Trade Desk, the Communication Services sector company, was revisited by a Wall Street analyst yesterday. Analyst Ronald Josey from Citi maintained a Hold rating on the stock and has a $38.00 price target.
Meet Samuel – Your Personal Investing Prophet
- Start a conversation with TipRanks’ trusted, data-backed investment intelligence
- Ask Samuel about stocks, your portfolio, or the market and get instant, personalized insights in seconds
Ronald Josey has given his Hold rating due to a combination of factors, balancing solid recent execution with a more cautious near‑term outlook. He notes that The Trade Desk closed 4Q25 ahead of expectations on both revenue and profitability, with stronger take rates reflecting improved monetization of ad spend, but he also recognizes that such strength is already largely reflected in the stock’s valuation.
At the same time, Josey highlights that management’s 1Q26 revenue and EBITDA guidance sits below consensus, suggesting a moderation in growth and margins as the company invests in its platform and product roadmap. This softer near‑term guidance, alongside uncertainties around competitive dynamics and margin trajectory, leads him to see limited near‑term upside relative to risk, supporting a Hold rather than a more aggressive rating.
According to TipRanks, Josey is a 4-star analyst with an average return of 4.9% and a 47.22% success rate. Josey covers the Communication Services sector, focusing on stocks such as Alphabet Class A, Meta Platforms, and Zillow Group Class A.
In another report released on February 24, Wedbush also maintained a Hold rating on the stock with a $23.00 price target.