--- title: "TTD The Trade Desk" canonical: "https://supercyclehq.com/stock/the-trade-desk" type: "stock" dataAsOf: "2026-11-06" ticker: "TTD" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # The Trade Desk (TTD) The Trade Desk runs a programmatic advertising platform. ## AI Exposure Score **25/100, Peripheral.** The Trade Desk sells programmatic ad buying, with its Kokai AI engine optimizing bids and audiences for advertisers. AI is core to its product edge, but revenue tracks digital ad spend rather than AI infrastructure demand. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $12.93 | | Change 1d | +0.94% | | Change 7d | +5.21% | | Change 30d | +4.78% | | Change 1y | -69.93% | | 52-week high | $44.20 | | 52-week low | $11.92 | | Market cap | $6.1B | | P/E | 15.58 | | EPS | $0.83 | | Next earnings | 2026-11-09 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Communication Services | | Headquarters | Ventura, California | | CEO | Jeffrey Terry Green | | Employees | 3,843 | | Website | https://www.thetradedesk.com | | Buildout layers | [AI Applications](https://supercyclehq.com/category/ai-saas) | ## What the company does The Trade Desk runs a programmatic advertising platform. Advertisers and agencies use it to buy digital ads across the open internet in real time auctions, and the company earns revenue from fees on the ad spend flowing through its platform. AI is its competitive edge: the Kokai AI engine optimizes bids and audiences across campaigns, AI bid optimization decides what each impression is worth, AI audience targeting finds the right viewers, and the Solimar data platform underpins campaign decisions. Founded in 2009 and headquartered in Ventura, California, The Trade Desk employs about 3,800 people under co-founder and CEO Jeff Green, and trades on the NASDAQ. ## Role in the AI buildout The Trade Desk sits in the AI Applications layer of the buildout. Its Kokai engine is a working example of applied AI at scale, evaluating impressions and optimizing campaigns in real time for advertisers. AI is core to why the product wins, but the company's revenue tracks digital advertising spend rather than AI infrastructure demand, so the buildout improves its product without being its market. Supercycle scores its AI exposure at 25 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Philippe Laffont](https://supercyclehq.com/investors/philippe-laffont) | Coatue Management | $25.1M | 0.05% | unchanged | 2026-06-30 | ## Recent news - [Jeff Green Wants “Smaller Pods and Smaller Scrums.” Trade Desk Needs Revenue Above $650 Million](https://www.tikr.com/blog/jeff-green-wants-smaller-pods-and-smaller-scrums-trade-desk-needs-revenue-above-650-million?ref=yahoofinance&tlnk=yf-261106-f6q7jwqr&.tsrc=rss) (source, 2026-11-06) - [AppLovin Soars 30% on Record Quarter and Strong Outlook; Magnite Surges 17%, Trade Desk Falls 2%](https://247wallst.com/investing/2026/11/05/applovin-soars-30-on-record-quarter-and-strong-outlook-magnite-surges-17-trade-desk-falls-2/?.tsrc=rss) (source, 2026-11-05) - [The Trade Desk (TTD) Crossed Above the 50-Day Moving Average: What That Means for Investors](https://finance.yahoo.com/markets/stocks/articles/trade-desk-ttd-crossed-above-133001073.html?.tsrc=rss) (source, 2026-11-05) - [What Trade Desk Stock's Upcoming Earnings Means For Shareholders](https://finance.yahoo.com/markets/stocks/articles/trade-desk-stocks-upcoming-earnings-001509209.html?.tsrc=rss) (source, 2026-11-05) - [The Trade Desk (TTD) Beats Stock Market Upswing: What Investors Need to Know](https://finance.yahoo.com/markets/stocks/articles/trade-desk-ttd-beats-stock-214501846.html?.tsrc=rss) (source, 2026-11-04) ## FAQ ### What does The Trade Desk do? The Trade Desk runs a programmatic advertising platform where advertisers buy digital ads in real time auctions, earning fees on the ad spend flowing through it. ### How is The Trade Desk exposed to AI? Its Kokai AI engine optimizes bids and audiences, making AI core to its product edge. Revenue tracks digital ad spend rather than AI demand, so Supercycle scores its exposure at 25 out of 100. ### What are The Trade Desk's main AI products? The Kokai AI engine, AI bid optimization, AI audience targeting, and the Solimar AI data platform underpinning campaign decisions. ### Who leads The Trade Desk and where is it based? Co-founder Jeff Green is CEO. The Trade Desk is headquartered in Ventura, California, was founded in 2009, employs about 3,800 people, and trades on the NASDAQ. ### Is TTD a pure play AI stock? No. The Trade Desk is an advertising technology company where AI powers the product but ad spend drives revenue. Its Supercycle AI Exposure Score is 25 out of 100. --- Source: https://supercyclehq.com/stock/the-trade-desk. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.