-
Posted by
Two Blokes Jun 30 -
Filed in
Stock
-
0 views
We rate The Trade Desk a Strong Buy with a $132 price target, citing underappreciated compounding upside from Kokai AI adoption and CTV mix shift. Kokai's rapid adoption is driving 42% lower campaign costs, margin expansion, and a flywheel of incremental spend, with OpenPath/Sincera further boosting take-rates. TTD's $1.7bn net cash and $400mn annual buybacks provide downside protection and per-share lift, supporting a premium multiple and sustained outperformance.
