Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$7.0B
470M shares
52-week range
$12.83 – $56.39
5% from low
Sector
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
Exchange
NASDAQ
CS
P/S (TTM)
2.4
EV / FCF (TTM)
7.4
The Trade Desk provides a self-service platform that helps advertisers and ad agencies programmatically find and purchase digital ad inventory (display, video, audio, and social) on devices like computers, smartphones, and connected TVs. The firm's platform is referred to as a DSP in the digital ad industry, and it generates revenue from fees based on a percentage of what its clients spend on advertising, sometimes referred to as a "take rate."
www.thetradedesk.comNo one on the platform currently holds TTD.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 5,440,541 | $123.4M |
| Bridgewater Associatesas of 2025-12-31 | 157,968 | $6.0M |
| Execution date | Ratio |
|---|---|
| 2021-06-17 | 10-for-1 |
No one on the platform has traded TTD yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 17.5% | 12.2% | 24.7% | — | — | — |
| Rev. Growth % | 18.5% | 28.2% | ||||
| Profit Margin % | 15.3% | 11.1% | 14.6% | |||
| Free Cash Flow Margin % | 27.5% | 27.4% | 23.0% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +4.4% on the P/E track.
At today's price, your expected annual return is +11.3% on the P/E track.
At today's price, your expected annual return is +20.6% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $2.8B | -4.8% | $0.39 | $0.35–$0.42 | 38.4× | 18 |
| 2027 | $2.6B | -4.4% | $0.24 | $0.11–$0.29 | 62.3× | 17 |
| 2028 | $2.9B | +9.4% | $0.44 | $-0.12–$1.17 | 34.0× | 12 |
| 2029 | $3.0B | +3.5% | $0.60 | $0.54–$0.75 | 24.9× | 9 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $0.18 | $0.14 | -21.2% |
| 2026-05-07 | $0.09 | $0.08 | -8.4% |
| 2026-02-25 | $0.34 | $0.39 | +15.1% |
| 2025-11-06 | $0.20 | $0.23 | +14.4% |
| 2025-08-07 | $0.18 | $0.18 | +1.4% |
| 2025-05-08 | $0.14 | $0.10 | -27.4% |
| 2025-02-12 | $0.57 | $0.59 | +3.5% |
| 2024-11-07 | $0.39 |
| $0.41 |
| +3.8% |
| $31.3B |
| — |
| MSTRStrategy Inc | $136.94 | +4.56% | $45.3B | — |
| PTCPTC Inc. | $136.65 | +4.49% | $15.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$TTD Irish Shane Lowry delivers 11 shot victory on Amgen Irish Open! He was like Tadej Pogacar in cycling... https://www.golfchannel.com/watch/dp-world-tour/shane-lowry-sinks-final-putt-to-claim-historic-11-shot-victory-at-irish-open
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$TTD don’t be surprised if we gap up this week or maybe next week
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$TTD fam, i am back. I made an agreement with my very expensive therapist that i will stay off the person wrecking $SPY board. 900 saved, then 900 made keeps the 9-5 away.
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$TTD I screwed the pooch here lots of shares still down but didn’t get the final load now it’s too high for the moment. Software been lone bright spot of last week. Might more be short covering than anything across
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$TTD So where did PAID basher purdy (pbroker, prash, et al) disappear to??? Looks like the insufferable clown has taken a leave of abscense.
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$TTD double top or power through. Probably a double top and next leg down
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$TTD will collapse when buybacks stop… $14.30 by end of week.
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.