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Trade Desk (TTD) Is Up 5.2% After CES Spotlight On Kokai AI Platform – Has The Bull Case Changed?

Simply Wall St · 3d ago
  • The Trade Desk recently drew fresh attention after the CES 2026 conference, where its AI-powered advertising capabilities were highlighted amid broader enthusiasm for artificial intelligence across the technology sector.
  • What stands out is how renewed focus on its AI-driven ad-buying tools has begun to reshape investor expectations for the company’s recovery path.
  • With AI innovation in its Kokai ad-buying platform in the spotlight, we'll explore how this CES-fueled optimism may influence Trade Desk's investment narrative.

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Trade Desk Investment Narrative Recap

To own The Trade Desk today, you need to believe in the long term shift of ad budgets toward data driven, open internet and connected TV campaigns, powered by its Kokai AI platform. The CES 2026 spotlight on AI reinforced that story but does not materially change the near term focus on whether growth can reaccelerate without margin pressure from rising AI development costs, which remains a key risk.

Among recent updates, the rollout and emphasis on Kokai and its new AI ad buying tools tie most directly to the CES enthusiasm, since they are central to Trade Desk’s pitch of more efficient, measurable campaigns. How effectively these tools translate into stronger client spend and support the company’s recovery will likely matter more than a single 5.3% share price move on AI themed headlines.

Yet investors should be aware that rising industry AI costs could pressure Trade Desk’s margins if...

Read the full narrative on Trade Desk (it's free!)

Trade Desk's narrative projects $4.3 billion revenue and $823.2 million earnings by 2028. This requires 17.1% yearly revenue growth and about a $406 million earnings increase from $417.2 million today.

Uncover how Trade Desk's forecasts yield a $62.33 fair value, a 55% upside to its current price.

Exploring Other Perspectives

TTD 1-Year Stock Price Chart
TTD 1-Year Stock Price Chart

Thirty nine members of the Simply Wall St Community value Trade Desk between US$34 and about US$111, highlighting very different views on upside. When you weigh those against Kokai driven AI efficiency as a key catalyst, it underlines why checking several perspectives on Trade Desk’s future performance is essential.

Explore 39 other fair value estimates on Trade Desk - why the stock might be worth over 2x more than the current price!

Build Your Own Trade Desk Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Trade Desk research is our analysis highlighting 3 key rewards that could impact your investment decision.
  • Our free Trade Desk research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Trade Desk's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.