The Trade Desk: Catching A Falling Knife Or Buying The Reset? (Rating Downgrade) [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
My DCF analysis suggests TTD is undervalued by ~20%, but market-implied assumptions now price in only 5–7% CAGR and lower FCF margins. TTD's moat remains its objective platform and post-cookie positioning, but CPG and Automotive verticals—over 25% of business—are under pressure. I rate TTD a Hold given diminished growth prospects, margin risks from a potential OpenAI deal, and lack of near-term clarity on outperformance. J Studios/DigitalVision via Getty Images Overview After OpenAI ( OPENAI rumors and CEO Jeffrey Green's massive open market stock acquisition, I wanted to revisit The Trade Desk, Inc. ( TTD ) this morning. I last wrote about This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from See
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High impacting The Trade Desk, Inc. - Class A news events
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TTD
News
- Wedbush downgrades The Trade Desk, says OpenAI deal impact overestimated [Yahoo! Finance]Yahoo! Finance
- Nvidia Posts Earnings. Wall Street Says "That's It?" [Yahoo! Finance]Yahoo! Finance
- The Trade Desk (TTD) Introduces Ventura Ecosystem for Connected TV Advertising [Yahoo! Finance]Yahoo! Finance
- The Trade Desk: The OpenAI Deal Looks More Than Just Rumors [Seeking Alpha]Seeking Alpha
- These 3 Stocks Just Bounced From Lows — What Wall Street Thinks Comes Next [Yahoo! Finance]Yahoo! Finance
TTD
Earnings
- 2/25/26 - Beat
TTD
Sec Filings
- 3/5/26 - Form 4
- 3/5/26 - Form 4
- 3/5/26 - Form 4
- TTD's page on the SEC website