Professional
Added to YB: 2025-10-02
Pitch date: 2025-06-30
TTD [bullish]
The Trade Desk, Inc.
-69.76%
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 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
$73.44
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
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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