Professional
Added to YB: 2026-08-24
Pitch date: 2026-08-19
TTD [neutral]
The Trade Desk, Inc.
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
$6.4B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.58
P/E
15.93
EV/Sales
1.78
Sector
Media
Category
turnaround
The Trade Desk (TTD) | A Publicis Problem?
TTD (update): Q2 missed rev ~5%, Q3 guide missed consensus ~24%, stock at 8yr low. Author speculates collapse driven not by macro but by broken Publicis relationship (~12% of rev, key CPG/auto clients) post-March fee dispute. ~88% of biz still growing double digits; peers Viant +34%, Amazon ads +26% not collapsing. $1.5B cash (~25% mkt cap), take-rate intact, Kokai overhaul coming. CEO bought $150M stock at ~$25, now ~50% underwater. Sees floor if thesis right.
Read full article (7 min)