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NasdaqGM:TTD Community
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Trade Desk
AN
AnalystConsensusTarget
Consensus Narrative from 33 Analysts
CTV Partnerships With Disney And Netflix Will Transform Media
Key Takeaways Trade Desk benefits from the shift toward connected TV and data-driven, measurable advertising, leveraging strong partner relationships and advanced AI platforms for higher growth and margins. Global and channel expansion, along with a focus on transparency and independence, position Trade Desk to gain market share as industry trends favor open, objective platforms.
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US$74.48
FV
39.1% undervalued
intrinsic discount
17.02%
Revenue growth p.a.
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7
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Updated
narrative
Trade Desk
AN
AnalystLowTarget
Consensus Narrative from 33 Analysts
Regulatory Hurdles And Market Shifts Will Restrict Digital Ad Impact
Key Takeaways Regulatory restrictions and data privacy measures threaten Trade Desk's ability to effectively target ads and demonstrate ROI, slowing future revenue momentum. Intensifying competition, media fragmentation, and reliance on third-party platforms could limit market share, compress margins, and restrict long-term growth prospects.
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US$39.48
FV
14.9% overvalued
intrinsic discount
8.63%
Revenue growth p.a.
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0
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11
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7 days ago
author updated this narrative
Trade Desk
AN
AnalystHighTarget
Consensus Narrative from 33 Analysts
Unified ID And CTV Expansion Will Redefine Digital Advertising
Key Takeaways AI advancements and unique data assets are expected to accelerate campaign efficiency, revenue growth, and global expansion opportunities across new client segments and markets. Industry shifts and regulatory changes strengthen Trade Desk's competitive position, fostering platform adoption, recurring revenue, and long-term client retention.
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US$111.31
FV
59.2% undervalued
intrinsic discount
21.54%
Revenue growth p.a.
Set Fair Value
0
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0
users have commented on this narrative
10
users have followed this narrative
7 days ago
author updated this narrative