TTD

Defiant_Zebra2767

I did go all in on TTD today, I think the bottom is in, I'll keep an eye out on XOM and CVX, any names for renewable energy stocks?

Fractious_Cactus

I'm wondering if that's more media headline > liquidation events. I don't understand it. They're buying industrials (CAT) and retailers (WMT) at extremely high valuations with poor growth relative to the SAAS companies today. I've noticed it's not just SAAS, even names like SOFI, chips in general, VITL (eggs), TTD (I guess that's still SAAS?), PYPL (shouldn't be under $50) etc. If the stocks have been down to start the year, they're off a cliff in the last week. These prices are getting absurd.

skilliard7

>So, we have reason to believe PayPal's ad manager is going to be a major player given the tremendous players already in this space? Tell that to TTD. Paypal's ad manager is more about leveraging existing customer traffic for ad placement, rather than building an external ad network. They've been growing "other value added services" at double digit rates. Wall street is only looking at TM$, rather than the whole revenue picture.

Rav_3d

So, we have reason to believe PayPal's ad manager is going to be a major player given the tremendous players already in this space? Tell that to TTD. Incredible how people still make the "value" argument for PYPL. I guess bag holders need to sleep at night.

Asleep-Strike4978

Yes. Getting assigned is the plan now. Just need to find some money to avoid margin. I thought Z 60, TTD 27, FISV 60, UNH 280, and WRD 7 was safe. AMZN 215 is pending verdict

Obvious_Coconut_8432

Pivoted from ENPH to TTD, super smart moves

ArtisticFrame5790

The only stock in my portfolio is TTD. Which isn’t worse performing stock the last 6 months

Chlo-Motion

I'm starting to think that HOOD, DDOG, COIN, APP, XYZ, DASH, and TTD getting added to SPY was all a huge P&D scheme lol

Obvious_Coconut_8432

Looks like the 10th red day in a row for TTD, jfc

JudgeInfamous4111

TTD down like 70%. Meanwhile reputable used car companies only go up

reddit-abcde

TTD

sonofalando

TTD

pyRSL64

Here to share some personal anecdotes as a former TTD employee. I was a manager at TTD and left a few years back. All new hires are granted stock (~2000 shares) that are vested 4 years after continuous employment. Luckily I cashed out in Q3 2024. I'm not the biggest fan of Jeff Green (a former Mormon). His presence, stature, character, and demeanour don't inspire or resonate with me at all. He isn't someone I would choose to look up to. I've also heard employee reports about him at the Singapore All Hands (company retreat) that made me lose my respect for him. The reports mentioned several instances where he was being escorted by different Asian women. Could be slander - who knows. It's believable though. Also, the "open internet vs. walled garden narrative" that TTD uses is the equivalent of green-washing - it's a virtue-signalling, disingenuous corporate angle that tries to make advertising wholesome, for advertisers who think they are making the world a better place by advertising.

Thisispaartaaa

Why is TTD such a piece of junk...Worst stock ever

StophJS

TTD saddest stock?

Historical_Flow3890

That’s not a reply but rather a 2nd grader insult with 0 points. I’m not meaning to insult however I want to hear why I’m wrong Why is TTD bullish? What information do you see that shows a different trend ?

MorrisseysRubiksCube

I have an account with money set aside for my wife's next vehicle. The account may or may not hold shares in FIG, S, TTD and RBLX. Hope she likes walking.

Thisispaartaaa

TTD - Tradedesk seems to be looking for rock bottom's basement today!

Normal-Yak3103

I work at TTD. All I'm going to say to this, is this is a legitimately the most hilariously inaccurate analysis of our company from an outsider I have read yet. Believe in the company or don't, whatever, but this is a thorough bread shit post lmao.

