Leadership Transition Tempers Analyst Sentiment on Trade Desk (TTD)

The Trade Desk, Inc. (NASDAQ:TTD) stands out as one of Cathie Wood’s 10 stock picks with huge upside potential.

As of February 2, 2026, The Trade Desk, Inc. (NASDAQ:TTD) continues to attract mixed analyst sentiment, with over 50% of analysts covering the stock remaining bullish, with a consensus upside potential of a 79.80%.

On January 27, 2026, The Trade Desk, Inc. (NASDAQ:TTD) drew Rosenblatt analyst Barton Crockett’s attention, who lowered the firm’s price target from $64 to $53, while reiterating a ‘Buy’ rating. The target adjustment comes amid the surprising termination of CFO Alexander Kayyal after only five months of service.

On the same day, Truist also revisited The Trade Desk, Inc. (NASDAQ:TTD), reducing the price target from $85 to $60 while reiterating a ‘Buy’ rating. The firm’s updated price target incorporates adjustments to forecasts, accounting for increased uncertainty stemming from the CFO transition. The recently terminated CFO previously served as Chief Accounting Officer for nearly 11 years. He brought deep expertise in financial management across high-growth software and internet markets.

Analysts believe the abrupt change at this critical leadership position dims the case for a valuation premium. The firm says so despite the strength demonstrated in the company’s core digital advertising platform.

The Trade Desk, Inc. (NASDAQ:TTD) operates a data-driven advertising platform that enables brands and agencies to manage and optimize digital campaigns across display, video, audio, and connected TV channels globally.

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