In the most recent trading session, The Trade Desk (TTD) closed at $18.93, indicating a -4.37% shift from the previous trading day.
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 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 has shifted from a high-growth story to a deep value opportunity, now trading at just 11x earnings and 3x sales. Despite slowing revenue growth (8% YoY guidance), TTD maintains strong profitability, a net cash balance sheet, and is aggressively repurchasing shares. Competitive pressures from META and GOOGL's AI-driven walled gardens challenge TTD's growth narrative, but management remains committed to profitability and sees potential for reacceleration.
The Trade Desk, Inc. remains deeply discounted despite sustaining double-digit growth and >30% adjusted EBITDA margins, prompting a reiterated Strong Buy rating. Settlement of the Publicis dispute removes a key revenue headwind, with business resuming and potential for stronger results in the year's back half. TTD's valuation is compelling at ~6x FY26 adjusted EBITDA and ~10.7x FY26 P/E, with risks seen as fully priced in and M&A attractiveness rising.
Recently, Zacks.com users have been paying close attention to The Trade Desk (TTD). This makes it worthwhile to examine what the stock has in store.
In the most recent trading session, The Trade Desk (TTD) closed at $19.31, indicating a +1.1% shift from the previous trading day.
The Trade Desk (TTD) reached $18.08 at the closing of the latest trading day, reflecting a -3.06% change compared to its last close.
The latest trading day saw The Trade Desk (TTD) settling at $17.68, representing a -1.39% change from its previous close.
The Trade Desk (TTD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
The Trade Desk (TTD) closed at $18.51 in the latest trading session, marking a +1.93% move from the prior day.
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