Added to YB: 2025-09-02
Pitch date: 2025-08-31
TTD [bullish]
The Trade Desk, Inc.
-31.43%
current return
Author Info
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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
$53.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.70
P/E
45.37
EV/Sales
6.54
Sector
Media
Category
growth
Sustainable’s Substack | August ‘25 Portfolio Review - Added On Position: The Trade Desk, Inc.
TTD added to position: 19% Q revenue growth, 14% guidance amid Amazon DSP competition concerns. AI-powered Kookai platform showing results, expected to reaccelerate growth when scaled. Added in low $50s after selling 1/3 at $120s. Fast-moving ad tech space w/ questions on Amazon market share impact.
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