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
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)