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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
  • 616 Fair Values set on narratives written by author

TTD Share Price Performance

US$19.31
-54.25 (-73.75%)
US$24.45
Fair Value
US$19.31
-54.25 (-73.75%)
21.0% undervalued intrinsic discount
US$24.45
Fair Value
Price US$19.31
AnalystConsensusTarget US$24.45
matttttt US$29.24
AnalystLowTarget US$12.38

TTD Community Narratives

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Fair Value US$24.45 21.0% undervalued intrinsic discount

Digital Ad Landscape Will Face Heightened Competition And Shifting Partnerships Ahead

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Fair Value
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Fair Value US$29.24 34.0% undervalued intrinsic discount

Wait and see

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Fair Value US$12.38 56.0% overvalued intrinsic discount

Regulatory Hurdles And Market Shifts Will Restrict Digital Ad Impact

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US$29.24
34.0% undervalued intrinsic discount
Fair Value
Revenue
10% p.a.
Profit Margin
14.57%
Future PE
22.85x
Price in 2031
US$41.22
US$24.45
21.0% undervalued intrinsic discount
Revenue
8.87% p.a.
Profit Margin
16.44%
Future PE
19.89x
Price in 2029
US$29.98
US$48.58
60.3% 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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Wait and see

Fair Value: US$29.24 34.0% undervalued intrinsic discount
6 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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TTD: Agency Spend Cuts And Take Rate Compression Will Pressure Future Economics

Fair Value: US$12.38 56.0% overvalued intrinsic discount
25 users have set this as their fair value
0 users have commented on this narrative
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TTD: Future Upside Will Depend On Fox Roku And Publicis Partnerships

Fair Value: US$24.45 21.0% undervalued intrinsic discount
248 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

Narrative Update Jun 30

TTD: Agency Spend Cuts And Take Rate Compression Will Pressure Future Economics

Analysts have increased their fair value estimate for Trade Desk from $11.44 to $12.38. This change reflects updated views that incorporate slightly higher modeled revenue growth and P/E assumptions, while also considering concerns over competitive pressures and shifting ad agency spend highlighted in recent research.
Narrative Update Jun 16

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

The Trade Desk price target has been revised modestly lower to $24.45 from $26.29 as analysts factor in recent cuts from multiple firms, a mix of cautious views on growth and margins, and ongoing debate around competition, agency relationships, and the impact of key partnerships with Fox, Roku, and Publicis. Analyst Commentary Analysts remain divided on Trade Desk stock, with recent commentary highlighting both supportive factors around key partnerships and agency relationships, and pointed concerns about competition, take-rate pressure, and leadership changes.

Recent updates

No updates