Trade Desk (TTD) Hisse Özeti
The Trade Desk, Inc. Amerika Birleşik Devletleri'nde ve uluslararası alanda bir teknoloji şirketi olarak faaliyet göstermektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 2/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
TTD risk kontrollerimizi geçti.
TTD Community Fair Values
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Analyst Price Targets
The Trade Desk, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$21.52 |
| 52 Haftanın En Yüksek Seviyesi | US$91.45 |
| 52 Haftanın En Düşük Seviyesi | US$19.74 |
| Beta | 1.1 |
| 1 Aylık Değişim | 7.12% |
| 3 Aylık Değişim | -23.50% |
| 1 Yıllık Değişim | -72.90% |
| 3 Yıllık Değişim | -66.36% |
| 5 Yıllık Değişim | -57.61% |
| Halka arzdan bu yana değişim | 614.95% |
Son Haberler & Güncellemeler
Analiz Güncellemesi • 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 AlphaAnaliz Güncellemesi • Apr 16
TTD: Agency Audits And Reviews Will Pressure Future Ad Platform Execution
The analyst fair value estimate for Trade Desk decreases from $34.00 to $17.00 as analysts factor in slower modeled revenue growth, a lower future P/E assumption, and higher pressure from agency reviews and macro-driven ad spend headwinds, partly offset by expectations for stronger profit margins. Analyst Commentary Recent Street research around Trade Desk has tilted more cautious, with many bearish analysts cutting price targets and rethinking ratings following softer guidance, sector specific headwinds in consumer packaged goods and autos, and growing concern about competitive and agency related pressures.Recent updates
Analiz Güncellemesi • 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 AlphaAnaliz Güncellemesi • Apr 16
TTD: Agency Audits And Reviews Will Pressure Future Ad Platform Execution
The analyst fair value estimate for Trade Desk decreases from $34.00 to $17.00 as analysts factor in slower modeled revenue growth, a lower future P/E assumption, and higher pressure from agency reviews and macro-driven ad spend headwinds, partly offset by expectations for stronger profit margins. Analyst Commentary Recent Street research around Trade Desk has tilted more cautious, with many bearish analysts cutting price targets and rethinking ratings following softer guidance, sector specific headwinds in consumer packaged goods and autos, and growing concern about competitive and agency related pressures.
Analiz Güncellemesi • Apr 02
TTD: Agency Audits And AI Partnerships Will Reshape Future Upside Potential
Narrative Update on Trade Desk The updated analyst price target for Trade Desk reflects a modest trim of about $0.14, as analysts weigh recent target cuts, agency related pressures, and mixed views on ad spend and competitive risks against slightly higher modeled revenue growth and margins, as well as a marginally lower future P/E assumption. Analyst Commentary Bullish analysts remain focused on areas where Trade Desk continues to execute, even as many targets have moved lower and some ratings have been cut.Analiz Güncellemesi • Mar 19
TTD: Reset Expectations As AI Partnerships May Support Future Upside
Analysts have cut the Trade Desk fair value estimate from about $85.09 to $48.72, reflecting a reset in revenue growth and P/E assumptions as recent downgrades highlight softer agency demand, macro pressure on key advertiser verticals, and uncertainty around the payoff from potential AI partnerships. Analyst Commentary Research coverage on Trade Desk has turned more cautious overall, with several firms cutting ratings and price targets after Q4 results and a softer Q1 outlook.
