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TTD logo

The Trade Desk, Inc. Stock Price

NasdaqGM:TTD Community·US$6.6b Market Cap
  • 4 Narratives written by author
  • 2 Comments on narratives written by author
  • 669 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

TTD Share Price Performance

US$13.88
-32.26 (-69.92%)
​
US$13.53
Fair Value
US$13.88
-32.26 (-69.92%)
2.6% overvalued intrinsic discount
US$13.53
Fair Value
Price US$13.88
AnalystConsensusTarget US$13.53
matttttt US$29.24
AnalystHighTarget US$18.78
Tue, 8 Sep 26
Fair ValueUS$13.53
Share Pricen/a

TTD Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$13.53 2.6% overvalued intrinsic discount

Digital Ad Landscape Will Face Heightened Competition And Shifting Partnerships Ahead

8users have liked this narrative
0users have commented on this narrative
256users have followed this narrative
MA
matttttt's
Fair Value
·
Fair Value US$29.24 52.5% undervalued intrinsic discount

Wait and see

2users have liked this narrative
1users have commented on this narrative
24users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$18.78 26.1% undervalued intrinsic discount

Unified ID And CTV Expansion Will Redefine Digital Advertising

1users have liked this narrative
1users have commented on this narrative
23users have followed this narrative
TTD logo
Trade Desk
52.5% undervalued intrinsic discount

Wait and see

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MA
matttttt
Published 5 Jun
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TTD logo
Trade Desk
2.6% overvalued intrinsic discount
Updated

Digital Ad Landscape Will Face Heightened Competition And Shifting Partnerships Ahead

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 8 Sep
Read Narrative
TTD logo
Trade Desk
26.1% undervalued intrinsic discount

Unified ID And CTV Expansion Will Redefine Digital Advertising

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 25 Aug
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TTD logo
Trade Desk
17.9% overvalued intrinsic discount

Regulatory Hurdles And Market Shifts Will Restrict Digital Ad Impact

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AN
AnalystLowTarget
AnalystLowTarget
Updated 14 Jul
Read Narrative

Trending Discussion

HE
TTD logo

I invested in TTD shortly after it went public. It performed very well for a number of years, but I got out and managed to preserve some of the gains. I am invested in AppLovin, somewhat like TTD. They just reported and outperformed on revenue and EPS, but guidance was weak and the stock took a huge hit this week. I'm still in, but have my eye on it.

1
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0

Recently Updated Narratives

MA
TTD logo

Wait and see

Fair Value: US$29.24 52.5% undervalued intrinsic discount
24 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
TTD logo

TTD: Fox Roku And Publicis Partnerships Will Shape Post Restructuring Trajectory

Fair Value: US$13.53 2.6% overvalued intrinsic discount
256 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
TTD logo

TTD: AI Competition And Agency Audits Will Shape Future Upside

Fair Value: US$18.78 26.1% undervalued intrinsic discount
23 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet and good value.

1 Risk
1 Reward
View Full Analysis

The Trade Desk, Inc. Key Details

US$3.0b

Revenue

US$691.6m

Cost of Revenue

US$2.3b

Gross Profit

US$1.9b

Other Expenses

US$406.9m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.87
76.87%
13.61%
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 • 8h

The Trade Desk: S&P 500 Removal Likely Creates A Capitulation Low

Summary The Trade Desk, Inc. faces S&P 500 removal after an 80%+ stock decline and market cap drop below $7 billion. TTD's Q2 '26 revenue missed by $36 million, with Q3 guidance $155 million below consensus, indicating ongoing business challenges. Despite a strong cash position and profitability, TTD's growth has stalled, with consensus estimates projecting revenue declines through 2027. TTD stock valuation is now attractive at 2.5x sales and sub-15x P/E, but a turnaround in growth is essential before considering TTD a Buy. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 08

TTD: Fox Roku And Publicis Partnerships Will Shape Post Restructuring Trajectory

Analysts have trimmed their fair value estimate for Trade Desk to $13.53 from $24.45, reflecting a wave of lower Street price targets in the $6 to $20 range and concerns about revenue pressure, competition, and execution, even as some view recent cost cuts as a step toward more disciplined profitability. Analyst Commentary Street research on Trade Desk has turned more cautious in recent months, with many firms cutting ratings and price targets after weak Q2 results, softer guidance, and a 15% workforce reduction.

Recent updates

No updates

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