Cockballzz

SPY up TTD down SPY down TTD down

Jake_dasnake3

Going to address all these points as a TTD bull, objectively: It isn't a conspiracy that walled gardens treat buyers differently. Evidence being the 100 legal cases across the world Google is currently embroiled in. for their buying practices. The reason Amazon can offer the rate they are offering is because they make up for it by forcing buyers into buying their owned and operated inventory. Amazon is not offering free decisioned buying on the same inventory TTD offers. This is a fundamental problem with that business model, and I'm not seeing Amazon doing anything differently to correct it. I find it much more likely that neither Amazon nor Google are operating buying platforms that look anything like what they're offering today than TTD does in 5-10 years. The CFO thing is a genuine concern, I never understood why Alex was given the job in the first place given his resume. But I don't think its a death sentence. Jeff is infamously hard to work with directly but there is no denying he is a visionary in the industry. Its fair to point at CFO departures but they've cycled out a ton of senior leaders at the company for some fresh blood. Anders from Google is leading CS and BD now, and he was the posterchild of Google's growth arm which he is trying to kickstart at TTD. Jeff was given the largest stock option payout for a CEO of all executives in 2021, like of all companies in the world. This contract vests dependent on price targets around $150, $200, $250, $300 etc.. Not sure why he would be buying when he already has like $7b in potential option exposure from one grant in 2021 ALONE not even counting what he already owns which is a shit ton. Link: [https://www.pacbiztimes.com/2022/04/20/trade-desk-ceo-made-835m-in-2021-regions-biggest-payday-ever/](https://www.pacbiztimes.com/2022/04/20/trade-desk-ceo-made-835m-in-2021-regions-biggest-payday-ever/)

Obvious_Coconut_8432

How tf does TTD just randomly go down 8 percent

Thisispaartaaa

TTD has to be the worst stock...that fucker just won't go up...straight down since august

Thisispaartaaa

TTD is another one that has been obliterated

Status-Net2947

Imagine being fully invested in FIG, TTD, PYPL, and NFLX

Cockballzz

TTD recent nose dive cost me 70k How low can it goes?

Obvious_Coconut_8432

Biggest mistake was thinking TTD was cheap last December

GoZukkYourself

Has TTD ever had a green day?

J-E-S-S-E-

Just another random day of 3% losses on TTD

Fractious_Cactus

It's crazy that TSLA can have declining revenues and trade at 200x but PYPL can be flat and trade at a 9x with massive cashflow yield... I really do hate the stock market. TTD in the gutter growing close to 20% still... TSLA goes up when they say we're going to build "humanoids"... pretty confident that's going to be a Metaverse level failure...

Fractious_Cactus

VITL, TTD, ADBE, SAAS in general.. man, when the chip names bubble pops in a couple years.. I'll be glad to own my VITL at 10, TTD 12, ADBE 140, etc... better than a MU at 50 again from today's prices.. PYPL valuation has gotten truly insane. I'm going with the belief it's a kitchen sink quarter for the new CEO.

Ancient_Sun_2061

I am not sure if you fully understand the advantages and disadvantages of Amazon over TTD. Price is not and won’t be the biggest reason for most clients to switch. Amazon offers first party Amazon data that could be helpful for brands to target Amazon customers. But it also provides Amazon the data of its competitors which most brands won’t be comfortable with. Walmart uses TTD which is deeply integrated with Walmart data. Walmart has no reason to handover that data to Amazon. In your thesis, you have apparently overlooked the data part. Walled garden theory is not just about treating unfavourably or not having transparency to ad performance but also data. TTD does a very poor job when it positions itself as against walled gardens. That argument is not very convincing. Though there is some value to that, if you look at issues Google is facing for its ad business fair competition.

NotMe357

Cathie Wood: Buy: Bearish HOOD (Over 300K shares), GOOG (37K shares), SHOP (35K shares), CRWV (160K shares). Sell: Bullish TTD (1.9M shares), RKLB (180K shares), PYPL (144K shares). 🤔 💭 🤔

alydm

Another party of the story is the shift in power toward the sell side. Big streamers and companies like Magnite who run ad pipes for many of them are gaining and eating into TTD and other demand side players

Historical_Flow3890

I see, I actually agree that TTD has a very strong balance sheet. Where I disagree with you is future client prospects,being able to retain clientele into the future Let’s say even if they maintain 80percent costumer retention. Amazon selling nearly an identical service at 1/4 the price is very compelling. For now they have this retention,however they are slowing and operating expenses are going up. I don’t see a confident management and 3CFO changes is too risky on the fraud front for me to justify investing in them

superbilliam

Why would any retail establishments give money to one of their largest competitors when they can instead pay another company that doesn't compete with them at all? Amazon doesn't have the edge you think they do for all situations. Customer retention is holding [customer retention source](https://www.thetradedesk.com/assets/global/documents/TTD-Fact-Sheet-2025.pdf?utm_source=chatgpt.com) strong at 95%+ Ad platform [adoption is rising ](https://www.nasdaq.com/articles/strong-kokai-adoption-fuels-ttds-revenue-pipeline-growth-prospects) which fuels margin growth. Idk...I'm not a super bull, but I believe they will do well over the next 5+ years.

