r/TTD_Stock

From $140 to $13, you won’t find many companies trading at that kind of discount. You can say whatever you want, but for me, this is an extremely attractive price.

This is a high-quality, profitable company with zero debt, yet the market is pricing it as if the company has gone bankrupt. I see a huge disconnect between price and value.

I’m planning to hold it for at least 3 years because I believe the business will eventually prove the market wrong. Sometimes the biggest returns come from buying quality when everyone else is looking the other way.

TTD stock crashed almost 30% after weak earnings. Have 600 stocks at $30 avg. What should I do?

I am not buying the "macro environment" excuse management gave on the call. I can accept macro as a reason for giving conservative forward guidance, but not for actually missing the quarter.

Even though their initial guidance was not great to begin with, I fully expected them to at least beat it and post somewhere around 12% revenue growth—especially since they had the FIFA World Cup bump this quarter.

I know their business is highly cyclical and base effects matter. Were there any specific tailwinds in Q2 2025 that skewed the base?

Also, looking at the brutal Q3 guidance—is this deceleration purely because they had massive tailwinds in Q3 of last year, or is there a bigger fundamental issue?

TTD is down 32% today and they just said we're going to invest wisely. They didn't give any concrete numbers or long term plan, just give the new team time and trust us. What do you guys think? Any positive drivers over next 3 to 6 months that the TTD team can do irrespective of macroeconomics?

I mean, "at least $650 million" is a weird thing to say. Extreme lowball would make shares pop - is that a game Jeff would try to play?

His postion is losing big time, you would think he’ll do something about it.

Sales decline, growth decline, no moat, competition, CEO sucks, etc

What’s the future?

Who else? I think they will hit 18 pretty easy so could be a good swing trade.