Is The Trade Desk’s Growth Engine Starting to Stall?
3 months ago
Compounding Your Wealth
"TTD (overview): Rev growth decelerated from +25.5% to +18.6% YoY; weak Q2 beat of 1.8% vs record Q1 beat of 7.1%. If Q3 matches Q2 beat level, growth could slow to 16.2%. Kokai AI platform showing >20pt KPI lifts, 95%+ retention rate maintained. Trades at historical low 6.7x forward EV/Sales vs 14.3x median."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Is The Trade Desk’s Growth Engine Starting to Stall?
Source:
Compounding Your Wealth
Published:
September 17, 2025
Idea Type:
Stock Idea