Fractious_Cactus

This will be like TTD round trip but bigger over 10 years.. it'll be back at $50 in 5-7 years I bet. Maybe not, TSLA completely gutting it's core business for a pipe dream and it's still in the stratosphere. It'll be fun watching that one eventually fall.

dvdmovie1

This was a very compelling stock years ago. I think it's probably an oversold stock in the short-term but I wouldn't be interested really - the CFO situation is a red flag, AI is negative TTD and AMZN is winning. The CEO did certainly made a good sale with about $180M in shares around $120/sh about a year ago - stock currently looks like it's struggling to hold $30.

Obvious_Coconut_8432

TTD is never again having a green day huh

Obvious_Coconut_8432

TTD not allowed to have a Green Day rip

Fractious_Cactus

This is why I find the narrative so insane. Okay, so the company needs only 7 seats instead of 10.. say each employee was paid 100k.. that's 300k in savings. If each license cost 10k, the seller of the licenses can raise the price 50% and STILL be saving the buyer tons of labor costs. OR they just go straight into a consumption model that will again, likely increase revenue not decrease it. This is a Tiktok death of meta or ChatGPT end of GOOG, or even the death of Netflix narrative. The psychology is broken, but the businesses are all still firing on all cylinders. INTU, NOW, CRM, ADBE, TTD, and (completely separate but wildly undervalued) VITL. I've purchased positions on all of these in the last 6 months (INTU, NOW, CRM in the last week). I'm a firm believer wallstreet is selling on fear but the future businesses are 100% intact. I've always hated SAAS valuations but this is a gift.

MashMeister

Ad exchanges have been around since 2005. Also TTD is primarily a DSP. Google, Amazon, Yahoo, are the biggest DSPs but there are a tons of smaller ones. Amazon was later to the game and they keep getting bigger. TTD has been losing their way a bit recently with their Kokai launch (AI driven buying), and trying to extract more from publishers and buyers by tacking on more and more fees for certain features. Also UI is shittier now. Lastly, ad spend is not increasing much especially in this economy and they primarily make their money on charging advertisers a platform fee such as 10% of advertiser’s media spend. I’d say it’s still a good discount but I don’t see it rebounding to its high ever again. Source: I work in the space and have used TTD for a decade

dvdmovie1

Did well in the 2020/21 bubble, craaaatered after, finally gets back to the 2021 high a couple of months ago and promptly loses 25%. I like Shopify broadly in theory and if you look at enough smaller businesses websites an increasing % are clearly Shopify websites. That said, I think the strength of the moat is just still a little uncertain - the attempt at providing logistics didn't happen and for all the constant talk about "arming the rebels" for years, they then did that deal with Amazon. There have been other criticisms over the years: https://www.futurecommerce.com/the-senses/disarming-the-rebels It will be a terrible stock every downturn. If you're looking for something that will hold up well next time the markets roll over in a lasting way this ain't it. I think SHOP has addressed concerns over traffic to "the rest of the internet" well so far (whereas for something like TTD, concerns over that have had a significant impact and changed the story) but that's probably a continuing battle for the foreseeable future. I don't dislike SHOP - it was a large holding for a few years from late 2017, bought TTD in early 2018 and that was a giant holding for a few years. Wouldn't own TTD beyond a bounce because the story has clearly changed (and again, nice sale of like $180M in shares by Jeff Green at $120 in early 2025 of a stock now $30.) SHOP I'd like to like and think management is capable of continuing to navigate AI challenges but have grown increasingly weary of investing in consumer-reliant names in recent years.

Alpphaa

Adobe, CRM, Uber, Duolingo, TTD, Rubrik, Oscar Health all on sale. Hard to go wrong.

Ok_Cry7572

Here are the worst performing S&P 500 stocks from January 2026 1 Applovin $APP -30%🔴 2 Intuit $INTU -25%🔴 3 Humana $HUM -24%🔴 4 ServiceNow $NOW -24%🔴 5 Constellation Energy $CEG -21%🔴 6 Trade Desk $TTD -20%🔴 7 Salesforce $CRM -20%🔴

The_Music_Director

The company is shit. They are almost certainly violating consumer privacy laws (litigation is ongoing) and are also being sued for securities fraud, and when/if it’s found they’re violating consumer privacy laws, TTD’s advertisers are almost certainly going to go after them.

dvdmovie1

Optimally, would love for everything i own to ultimately become a long-term holding but feels fairly rare today. If I own something several years later great because if I'm still owning it at that point it's because it's done well. NVDA is an example. Some things wind up being medium term - I owned TTD for a few years starting several years ago, was a huge position, did very well - the story has significantly changed and I wouldn't consider it beyond a trade today (and that's low on the shopping list.) If I had just kept on owning TTD based on how good it *was* and didn't keep re-assessing the story, I'd be pretty bummed right now.

