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TTDBearishAnalyst Ratingnews

High materiality7/10

Rothschild Redburn starts TTD coverage with Sell and $11 target

May 28, 2026, 8:46 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

A new Sell rating with an $11 PT implies substantial downside (~50%), plus deteriorating technicals and weak quality metrics, likely pressuring TTD stock in the near term as investors reassess fundamentals.

AI summary

What happened, with direct paths to the underlying reporting

Rothschild Redburn started coverage on The Trade Desk with a Sell rating and an $11 target, implying about 50% downside. The note argues TTD is losing competitive ground within a limited supply-chain link and faces take-rate compression not reflected in consensus. Weaker momentum and low quality metrics corroborate the bearish setup.

Rothschild Redburn initiates TTD coverage with Sell and $11 target.
Take-rate compression and market-share threats cited as catalysts.
Edge rankings show weak momentum and low quality metrics.
TTD trades near $22.29; down ~70% YoY and ~41% YTD.

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