Analisi facoltativa del prodotto
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The Trade Desk, Inc.'s published Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $9.9B | |
|---|---|---|
| P/E (forward) | 9.8x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | Trend |
|---|---|---|---|---|---|
| Period | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $1.58B | $1.95B | $2.44B | $2.90B | +22.4% |
| Gross profit | $1.30B | $1.58B | $1.97B | $2.28B | +20.6% |
| Operating income | $113.7M | $200.5M | $427.2M | $589.3M | +73.1% |
| Net income | $53.4M | $178.9M | $393.1M | $443.3M | +102.5% |
| EPS (diluted) | $0.11 | $0.36 | $0.78 | $0.90 | +101.5% |
| EBITDA | $168.1M | $280.9M | $514.7M | $705.1M | +61.3% |
| R&D | $319.9M | $411.8M | $463.3M | $525.1M | +18.0% |
| SG&A | $863.1M | $968.2M | $1.08B | $1.16B | +10.4% |
Recent company headlines from major financial publishers.
CTV adoption accelerates, Retail Media networks expand their partnership, and UID2.0 becomes the default industry standard for identity, driving sustained growth and massive operating leverage.
The company benefits from the structural shift toward programmatic advertising and CTV. Long-term secular tailwinds and high ROIC provide a strong moat, balancing cyclicality.
| Ke ↓ / g → | 2.0% | 2.5% | 3.0% | 3.5% | 4.0% |
|---|---|---|---|---|---|
| 9.7% | $30.4 | $32.5 | $34.9 | $37.7 | $41.0 |
| 10.7% | $26.9 | $28.5 | $30.4 | $32.5 | $34.9 |
| 11.7% | $24.1 | $25.4 | $26.9 | $28.5 | $30.4 |
| 12.7% | $21.9 | $22.9 | $24.1 | $25.4 | $26.9 |
| 13.7% | $20.0 | $20.9 | $21.9 | $22.9 | $24.1 |
Upcoming earnings date and setup when available.
Il rating riportato dall'edizione di ricerca pubblicata ogni mese. Un rating confronta il prezzo alla data dell'analisi con il valore equo; non indica se la valutazione si è rivelata corretta.
| Anno | gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |