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Added to YB: 2025-05-01

Pitch date: 2025-04-22

TTD [neutral]

The Trade Desk, Inc.

-56.45%

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 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

$51.00

Price Target

N/A

Dividend

N/A

EV/EBITDA

11.81

P/E

23.64

EV/Sales

3.20

Sector

Media

Category

turnaround

Show full summary:
The Ithaka Group Portfolio Holding: The Trade Desk, Inc.

TTD (holding update): Leading cloud-based ad platform with competitive moat from tech stack, buy-side focus (no conflicts), and transparent ROI reporting. Stock underperformed after missing earnings for first time in 33 quarters due to December reorg and internal scalability focus causing execution missteps.

Read full article (1 min)