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Added to YB: 2025-02-20

Pitch date: 2025-02-18

TTD [neutral]

The Trade Desk, Inc.

-72.12%

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

$79.66

Price Target

N/A

Dividend

N/A

EV/EBITDA

11.81

P/E

23.64

EV/Sales

3.20

Sector

Media

Category

growth

Show full summary:
The Trade Desk: Stumble or Sea Change?

TTD (overview): Q4 revenue miss (22% YoY) ends 8-year streak. Kokai rollout delays, walled garden competition, retail media rise pose challenges. CTV opportunity, partnerships (Disney, Netflix) offer hope. Key watch: Kokai adoption, margins, revenue growth, partnerships, int'l expansion. Long-term bet on open internet vs short-term gains.

Read full article (5 min)