Added to YB: 2026-10-07
Pitch date: 2026-10-01
TTD [neutral]
The Trade Desk, Inc.
+0.66%
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
$5.7B
Pitch Price
$12.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.72
P/E
14.09
EV/Sales
1.54
Sector
Media
Category
N/A
The Trade Desk (TTD) - Quick Writeup
TTD (monitor): The Trade Desk’s strategic position appears weak as advertisers favor measurable performance marketing and walled gardens, while customers are spending less despite efforts to improve attribution. Connected TV remains a tailwind, but Amazon’s DSP is taking share and AI could further hollow out the open web. After a 90%+ stock decline, major-chatbot ad inventory accessible through TTD could make the valuation and potential market compelling.
Read full article (5 min)