Added to YB: 2025-11-18
Pitch date: 2025-11-15
TTD [bullish]
The Trade Desk, Inc.
-47.01%
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
$41.91
Price Target
65.00 (+193%)
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
Sector
Media
Category
growth
The Trade Desk – Oversold, Misunderstood, and Too Cheap to Ignore
TTD (earnings): Q3 beat w/ $739M rev (+18% YoY, +22% ex-political), 43% EBITDA margin. CTV 50%+ of biz & fastest growing. Kokai AI platform shows 26% lower CPA, 58% lower cost/reach vs predecessor. Competitive threats overblown - Amazon DSP minimal impact. Stock at 12mo lows despite 2x rev/EBITDA growth since '22. 20x '26 EPS for mid-teens growth = compelling value. $65 PT (21% CAGR).
Read full article (15 min)