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.
$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
@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
Why is $GTLB up ah? Expense dollar growth far outstripped revenue dollar growth? and 117 NR at this valuation is not impressive, let alone the 50% increase in SBC yoy.....
@GoodHouseCap Maybe the bigger question is.... if PCI went bankrupt so suddenly.... what about the other competitors? Maybe $PBI doesn't need to acquire anyone. It's increasingly becoming a "K" business. Those with scale are killing it and those without are (or soon will be) bankrupt.
@GoodHouseCap Yes and will almost purely be incremental profit. $PBI has all the fixed costs and plenty of capacity - the incremental variable costs to take on the volume will be miniscule.
@DeepSailCapital $ASAN has been caught up in the software bounce despite being a pretty obvious AI loser and having none of the qualities that make the other software companies good.
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