Added to YB: 2025-11-10
Pitch date: 2025-11-03
TTD [neutral]
The Trade Desk, Inc.
-54.09%
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
$10.1B
Pitch Price
$48.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
Sector
Media
Category
N/A
The Trade Desk’s Existential Crossroads
TTD sold position: Premium ad-tech DSP facing structural headwinds as growth slowed from 25-30% to mid-teens despite AI platform Kokai. Revenue +19% YOY Q2, Q3 guide +14% vs expectations. Stock fell $90s to $50s post-earnings. Still trades 10x EV/Sales, 40x EV/EBITDA. Losing 'neutrality' edge to AMZN/GOOG vertical integration. Great operator but re-rating from hypergrowth to mature reflects category evolution.
Read full article (3 min)