Added to YB: 2026-02-23
Pitch date: 2025-12-11
TTD [bullish]
The Trade Desk, Inc.
-32.51%
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
$12.3B
Pitch Price
$37.19
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.86
P/E
28.96
EV/Sales
4.04
Sector
Media
Category
growth
The Trade Desk, Inc. - $TTD
TTD: Leading DSP w/ 22% organic growth (ex-political) in Q3'25, despite Amazon DSP concerns. Growth slowed from 23% to ~19% in '25, but most resilient vs META/GOOG/NFLX in '22-'23. Q4'25 guide: 18% organic; consensus trough: 12% in '26, rebounding to mid/high teens. 5.5% LFCF yield + 15-25% organic growth potential. Fair value: 7-11x rev. Mgmt buying back 8.4% of market cap ($957M in 9mo + $500M authorized). Catalyst: >20% growth rebound in 2H'26 w/ political spend.
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