Should You Buy The Trade Desk Stock After The 50% Drop? TTD Stock Analysis

Is The Trade Desk stock a buy now? The Trade Desk TTD stock was $972.80, and it crashed below below $500 after recent earnings, a 50% drop from recent highs. TTD beat on top and bottom lines and even raised guidance! So what gives? Why the huge drop? It was trading around $480 briefly, and its found a floor and is now trading around $550. Is The Trade Desk stock a buy? Why did it drop so much?

Why?:
Cookies are going away, but TTD has a solution, which is called Unified ID 2.0. This is an open source framework that uses encrypted email addresses
and discloses the benefits to the consumers. TTD claims greater control for users and their personal data. TTD also claims greater transparency. Once opted in, advertisers can personalize the experience to the users,
Unified ID 2.0. could be better than cookies, although it could fail, and it is a risk. I think it’s misunderstood and blown out of proportion; however, the market hates uncertainty.

Highlights:
-TTD will top $1 billion in revenue this year.
-TTD is a leader in programmatic advertising, which is where the industry is headed.
-TTD will be a huge part of this secular growth trend regardless, and not all digital ads use cookies anyways.
-In fact, CTV doesn’t support CTV (connected TV). What is CTV? A smart TV, also known as a connected TV, is a traditional television set with integrated Internet and interactive Web 2.0 features. CTVs allows users to stream music and videos, browse the internet, and view photos. Smart TVs are a technological convergence of computers, televisions, and digital media players.
-CTV is a huge opportunity for The Trade Desk!
-Solimar Platform: new version of The Trade Desk that Jeff Green, TTD CEO, is pumped about. Solimar allows advertisers to input goals and use artificial intelligence (AI) to target ads to customers.
-10 to 1 stock split.
-TTD Current market cap is $26.4 Billion.
-TTD Price to Earnings P/E is 114.
-Revenue of $1.14 Billion this year, which is about a 23 Price to sales P/S.
-TTD is not cheap, but it runs a 30%+ EBTIDA margin and 80% gross margins.
-The average TTD analyst estimates 27% growth per year for several years.
-My opinion is TTD can easily be 5-10x bagger stock over the next 10 years.

This is not financial advice.

#TTD #growthstocks #tradedesk

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