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Added to YB: 2026-01-21

Pitch date: 2026-01-13

TTD [neutral]

The Trade Desk, Inc.

-32.02%

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 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

$12.2B

Pitch Price

$37.13

Price Target

N/A

Dividend

N/A

EV/EBITDA

15.70

P/E

28.69

EV/Sales

3.99

Sector

Media

Category

turnaround

Show full summary:
Q1 2026: Ten Bets Against the Crowd - $TTD

TTD (quick overview): Worst S&P 500 performer, down 68% to $40 from $140+ highs. CTV 50% of revenue, programmatic shift accelerating but growth slowed vs Amazon DSP pressure. 19x fwd P/E, 17% revenue growth. DOJ Google case potential catalyst. Analysts call it 2026 recovery play despite not obviously cheap.

Read full article (1 min)