Added to YB: 2025-11-24
Pitch date: 2025-11-21
TTD [neutral]
The Trade Desk, Inc.
-44.08%
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
$39.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
Sector
Media
Category
growth
The Trade Desk in 2026 | Putting the Puzzle Pieces Together for 20%+ Growth
TTD (earnings): Strong Q3 beat (revenue +2.9%, EPS +2.3%, EBITDA +14.4%) with 22% growth ex-political spend, yet stock down 15% to high $30s. Amazon competition overstated - only affects ~5% of biz. Headwinds from Kokai transition, tariff uncertainty, tough comps temporary. Mgmt buying back aggressively at $60 avg. Catalysts: Kokai gains, 80 JBPs worth billions, intl growth. Targeting 20%+ growth re-acceleration in 2026.
Read full article (6 min)