财务业绩 - 第二季度收入为5.85亿美元，同比增长26%[1] - 公司总营收为2369.6百万美元，同比增长14.3%[25] - 公司调整后EBITDA为4.04亿美元，同比增长39.9%[28] - 公司非GAAP净利润为3.28亿美元，同比增长29.3%[29] - 公司非GAAP每股收益为0.66美元，同比增长29.4%[30] 现金流与资产 - 公司现金及现金等价物为10.09亿美元，较上年末增加11.4%[22] - 公司应收账款净额为29.06亿美元，较上年末增加1.2%[22] - 公司股票回购支出为1.25亿美元[25] 成本与费用 - 公司研发投入为6.05亿美元，占总营收的25.5%[25] - 公司销售及营销费用为4.54亿美元，占总营收的19.1%[25] - 公司股票期权费用为2.37亿美元，占总营收的10.0%[21][25] 业务发展 - 连续10年客户留存率超过95%[5] - 在连接电视(CTV)业务方面,与Netflix、FOX、E.W. Scripps等达成合作[6] - 持续推进Unified ID 2.0(UID2)身份识别技术,获得Roku、SiriusXM Media、LG Ad Solutions等公司的支持[7] - 第三季度收入预计至少6.18亿美元,调整后EBITDA约2.48亿美元[10] 公司荣誉 - 获得多项行业荣誉,包括最受尊敬公司、最佳CEO等[8]

The stock has already trounced the S&P 500 since its IPO. Will it continue?Advertising is a pillar of the economy. Ad money is slowly shifting from old-fashioned mediums like print, radio, and broadcast television to digital ones, like the internet and streaming. This trend positions The Trade Desk (TTD 2.49%) as a big winner over the coming decades. The stock has already outperformed the market since going public, but there's plenty more upside ahead.The Trade Desk is worth nearly $42 billion today, so it' ...

文章核心观点 - 公司最近一个交易日的股价变动较小,涨幅低于大盘 [1] - 公司过去一个月的股价下跌幅度大于行业和大盘 [2] - 公司即将发布的财报预计收入和利润将同比大幅增长 [3][4] - 分析师对公司的预测保持稳定,公司当前评级为持有 [5][6][7] - 公司的估值水平较行业平均水平较高 [8][9] - 公司所在行业整体排名靠后,行业前景不太乐观 [10][11] 公司相关 - 公司最近一个交易日的股价变动较小,涨幅低于大盘 [1] - 公司过去一个月的股价下跌幅度大于行业和大盘 [2] - 公司即将发布的财报预计收入和利润将同比大幅增长 [3][4] - 分析师对公司的预测保持稳定,公司当前评级为持有 [5][6][7] - 公司的估值水平较行业平均水平较高 [8][9] 行业相关 - 公司所在行业整体排名靠后,行业前景不太乐观 [10][11]

This growing adtech company deserves its premium valuation.The Trade Desk (TTD -0.24%) has generated impressive gains since its initial public offering in September 2016. The adtech company went public at a split-adjusted price of $1.80, reached a record high of $111.64 on Nov. 16, 2021, and eventually pulled back to about $92 today. That rally would still have turned a $20,000 investment into $1.02 million.Investors might be reluctant to buy the stock after those massive gains, and it doesn't look cheap at ...

This company has the ingredients to grow its business by 10 times.When it comes to growth stocks, investors will be quick to name companies like Shopify, the leading e-commerce software company; Palantir, a leading artificial intelligence (AI) software company; and the mighty Tesla, which requires no introduction.Still, some well-performing companies don't get as much attention from investors but have quietly been delivering massive shareholder returns over the years. This article will highlight one of thos ...

The Trade Desk’s (TTD) shares have gained 39.6% year to date, outperforming the Zacks Computer & Technology sector’s 21.5% gain and the Zacks Internet Services return of 22.8%.TTD is benefiting from an expanding clientele. Over the past 12 months, its platform has been used by the largest 200 advertisers in the world to run their advertising campaigns. A strong partner base that includes the likes of Disney (DIS) , Comcast’s NBCU, Walmart (WMT) , Amazon, Roku, Fox (FOXA) , VerticalScope Holdings, foodpanda ...

Many investors clearly believe this growth company can sustain its upward trajectory.Earlier this month, shares of advertising technology (adtech) company The Trade Desk (TTD 0.30%) hit $100 per share. It wasn't an all-time high -- the company hit that in late 2021. But it was the highest the stock has been in two years, which is exciting.The Trade Desk stock is a little off its high as of this writing. But shares have climbed steadily in recent years, thanks to outstanding business growth. The company's re ...

文章核心观点 - 公司在最新的市场收盘中达到95.73美元,较前一交易日上涨0.51%,表现优于标普500指数下跌0.78%[1] - 过去一个月,公司股价下跌4.04%,低于计算机和技术板块下跌3.17%和标普500指数上涨2.14%[2] - 公司即将公布业绩,预计每股收益为0.36美元,同比增长28.57%;预计收入为5.7755亿美元,同比增长24.41%[3] - 全年预计每股收益1.57美元,收入24.2亿美元,同比分别增长24.6%和24.49%[4] - 公司目前的Zacks评级为3级(持有)[7] - 公司估值较行业平均水平有溢价,市盈率为60.83倍,PEG为2.64倍[8][9] - 公司所在的互联网服务行业属于计算机和技术板块,行业排名在前35%[10][11]

Trade Desk TodayTTDTrade Desk$100.09 +0.61 (+0.61%) 52-Week Range$60.23▼$102.67P/E Ratio250.23Price Target$94.29Add to WatchlistDigital advertising has rebounded from the doldrums of 2022, powered by the growth of connected TV (CTV) and ad-supported video on demand (AVOD). This is exemplified by the surge to 52-week highs for the largest independent demand-side advertising technology (AdTech) platform provider,  The Trade Desk Inc. NASDAQ: TTD. Shares may be ripe for a pullback as a daily rising wedge rever ...

文章核心观点 - 公司最近一个月股价上涨10.12%,超过行业和大盘的涨幅 [1][2] - 公司即将公布的季度业绩预计EPS同比增长28.57%,收入同比增长24.41% [3][4] - 公司全年业绩预计EPS和收入同比分别增长24.6%和24.49% [5] - 分析师对公司业务前景持乐观态度,上调了业绩预期 [6][7] 行业分析 - 公司所属的互联网服务行业目前处于行业排名前41%的位置 [10][11] - 该行业的平均市盈率为24.85,而公司的市盈率为64.85,显示出较高的估值 [8][9]