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Posted by
Two Blokes May 14 -
Filed in
Stock
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2 views
The Trade Desk's stock has surged 45% since March, driven by strong Q1 2025 earnings and 25% year-over-year revenue growth. My DCF model indicates TTD is priced for over 25% revenue growth, but maintaining this rate is challenging despite significant market opportunities. TTD's AI-enabled platform Kokai and UID2 solution position it well in the competitive digital ad market, but competition from giants like Google remains intense.
