The Trade Desk, Inc. Class A (TTD)
Summary
The Trade Desk (TTD) Stock Sinks As Market Gains: What You Should Know
In the most recent trading session, The Trade Desk (TTD) closed at $18.93, indicating a -4.37% shift from the previous trading day.
The Trade Desk: The Growth Question Is Still Unanswered
My June 2025 cautious Buy on TTD fell ~72%. Only the caution and starter-position sizing held up. Growth collapsed from mid-twenties expectations to ~12% by Q1 2026. The forward EV/EBITDA has compressed from ~28x to ~6.5x, but consensus expects only ~28% EPS expansion over three years. A low multiple alone is not a thesis. Operating expenses grew ~18% against ~12% revenue growth, stock compensation ran ~$109m on ~$689m revenue, and cash yields just over 4% on market value.
The Trade Desk: I Don't Think The Growth Story Is Over
The Trade Desk has declined 62% since my last coverage, yet I maintain a Strong Buy rating. At approximately 11x forward P/E, TTD appears undervalued with strong fundamentals supporting a potential turnaround. Double-digit revenue growth, robust data advantages, and deep partner integrations position TTD well in the digital advertising market.
The Trade Desk, Inc. Class A Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 100 | $10,965.07 | $1,956 | -$9,009.07 | -82.16% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 150 | $7,351.5 | $2,934 | -$4,417.5 | -60.09% |
| CE Curtis Ellergodt Rothschild Investment LLC | 385 | $40,094.78 | $7,528.67 | -$32,566.11 | -81.22% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 245,950 | $9.17M | $4.81M | -$4.36M | -47.56% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,361 | $102,931.36 | $46,233.1 | -$56,698.26 | -55.08% |
The Trade Desk, Inc. Class A Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Mark Mahaney Evercore ISI Group | 780.53 | $17,523.72 | $14,525.65 | -$2,998.07 | -17.11% |
 Jason Helfstein Oppenheimer | 601.81 | $23,156.16 | $11,142.45 | -$12,013.71 | -51.88% |
 Mark Zgutowicz Benchmark | 747.16 | $14,507.25 | $14,472.5 | -$34.75 | -0.24% |
 Stephen Ju UBS | 197.92 | $4,054.31 | $3,833.67 | -$220.64 | -5.44% |
 Mark Kelley Stifel | -16.54M | $1.14B | $320.39M | $816.91M | 71.83% |
The Trade Desk, Inc. Class A (TTD) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has The Trade Desk, Inc. Class A ever had a stock split?
The Trade Desk, Inc. Class A Profile
| Software Industry | Information Technology Sector | Shaoren Liu CEO | NASDAQ (NMS) Exchange | 88339J105 CUSIP |
| US Country | 3,843 Employees | - Last Dividend | 17 Jun 2021 Last Split | 21 Sep 2016 IPO Date |
Overview
The Trade Desk, Inc. is a pioneering technology firm that has fundamentally transformed the digital advertising landscape since its inception in 2009. Operating globally, the company empowers ad buyers through its advanced, self-service cloud-based platform, enabling sophisticated planning, managing, optimizing, and measuring of data-driven digital ad campaigns. The Trade Desk supports a wide range of ad formats and channels including video, display, audio, digital-out-of-home, native, and social, catering to multiple devices such as desktops, mobile devices, televisions, and streaming platforms. By providing comprehensive data and value-added services, The Trade Desk caters to a diverse clientele that includes advertising agencies, brands, and other ad service providers. With its headquarters in Ventura, California, The Trade Desk has firmly established itself as a leader in the technology-driven advertising sector, committed to innovation and client success.
Products and Services
-
Self-Service Platform
The core of The Trade Desk's offering is its self-service platform, which integrates sophisticated technology to facilitate the planning, execution, optimization, and analysis of digital advertising campaigns. This platform is accessible to advertisers and provides them with tools to target audiences effectively across multiple digital channels and ad formats.
-
Data-Driven Campaigns
Leveraging big data, The Trade Desk enables advertisers to make informed decisions, optimizing their campaigns for maximum effectiveness and ROI. This encompasses a variety of data analytics tools and services designed to harness insights from campaign performance and audience behavior.
-
Diverse Ad Formats and Channels
The platform supports an expansive array of ad formats including video, display, audio, and more, across different channels such as digital-out-of-home, native, and social media. This flexibility allows advertisers to creatively and effectively reach their target audience in various contexts.
-
Multi-Device Targeting
Understanding the importance of reaching audiences regardless of their device choice, The Trade Desk's technology is designed for compatibility across desktops, mobile devices, televisions, and streaming devices. This ensures that advertisers can deliver their messages to audiences at the right time, in the right format, and on the right device.
-
Value-Added Services
Beyond its primary advertising technology, The Trade Desk offers additional services that enrich its clients' advertising efforts. These may include advanced audience targeting, customized reporting, and strategic advice, all aimed at enhancing ad performance and achieving business outcomes.
