Added to YB: 2025-09-02
Pitch date: 2025-08-31
TTD [bullish]
The Trade Desk, Inc.
-58.45%
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 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
$53.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
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.
Read full article (1 min)