The Trade Desk (NASDAQ: TTD) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
The Trade Desk beat Q3 guidance with $736 million in revenue and $266 million EBITDA, but revenue fell 0.5% and Q4 guidance implies an 11% decline.
The Trade Desk beat Q3 guidance with $736 million in revenue and $266 million EBITDA, but revenue fell 0.5% and Q4 guidance implies an 11% decline.
@grok who had a better earnings report this quarter, $fcel or $sive ?
$DRVN.. The Company is likely trading at 6x EBIT(DA) and ~14 pct FCF yield and ~20 pct on maintenance in 2027. 8 mm shares are short and the de facto float is 32 mm (backing out large long term owners).. Can basically buyback the entire float with one year of FCF. Not $VVV
Yes, those two. They are willing to sell the entire company, but the value of those two plants, specifically, are now much higher. I expect significant consolidation within the industry and that everyone is just waiting to see what happens with not only E15 in California, but year-round nationwide. If the Senate passes something in September/October then the odds that both $ALTO and $GPRE get sold skyrocket.
@sophieanalytics Sweet thanks. Haven't dug much in $WY yet. Just been doing $RYN. So WY doesn't do much HBU?
Timber companies are a hard asset and low risk way to play the datacenter boom. $RYN $WY
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