Urupong Introduction & Investment Thesis Trade Desk (NASDAQ:TTD) is a cloud-based ad-buying platform that helps ad buyers such as brands and advertising agencies create, execute, measure, and optimize targeted ad campaigns across ad formats and channels that include Connected TV ("CTV"), display, and audio, among others. The company has outperformed the S&P 500 and Nasdaq 100 YTD. I initiated a "buy" rating on the stock on March 22, and my thesis was predicated on my belief that with secular growth drivers ...

Don't miss out on this up-and-coming growth stock."The very best way to make money is in a small growth company that has been profitable for a couple of years and simply goes on growing."-- Peter Lynch Everyone is eager to find the next Nvidia. And why wouldn't they be? Its stock is up a staggering 934% since October 2022.So, where does one go when looking for the next Nvidia? One answer is provided by Peter Lynch, who is one of the greatest investors of all time. As the quote above says, it's best to look ...

The Trade Desk (TTD) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this digital-advertising platform operator have returned +7%, compared to the Zacks S&P 500 composite's +3.1% change. During this period, the Zacks Internet - Services industry, which The Trade Desk falls in, has gained 4.4%. The key question now is: What could be th ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends The Trade Desk. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

The Trade Desk (TTD) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this digital-advertising platform operator have returned +14.8%, compared to the Zacks S&P 500 composite's +4.3% change. During this period, the Zacks Internet - Services industry, which The Trade Desk falls in, has gained 1.5%. The key question now is: What could be the stock's future d ...

Investors looking to buy a relatively cheaper AI stock would do well to take a closer look at this name thanks to its solid position in a lucrative market.There is no doubt that Nvidia (NVDA 3.58%) has been one of the top artificial intelligence (AI) stocks to buy on the market in the past year-and-a-half thanks to the critical role it is playing in the advancement of this technology.After all, training large language models (LLMs) such as ChatGPT wouldn't have been possible without chips from Nvidia. Major ...

公司概况 - The Trade Desk是一家领先的买方程序化广告平台提供商，为广告客户提供自动化、分析和优化广告支出和营销活动的一站式服务[1] - The Trade Desk是计算机和技术行业最大的人工智能(AI)驱动的需求方程序化广告平台提供商之一[3] 市场趋势 - The Trade Desk强调连接电视(CTV)是增长最快的广告渠道，受到免费广告支持的数字视频广告和社交媒体广告支出的推动[2] - 社交媒体平台如Snap Inc.、Pinterest Inc.和Alphabet Inc.经历了双位数的广告增长，表明数字广告支出正在强劲复苏[5] - CTV是通过互联网连接的硬件进行的节目播放，包括智能电视、Roku、Amazon Fire TV、Google Chromecast、Sony PlayStation和Apple TV设备[9] 财务表现 - The Trade Desk在Q1 2024季度超过了市场预期的26美分的每股收益，收入同比增长28.3%，并提高了Q2 2024的营收和利润指导[2] - The Trade Desk报告显示，Q1 2024季度每股收益为26美分，超过分析师预期，调整后的EBITDA同比增长49%，收入同比增长28.3%至4.9125亿美元[12] - The Trade Desk提高了Q2 2024的指导，预计营收至少为5.75亿美元，调整后的EBITDA接近2.23亿美元[14] 竞争与合作 - The Trade Desk的竞争优势在于其超过90%的Ad Age前200名广告客户在过去12个月内在其平台上进行了广告活动，而CTV仍然是其增长最快的渠道[10] - The Trade Desk与Magnite和PubMatic等程序化广告技术公司竞争，后者帮助内容提供商销售广告库存[10] - The Trade Desk宣布扩大了来自内容提供商的CTV库存，包括与迪士尼和NBC Universal的合作[13]

The Trade Desk (TTD) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this digital-advertising platform operator have returned +8.1%, compared to the Zacks S&P 500 composite's +2% change. During this period, the Zacks Internet - Services industry, which The Trade Desk falls in, has gained 5.6%. The key question now is: What could be the stock's future dire ...

Andrey Zhuravlev Trade Desk stock: ready to challenge the $100 resistance level The Trade Desk, Inc. (NASDAQ:TTD) stock has been gaining momentum recently, as illustrated by the chart below. Its stock prices are up more than 38% in the past year, outperforming the S&P 500 Index (SP500) over the same time frame by a wide margin. Despite such large price advances, investors seem to remain very enthused about the company’s long-term prospects, as reflected by the 59x P/E they are willing to pay for the sha ...

财务表现 - 2024年第一季度收入为491,253,000美元，同比增长28%[27] - 净利润为31,660,000美元，同比增长239%[27] 费用增长 - 平台运营费用增加22%，主要是由于托管成本和人员成本增加[29] - 销售和营销费用增加25%，主要是由于人员成本、市场费用和设施费用增加[30] - 技术和开发费用增加15%，主要是由于人员成本增加[30] 其他收入 - 总其他收入净额增加4%，主要是由于现金及现金等价物的利息收入增加[30] 资金情况 - 公司截至2024年3月31日的流动资金为1,813,000,000美元，包括现金及现金等价物和短期投资[33] - 公司截至2024年3月31日，现金流量从经营活动中产生了1.85亿美元[34] - 公司于2024年3月31日未在修订信贷设施下有未偿还债务余额，可用余额为4.43亿美元[34] 资金运用 - 公司于2024年3月31日，通过股票回购计划回购并注销了150万股A类普通股，总回购金额为1.25亿美元[35] - 公司于2024年3月31日，投资活动中使用了2,100万美元，其中包括1,200万美元的短期投资净购买、700万美元购买固定资产和设备以及200万美元投资于资本化软件[36] - 公司于2024年3月31日，获得了来自股票期权行使的1100万美元的收入[36] 风险提示 - 公司于2024年3月31日，未来的外汇汇率变动可能导致外币账户出现约3,200万美元的外汇损失[44] - 公司于2024年3月31日，可能通过发行股票或股权相关证券筹集额外资金[34] - 公司于2024年3月31日，未来的资本需求和可用资金充足性将取决于多种因素[34] - 公司于2024年3月31日，未来可能通过出售股票或通过股权相关或债务融资安排筹集额外资金[34]