TTD logo

The Trade Desk, Inc. Stock Price

NasdaqGM:TTD Community·US$10.9b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 595 Fair Values set on narratives written by author

TTD Share Price Performance

US$23.08
-56.32 (-70.93%)
US$32.95
Fair Value
US$23.08
-56.32 (-70.93%)
30.0% undervalued intrinsic discount
US$32.95
Fair Value
Price US$23.08
AnalystConsensusTarget US$32.95
AnalystLowTarget US$17.00
AnalystHighTarget US$48.58

TTD Community Narratives

·
Fair Value US$32.95 30.0% 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
236users have followed this narrative
·
Fair Value US$17 35.8% overvalued intrinsic discount

Regulatory Hurdles And Market Shifts Will Restrict Digital Ad Impact

0users have liked this narrative
0users have commented on this narrative
27users have followed this narrative
·
Fair Value US$48.58 52.5% undervalued intrinsic discount

Unified ID And CTV Expansion Will Redefine Digital Advertising

0users have liked this narrative
1users have commented on this narrative
19users have followed this narrative
US$17
35.8% overvalued intrinsic discount
Revenue
6.3% p.a.
Profit Margin
12.34%
Future PE
20.93x
Price in 2029
US$20.79
US$48.58
52.5% 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

TTD logo

TTD: Agency Audits And Competitive Pressures Will Restrain Future Ad Platform Execution

Fair Value: US$17 35.8% overvalued intrinsic discount
27 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 Partnerships Will Reshape Future Upside Potential

Fair Value: US$48.58 52.5% undervalued intrinsic discount
19 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
TTD logo

TTD: Future Upside Will Rely On Ad Platform Execution Through Cyclical Headwinds

Fair Value: US$32.95 30.0% undervalued intrinsic discount
236 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 fair value.

0 Risks
3 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 May 01

TTD: Agency Audits And Competitive Pressures Will Restrain Future Ad Platform Execution

Analysts have trimmed Trade Desk's average price target, with several firms cutting targets by $1 to $13 to reflect softer near term ad spend in key verticals and rising concern about competitive and agency related pressures. Analyst Commentary Recent research on Trade Desk shows a clear tilt toward more cautious views, with many price targets reset lower following the latest guidance and advertising trends.
Seeking Alpha Apr 25

The Trade Desk: Potential Value Trap, Pending FQ1 2026 And Competitive Clarity

Summary The Trade Desk faces numerous execution risks across decelerating growth prospects, intensifying competition from Big Tech, 'executive departures,' and 'audit issues.' Major agencies reportedly pulled back from OpenPath over economics/opacity issues, raising concerns about their advertiser retention prospects. TTD's FQ1 '26 guidance also fails to inspire confidence, with it pressuring market sentiments and triggering the steep meltdown from prior highs. The discounted valuation presents a potential value trap investment thesis, pending accelerated international growth prospects and/or improved competitive capabilities. Despite TTD's oversold technical indicators and promising long-term upside potential, it may be more prudent to await further execution clarity before buying the dip. Read the full article on Seeking Alpha

Recent updates

No updates