Trade Desk CEO Jeff Green Invests $150M in Stock Purchase
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 hours ago
0mins
Should l Buy TTD?
"Yesterday, I announced that this week I made the biggest purchase of my life. I purchased ~$150M of TTD stock. Some called it a record. I said I'd explain why. In short, I'm putting my money where my mouth is," Trade Desk CEO, founder and Chairman Jeff Green said in a blog post. "At The Trade Desk, we have strong convictions about where value in digital marketing is shifting and why... I've never been more convinced that our approach is the right one, and that our people - our greatest asset - will deliver on that promise. That conviction and that promise are what I'm investing in. Let me go a click deeper on why I'm so convinced that future is bright: 1. The AI present. 2. The bigger TAM. I believe in 2026 and 2027 the advertising industry will think about inventory differently - we already do. In addition to CTV and audio (the most effective forms of advertising today), over time TTD will also have access to two new types of highly effective inventory - chatbot inventory and sponsored shopping listings. 3. Wall Street is wrong... Right now, Wall Street has an unprovable bear thesis - "software is dead." There is fear that Claude and tools like it will enable developers to duplicate Salesforce or The Trade Desk. During a time when the market can't prove that thesis wrong, the market and the sector go down. What I think they're missing is that the best companies in the world work hard every day looking for an edge...Of course, there will be new companies and new innovation, but that will usher in new competition. Just as with the rise of the internet, not everything else went away. 4. The trade press is wrong... Some journalists in our industry are unfortunately trying to monetize struggling businesses - and in that environment, clicks are perhaps more important than a deep understanding of our admittedly esoteric industry... 5. Open will make a comeback... The chatbots and operating systems of the future will be more open than closed - in large part because of the innovation that AI ushers in. 6. Our innovation in OpenTTD and agentic. 7. Measurement. Measurement is the most important unsolved problem in advertising. And it's about to change. 8. Amazon DSP is overrated... Interestingly, I suspect Amazon has made more profit from TTD in AWS over the last 16 years than they've made buying non-O&O using their DSP. 9. Our people. 10. Clients and partners."
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Analyst Views on TTD
Wall Street analysts forecast TTD stock price to rise
28 Analyst Rating
15 Buy
12 Hold
1 Sell
Moderate Buy
Current: 29.790
Low
38.00
Averages
53.33
High
85.00
Current: 29.790
Low
38.00
Averages
53.33
High
85.00
About TTD
The Trade Desk, Inc. is a global advertising technology company. The Company offers a self-service, cloud-based ad-buying platform that empowers its clients to plan, manage, optimize and measure more expressive data-driven digital advertising campaigns. Its platform allows clients to execute integrated campaigns across ad formats and channels, including connected television (CTV) and other video, display, audio, and native, on a multitude of devices, such as televisions, streaming devices, mobile devices, computers and digital-out-of-home devices. Its platform’s integrations with inventory, publisher and data partners provide ad buyers reach and decisioning capabilities, and its enterprise application programming interfaces (APIs) enable its clients to customize and expand platform functionality. Its platform provides auto-optimization features that allow buyers to automate their campaigns and support them with computer-generated modeling and decision-making.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Slowing Revenue Growth: The company's revenue growth for 2025 was only 18%, reaching $2.9 billion, significantly lower than the 26% growth recorded in 2024, indicating a slowdown in momentum amid fierce competition.
- Significant Market Potential: Despite current challenges, the programmatic advertising market is projected to reach $4.4 trillion by 2032, with an estimated annual growth rate of 23%, providing The Trade Desk with opportunities to regain market share.
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- Slowing Revenue Growth: The company's revenue growth for 2025 was only 18%, reaching $2.9 billion, significantly lower than the 26% growth recorded in 2024, indicating a slowdown in momentum amid fierce competition.
- Significant Market Potential: Despite current challenges, the programmatic advertising market is projected to reach $4.4 trillion by 2032, with an estimated annual growth rate of 23%, providing The Trade Desk with opportunities to regain market share.
- Emerging Investment Opportunity: With a price-to-sales ratio of 4, below the tech sector's average of 8.3, analysts suggest this could be an attractive entry point for investors, especially with a 12-month price target of $32 indicating a potential 34% upside.
See More
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- Surge in Energy Prices: WTI crude oil prices surged over 12% to a 2.5-year high as the ongoing Middle East conflict exacerbates supply concerns, which is expected to push global oil prices even higher, impacting profitability across related sectors.
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- Optimistic Future Outlook: NVIDIA expects revenue growth to accelerate to 77% next quarter, although the current growth rate is impressive, analysts express skepticism regarding its sustainability, especially amid increasing competition.
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- Weak Employment Data: U.S. nonfarm payrolls unexpectedly dropped by 92,000 in February, with the unemployment rate rising to 4.4%, indicating a deteriorating labor market and exacerbating fears of an economic slowdown.
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