Analiz Güncellemesi • Mar 05
TTD: Future Upside Will Rely On Ad Platform Execution Through Cyclical Headwinds
Our updated Trade Desk narrative reflects a lower fair value estimate of $32.95 from $53.94 as analysts cut price targets across the board in response to softer Q1 guidance, decelerating growth in key ad verticals such as consumer packaged goods and autos, and rising concern that cyclical ad spend and competitive pressures are weighing more heavily on near term expectations. Analyst Commentary Street research has turned more cautious on Trade Desk, with many firms cutting price targets and rethinking growth assumptions following Q4 results and softer Q1 guidance.Analiz Güncellemesi • Feb 18
TTD: Reset Expectations And Product Momentum May Support Future Upside
Analysts have trimmed their aggregate price targets on Trade Desk by reflecting a lower fair value estimate of about $85, slightly higher discount rates, and more cautious assumptions on revenue growth, profit margins, and future P/E, even as views remain mixed, with at least one firm turning more bullish and several others cutting targets in recent weeks. Analyst Commentary Recent Street research on Trade Desk points to a cautious reset in expectations, but you can still see pockets of confidence in the story, especially around execution and long term growth potential.Analiz Güncellemesi • Feb 04
TTD: Future Upside Will Rely On Ad Platform Execution Over Time
Analysts have trimmed their price targets on Trade Desk, leading our fair value estimate to move lower to about $54 per share from roughly $61. They are factoring in a lower future P/E multiple alongside slightly more conservative assumptions for revenue growth and profit margins.Analiz Güncellemesi • Jan 21
TTD: Future Ad Platform Execution Will Balance AI Upside And Competitive Pressures
Analysts have trimmed their price targets on Trade Desk, generally citing more cautious views on the pace of revenue growth reacceleration, tougher implied growth comparisons through 2026, and uncertainty around smaller ad platforms, even as they still highlight potential upside from AI related product catalysts and improving advertiser spend trends. Analyst Commentary Recent research on Trade Desk has leaned more cautious, with several bearish analysts cutting price targets even while keeping ratings such as Neutral, Equal Weight or Outperform.Analiz Güncellemesi • Jan 07
TTD: Future Share Strength Will Build On AI Product And Buyback Execution
Analysts have trimmed their price targets on Trade Desk by a few dollars, with fair value estimates moving from about $62.33 to $61.12 as they balance concerns about elevated multiples and competitive noise against solid Q3 execution, improving ad demand, AI driven product catalysts, and what they describe as relatively derisked forward estimates. Analyst Commentary Recent research paints a mixed but generally constructive picture around Trade Desk, with most price target changes reflecting recalibration of expectations rather than a fundamental shift in the long term story.Analiz Güncellemesi • Dec 21
TTD Will Navigate Competitive And Macro Pressures While New AI Products Mature
Analysts have trimmed their price targets on Trade Desk, with our fair value estimate moving from approximately $39.48 to $34.00 as they factor in modestly higher discount rates, slightly stronger revenue growth expectations, and somewhat lower assumed profit margins and future valuation multiples. Analyst Commentary Despite solid execution in recent quarters and indications of stabilizing ad demand, Street sentiment toward Trade Desk has turned more cautious as several bearish analysts recalibrate expectations.Analiz Güncellemesi • Dec 07
TTD: Future Share Strength Will Build On AI And Buyback Execution
Analysts have nudged their average price target for Trade Desk modestly lower to about $82, reflecting a blend of cautious resets around competitive and regulatory headwinds, continued confidence in improving ad demand, Kokai driven execution, and the potential for revenue reacceleration into 2026. Analyst Commentary Street research around Trade Desk has become more polarized, with most firms trimming price targets but maintaining constructive views on execution and the multi year growth algorithm, while a smaller group is signaling greater caution on near term growth and competitive pressures.Analiz Güncellemesi • Nov 23
TTD: Share Strength Will Build As AI And Buyback Momentum Continue
Analysts have lowered their price target for Trade Desk by approximately $6.64 to $62.33. They cite near-term headwinds and a slightly softer outlook on growth and margins.Analiz Makalesi • Nov 21
The Trade Desk, Inc.'s (NASDAQ:TTD) 29% Cheaper Price Remains In Tune With Earnings
The The Trade Desk, Inc. ( NASDAQ:TTD ) share price has fared very poorly over the last month, falling by a substantial...Analiz Makalesi • Nov 08
The Trade Desk, Inc. Just Beat EPS By 15%: Here's What Analysts Think Will Happen Next
