TTD logo

The Trade Desk, Inc. Stock Price

NasdaqGM:TTD Community·US$9.0b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 626 Fair Values set on narratives written by author

TTD Share Price Performance

US$19.09
-67.33 (-77.91%)
US$29.24
Fair Value
US$19.09
-67.33 (-77.91%)
34.7% undervalued intrinsic discount
US$29.24
Fair Value
Price US$19.09
matttttt US$29.24
AnalystHighTarget US$36.87
AnalystConsensusTarget US$24.45

TTD Community Narratives

Fair Value
·
Fair Value US$29.24 34.7% undervalued intrinsic discount

Wait and see

1users have liked this narrative
0users have commented on this narrative
12users have followed this narrative
·
Fair Value US$36.87 48.2% undervalued intrinsic discount

Unified ID And CTV Expansion Will Redefine Digital Advertising

0users have liked this narrative
1users have commented on this narrative
22users have followed this narrative
·
Fair Value US$24.45 21.9% 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
247users have followed this narrative
US$29.24
34.7% undervalued intrinsic discount
Fair Value
Revenue
10% p.a.
Profit Margin
14.57%
Future PE
22.85x
Price in 2031
US$41.22
US$11.77
62.1% overvalued intrinsic discount
Revenue
-5.52% p.a.
Profit Margin
13.46%
Future PE
17.9x
Price in 2029
US$14.44
US$24.45
21.9% undervalued intrinsic discount
Revenue
8.87% p.a.
Profit Margin
16.44%
Future PE
19.89x
Price in 2029
US$29.98

Trending Discussion

No trending discussion available.

Updated Narratives

TTD logo

Wait and see

Fair Value: US$29.24 34.7% undervalued intrinsic discount
12 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 Retail Data Will Shape Future Upside

Fair Value: US$36.87 48.2% undervalued intrinsic discount
22 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
TTD logo

TTD: Agency Spend Shifts And Take Rate Compression Will Pressure Future Returns

Fair Value: US$11.77 62.1% overvalued intrinsic discount
25 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

1 Risk
4 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
Aug 06, 2026
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 Jul 28

TTD: Agency Audits And AI Retail Data Will Shape Future Upside

The updated analyst narrative on Trade Desk reflects a lower fair value estimate from $48.58 to $36.87. Analysts point to reduced revenue growth and profit margin assumptions, a slightly higher discount rate, and a lower future P/E multiple as they reevaluate the stock following a series of price target cuts and mixed views on competitive pressures, key partnerships, and recent management changes.
Seeking Alpha Jul 28

The Trade Desk: Wounds Are Unlikely To Heal Well (Rating Downgrade)

Summary The Trade Desk (TTD) has  finally resolved its dispute with Publicis, but structural headwinds persist, and the stock remains well depressed. Large reliance on agency holding partners, lack of a two-sided network, and competitive AI disadvantages undermine TTD’s negotiating leverage and growth narrative. Growth is expected to slow to mid-single digits by FY2028, with free cash flow margins remaining in the mid-20% range. The Trade Desk's lack of proprietary data advantages is now starting to show and could hamper chances of a recovery through 2028. I downgrade TTD back to a hold with some regrets, but I realize that sometimes it's better to just accept that the reality is harsher than we expected. Read the full article on Seeking Alpha

Recent updates

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