TTD trade ideas
Trade desk is about to explode as market turn upThis high growth name puts a Bullish consolidation after a power earnings gap and with upgrading guidance.
Watch first the wreaks ahead as it's forming strong combination in line with the weekly interval NASDAQ:TTD
+22.1% after solid beat, raised 2018 guidanceThe company is now guiding for revenue during the year to increase to at least $433 million. This is up from a previous outlook for full-year revenue of $403 million.
Management expects full-year adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) to climb to $133 million, up from previous guidance for $117 million.
This would put Trade Desk's adjusted EBITDA margin at 30.5%, above previous guidance for an adjusted EBITDA margin of 29%.
www.fool.com
The Trade Desk (NASDAQ:TTD) has jumped 22.1% in after-hours trading following a healthy beat on top and bottom lines in its Q1 earnings where it raised its full-year outlook.
Revenue grew 61% and EBITDA more than tripled, to $18.9M (well above expected $7.8M).
In channel highlights, it noted total mobile (in-app, video and Web) grew 95% Y/Y and increased to 42% of gross spend. Mobile video grew almost 160%, and mobile in-app grew almost 110%.
Customer retention stayed over 95% again.
For Q2, it's still guiding to revenue of $103M (above consensus for $93.1M) and EBITDA of $30M (above expectations for $25.9M).
For the full year, it's raise expectations, guiding to revenue of at least $433M (well above expectations for $403.9M) and EBITDA of about 30.5% of revenue, or $133M (above consensus for $117.9M).
seekingalpha.com
The Trade Desk generated $85.7 million in revenue during the first quarter of 2018, a 61% jump from the same period last year,
Profitability was also up, with net quarterly income reaching $9.1 million, compared to $4.9 million in Q1 2017.
The Trade Desk raised its 2018 revenue forecast to at least $433 million, a $30 million increase from the initial guidance it released in February.
The biggest potential long-term growth driver for The Trade Desk’s business is the convergence of linear television and digital video through connected TV.
adexchanger.com
Trade Desk Rises Sharply on Earnings BeatGuidance is also encouraging, even if it expects things to decelerate in the near term.
The Trade Desk sees total gross spending of at least $3.2 billion in 2019, up at least 36% since the outlay on its platform in 2018.
The Trade Desk sees revenue rising 36% to $637 million for all of 2019 and climbing 35% to $116 million during the seasonally sleepy first quarter.
It sees margins contracting to the point that adjusted EBITDA moves just 14% higher to $182 million this year.
finance.yahoo.com
www.thestreet.com
finance.yahoo.com
1. Revenue up 56%
2. Earnings more than doubled
The reason for the impressive profitability? The Trade Desk's revenue continues to outpace the company's spending. Overall, operating expenses of $111.5 million grew just 52% year over year compared to sales that jumped 56%. As long as The Trade Desk continues to grow revenue faster than costs, profits will continue to soar.
3. Advertising on key channels soared
4. A $725 billion opportunity
5. The future looks bright
Looking for divergence signsfor shortingI'd be very interested in shorting this stock at the end of its fifth wave. Being patient, looking for signs of divergence
Strong Buy Signal for TTD! With fantastic axis of return. This sort of opportunity is easy to spot but painful to miss out on.
TTD will return to rise following false move by sellers.The sellers are panic selling ahead of the earnings reports but this usual move is excessive with many late-comers fleeing their trades at a loss. The price is sure to rebound following the influx of capital into the share following this exaggerated move.
TTD Earnings Miss Model Predicted but was it pred. today's drop?So... The model predicted a price drop at earnings... well did it happen prior?
TTD Earnings | Price Expected to Plunge After per modelEarnings model predicts peak proir to earnings in price / Optimal Sell Point is prior to earnings release
brschultz / markettimer777
TTD CNHCup n Handle on chart, would prefer it to consolidate this last break out zone but volume and price are extremely strong. Will have to anticipate breakout, and keep tight stop if it continues threw to new highs. Do like the name though.
TTD to hit bottom /optimal buy point in Mar-June of 2020Took TTD daily data and input into momentum model (eue.tu.wb) and model predicts an optimal buy point for TTD between March - June 2020
brschultz aka markettimer777
TTD ( The Trade Desk ) Going Short @ $134.00 - brschultz youtubeMomentum Model suggests TTD is peaking, expect it to bottom in March 2020
TTD breakout should retest prior highs soonTTD reported great numbers last quarter in a tough market tape. With volatility coming in and the stock starting to break out, we should see new 52-week highs soon.
$TTD Post ER Above $125.75/9eMA WklyPotential Upside Swing Gap Fill & All-Time Test;If 9eMA reject watch Fib-Supp
TTD more upsideTTD had blowout earnings causing the stock to reprice higher. This should set up for further gains this year in the stock
