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Added to YB: 2025-08-12

Pitch date: 2025-08-09

TTD [neutral]

The Trade Desk, Inc.

-31.88%

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

$53.80

Price Target

93.00 (+154%)

Dividend

N/A

EV/EBITDA

25.70

P/E

45.37

EV/Sales

6.54

Sector

Media

Category

growth

Show full summary:
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.

Read full article (12 min)