Trade Desk (The) (TTD)
NASDAQCommunication ServicesAdvertising AgenciesSnapshot 2026-07-08
$19.18-0.67%
Close 2026-07-07 · 1-day change
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Track TTD free→Trade Desk grows revenue about 11% a year. It buys back $164 million in stock each quarter. The company adds new board members to improve strategy. It beats earnings estimates by over 70%.
Competition from Amazon and Netflix may hurt market share. Management changes could slow growth. The stock is down 22% from its high.
The price is about 35% below our fair value near $30. Analysts expect about 11% revenue growth next year. Our fair value is 19% above the Street median.
Breaks if: Share repurchases fall below $164 million per quarter
Continue the share repurchase program to return value to shareholders.
Stated in 3 of last 3 quarters. The company used $164 million for share repurchases in 2026-Q1, continuing its capital allocation strategy. The trajectory is delivering on the repurchase program.
Breaks if: Key management departures or failure to add strategic hires
Breaks if: YoY revenue growth falls below 11% next year
Focus on expanding market share in the global advertising sector through innovation and partnerships.
Stated in 4 of last 4 quarters. Revenue grew from $616 million in 2025-Q1 to $689 million in 2026-Q1, indicating progress in capturing market share. The trajectory shows delivering on growth ambitions.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“The Company used approximately $164 million of cash to repurchase its Class A common stock.”
“The Company used approximately $423 million of cash to repurchase its Class A common stock.”
“The Company announced an additional $350 million under its share repurchase program.”
“CEO: 'We remain confident in our ability to lead and innovate within the programmatic ecosystem.'”
“CEO: 'We are well positioned to capture greater share of the global advertising market in 2026 and beyond.'”
“CEO: 'Our role as an objective platform becomes even more important.'”
“CEO: 'We continue to innovate across Kokai, retail data, and the supply chain.'”