Reported 1 day ago
A recent bullish thesis on The Trade Desk, Inc. (TTD) highlights a potentially attractive investment opportunity despite recent stock volatility and disappointing earnings guidance. Following a significant decline after Q2 results, TTD's fundamentals suggest steady revenue growth of 15-20% backed by strong customer retention and improving margins, positioning it well in the programmatic advertising space. While not devoid of risks, including high stock-based compensation and market skepticism around its new AI platform, analysts believe TTD could be a valuable small position in a diversified portfolio.
Source: YAHOO