Added to YB: 2026-02-23
Pitch date: 2025-12-11
TTD [bullish]
The Trade Desk, Inc.
-45.55%
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
$10.6B
Pitch Price
$37.19
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.37
P/E
24.68
EV/Sales
3.35
Sector
Media
Category
growth
The Trade Desk, Inc. - $TTD
TTD: Leading DSP w/ 22% organic growth (ex-political) in Q3'25, despite Amazon DSP concerns. Growth slowed from 23% to ~19% in '25, but most resilient vs META/GOOG/NFLX in '22-'23. Q4'25 guide: 18% organic; consensus trough: 12% in '26, rebounding to mid/high teens. 5.5% LFCF yield + 15-25% organic growth potential. Fair value: 7-11x rev. Mgmt buying back 8.4% of market cap ($957M in 9mo + $500M authorized). Catalyst: >20% growth rebound in 2H'26 w/ political spend.
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