MagJack

TTD, never see it coming

chealous

All ceos only sell. they don’t buy their companies stock, cause they get them from their compensation packages. His wealth is mainly concentrated in his holdings of TTD Also 2 days isn’t long enough to say you got ghosted. Your email is probably being passed to the correct department. It’s mad to think owning a couple of shares entitles you to get a faster response.

Historical_Flow3890

I’d thought like a reasonable person he sold at very high prices, TTD used to be 160Pe so it’s understandable Now not buying any shares is not understandable for me, I just won’t buy until I see sign of real confident actions

Cockballzz

TTD and IBIT calls

BuffersAndBeta

Nope lol. I think there are way too many companies in SaaS that are also looking juicy and extremely beaten down but are actually quality companies and don't have structural headwinds. Three _new_ positions I opened recently are $NOW, $WIX, $MNDY - plus adding to existing positions. No capital for $TTD - but if someone really understands the company and are willing to take the risk and do a valuation play - 28 to 31/32 is a reasonable entry point.

gopoohgo

TTD. Didn't they lose their biggest customer (WMT) and have AMZN enter their patch?

Fantastic_Smoke9501

can TTD just be like cvna or sndk?

falling_knives

What does TTD do? Sell desks or trade stocks at their desks? In any case, looks good under $30.

Old-Commission2782

You have to be buying TTD here. It’s way too cheap to ignore.

Old-Commission2782

Buying TTD here.

092Casey

HOOD, TTD, PLTR, SOUN, JOBY, VKTX, ACHR, RGTI, and QBTS are SO buyable right now, like HS generational wealth buyable.

GerAsia75

Main drivers for me not going into TTD were Amazon’s activities in the same area and AI seems to start a new game for advertisement. Just checked the stock price since my comment above. Good I didn’t invest. Haven’t re-checked my analysis since then.

Stocksaves

TTD has 95% Customer Retention and since 2015 has only missed estimates one time and has grown massively while Google and Meta were there and had zero effect on their success. The overreaction selloff after TTD missing one quarters estimate is ridiculous when you look at the numbers over the past decade qtr to qtr year over year, it’s the strength and growth any company would take and only dream of.

Fractious_Cactus

Like ADBE and TTD. CRM and Intuit. It's wild what they're doing to software. I'm pretty sure an AI on Microsoft desktop and Gemini will replace all software... bonkers

MorrisseysRubiksCube

TTD is going to bounce back, right? Right?

psnanda

Are you invested in TTD ?

ArtisticFrame5790

I was planning to sell my TTD for that purpose. Didn’t need UNH to add to it :(

Thisispaartaaa

DUOL, TTD - Your welcome

Obvious_Coconut_8432

To think I was choosing between TTD and MRNA a couple months back…

Bodie_Broadus_

TTD in absolute shambles

rwc5078

Anyone else want to dabble with TTD now that it hit 52 week lows I might wait until earnings come though

JDsWetDream

I think it’s down today bc of TTD getting railed. But I agree with your broader sentiment and am long rddt

CriticalBlackberry90

SMCI, FIG, HIMS, TTD. Which beaten up stock to buy?

winston511

Sweet god in heaven TTD is getting rinsed

dvdmovie1

TTD fired a former board member and investor they hired as CFO 5 months ago. I've said for months and months now the story has changed for the negative... -7%

Thisispaartaaa

TTD about to start acting like a meme stock

Thisispaartaaa

TTD - Can't go much more on sale than this...in my humbled opinion....way under priced...looking for a jump back to the 40's, then march up from there

Obvious_Coconut_8432

Man wtf did TTD do?

LetigiousBoobFart

TTD starting to look tasty

Difficult-Level7038

TTD calls now?

Thisispaartaaa

TTD was just taken out to the back 40 and put out of it's misery

GoZukkYourself

I don't think TTD has ever had a green day.

FearlessTrader

Thinking of putting $50k each on PYPL and TTD shares. How do we feel? 🤔

offerbk1

TTD is a great company with a great balance sheet and is still growing, but it has deservedly crashed, and I am saying it as a sad investor. They had 3 things going for them: 1) Huge crazy multiplier (PE) 2) Huge Growth. 3) (What we thought is) Moat as the leader. What happens now is that Amazon is a giant that tries to steal their lunch and growth has slowed so the multipliers have crashed causing the stock price to go so lower. While the PE is not 150 anymore it is still high so stock price could continue to decline if the company continues to succedd at the level they do now. To summarize it, great company but with huge red flag of Amazon competing with them. The next year or so will probably show where they r going. If they can survive the Amazon competition they will continue to grow and share price will eventually go up but they will have to show huge superiority which will lead to a moat to get these crazy multipliers

MathTutorAndCook

Who wins in a Fight TTD, 50 Bulls or 1 Bear

Pristine_Eye_8361

I have written my own DD on TTD on a few occasions. This is horrible.

