Professional
Added to YB: 2025-10-02
Pitch date: 2025-06-30
TTD [bullish]
The Trade Desk, Inc.
-50.09%
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
$73.44
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.70
P/E
45.37
EV/Sales
6.54
Sector
Media
Category
growth
Baron Technology Fund Added On Portfolio Holding: The Trade Desk, Inc.
TTD added to position: Leading independent ad platform w/ 10% share of $100B+ programmatic ad market. Added after first earnings miss in 33 quarters. Kokai upgrade on track, strong brand partnerships (Netflix, Disney, Spotify). Best positioned for Connected TV despite Amazon competition. Long runway in $700B+ global ad market.
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