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Added to YB: 2026-01-05

Pitch date: 2025-12-30

TTD [bullish]

The Trade Desk, Inc.

+5.37%

current return

Author Info

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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

$18.2B

Pitch Price

$38.06

Price Target

62.00 (+65%)

Dividend

N/A

EV/EBITDA

24.16

P/E

42.79

EV/Sales

6.15

Sector

Media

Category

growth

Show full summary:
The Trade Desk: Be Greedy When Others Are Fearful

TTD: Global demand-side platform for open internet advertising with 20% take rate on $12B ad spend generating $2.45B revenue. Trading below 5yr avg valuation at 19.4x fwd P/E vs 68.4x mean, PEG 0.98. Strong moat via switching costs, 95%+ retention, CTV leadership. Price target $62 avg.

Read full article (10 min)