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Added to YB: 2025-08-18

Pitch date: 2025-08-14

TTD [neutral]

The Trade Desk, Inc.

-29.08%

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

$51.03

Price Target

N/A

Dividend

N/A

EV/EBITDA

25.70

P/E

45.37

EV/Sales

6.54

Sector

Media

Category

growth

Show full summary:
When Gravity Returns: Trade Desk’s 2Q25 and the End of Act I

TTD (earnings update): Revenue growth slowing: Q1 +25% → Q2 +19% → Q3 guide +14%. Despite strong Kokai platform (75% adoption), facing 3 constraints: Amazon's 1% DSP fee vs TTD's 12-15%, premium CTV/sports in walled gardens, and retailer-owned purchase data. Needs pricing model shift, premium inventory access, international JVs to avoid settling at mid-teens growth.

Read full article (5 min)