Added to YB: 2026-03-04
Pitch date: 2026-03-02
TTD [neutral]
The Trade Desk, Inc.
-5.4%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
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
$9.4B
Pitch Price
$24.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.93
P/E
22.32
EV/Sales
2.96
Sector
Media
Category
growth
My Stock Portfolio Review, February 2026 - The Trade Desk, Inc.
TTD (holding update): Q4 rev $847M (+14% YoY, +19% ex-political) beat est; FY25 rev $2.9B (+18%). Adj EBITDA margin 47%, FCF margin 33.3% (+9.4pp). CTV ~50% rev, Kokai AI in 100% campaigns. Q1'26 guide $678M (+10%) missed est by -1.7%. CPG/Auto weak (~25% rev). JBP pipeline doubled. Shares -4.8% YoY, $423M buybacks Q4.
Read full article (1 min)