Added to YB: 2026-08-28
Pitch date: 2026-08-26
TTD [neutral]
The Trade Desk, Inc.
+0.08%
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
$5.7B
Pitch Price
$13.12
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.72
P/E
14.09
EV/Sales
1.54
Sector
Media
Category
growth
Everyone says $TTD is dead
TTD (monitor): The Trade Desk may be a good business in an unusually bad period, but Q2 revenue growth of 3% to $715M, a five-point EBITDA-margin decline to 34% and Q3 guidance of at least $650M confirm real deterioration. Retention remains above 95%, while CTV, audio and international growth provide counterevidence. The key question is whether auto/CPG weakness and execution missteps are temporary or competition and platform relevance are structurally worsening.
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