Added to YB: 2026-08-18
Pitch date: 2026-08-15
TTD [neutral]
The Trade Desk, Inc.
-2.81%
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
$6.6B
Pitch Price
$13.79
Price Target
11.00 (-18%)
Dividend
N/A
EV/EBITDA
6.93
P/E
16.63
EV/Sales
1.87
Sector
Media
Category
N/A
The Trade Desk: Down 90%, still not cheap
TTD (pass): Down 90% over 2yrs, still not cheap. No moat — loses CTV exclusivity as Google DV360/Amazon DSP (0% margin) pressure the ~20% take-rate. Q2-26 rev +3%, Q3 guide -12% YoY. 4 CFOs in 1yr, Publicis overcharging dispute, poor buybacks ($2.5b cut shares only 4%). Fair value ~$11/sh vs $14. Margins to fall 20%→15%.
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