The Trade Desk: The 2025 Decline Sets Up 2026 Rebound [Seeking Alpha]
The Trade Desk, Inc. - Class A (TTD)
Last the trade desk, inc. - class a earnings: 2/27 04:01 pm
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US:NASDAQ Investor Relations:
investors.thetradedesk.com
Company Research
Source: Seeking Alpha
I believe TTD's product-led value creation, notably via Kokai, and disciplined operations position it for a recovery through 2026 and beyond. Q3 2025 delivered $739M revenue (+18% YoY), $317M adjusted EBITDA (~43% margin), and customer retention above 95% for the 11th straight quarter. TTD looks undervalued to me, with Q4 guidance of at least $840M revenue and ~$375M adjusted EBITDA. Just 25x on +2% EPS implies $53/share, ~45% upside. I rate it "Buy." Pakorn Supajitsoontorn/iStock via Getty Images My Thesis on The Trade Desk The Trade Desk ( TTD ) is an independent demand-side platform (DSP) that saw its market cap decline by over 72% over the past year , although its revenue More on my IG service Struggle to access the latest reports from banks and hedge funds? With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and
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High impacting The Trade Desk, Inc. - Class A news events
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News
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TTD
Earnings
- 11/6/25 - Beat
TTD
Sec Filings
- 12/15/25 - Form 8-K
- 12/5/25 - Form 4
- 11/18/25 - Form 4
- TTD's page on the SEC website