The Trade Desk, Inc. ( NASDAQ:TTD ) investors will be delighted, with the company turning in some strong numbers with...Analiz Güncellemesi • Nov 07
TTD: Revenue Momentum Will Accelerate Amid AI Advances And New Partnerships
The analyst price target for Trade Desk has been modestly lowered, reflecting a balance of upbeat Q3 results and ongoing industry headwinds. Recent research updates show a new target of $68.97, down from $69.53.Analiz Güncellemesi • Oct 24
Digital Ad Landscape Will Face Heightened Competition And Shifting Partnerships Ahead
Analysts have lowered their price targets for Trade Desk. Several have cited increased competition, macroeconomic uncertainty, and management changes as key factors driving a more cautious outlook and target reductions in the range of $45 to $60.Analiz Güncellemesi • Oct 10
CTV Partnerships With Disney And Netflix Will Transform Media
Analysts have reduced their price target for Trade Desk from approximately $72.52 to $69.53. They cite recent downgrades, as well as mounting competitive and regulatory headwinds, as the primary factors behind the downward adjustment.Analiz Güncellemesi • Sep 26
CTV Partnerships With Disney And Netflix Will Transform Media
Trade Desk’s consensus price target has been revised down from $74.48 to $72.52 amid heightened macroeconomic uncertainty, agency-related headwinds, execution risk on strategic initiatives, and increased valuation scrutiny as revenue growth moderates. Analyst Commentary Increased macroeconomic and agency-related uncertainty is dampening the near-term growth outlook and visibility, leading to concerns about Trade Desk’s ability to reaccelerate top-line growth beyond 20%.Analiz Güncellemesi • Sep 11
CTV Partnerships With Disney And Netflix Will Transform Media
Trade Desk’s consensus price target was modestly lowered to $74.48 as analysts cited persistent growth uncertainty, mounting competitive pressures, and a weaker valuation premium offset only partially by improved online ad sentiment and potential outperformance if macro conditions improve. Analyst Commentary Bearish analysts express concern about Trade Desk’s muted growth outlook, citing increased macroeconomic uncertainty, lower visibility on a Kokai-driven turnaround, and heightened risk from agency and client in-housing trends.Analiz Makalesi • Aug 09
With A 28% Price Drop For The Trade Desk, Inc. (NASDAQ:TTD) You'll Still Get What You Pay For
NasdaqGM:TTD 1 Year Share Price vs Fair Value Explore Trade Desk's Fair Values from the Community and select yours The...Analiz Güncellemesi • Aug 08
CTV Partnerships With Disney And Netflix Will Transform Media
Trade Desk’s lower Analyst Price Target reflects a notably reduced future P/E multiple despite an improved net profit margin, leading to a revised fair value estimate of $85.64. What's in the News The Trade Desk expects at least $717 million in Q3 2025 revenue and has appointed Alex Kayyal as CFO, with a planned leadership transition from Laura Schenkein.Analiz Makalesi • Jun 18
Calculating The Intrinsic Value Of The Trade Desk, Inc. (NASDAQ:TTD)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Trade Desk fair value estimate is US$84.38 Current share price...Analiz Makalesi • May 27
Investors Will Want Trade Desk's (NASDAQ:TTD) Growth In ROCE To Persist
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Seeking Alpha • Mar 16
The Trade Desk: 3 Reasons To Seriously Consider Buying The Dip
Summary The Trade Desk is a leading SaaS company, with an advertising platform could capture a huge chunk of non-GOOG/META advertising spend in the coming decade. The stock is down considerably over the last three months, due to a weak revenue guide coinciding with the broader market selloff. We think this significant dip represents a massive opportunity for investors, despite the potential risks. We rate TTD a 'Strong Buy'. Read the full article on Seeking AlphaSeeking Alpha • Mar 05
Media Consumers Love Content, And The Trade Desk Helps Keep It Affordable
Summary Advertising on digital media has been around for a while, but The Trade Desk is a leader in a hot emerging part of it. It’s the top independent demand-side platform. So it works for advertisers, not media publishers. And having no axe to grind, TTD helps clients advertise anywhere. TTD works all over the internet, but does most of its business with Connected TV (streaming). Ads here are growing well, as TTD makes it better than on old-time TV. Consumers don’t all love ads, but they may hate higher prices more. TTD is a solution. It helps make ads tolerable to consumers and profitable to advertisers, and helps make it possible for media companies to create more content. Until recently, the stock's valuation was ridiculous. But after having cut guidance in the last quarter, the stock tanked. Valuation isn't great, but at least it's now a "Buy" by growth standards. Read the full article on Seeking AlphaSeeking Alpha • Feb 23
The Trade Desk Crashes: Here's The Price I'll Buy (Again!).
