Trade DeskTTD
TTD
About: The Trade Desk provides a self-service platform that helps advertisers and ad agencies programmatically find and purchase digital ad inventory (display, video, audio, and social) on different devices like computers, smartphones, and connected TVs. It utilizes data to optimize the performance of ad impressions purchased. The firm's platform is referred to as a demand-side platform in the digital ad industry. The firm generates its revenue from fees based on a percentage of what its clients spend on advertising.
Employees: 3,115
0
Funds holding %
of 6,831 funds
0
Analysts bullish %
of 19 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
64% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 81
7% more capital invested
Capital invested by funds: $37.1B [Q2] → $39.5B (+$2.43B) [Q3]
5% more funds holding in top 10
Funds holding in top 10: 22 [Q2] → 23 (+1) [Q3]
3% more funds holding
Funds holding: 998 [Q2] → 1,032 (+34) [Q3]
9% more repeat investments, than reductions
Existing positions increased: 389 | Existing positions reduced: 358
8% less call options, than puts
Call options by funds: $960M | Put options by funds: $1.04B
4.95% less ownership
Funds ownership: 85.37% [Q2] → 80.42% (-4.95%) [Q3]
Research analyst outlook
19 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$57
50%
downside
Avg. target
$140
23%
upside
High target
$160
41%
upside
19 analyst ratings
18 positive
95%
0 neutral
0%
1 negative
5%
BMO Capital Brian Pitz 66% 1-year accuracy 37 / 56 met price target | 41%upside $160 | Outperform Maintained | 15 Jan 2025 |
Morgan Stanley Matthew Cost 100% 1-year accuracy 6 / 6 met price target | 28%upside $145 | Overweight Maintained | 13 Jan 2025 |
Wells Fargo Alec Brondolo 56% 1-year accuracy 5 / 9 met price target | 25%upside $142 | Overweight Maintained | 13 Jan 2025 |
Keybanc Aleksey Yefremov 38% 1-year accuracy 44 / 115 met price target | 23%upside $140 | Overweight Maintained | 10 Jan 2025 |
Wedbush Scott Devitt 83% 1-year accuracy 43 / 52 met price target | 28%upside $145 | Outperform Maintained | 6 Jan 2025 |
Financial journalist opinion
Based on 16 articles about TTD published over the past 30 days
Positive
Seeking Alpha
4 days ago
Viant: Promissing Trade Desk Challenger Focused On CTV
Viant is undervalued and poised for revenue growth, with a niche strategy in dominating household CTV programmatic advertisement, making it a buy. Viant's differentiation lies in targeting households instead of individuals, enhancing its CTV advertising effectiveness and providing a competitive edge over The Trade Desk. Despite lower gross margins and R&D spending, Viant's valuation is attractive, with strong potential for revenue growth and multiple expansion, supported by positive market trends.
Positive
Seeking Alpha
5 days ago
5 Largest Portfolio Holdings: Fundamentals Don't Change As Rapidly As Stock Prices
Our top five holdings demonstrate the importance of focusing on long-term fundamentals over short-term market volatility, with Meta, Spotify, The Trade Desk, Shopify, and Topicus delivering strong IRRs. Meta Platforms shows a 22% IRR, driven by growth in earnings and free cash flow, with promising future growth initiatives in AI, Reels, business messaging, and the metaverse. The Trade Desk, our most successful investment, achieved a 54% IRR due to opportunistic entry during the pandemic, emphasizing the importance of entry points in investment returns.
Neutral
Business Wire
1 week ago
The Trade Desk Announces Date of Fourth Quarter and Fiscal Year 2024 Financial Results and Conference Call
LOS ANGELES--(BUSINESS WIRE)--The Trade Desk, Inc. (NASDAQ: TTD), a provider of a global technology platform for buyers of advertising, today announced that it will release financial results for the fourth quarter and fiscal year ended December 31, 2024 after the market closes on Wednesday, February 12, 2025. The Trade Desk will host a webcast and conference call to discuss fourth quarter and fiscal year financial results at 2:00 P.M. Pacific Time. Webcast and Conference Call Details When: Febr.
Positive
Zacks Investment Research
1 week ago
The Trade Desk (TTD) Is a Trending Stock: Facts to Know Before Betting on It
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.
Positive
Zacks Investment Research
1 week ago
Can the Sincera Buyout Change TTD's Fate or is it Still a Risky Bet?
TTD is benefiting from an innovative portfolio and a rich partner base. However, a stretched valuation and fierce competition pose concerns.
Positive
Invezz
2 weeks ago
Top 7 stocks that could benefit from TikTok US shutdown
Morgan Stanley expects a bunch of US companies to benefit if a federal ban on TikTok goes into effect on Sunday. There have been reports that the renowned social platform for sharing short videos plans on drawing the curtains on its app in the United States on January 19th.
Positive
Zacks Investment Research
2 weeks ago
Why the Market Dipped But The Trade Desk (TTD) Gained Today
In the closing of the recent trading day, The Trade Desk (TTD) stood at $120.84, denoting a +0.97% change from the preceding trading day.
Neutral
CNBC Television
2 weeks ago
3-Stock Lunch: Goldman Sachs, Snap and Trade Desk Inc
Will McGough, Prime Capital Financial director of investments, joins 'Power Lunch' to discuss stock plays for three stocks.
Neutral
Zacks Investment Research
2 weeks ago
Wall Street Bulls Look Optimistic About The Trade Desk (TTD): Should You Buy?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Neutral
Business Wire
2 weeks ago
The Trade Desk Announces Agreement to Acquire Sincera
VENTURA, Calif.--(BUSINESS WIRE)--Global advertising technology leader The Trade Desk (Nasdaq: TTD) today announced a definitive agreement for the acquisition of Sincera, a leading digital advertising data company that provides objective, actionable insights to the advertising ecosystem. Sincera helps advertisers understand the quality of data provided by publishers and content providers, and in doing so, enables advertisers to value ad impressions more accurately. As the number of digital adve.
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