The Trade Desk Q4 FY12/25 Earnings Review

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Just Another $20 To Go

by Alex King, CEO, Cestrian Capital Research, Inc.

…. and then $TTD will be at 0 per share.

Now, TTD has some problems for sure - growth is slowing and it has had that nagging “AI risk” factor for some time, not least because Amazon is touting AI-driven ad solutions that compete with TTD. But the stock is now, post earnings, trading at around 3x TTM revenue and 12-13x TTM cashflow, and I think that is pretty cheap. I suspect this stock will find support soon. But I thought that at $40, so you should probably ignore what I think and just watch the chart.

Let’s get into the detail: