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Added to YB: 2025-11-18

Pitch date: 2025-11-15

TTD [bullish]

The Trade Desk, Inc.

-12.55%

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

$41.91

Price Target

65.00 (+77%)

Dividend

N/A

EV/EBITDA

25.70

P/E

45.37

EV/Sales

6.54

Sector

Media

Category

growth

Show full summary:
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)