A Look At Trade Desk (TTD) Valuation After Recent Share Price Pullbacks

Simply Wall St.02-06 10:16

AdvertisementRecent share performance and business snapshot Trade Desk (TTD) has seen a series of sharp pullbacks, with the share price down about 4% over the past day and weaker returns over the week...

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The stock is also showing negative year to date and 1 year total returns, despite the company reporting annual revenue of US$2.79b and net income of US$438.58m from its global advertising technology platform. See our latest analysis for Trade Desk. With the share price at US$26.24, Trade Desk’s recent 30 day share price return of 33.97% and 90 day share price return of 38.98% signal fading momentum on top of a 1 year total shareholder return decline of 77.11%. This has shifted attention to how the company’s advertising platform justifies its current valuation and risk profile. If this pullback has you rethinking your exposure to ad tech, it could be a good time to scan a curated set of 33 AI infrastructure stocks that might fit your thesis. With Trade Desk trading at US$26.24, an indicated intrinsic discount of about 75% and a large gap to analyst targets, the key question is simple: is this a genuine entry point or is the market already baking in future growth? Most Popular Narrative: 51.4% Undervalued Trade Desk’s most followed narrative pegs fair value at about $53.94 per share, roughly double the last close at $26.24. This puts the focus firmly on what needs to go right in the underlying ad platform story.  The full rollout and high adoption of the new AI-powered Kokai platform, including new tools like Deal Desk and supply chain innovation (OpenPath, Sincera integration), is already leading to >20% better campaign performance and causing existing clients to increase spend at a much faster rate; as the remaining clients transition and the product matures, this should drive step function increases in platform efficiency, gross margin, and average revenue per client.  Read the complete narrative. Want to see the math behind that kind of optimism? The narrative leans on brisk revenue expansion, rising margins and a premium future earnings multiple. Curious how those ingredients combine to justify a value that sits far above today’s price? Result: Fair Value of $53.94 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still real pressure points, including reliance on large advertisers that could cut budgets and intense competition from walled gardens that may limit share gains. Find out about the key risks to this Trade Desk narrative. Another View: Market Multiple Sends a Different Signal Our fair value work suggests Trade Desk looks undervalued at the current US$26.24 share price, yet the market is still pricing it at a P/E of 28.9x. That is almost double the US Media industry at 14.8x and slightly above its own 27.7x fair ratio, which leaves you weighing valuation upside against multiple compression risk. See what the numbers say about this price — find out in our valuation breakdown. NasdaqGM:TTD P/E Ratio as at Feb 2026 Build Your Own Trade Desk Narrative If this view does not quite fit how you see Trade Desk, or you prefer to weigh the numbers yourself, you can build a tailored narrative in just a few minutes by starting with Do it your way. A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Trade Desk. Looking for more investment ideas? If Trade Desk has sharpened your thinking, do not stop here. Broaden your watchlist with a few focused stock sets that match different investing angles.  Target potential value candidates by scanning our shortlist of 55 high quality undervalued stocks that pair quality fundamentals with prices that may sit below estimated worth. Prioritise resilience by checking out the solid balance sheet and fundamentals stocks screener (46 results), highlighting companies with stronger balance sheets and steadier financial footing. Hunt for fresh opportunities by reviewing a screener containing 25 high quality undiscovered gems that sit off many investors’ radar but pass key fundamental checks.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Trade Desk might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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