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Wedbush表示，Trade Desk預計將公佈與市場預期相符的第一季營收成長。

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-- Wedbush週一發布的一份報告稱，Trade Desk (TTD)預計將於週四公佈第一季業績，營收預計成長10%至6.78億美元，與市場普遍預期的6.79億美元基本一致；每股收益預計為0.33美元，高於市場普遍預期的0.32美元。 Wedbush表示，由於Trade Desk正在投資基礎設施以支持不斷增長的媒體曝光量和新技術，預計該公司第一季的毛利率將下降100個基點至76%，並預計2025年全年毛利率將持續下滑。 該公司預計，Trade Desk第二季的營收將與市場普遍預期一致，為7.73億美元；息稅折舊攤提前利潤（EBITDA）為2.94億美元。報告指出，受3月中旬Publicis審計失敗的影響，預計FIFA世界盃推動的連網電視廣告成長將掩蓋其短期不利影響。 Wedbush 進一步指出，儘管市場競爭加劇，且圍繞 Trade Desk 的輿論壓力也隨之增加，但第二季和第三季世界盃帶來的消費成長以及下半年的政治支出應該能夠抵消這些影響。 Wedbush 將該公司股票評級從“弱於大盤”上調至“中性”，並維持 23 美元的目標價不變。

Price: $24.63, Change: $+0.40, Percent Change: +1.65%

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