异动解读 | Trade Desk盘前大涨5.45%,第四季度收入预期超预期

异动解读
Nov 07

广告技术公司Trade Desk(TTD)今日盘前股价大涨5.45%,引起市场广泛关注。

消息面上,Trade Desk预测第四季度营收至少为8.4亿美元,高于分析师平均预期的8.302亿美元。公司表示,其人工智能驱动的Kokai平台需求强劲,各垂直领域的广告支出也有所改善。此外,公司第三季度盈利也超出分析师预期,进一步增强了投资者信心。

分析师普遍对Trade Desk持积极态度。BTIG称第四季度业绩指引是"朝着正确方向迈出的又一步",受医疗、汽车和科技垂直行业增长的推动。杰富瑞(Jefferies)认为第四季度有可能实现20%以上的增长。值得注意的是,尽管今日股价大涨,Trade Desk股价今年累计仍下跌超过60%。目前,40位分析师对该股的平均评级为"买入",目标价中位数为68美元。

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