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:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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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美銀證券分析師Jessica Reif Ehrlich維持$The Trade Desk (TTD.US)$買入評級，維持目標價155美元。
根據TipRanks數據顯示，該分析師近一年總勝率為53.5%，總平均回報率為7.3%。
此外，綜合報道，$The Trade Desk (TTD.US)$近期主要分析師觀點如下：
預計消費Internet Plus-related行業今年將獲得正回報。但是，隨着有關資本支出要求、人工智能投資、利潤率增長放緩、自動駕駛汽車造成的中斷、企業和消費領域的人工智能貨幣化以及外匯逆風影響等問題的討論展開，2025年可能會劃出明顯的贏家和輸家。
在幾種潛在催化劑的推動下，預計2025年將對軟體行業有利。支出趨勢的改善和穩定，以及生成式人工智能的出現，預計將推動新的創新。此外，對2025年上半年的早期估計得益於有利的比較，管理團隊將重點放在增長戰略上。受青睞的職位中突出的是Adobe、微軟和Snowflake等大型股公司；Gitlab和Guidewire Software等中型股公司；以及小盤股中的Clearwater Analytics、Magnite和Varonis Systems以及被歸類爲非共識構想的Dynatrace、MongoDB和Nexxen。
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