Added to YB: 2026-05-15
Pitch date: 2026-05-13
TTD [bullish]
The Trade Desk, Inc.
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
$9.6B
Pitch Price
N/A
Price Target
50.00 (+137%)
Dividend
N/A
EV/EBITDA
10.65
P/E
23.10
EV/Sales
2.91
Sector
Media
Category
value
TTD: My Target Prices
TTD (new position): Down 85% despite solid fundamentals. Trading at $20-24 cost basis w/ 7/11 R/R. Bear case: Publicis agency conflict, revenue decel to +9-10% (from 20%+), CSO departure, walled garden competition. Bull case: 20% take rate stable, CTV +20% YoY (50% rev), 40% EBITDA, 30% FCF margin, buybacks. Conservative PT implies +100-150% upside if growth stabilizes at 12-13% & margins expand to 20%.
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