Professional
Added to YB: 2025-11-24
Pitch date: 2025-10-03
TTD [neutral]
The Trade Desk, Inc.
-57.61%
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
$52.39
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
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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