TTD logo

The Trade Desk, Inc. Stock Price

NasdaqGM:TTD Community·US$9.1b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 613 Fair Values set on narratives written by author

TTD Share Price Performance

US$18.96
-48.68 (-71.97%)
US$29.24
Fair Value
US$18.96
-48.68 (-71.97%)
35.2% undervalued intrinsic discount
US$29.24
Fair Value
Price US$18.96
matttttt US$29.24
AnalystConsensusTarget US$24.45
AnalystLowTarget US$11.44

TTD Community Narratives

Fair Value
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Fair Value US$29.24 35.2% undervalued intrinsic discount

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Fair Value US$24.45 22.5% undervalued intrinsic discount

Digital Ad Landscape Will Face Heightened Competition And Shifting Partnerships Ahead

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244users have followed this narrative
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Fair Value US$11.44 65.8% overvalued intrinsic discount

Regulatory Hurdles And Market Shifts Will Restrict Digital Ad Impact

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US$29.24
35.2% undervalued intrinsic discount
Fair Value
Revenue
10% p.a.
Profit Margin
14.57%
Future PE
22.85x
Price in 2031
US$41.22
US$11.44
65.8% overvalued intrinsic discount
Revenue
5.49% p.a.
Profit Margin
9.55%
Future PE
17.6x
Price in 2029
US$14.02
US$48.58
61.0% 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

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Fair Value: US$29.24 35.2% undervalued intrinsic discount
6 users have set this as their fair value
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TTD logo

TTD: Future Upside Will Depend On Fox Roku And Publicis Partnerships

Fair Value: US$24.45 22.5% undervalued intrinsic discount
244 users have set this as their fair value
0 users have commented on this narrative
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TTD logo

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

Fair Value: US$11.44 65.8% overvalued intrinsic discount
27 users have set this as their fair value
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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
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

Seeking Alpha Jun 11

The Trade Desk Isn't The Bargain I Thought It Was

Summary The Trade Desk is downgraded from strong buy to buy as emerging risks temper long-term optimism. TTD faces customer relationship risk after agreement audits from major clients Publicis and Omnicom, potentially impacting future financials. Executive turnover, including recent CFO and CMO departures, raises internal risk and questions about management stability. Despite a depressed forward P/E of 10.43 and resilient customer retention numbers, decelerating growth and soft profitability cloud near-term momentum. Read the full article on Seeking Alpha

Recent updates

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