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Added to YB: 2025-05-01

Pitch date: 2025-04-22

TTD [neutral]

The Trade Desk, Inc.

-28.14%

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

$51.00

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:
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)