadership position. While Amazon DSP did show well in a more competitive environment, The Trade Desk’s strength stands out and there was solid support for Kokai. Our survey found The Trade Desk to be the clear market share leader and best performing DSP across key qualities, including inventory and data. With take-rates not the most critical consideration for advertisers (ranked fourth), this reads positive for The Trade Desk’s ability to maintain its leadership position, continue taking budget share, and sustain its take-rate as we expect its performance edge to remain a critical differentiator.
We also came away more positive than negative regarding risk from Amazon DSP. Our survey found Amazon DSP for off-Amazon spend gaining ground with some evidence of spend coming from The Trade Desk, but importantly The Trade Desk is not the primary source. We see enough growth opportunity for both DSPs, supporting our bullish view. We open a positive 90-day catalyst watch on The Trade Desk shares into the 2Q25 print as we see potential upside to guidance and consensus estimates. This is informed by our time at the Cannes Lions advertising conference where we came away incrementally more positive on the macro environment, which has stabilized considerably from early May when The Trade Desk gave 2Q25 guidance, leading to better-than-expected spend in 2Q. Additionally, connected TV trends were very strong. We also see less direct risk to The Trade Desk numbers in 2025 from Amazon DSP as The Trade Desk remains differentiated and we believe there is more than enough growth for both DSPs. With shares trading at approximately 26x 2026E EBITDA, we also see multiples re-rating back over 30x should The Trade Desk beat 2Q25 expectations."
Analyst: Ygal Arounian
XXXXXX engagements
Related Topics $ttd trade desk inc stocks technology