Added to YB: 2026-05-12
Pitch date: 2026-05-08
TTD [neutral]
The Trade Desk, Inc.
-5.41%
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 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
$10.9B
Pitch Price
$22.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.15
P/E
26.02
EV/Sales
3.32
Sector
Media
Category
growth
The Trade Desk Q1 2026 Snapshot
TTD (earnings): Q1 rev $688M (+11.7% YoY) beat by 1.5%; Q2 guide $750M (+8.1% YoY) missed by 2.6%. Growth slowing despite FCF margin expanding to 40.1%. CTV/video ~50% of spend, intl 18% rev. Customer retention 95% but flat. SBC 16% rev. Strong margins/FCF/retention, but needs proof AI, retail data, intl can reaccelerate growth.
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