Added to YB: 2025-11-24
Pitch date: 2025-11-21
TTD [neutral]
The Trade Desk, Inc.
-8.89%
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 offers a self-service cloud-based ad-buying platform that allows buyers to plan, manage, optimize, and measure data-driven digital advertising campaigns across various ad formats and channels, including video, display, audio, digital-out-of-home, native, and social on various devices, such as computers, mobile devices, televisions, and streaming devices.
Market Cap
$19.3B
Pitch Price
$39.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.70
P/E
45.37
EV/Sales
6.54
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)