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The Trade Desk shifts from growth to value, trading at 11x earnings with strong profitability and buybacks.

Analyst Insights
13 Jul 2026
Seeking Alpha
View Source
Bullish
pluang ai news

The Trade Desk (TTD) has transitioned from a high-growth tech stock to a deep value opportunity, now trading at just 11 times earnings and 3 times sales. Despite a slowdown in revenue growth to 8% year-over-year, TTD maintains strong profitability and a net cash position, while aggressively repurchasing shares. Competitive pressures from META and GOOGL's AI-driven platforms challenge its growth, but management remains focused on profitability and sees potential for growth to reaccelerate. Analyst Julian Lin reiterates a "Strong Buy" rating, highlighting overlooked strengths like margins, cash reserves, and AI-driven upside potential.

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