Crowded DSP Market Pressures The Trade Desk, Inc. (TTD), Says Guggenheim

The Trade Desk, Inc. (NASDAQ:TTD) is among the overlooked AI stocks to buy now. On September 30, 2025, Guggenheim reiterated its ‘Buy’ rating on The Trade Desk, Inc. (NASDAQ:TTD), while cutting the price target to $55.00 from $75.00. This revision stemmed from the intensifying competition, primarily driven by Amazon’s demand-side platform (DSP).

2025 is the year of transition, the analyst noted, emphasizing the company’s launch of its Kokai platform, double-digit headcount growth, and new leadership, featuring COO Vivek Kundra and CFO Alex Kayyal. Although there are concerns about the crowded DSP market, the firm believes this will continue to influence overall sentiment until The Trade Desk, Inc. (NASDAQ:TTD) reinvigorates growth. The company’s growth should pick up after  Q2 2026, according to the analyst.

Guggenheim based its positive stance on the increased adoption of programmatic advertising on connected TV platforms, anticipated $40 million in political advertising contributions, and developments in audio monetization syncing with Spotify commentary.

The Trade Desk, Inc. (NASDAQ:TTD) is a California-based technology company offering a self-service cloud-based ad-buying platform, data, and other value-added services. Incorporated in 2009, the company is committed to transforming media by enhancing the relevance of advertising for consumers.

While we acknowledge the potential of TTD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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