TTD logo

The Trade Desk, Inc. Stock Price

NasdaqGM:TTD Community·US$9.9b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 601 Fair Values set on narratives written by author

TTD Share Price Performance

US$20.56
-55.49 (-72.97%)
US$26.29
Fair Value
US$20.56
-55.49 (-72.97%)
21.8% undervalued intrinsic discount
US$26.29
Fair Value
Price US$20.56
AnalystConsensusTarget US$26.29
AnalystLowTarget US$11.44
AnalystHighTarget US$48.58

TTD Community Narratives

·
Fair Value US$26.29 21.8% undervalued intrinsic discount

Digital Ad Landscape Will Face Heightened Competition And Shifting Partnerships Ahead

7users have liked this narrative
0users have commented on this narrative
241users have followed this narrative
·
Fair Value US$11.44 79.8% overvalued intrinsic discount

Regulatory Hurdles And Market Shifts Will Restrict Digital Ad Impact

0users have liked this narrative
0users have commented on this narrative
27users have followed this narrative
·
Fair Value US$48.58 57.7% undervalued intrinsic discount

Unified ID And CTV Expansion Will Redefine Digital Advertising

0users have liked this narrative
1users have commented on this narrative
19users have followed this narrative
US$11.44
79.8% overvalued intrinsic discount
Revenue
5.49% p.a.
Profit Margin
9.55%
Future PE
17.6x
Price in 2029
US$14.02
US$26.29
21.8% undervalued intrinsic discount
Revenue
9.21% p.a.
Profit Margin
16.92%
Future PE
20.29x
Price in 2029
US$32.26
US$48.58
57.7% undervalued intrinsic discount
Revenue
15.2% p.a.
Profit Margin
24.26%
Future PE
23.92x
Price in 2029
US$59.42

Trending Discussion

Updated Narratives

TTD logo

TTD: Take Rate Compression And Agency Audits Will Pressure Future Ad Platform Economics

Fair Value: US$11.44 79.8% overvalued intrinsic discount
27 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
TTD logo

TTD: Future Upside Will Depend On CTV And Political Ad Tailwinds

Fair Value: US$26.29 21.8% undervalued intrinsic discount
241 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
TTD logo

TTD: Agency Audits And AI Partnerships Will Reshape Future Upside Potential

Fair Value: US$48.58 57.7% undervalued intrinsic discount
19 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and good value.

0 Risks
3 Rewards

The Trade Desk, Inc. Key Details

US$3.0b

Revenue

US$658.2m

Cost of Revenue

US$2.3b

Gross Profit

US$1.9b

Other Expenses

US$432.6m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.92
77.83%
14.57%
0%
View Full Analysis

About TTD

Founded
2009
Employees
3843
CEO
Jeffrey Green
WebsiteView website
www.thetradedesk.com

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. It provides data and other value-added services. It serves advertising agencies, advertisers, and other service providers for agencies or advertisers. The Trade Desk, Inc. was incorporated in 2009 and is headquartered in Ventura, California.

Recent TTD News & Updates

Narrative Update Jun 02

TTD: Take Rate Compression And Agency Audits Will Pressure Future Ad Platform Economics

Analysts have cut Trade Desk's implied fair value from $17.00 to about $11.44, pointing to lower assumed revenue growth, slimmer profit margins, a slightly higher discount rate, and a reduced future P/E expectation. This is in line with recent price target reductions and fresh Sell and downgrade calls focused on competitive pressure and take rate compression.

Recent updates

No updates