26/03/2025 09:50

The Trade Desk (TTD US) $62.00

The advertising technology company reported a poor quarterly and the stock has fallen sharply – more than halving from ~$US140 to this mornings close of $US62. Digital advertising remains the future, and we are confident that one soft quarter has not broken the TTD model. This recent weakness represents a buying opportunity, irrespective of the macro backdrop.

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14/02/2025 09:45

Trade Desk Inc (TTD US) $US81.92

The advertising technology company delivered its first miss in 8 years overnight, coming in below expectations for the quarter and issuing lower guidance.

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10/12/2024 09:41

Trade Desk Inc (TTD US) $US141.53

TTD is an advertising technology company that offers an online platform enabling advertisers to bid on and purchase digital ad inventory in real-time auctions – very much like a Bloomberg Terminal but for ads instead of stocks.

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08/11/2024 16:51

The Trade Desk (TTD US) $US132.53

The US listed ad-tech business reported Q3 earnings post-close overnight that beat expectations (mildly), though it does look like the level of growth has slowed a touch.

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25/09/2024 09:09

The Trade Desk (TTD US) $US110.79

We haven’t touched on our position in The Trade Desk (TTD US) since they reported a strong 2Q result and good guidance for Q3 around six weeks ago, with the stock up ~25% in that time frame to be now testing all-time highs. While our position is up ~150% since first buying into TTD in April of 2020, it has been somewhat of a wild ride, more so with regards to the multiple the market is prepared to pay for TTD more than the underlying performance of the business.

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12/08/2024 09:45

Results

JB Hi-Fi (JBH): FY24 results this morning which are a beat on first pass – conference call 10.30am.

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09/08/2024 09:31

The Trade Desk (TTD US) US$88.17

The advertising Technology company reported 2Q results after the close that were strong, above expectation for the period, and Q3 guidance beat consensus. Shares are trading 10% higher in after-hours trade

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17/05/2024 09:10

The Trade Desk Inc (TTD US) $US93.19

TTD shares surged almost 5% on Wednesday night, followed by another +3% move overnight, following the news that the advertising technology company will partner with Netflix (NFLX US) to facilitate automated ad purchases for the streaming giant. Netflix’s decision to open up its connected TV ad inventory to third-party platforms is likely to fuel further the momentum in TTD’s largest and fastest-growing channel.

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09/05/2024 09:02

Trade Desk Inc (TTD US) $US86.02

The advertising technology company that helps companies place targeted ads online and via streaming services reported 1Q24 results this morning (after the close) that were stronger than expected on both revenue and adjusted earnings (EBITDA), while the outlook for the next quarter was also positive. 

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21/02/2024 09:33

The Trade Desk (TTD US) $US82.56

The advertising technology company reported strong Q4 earnings at the end of last week, and the stock rallied ~17% on the result, although it pulled back ~7% overnight. This often plays out with TTD and other stocks that have a high degree of stock-based compensation for employees, the window to sell stock opens after they report results.

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