CTV Partnerships With Disney And Netflix Will Transform Media

Published
20 Aug 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$77.33
32.6% undervalued intrinsic discount
14 Aug
US$52.12
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1Y
-48.6%
7D
-3.9%

Author's Valuation

US$77.3

32.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 Aug 25
Fair value Decreased 15%

Trade Desk’s lower Analyst Price Target reflects a notably reduced future P/E multiple despite an improved net profit margin, leading to a revised fair value estimate of $85.64. What's in the News The Trade Desk expects at least $717 million in Q3 2025 revenue and has appointed Alex Kayyal as CFO, with a planned leadership transition from Laura Schenkein.

Shared on07 May 25
Fair value Decreased 3.24%

Shared on30 Apr 25
Fair value Decreased 2.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 5.05%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 8.50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 2.84%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 4.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 3.80%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 32%

AnalystConsensusTarget has decreased revenue growth from 22.0% to 19.4% and decreased profit margin from 24.7% to 20.3%.