Summary The Trade Desk stock plummeted on weak Q1 guidance and restructuring. The valuation is nearly down to early 2023 lows as everyone runs for the hills. This looks like an opportunity to invest in a financially sound, growing company at a long-term discount. Read the full article on Seeking AlphaSeeking Alpha • Feb 13
The Trade Desk Q4: Stock Plunges, But It May Be Time To Load Up (Upgrade)
Summary The Trade Desk, Inc.'s stock plummeted over 30% as Q4 results and forward outlook disappointed. With a PEG ratio of above 2.5, the high expectations heading into its earnings scorecard took a significant toll. Several challenges underline the market's pessimism, representing the worst selloff in recent times. I explain why the advertising technology leader isn't bound for darkness, and is still expected to post robust margins moving ahead. Amidst the confusion presented by the market, I argue why you shouldn't miss the opportunity to finally load up on TTD. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
The Trade Desk: Not Enough Catalysts Coming
Summary I appreciate The Trade Desk, Inc.'s impressive balance sheet and its ability to operate without debt, which adds resilience and flexibility. I remain cautious about TTD's valuation at 24x forward EBITDA, which seems steep given the anticipated moderation in revenue growth rates. I recognize the company’s strong market position in programmatic advertising but acknowledge growing competition from giants like Google and Meta. I struggle to see how The Trade Desk can sustain 50% EBITDA margins in 2025, making its profitability growth trajectory a key uncertainty for me. Read the full article on Seeking AlphaSeeking Alpha • Dec 12
Why The Trade Desk Remains A Hold Despite The Excitement Around Ventura
Summary The Trade Desk unveiled Ventura, a new streaming TV OS, which CEO Jeff Green claims could be one of their biggest moves yet. Ventura aims to create the most advanced CTV advertising ecosystem by integrating content discovery and an advertising platform within the OS. The OS allows users to interact with smart TVs, access various apps, and enjoy a wide range of content, similar to Roku TV. Detailed features and interface of Ventura were not disclosed, but it promises to revolutionize the smart TV experience. Despite the excitement around Ventura, the stock remains a Hold. Read the full article on Seeking AlphaSeeking Alpha • Dec 03
The Trade Desk: A Potential Roku Merger Augments Market Penetration (Rating Downgrade)
Summary The Trade Desk has outperformed the S&P 500, driven by strong revenue and earnings growth from growth vectors such as CTV, Retail Media, Audio and International Markets. Despite its long-term growth narrative as it positions its product roadmap to capture shifting advertiser spend towards programmatic buying, its valuation is stretched at current levels. The company recently announced Ventura, its smart TV OS to strengthen its offerings to advertisers and solidify its positioning in the CTV category. Yesterday, Guggenheim released a report emphasizing a potential merger between Roku and The Trade Desk could help accelerate the latter’s OS ambitions, as it will compete with large tech giants. However, this is pure speculation and although a merger at Roku’s current valuation sounds attractive, there are lots of unknowns at the moment. Read the full article on Seeking AlphaSeeking Alpha • Nov 05
The Trade Desk Approaches Q3 Earnings With Big Growth, Bigger Expectations
Summary The Trade Desk anticipates Q3 revenue of at least $618 million, representing 25% year-over-year growth. Analysts expect Q3 revenue to reach $620 million with GAAP EPS of $0.17, aligning with company projections. Partnerships like Netflix and Spotify signal The Trade Desk’s expanded influence, though Netflix plans to develop in-house ad tech by 2025. The Trade Desk’s Unified ID 2.0 initiative is growing, with recent adopters including Roku and SiriusXM, enhancing its privacy-focused advertising model. Despite strong recent growth, the stock remains highly valued, and competitive threats may pressure The Trade Desk’s margins and growth trajectory. Read the full article on Seeking AlphaSeeking Alpha • Oct 03
The Trade Desk: There's Upside Left, But Be Mindful Of Risks
Summary The Trade Desk has surged over 50% YTD, driven by strong growth. The company notes that macroeconomic uncertainty is actually funneling more ad spend through its platform, as CMOs want to be more targeted on their reach. Maintain a buy rating with a $124 price target, but recommend monitoring for a near-term exit due to valuation risks. TTD stock trades at an incredibly eye-watering ~21x current-year revenue multiple, and ~18x next year's revenue. Read the full article on Seeking AlphaSeeking Alpha • Sep 13
