Overview
- Rosenblatt cut its price target on The Trade Desk on January 27 to $53 from $64 while keeping a Buy rating, citing the abrupt termination of CFO Alexander Kayyal after five months.
- Truist reduced its target to $60 from $85 the same day and maintained a Buy, pointing to heightened uncertainty from the finance chief’s exit.
- Insider Monkey reports that as of February 2 more than half of covering analysts remain bullish, with a consensus upside estimate near 80%.
- Yahoo Finance notes the stock fell 67% in 2025 and dropped about 20% more at the start of 2026.
- Coverage highlights intensifying competition, including Amazon’s push and its Netflix tie-up, a slowdown in revenue growth, prior peak valuation near 85 times forward earnings, and continued profitability on the Kokai AI platform.