Added to YB: 2025-08-12
Pitch date: 2025-08-09
TTD [neutral]
The Trade Desk, Inc.
-58.72%
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
$53.80
Price Target
93.00 (+319%)
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
Sector
Media
Category
growth
The Trade Desk ($TTD) – Should You Buy the 39% Dip or is the Thesis Falling Apart?
TTD (earnings update): Trading at 31x FY25 E after 39% drop on Q2 inline. Rev growth slowing to 14% Q3 guide (18% ex-political). Kokai platform shows 20pt KPI improvement, 70% adoption. Bull: CTV shift, open internet advantages, tech moat. Risks: Amazon competition, macro tariff concerns. Mgmt confident in reacceleration 2026-28. $93 2027 PT = 24% IRR.
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