Update shared on08 Aug 2025
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.
- The company proposed amendments to corporate bylaws concerning Class B to Class A share conversion and jury trial waivers.
- The Trade Desk was added to multiple major indices, including S&P 500, S&P 500 Growth, S&P Composite 1500, S&P 500 Communication Services, and S&P Global 1200, while being removed from the Russell Small Cap Comp Growth Index.
- Key product and partnership developments include launching Deal Desk, integrating generative AI creative partners like Rembrand and Nova, expanded retail media integrations with Instacart, and new measurement integrations with EDO and Bell Media.
- The company introduced OpenSincera, an industry-wide application providing rich advertising metadata and insights, leveraging its earlier Sincera acquisition.
Valuation Changes
Summary of Valuation Changes for Trade Desk
- The Consensus Analyst Price Target has fallen from $90.58 to $85.64.
- The Future P/E for Trade Desk has significantly fallen from 66.41x to 54.94x.
- The Net Profit Margin for Trade Desk has significantly risen from 19.50% to 21.65%.
Disclaimer
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