$TTD

TTD

The Trade Desk, Inc. Class A

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As of 09-13
09-09
Parkev Tatevosian, CFAPublished 2026-09-09
“Is This a 90% Discount or a Ticking Time Bomb?”
$TTDBullish
TTD is undervalued (fair value $31 vs current $15) warranting a buy rating, though conviction is lowered to medium due to competitive threats and slowing growth.

The Trade Desk announced revenue growth of only 3% in the last quarter, reaching $715 million. This was a significant slowdown compared to the company's multi-year history of achieving double-digit revenue growth.

Furthermore, management expects the situation to worsen, forecasting that revenues in the third quarter will only reach $650 million . To make matters worse, the management team stated that it is losing a clear vision of future sales in the coming quarters, as it seems to me that customers are hesitant to enter into agreements with "The Trade Desk".

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09-07
Everything MoneyPublished 2026-09-07
“I Found the Most Undervalued Stocks To Buy in the Entire Market”
$TTDNo side taken
TTD has declining revenue and margins but trades at a low P/FCF (7.6) with strong cash flow; could be a buy if issues are temporary.

TradeDisc is at 62.5%,

First, the "Trade Desk" (TTD), with a steeply low 64%, is the cheapest-looking of the three. I am focusing on the word "appearance". This company helps other companies purchase digital advertising.

For years, it was a shining star, growing at a rate of 18% annually. But then things went wrong, suddenly and quickly . And the forecast for this quarter is even more terrifying.

This indicates a decrease in revenue. With a decline of approximately 12%. Its large profit margins are collapsing from around 43% to around 25%.

09-06
The Intrinsic Value PodcastPublished 2026-09-06
“Applovin (APP): The 30-Bagger Down More Than Half”
$TTDBearish
Speaker avoids investing in TTD due to lack of understanding of its business model despite price drops.

It reminds me a lot At The Trade Desk. They have Similar business models, For a long time it was The Trade Desk figures look Amazing, and the arrow continued to Ascent, and now it has become A company that entered the scope of " "The value" as he describes it Some.

While The Trade Desk focuses More broadly on an area TV commercials The connection and this concept Known as "the Internet" "Open." There is a similarity One is blatant and obvious Exactly, which is that both The two stocks were severely damaged This year because Concerns about the impact artificial intelligence.

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