Added to YB: 2025-04-10
Pitch date: 2025-04-07
TTD [bullish]
The Trade Desk, Inc.
-54.38%
current return
Author Info
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Company Info
The Trade Desk, Inc. operates as a technology company in the United States and internationally. The company creates, manages, and optimizes digital advertising campaigns across ad formats, channels and devices, including CTV and other video, display, audio, and native, on a multitude of devices, such televisions, streaming devices, mobile devices, computers and digital-out-of-home devices.
Market Cap
$10.1B
Pitch Price
$48.69
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
Sector
Media
Category
growth
Seizing Opportunity in Market Chaos: New Starter Positions in TTD
TTD (starter position): Programmatic ad leader, down from $100+ to $43.50. 30%+ rev growth, 95%+ customer retention. Moat: data-driven precision, AI platform Koai. Risks: 1.6 beta, recession impact on ad spend. Long-term potential despite cyclical nature. Starter position with plan to monitor ad cycle & economic risks.
Read full article (1 min)