Analytiker uppskattar inte (och inte heller jag) när Trade Desk har tvister med Publicis och andra medieaktörer, vilket ökar osäkerheten kring kundrelationer, omsättning och tillväxtutsikter. Riktpriserna sänktes tydligt. ![]()
Wall Street analysts cut rating on The Trade Desk, citing rising risks to client relationships and near-term revenue visibility after reports of a dispute with advertising giant Publicis.
Rosenblatt downgraded the stock to Neutral, pointing to a sharper-than-expected tone in reports of tensions not only with Publicis but also with other major agency groups including WPP and Dentsu.