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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

Show full summary:
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)