The Trade Desk: This Journey Has Been Far From A Smooth Ride-Much
Summary We established a position in The Trade Desk in March 2020 at $17.40, and it has appreciated nearly sixfold, delivering a 55% annualized return. Despite significant drawdowns, including a 60% decline in 2022, long-term holding has proven rewarding due to impressive fundamentals and opportunistic purchasing. Over 4 years, TTD's revenues, operating earnings, and EPS have grown at 30%+ annually, with the stock's multiple recovering from 10x to 20x revenues. Q2 results showed a 26% YoY revenue increase to $584.6 million, with a 39% adjusted EBITDA margin, driven by data-driven advertising and Unified ID 2.0 adoption. Read the full article on Seeking AlphaSeeking Alpha • Sep 04
The Trade Desk: Be Prepared To Pay A Steep Premium Now (Rating Downgrade)
Summary The Trade Desk is a high-growth digital advertising stock that is well-positioned to gain cloud in CTV advertising. It faces significant threats from big tech as its walled-garden peers seek to maintain their dominance. TTD is priced steeply for growth. While it has outperformed recently, it's also vulnerable to inherent market volatility. I explain why the recent surge has raised its valuation bar too high for what its growth prospects are worth. Read on to find out why. Read the full article on Seeking Alpha
Yeni Analiz • Aug 20
Connected TV And Kokai Platform To Propel Company Into Global Digital Marketing Leadership
Trade Desk's market share and revenue growth benefit from strong performance in digital marketing and an aggressive push into Connected TV advertising.Seeking Alpha • Aug 09
The Trade Desk Q2 Earnings: Fair Trade Price
Summary The Trade Desk delivered strong results and guidance, with revenue growth rates higher than expected, positioning it well for momentum into 2025. The company's innovative advancements in areas like CTV and retail media have led to robust revenue growth, but macroeconomic challenges and competition pose risks. TTD is priced at 26x forward EBITDA, considered fair but with limited upside potential compared to competitors like AppLovin. Read the full article on Seeking AlphaSeeking Alpha • Jul 29
The Trade Desk: Premium Price, For Middling Growth? I'll Pass, Here's Why
Summary I believe The Trade Desk's current valuation at 30x next year's EBITDA is too high given its moderated growth rates. Despite the company's strong partnerships and technological advancements, the risk-reward balance isn't favorable at this price. The broader market sentiment towards advertising stocks, influenced by companies like Alphabet, makes me cautious about investing in The Trade Desk right now. Read the full article on Seeking AlphaSeeking Alpha • Jul 22
The Trade Desk: Riding Multiple Tailwinds In A $1 Trillion Ad Market
Summary The Trade Desk stock is up nearly 40% YTD on very high-profile deals and accelerating growth rates. It estimates the global ad industry at a staggering $1 trillion, of which more is shifting into connected TV and programmatic buys. The company is also rapidly expanding its adjusted EBITDA margins as its revenue scales. Though expensive at ~18x current-year revenue, this is still a company that will be substantially larger in several years, making near-term multiples more deceptive. Read the full article on Seeking AlphaSeeking Alpha • Jun 28
Beyond Cookies: The Trade Desk New Strategy Shines, But Hold
Summary The Trade Desk reported impressive Q1 2024 earnings, exceeding revenue and EPS expectations with strong guidance for the next quarter. The company is a leader in programmatic advertising, particularly in the growing CTV space, with strategic partnerships enhancing its position. Management shows strong leadership qualities, focusing on CTV opportunities and maintaining financial stability, but valuation metrics suggest potential overpricing. Initiating coverage with a hold based on The Trade Desk healthy financials, strong management team, and innovation in AdTech. However, I find much of the growth is priced in. Read the full article on Seeking AlphaSeeking Alpha • Jun 21
The Trade Desk: A Compelling Investment For Aggressive Growth Seekers
