investing.comSEP 182 min read$TTD

Guggenheim raises Trade Desk stock price target on cost cuts

Guggenheim raised its price target for The Trade Desk (TTD) to $13.00 from $12.00, citing cost cuts and improved 2027 EBITDA estimates. The stock is down 67% year-over-year. Guggenheim expects revenue decline in early 2027 but growth later. TTD announced a 15% workforce reduction for $150M in annual savings. Other analysts have mixed reactions to the changes.

Original reporting

investing.com

Published Sep 18, 2026, 11:35 AM UTC

Analysis

AlphAI AI DeskAI-generated

Added to AlphAI Sep 18, 2026, 12:57 PM UTC. Informational, not investment advice.

How this was made

AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

About AlphAI AI Desk Scoring methodology Report an issue

AlphAI market briefFinancial news

Primary signal

$TTD

Bullish

medium confidence

Mentioned

$TTD

Relevance

7/10

AlphAI data visualization · based on investing.com

Decision brief

The 30-second read

$TTDBullishMed

Why it matters

Analyst target raise provides a fresh catalyst amid broader challenges.

Market read

Target adjustment offers a short‑term trading angle for TTD.

What to watch

Persistent advertising softness and leadership turnover could offset savings.

Relevance 7/10Novelty 6/10Timing: today

Background

The Trade Desk has been under pressure from declining ad spend and recent workforce reductions.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$TTDBullishMedium confidence

Context

Guggenheim raised its price target for The Trade Desk to $13.00, citing a 15% workforce reduction and cost savings.

Expected impact

Potential modest price increase as investors reassess valuation.

Evidence & confidence

Target raise reflects cost‑cut benefits; however, broader headwinds remain.

Market effects

Sector

Ad tech sector may see renewed focus on cost efficiency.

Regional

U.S. tech stocks could experience slight lift.

Global

Limited to investors tracking ad‑tech valuations.

Counterpoint

What could challenge this read

Cost cuts may not translate to revenue growth; target raise could be premature.

Key entities

Analyst Firm
Guggenheim
Raised price target for TTD to $13.00.
Company
The Trade Desk
Ad tech platform implementing 15% workforce reduction.

Read at source ← All news

OCT 7

$TTDMed

Why The Trade Desk Stock Tumbled in September

The Trade Desk (TTD) shares fell 11% in September. The company announced a 15% workforce reduction, with estimated charges of $39M-$51M. It was removed from the S&P 500 index. Rival Amazon (AMZN) partnered with OpenAI, and TTD faced issues serving ads to Apple's (AAPL) Safari browser.

finance.yahoo.com2 min

OCT 7

$AAPLMed

Apple’s secret blocklist is the talk of Advertising Week New York (mostly off the record)

Apple's iOS 17 update blocks certain ad tech companies from tracking users in Safari, affecting firms like The Trade Desk and LiveRamp. Apple can dynamically update the blocklist via WebKit. Ad execs express concern, while some ID vendors test workarounds. The Trade Desk's ad server was temporarily removed from the blocklist. Meanwhile, platforms like TikTok, Meta, and X are enhancing AI tools for ad creative. Apple's move and ad tech developments impact the digital advertising landscape.

digiday.com3 min

OCT 2

$AAPLLow

Apple Has Far-Reaching Plans To Block Hundreds Of Programmatic Data Companies From iOS

Apple's iOS 17 update expanded restrictions, blocking hundreds of programmatic data companies from collecting data or serving ads on Safari and other browsers using WebKit. The list, managed via a dynamic remote process, includes major players like The Trade Desk and LiveRamp, with Apple having sole discretion over inclusions. The full list remains private, and affected vendors may be unaware of their status.

adexchanger.com2 min

SEP 30

$CAPRMedAI 8/10

Dow, S&P 500, Nasdaq Futures Mixed As 30-Year Yield Climbs Higher: CAPR, IOVA, DKNG, TTD In Focus

Capricor Therapeutics (CAPR) shares rose 17% after positive clinical data. Iovance Biotherapeutics (IOVA) gained 31% on raised revenue outlook. DraftKings (DKNG) fell 7% amid competitor funding news. Trade Desk (TTD) declined on revenue growth concerns. Dow is down for Q3, while S&P 500 and Nasdaq are up. PCE data release expected to impact markets.

finance.yahoo.com2 min

SEP 23

$TTDMed

The Trade Desk, Inc. (TTD) Stock Forecasts

Argus lowered its price target for The Trade Desk (TTD) to $13.00, citing its self-service ad platform. The company helps advertisers buy digital ad inventory across various devices. TTD is in the communication services sector.

finance.yahoo.com1 min

SEP 22

$TTDHigh

TTD Stock Slips As Cost Cuts And Index Removals Rattle Traders

The Trade Desk Inc. (TTD) shares fell 5.01% amid concerns over slowing ad spend and valuation pressure. The company announced a 15% workforce reduction, which may result in $39–$51M in severance costs. TTD is also being removed from the S&P 500 and Bloomberg 500 Indexes, which could trigger passive fund selling. Despite solid financials, analysts remain neutral, with a consensus price target of $13.31.

timothysykes.com2 min