The Trade Desk, Inc.TTD

Communication Services
Neutral

ASignal's systematic analysis rates TTD as Neutral. The Trade Desk, Inc. has a market cap of $8.48B, a P/E of 20.5, a 14.6% net margin, and 11.8% year-over-year revenue growth.

Reflects the latest available analysis · analyzed Aug 1, 2026

The case on TTD

Bull vs bear, surfaced by ASignal's framework agents from public market data. The precise verdict: ASignal Rank, confidence, and price targets - is in the app.

Bull case
  • Strong gross margin of 77.83% indicating pricing power
  • Low debt-to-equity ratio of 0.17x suggesting solid financial health
  • Free cash flow of $569.11M supports operational strength
  • Forward P/E of 8.40x indicates potential undervaluation relative to growth
  • PEG ratio of 0.91x suggests stock may be undervalued given growth rate
  • Positive earnings revision sentiment from institutional sources
VS
Bear case
  • Negative MACD histogram despite slight improvement, signaling ongoing downtrend
  • Price below both SMA20 and SMA50, indicating technical weakness
  • Earnings growth declining YoY by 20%
  • No Reddit mentions, suggesting lack of retail investor interest or visibility

Key facts

Sector
Communication Services
Market cap
$8.48B
P/E ratio
20.5
Gross margin
77.8%
Net margin
14.6%
Rev growth YoY
11.8%
Price (Aug 1, 2026)
$18.04

Peers

Clustered with TTD by analysis-profile similarity.

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See the full verdict on TTD

ASignal Rank (1-4), confidence score, Buffett / Ackman / Dalio grades, price targets, and the full reasoning behind the call.

How ASignal analyzes TTD

Most investors never get a second opinion, let alone several. ASignal runs TTD past a panel of specialized investor-framework agents, each calibrated on a distinct school of investing: Warren Buffett's value discipline, Bill Ackman's activist lens, and Ray Dalio's macro view. They don't just score in isolation, they argue: a dedicated Challenger agent pushes back on every conclusion until the panel settles on a reasoned consensus, weighing fundamentals, macro conditions, market sentiment, and price action together. The kind of cross-examined read that takes a research desk hours, ASignal delivers in under two minutes, refreshed every cycle.

The signal direction and the bull and bear case above are free. The precise read, ASignal Rank, framework grades, price targets, and full reasoning, stays with subscribers.

The Trade Desk, Inc. (TTD) Stock Analysis - ASignal rates it Neutral