Trade Desk's stock price has fallen about 20% since early 2026 and is down roughly 85% from its all-time high in December 2024. The company now trades at a much lower valuation of 9.7 times the expected earnings per share for 2027, compared to over 75 times just 18 months ago. Despite the stock decline, Trade Desk ended Q1 2026 with a strong balance sheet, holding $1.4 billion in cash and no debt. The author has made Trade Desk the largest holding in his portfolio and is open to buying more shares if the price drops further.
The Trade Desk's stock has fallen about 72% since a cautious Buy rating in June 2025 due to growth slowing from mid-20% to around 12% by Q1 2026. Although the forward EV/EBITDA multiple dropped from about 28x to 6.5x, earnings growth expectations rem...
The Trade Desk (TTD) stock has dropped 62% since the last coverage, yet the analyst maintains a strong buy rating. Trading at about 11 times forward price-to-earnings, TTD appears undervalued given its double-digit revenue growth, strong data advanta...
The Trade Desk has integrated retail purchase data from SEVEN-ELEVEN JAPAN's 28 million app members into its advertising platform, allowing advertisers in Japan to activate high-quality purchase data programmatically across digital channels like OTT,...
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 an...
