BofA Securities analyst Jessica Reif Ehrlich maintains $The Trade Desk (TTD.US)$ with a buy rating, and maintains the target price at $155.
According to TipRanks data, the analyst has a success rate of 53.5% and a total average return of 7.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $The Trade Desk (TTD.US)$'s main analysts recently are as follows:
It is expected that the consumer internet sector will see positive returns this year. However, 2025 could delineate clear winners and losers as discussions unfold over issues like capital expenditure requirements, artificial intelligence investments, slower margin improvements, disruptions owing to autonomous vehicles, AI monetization in both enterprise and consumer segments, and the effects of foreign exchange headwinds.
The year 2025 is anticipated to be favorable for the software sector, buoyed by several potential catalysts. Improved and stabilized spending trends, along with the emergence of generative artificial intelligence, are expected to fuel new innovations. Furthermore, the early estimates for the first half of 2025 benefit from favorable comparisons, with management teams focusing on growth strategies. Highlighted among the favored positions are large-cap firms like Adobe, Microsoft, and Snowflake; mid-cap companies such as Gitlab and Guidewire Software; as well as Clearwater Analytics, Magnite, and Varonis Systems in the small-cap category, and Dynatrace, MongoDB, and Nexxen classified as non-consensus ideas.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美银证券分析师Jessica Reif Ehrlich维持$The Trade Desk (TTD.US)$买入评级，维持目标价155美元。
根据TipRanks数据显示，该分析师近一年总胜率为53.5%，总平均回报率为7.3%。
此外，综合报道，$The Trade Desk (TTD.US)$近期主要分析师观点如下：
预计消费互联网行业今年将获得正回报。但是，随着有关资本支出要求、人工智能投资、利润率增长放缓、自动驾驶汽车造成的中断、企业和消费领域的人工智能货币化以及外汇逆风影响等问题的讨论展开，2025年可能会划出明显的赢家和输家。
在几种潜在催化剂的推动下，预计2025年将对软件行业有利。支出趋势的改善和稳定，以及生成式人工智能的出现，预计将推动新的创新。此外，对2025年上半年的早期估计得益于有利的比较，管理团队将重点放在增长战略上。受青睐的职位中突出的是Adobe、微软和Snowflake等大型股公司；Gitlab和Guidewire Software等中型股公司；以及小盘股中的Clearwater Analytics、Magnite和Varonis Systems以及被归类为非共识构想的Dynatrace、MongoDB和Nexxen。
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