Foren & Soziale Netzwerke zur TRADE DESK Aktie

 

- NASDAQ:TTD is probably repeating the move it had earlier in the year. - It's most likely going to re-test 85s , could happen as early as post earnings. - Position size accordingly, not sure completely if it will play out as I am thinking but seems pretty likely. - Let's go!

Kursziel: 46.9205 €

Core Thesis: The Open Internet's Champion The bull case for The Trade Desk is centered on its position as the leading independent demand-side platform (DSP) in a digital advertising landscape that is rapidly consolidating into "walled gardens" controlled by tech giants like Google, Meta, and Amazon. As advertisers demand greater transparency, control, and performance from their ad spend, The Trade Desk's open, data-driven platform is a highly differentiated and increasingly essential solution. The recent stock price decline, triggered by news of the Amazon-Netflix partnership, is seen by bulls as an overreaction that has created a generational buying opportunity. It has obscured the company's fundamental strengths and its long-term growth trajectory. Key Pillars of the Bull Case 1. Leadership in High-Growth Advertising Channels Connected TV (CTV) Dominance Pioneering Retail Media 2. A Superior and Differentiated Technology Platform UID2.0 as the New Open Standard AI-Powered Opti

The Trade Desk is very near to $42 support. Target $71 if support hits. Good luck!

The Trade Desk is very near to $42 support. Target $71 if support hits. Good luck!

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Kursziel: 68.632 €

- NASDAQ:TTD is no longer the high flying market darling - Growth has been coming down from high 30s to 20s and now to high teens. This calls for lowering multiple Fundamentally, Year | 2025 | 2026 | 2027 | 2028 EPS | 0.82 | 1.09 | 1.41 | 1.89 eps% | -49.61% | 32.28% | 29.08% | 34.47% - This year eps is negative and in the future it's growing again therefore 2025 is a good year to accumulate NASDAQ:TTD at or close to fair value. - A company growing eps 30%+ deserves a forward p/e of 30 as a base case - Fair stock value (base case) with forward p/e of 30 Year | 2025 | 2026 | 2027 | 2028 fair value | 24.6 | 32.7 | 42.3 | 56 - Fair stock value (bull case) with forward p/e of 40 Year | 2025 | 2026 | 2027 | 2028 fair value | 32 | 43 | 56 | 75 - Fair stock value (bear case) with forward p/e of 20 Year | 2025 | 2026 | 2027 | 2028 fair value | 16 | 21 | 28 | 37.8 - Personally, I have started accumulating but ideally want to add significantly in that accumulation box I have highlighted in the ch

Kursziel: 72.0132 €

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Kursziel: 77.175 €

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Kursziel: 38.5875 €

Kursziel: 83.7983 €

Kursziel: 87.48 €