Core Insights - The Trade Desk (TTD) is a digital advertising company that has seen significant stock price increases in 2024 [1] Company Overview - The Trade Desk operates in the digital advertising sector, which is experiencing growth [1] Stock Performance - The stock prices referenced were from the afternoon of December 17, 2024, indicating a positive market response [1] - The video discussing the company was published on December 19, 2024, suggesting ongoing interest in TTD's performance [1]

The Trade Desk is not for the faint of heart.This has been a tremendous year for The Trade Desk (TTD -5.25%) as the stock returned 77% year to date, continuing its market-beating performance since 2023.But for those who have missed the ride over the last two years, is now a good time to buy the tech company's stock? The Trade Desk has been firing on all cylindersThe Trade Desk has been one of the few companies that could consistently deliver outsize growth for nearly a decade. It has been growing at a high ...

Core Viewpoint - The Trade Desk (TTD) has shown strong stock performance recently, outperforming both the S&P 500 and its industry peers, raising questions about its future trajectory [2]. Earnings Estimates - For the current quarter, The Trade Desk is expected to report earnings of $0.58 per share, reflecting a year-over-year increase of +41.5% [5]. - The consensus earnings estimate for the current fiscal year stands at $1.65, indicating a year-over-year change of +31%, with a slight increase of +1.6% over the last 30 days [5]. - For the next fiscal year, the consensus earnings estimate is $2, representing a +21.4% change from the previous year, with a recent increase of +2.4% [6]. Revenue Growth - The consensus sales estimate for the current quarter is $758.05 million, which indicates a year-over-year growth of +25.1% [9]. - The revenue estimates for the current and next fiscal years are $2.46 billion and $2.98 billion, reflecting changes of +26.5% and +21.1%, respectively [9]. Recent Performance - The Trade Desk reported revenues of $628.02 million in the last quarter, marking a year-over-year increase of +27.3% [10]. - The company achieved an EPS of $0.41, up from $0.33 a year ago, and surpassed consensus revenue and EPS estimates in the last four quarters [11]. Valuation - The Trade Desk is graded F on the Zacks Value Style Score, indicating it is trading at a premium compared to its peers [15]. - Valuation multiples such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF) are essential for assessing whether the stock is overvalued, fairly valued, or undervalued [13][14]. Conclusion - The Trade Desk's Zacks Rank of 3 suggests it may perform in line with the broader market in the near term, despite the market buzz surrounding it [16].

Human beings are complex creatures. And many media pundits don't seem to understand a basic truth: How a person feels doesn't need to make sense.I'm not here to plant my flag in the debate regarding the current direction of the U.S. economy. But I'll concede that various statistics seem to indicate that the U.S. economy is quite strong. But whether the economy is actually strong or struggling right now isn't what's important. What's important is that consumer sentiment is objectively low.The University of M ...

Savvy investors know The Trade Desk (TTD -0.27%) as the leading demand-side platform in the ad tech industry.The company provides a self-serve, cloud-based platform for managing and optimizing ad campaigns across digital media, and its track record shows how successful the company has been at growing its business and consolidating its leadership. The chart below shows the stock's performance since its 2016 initial public offering. The Trade Desk has benefited from its exposure to the fast-growing digital ad ...

The Trade Desk (TTD 1.85%) stock has drawn increasing attention among investors looking to capitalize on growth in the digital advertising industry. Since the beginning of 2023, the stock has steadily climbed, and investors continue to speculate on how long the trend will continue.The challenge may come from profiting from this investment. The Trade Desk has moved steadily higher since the beginning of 2023. That could leave investors questioning whether the stock will continue climbing in the near term and ...

Core Insights - The Trade Desk Inc. is a leading independent demand-side platform (DSP) for programmatic advertising, utilizing AI technology to optimize ad spend targeting specific audiences and channels [1] - The company reported a strong Q3 2024 performance with revenues of $628.02 million, a 27.3% year-over-year increase, and an EPS of 41 cents, surpassing estimates [5][6] - The Trade Desk's stock has experienced volatility, with a recent sell-off despite positive earnings, leading to potential buy-the-dip opportunities for investors [3] Company Performance - Q3 2024 revenues reached $628.02 million, exceeding consensus estimates of $620.16 million, with a year-over-year growth of 27.3% [5] - Customer retention remained high at over 95% for the quarter and the past decade [5] - The company issued Q4 revenue guidance of at least $756 million, slightly above the consensus estimate of $751.75 million [6] Market Position and Competition - The Trade Desk competes with major adtech platforms such as Alphabet Inc., Meta Platforms Inc., and independent sell-side platforms like Magnite Inc. and PubMatic Inc. [4] - The advertising market is recovering, with a significant shift from linear TV to connected TV (CTV) advertising, which is expected to continue accelerating [5][9] Technological Innovations - The Trade Desk developed Unified ID 2.0, an open-source identity framework that allows for privacy-safe user tracking across digital ad platforms [7] - Adoption of Unified ID 2.0 is growing, with partnerships extending to companies like Spotify and Roku to enhance ad targeting capabilities [8] Future Outlook - The company anticipates gaining significant market share in 2025, driven by AI advancements and the ongoing migration to CTV advertising [9] - CEO Jeff Green expressed optimism about capturing a larger share of the $1 trillion advertising total addressable market (TAM) [9] Stock Performance and Analyst Ratings - The current stock price is $119.42, with a 12-month price target of $122.65, indicating a potential upside of 2.7% [2][5] - Analyst ratings include 25 Buy ratings, 3 Holds, and 2 Sell ratings, with a consensus price target suggesting a 3.8% upside [11]

Or is the share price too high right now?Technology is changing everything -- including advertising. Today, algorithms increasingly control advertising sales in the digital world. This is especially true for ads that appear on streaming services, websites, and apps.It works like this. An advertiser contracts with a demand-side platform (DSP) to create a campaign, specifying budgets, goals, and target audiences. Then, when viewers are streaming something or visiting a website with available ad space, this is ...

Shares of The Trade Desk (TTD -6.14%) are helping investors profit from the strong growth in the digital advertising market. The stock is up 80% year to date, outperforming the S&P 500's 25% return at the time of writing.The dilemma for investors is the stock's recent run has pushed its price-to-earnings (P/E) valuation to an extremely high level. Investors are currently paying over 200 times earnings to buy shares.This adtech leader is reporting strong growth as advertising spending shifts to digital media ...

The Trade Desk has delivered big returns to investors. Can it keep it up?Tech stocks have dominated the stock market over the last decade and are poised to do so for another decade.The emergence of generative artificial intelligence has opened a new frontier in technology, and cloud infrastructure companies are ramping up spending in the process.One steady winner in the tech sector has been digital advertising. Alphabet and Meta Platforms, the two leading ad platforms, have been big winners, and advertising ...