Professional
Added to YB: 2025-11-24
Pitch date: 2025-10-03
TTD [neutral]
The Trade Desk, Inc.
-30.92%
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
$52.39
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.70
P/E
45.37
EV/Sales
6.54
Sector
Media
Category
growth
Vision Capital Portfolio Holding: The Trade Desk, Inc.
TTD (holding update): Dominant DSP outside walled gardens, struggling after 1Q revenue miss & slow Kokai AI platform adoption. 2Q25 weak ad spending, soft 3Q25 +14% growth guide. Amazon DSP competition rising w/ better 1P data & lower fees. But Kokai improving - 75% adoption, 20% KPI outperformance vs legacy. CTV tailwind intact.
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