Summary The Trade Desk is one of the few cloud stocks performing well in 2024, benefiting from TV viewers shifting to streaming, ad dollars following, and industry adoption of UID 2.0. The ad industry's move towards open platforms is a significant tailwind for the company. It reported strong first quarter 2024 earnings, beating revenue and EPS estimates, with the stock up 42.81% since my last article published. Read the full article on Seeking AlphaSeeking Alpha • Jun 12
The Trade Desk: Priced At 32x Next Year's EBITDA
Summary I estimate that The Trade Desk, Inc. is priced at 32x next year's EBITDA, indicating it is already fairly valued. The company's partnerships with major industry players like Disney, NBCU, and Roku highlight expanding opportunities for advertisers to reach audiences with premium content. The increasing adoption of UID2 enhances the use of first-party data and the value of the open Internet, contributing to The Trade Desk's growth. Read the full article on Seeking AlphaSeeking Alpha • May 18
The Trade Desk: A Leader In The New World Of Advertising
Summary The Trade Desk operates in the digital advertising industry, which has significant growth potential and opportunities in the open web market. The company's business strategy focuses on the demand side of the industry, connecting brands and advertising agencies with digital ad media through an AI platform. The Trade Desk has a strong market presence and partnerships with premium content suppliers, positioning it for exponential revenue growth and capturing more market share. I consider the stock price in line with my valuation, so I recommend waiting for a correction in its price. Read the full article on Seeking AlphaSeeking Alpha • May 10
The Trade Desk Stock: Poised To Break Out (Technical Analysis)
Summary In the near term, I see good odds for The Trade Desk, Inc. stock to break out above the $100 resistance level. For the long term, its current price is actually discounted compared to its fair value despite the high P/E thanks to its growth potential. I expect robust EPS growth to be sustainably driven by The Trade Desk's unique platform, strong customer retention, and high ROCE. Read the full article on Seeking AlphaSeeking Alpha • Apr 09
The Trade Desk: Disney DRAX Deal Is Positive For TTD (Rating Upgrade)
Summary The author has revised their rating for The Trade Desk from hold to buy due to positive impacts from the Disney and Amazon Prime Video deals. The Disney deal eliminates fees and provides more CTV inventory, boosting TTD's revenue and market share. The Amazon Prime Video deal is positive for TTD as it will result in more advertising dollars going into streaming services, benefiting TTD's volume gains. Read the full article on Seeking AlphaHissedar Getirileri
| TTD | US Media | US Pazar | |
|---|---|---|---|
| 7D | -10.7% | -0.6% | 2.6% |
| 1Y | -72.9% | -17.7% | 26.2% |
Getiri vs. Endüstri: TTD geçen yıl % -17.7 oranında getiri sağlayan US Media sektörünün gerisinde kaldı.
Getiri vs Piyasa: TTD geçen yıl % 26.2 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| TTD volatility | |
|---|---|
| TTD Average Weekly Movement | 9.2% |
| Media Industry Average Movement | 9.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: TTD son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: TTD 'nin haftalık oynaklığı ( 9% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2009 | 3,843 | Jeff Green | www.thetradedesk.com |
The Trade Desk, Inc. Amerika Birleşik Devletleri'nde ve uluslararası alanda bir teknoloji şirketi olarak faaliyet göstermektedir. Şirket, televizyonlar, akış cihazları, mobil cihazlar, bilgisayarlar ve ev dışı dijital cihazlar gibi çok sayıda cihazda CTV ve diğer video, ekran, ses ve yerel dahil olmak üzere reklam formatları, kanalları ve cihazları genelinde dijital reklam kampanyaları oluşturur, yönetir ve optimize eder. Veri ve diğer katma değerli hizmetler sağlar.
The Trade Desk, Inc. Temel Bilgiler Özeti
| TTD temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$10.85b |
| Kazançlar(TTM) | US$432.62m |
| Gelir(TTM) | US$2.97b |
23.4x
F/K Oranı3.4x
P/S OranıTTD aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| TTD gelir tablosu (TTM) | |
|---|---|
| Gelir | US$2.97b |
| Gelir Maliyeti | US$658.20m |
| Brüt Kâr | US$2.31b |
| Diğer Giderler | US$1.88b |
| Kazançlar | US$432.62m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 0.92 |
| Brüt Marj | 77.83% |
| Net Kâr Marjı | 14.57% |
| Borç/Özkaynak Oranı | 0% |
TTD uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/11 04:29 |
| Gün Sonu Hisse Fiyatı | 2026/05/11 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
The Trade Desk, Inc. 54 Bu analistlerden 36, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| Vikram Kesavabhotla | Baird |