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Added to YB: 2025-04-22

Pitch date: 2025-04-20

TTD [neutral]

The Trade Desk, Inc.

-24.74%

current return

Author Info

No bio for this author

Company Info

The Trade Desk, Inc. operates as a technology company in the United States and internationally. The company offers a self-service cloud-based ad-buying platform that allows buyers to plan, manage, optimize, and measure data-driven digital advertising campaigns across various ad formats and channels, including video, display, audio, digital-out-of-home, native, and social on various devices, such as computers, mobile devices, televisions, and streaming devices.

Market Cap

$19.3B

Pitch Price

$48.70

Price Target

N/A

Dividend

N/A

EV/EBITDA

25.70

P/E

45.37

EV/Sales

6.54

Sector

Media

Category

turnaround

Show full summary:
Trade Desk $TTD: What's Going On?

TTD (update): 60% fall after 2% rev miss + weak Q1 guidance. Currently at 9x P/S, fair value using consensus 2025 forecasts. SBC 126% of GAAP net income. Despite slowing rev growth, EBITDA rising. Watch Q1 results & Liberation Day impact. Buy if you expect H2 rebound, otherwise caution despite drop.

Read full article (10 min)