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
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)