Stifel Reaffirms The Trade Desk, Inc. (TTD) as Sector Favorite Amid Market Volatility

The Trade Desk, Inc. (NASDAQ:TTD) is among the most promising growth stocks according to analysts. According to a report by Investing.com, Stifel reaffirmed a ‘Buy’ rating on The Trade Desk, Inc. (NASDAQ:TTD), with analyst Mark Kelley labelling it as the firm’s top pick in the Ad Tech sector. Despite the stock’s over 50% decline in the last six months, TTD has a ‘Buy’ or equivalent rating from more than half of the analysts covering the stock.

Stifel noted that The Trade Desk, Inc. (NASDAQ:TTD) is getting past the rollout problems with its Kokai platform and is well-positioned to move beyond the tough comparison faced in the latter half of 2025 due to the U.S. presidential election cycle. When the company’s revenue calculation was viewed in isolation, without political spending, the underlying business surged approximately in-line with 2024 levels, the firm highlighted.

With The Trade Desk, Inc. (NASDAQ:TTD) now getting past election-associated impacts, Stifel anticipates the company’s headline revenue growth figures to “start to look significantly better in 2Q and beyond.”

Earlier on January 5, Shweta Khajuria from Wolfe Research trimmed the price target on The Trade Desk, Inc. (NASDAQ:TTD) to $45 from $60, and maintained an ‘Outperform’ rating. The firm attributes its optimistic outlook to AI developments and product catalysts, a comparatively favorable macro environment, and sound capital allocation.

The Trade Desk, Inc. (NASDAQ:TTD) is a California-based technology company that offers 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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