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Added to YB: 2026-01-21

Pitch date: 2026-01-13

TTD [neutral]

The Trade Desk, Inc.

-40.18%

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

$37.13

Price Target

N/A

Dividend

N/A

EV/EBITDA

11.81

P/E

23.64

EV/Sales

3.20

Sector

Media

Category

turnaround

Show full summary:
Q1 2026: Ten Bets Against the Crowd - $TTD

TTD (quick overview): Worst S&P 500 performer, down 68% to $40 from $140+ highs. CTV 50% of revenue, programmatic shift accelerating but growth slowed vs Amazon DSP pressure. 19x fwd P/E, 17% revenue growth. DOJ Google case potential catalyst. Analysts call it 2026 recovery play despite not obviously cheap.

Read full article (1 min)