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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

Show full summary:
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.

Read full article (2 min)