MitchCurry

Why trust forward PEs? Analysts have been so incredibly wrong about TTD for the past year. What's different now? They still trade at 39x trailing earnings. Hard to call that undervalued.

AluminiumCaffeine

Is TTD actually at like 17 fwd pe? Geez, might be worth a look in the dumpster... havent followed them for a long time

MitchCurry

* ZS has nearly doubled QQQ and nearly tripled SPY since it IPOed * TTD has more than doubled QQQ and nearly quadrupled SPY since it IPOed * HUBS has nearly doubled QQQ nearly tripled SPY since it IPOed

Horror-Career-335

Has anyone thought of calling out CEOs on LinkedIn for the rubbish stock price performance. I'm talking about likes of $TTD, $HUBS, $ZS.

Stocksaves

Sooner, TTD only missed one earnings estimate in its more than a decade existence. They have put up huge Revenue Growth every quarter for over ten years. They have done this in the face of Google and Meta and based on exaggerated claims about AMZN they have been hit by an overreaction but fair value is high 60’s + giving a huge profit. Double digit earnings from 18% to 5X that in the first few years. With that kind of earnings growth history and the connected tv market growing and nothing but increasing going forward TTD will hold their own and continue to put up high teens and 20’s with their over 95% customer retention rates. They are stronger now than ever before and they may not put up 35 45% returns like years prior they will be consistent earnings that most companies could only dream of. BUYING EVERY DIP BEFORE THEY SHUT UP ALL THESE HIT PIECE ARTICLES SHORTING THEM.

r2002

No one I know in marketing is excited about TTD.

RimantasL

Yeah, it feels like it’s just waiting for something to spark. TTD seems solid, just nothing pushing it right now.

VancityRenaults

TTD = The Turd Dump

Scary-Camel8655

Motley Fool were banging the drum for TTD for a while including making it a "rare double down stock". It's stunk pretty much ever since they did 🤦.

Historical_Flow3890

Well the source is actually my mote which is midterms TTD seems to always do well

bdh2067

I hold big bags of TTD and even I’m not buying this garbage as “DD.” They have one more quarter to show something and if they do (or announce Jeff Green is being replaced by some well known and well respected CEO), they’ll chug up but it’ll be a long grind. If they don’t show something, they’ll trade in the teens and be lost in the rearview

ThisIsDadLife

Nice try TTD bag holder

PinPsychological82

Midterms are priced in bro. I like TTD and think it’s at a pretty good valuation, but there really is no story right now.

miniaznray

think it's going to 28. ad tech unfortunately is flat growth now. no longer the golden new thing. Only way to revise growth is if TTD can enter new line of business which it tried with the CTV UX DirecTV partnership but didn't really take off. In terms of line of business, TTD gonna have a hard time branching out to inventory, 1st party data or any content related business cause their whole value prop was independent DSP. To me, that is what is restricting growth.

IndependentUsual7444

Anyone buying TTD here?

dvdmovie1

The founder dumped a shit ton in January 2025 at prices well above $100/sh. "nonsensical AI is going to replace Tradedesk." I don't think anyone's saying it's replacing, but when you're a company that has continually walked about being against "walled gardens" and for "the open internet", what happens to traffic (and resulting ad opportunities) for the rest of the internet when Google gives people AI answers at the top of their searches? It isn't good. They are also competing against Amazon and Amazon is arguably winning. What happened to the exlusive partnership that TTD had with Walmart? I've said multiple times on here in the last year that several years ago TTD was my largest holding and that it could seemingly do no wrong but I wasn't investing at this point because the story had changed. It has kept going lower. Is it a zero? I don't think it is but things have changed and what does a fair value look like for a challenged TTD? This was always an expensive stock, but it had the growth and it had the hype. What happens when people start getting concerned about future growth and hype turns to issues? You get a de-rating. At some point the selling becomes overdone but for a sustained bounce you have to have improving fundamentals. There have been frequent articles on digiday and adage that go into details about TTD's issues. I don't get the posts on here about stocks that have issues/have done mediocre or horrid and the post is totally "everything's great! people just don't get it!" It's become a common thing on here.

Slabbed1738

I worked in digital advertising before and TTD was the absolute worst platform we used.