r/stocks
$TTD stock positives
Author highlights TTD's strong JBP growth, winning pharma spend from Amazon, clean balance sheet, and insider buying as bullish factors.
- JBP signings and new deal spend are growing significantly YoY.
- Won back major pharma advertiser spend from Amazon with expected 114% YoY growth.
- Strong financial position with no debt, active buybacks, and massive insider buying by CEO.
Beacuse the stock is so beaten down, I wanted to share some insights
$TTD positives I’m looking at:
The most important one, JBPs are growing :
March was their biggest month ever for JBP signings: 45 in March alone.
Total JBP count +55% YoY, and new JBP deal spend +40% YoY excluding renewals.
They won back pharma business from Amazon
One of the biggest pharma advertisers moved some spend to Amazon last year.
TTD won the business back in Q1, with a 2026 JBP expected to grow spend on TTD by 114% YoY.
Agoda deal
Agoda became TTD’s first online travel agency partner in APAC for offsite media.
Good sign for travel data + retail media style opportunities outside the US.
World Cup tailwind
Not from earnings, but 2026 World Cup is a big CTV/live sports setup.
Clean balance sheet
$878M cash + $528M short term investments at Q1 end. No debt.
Buybacks
TTD bought back around $164M of stock in Q1 and still had $327M authorized.
Insider buying
Jeff Green bought around $148M of TTD stock himself at roughly $23-$25/share.
Not saying everything is perfect. Growth needs to re-accelerate.
But for me, the long term bull case is still alive.
Long TTD. Could it go lower? Sure. That’s why I leg into positions. Could it go to zero? Sure. That’s why I have a diversified portfolio.
But man if this thing turns around there could be serious money made. Just about every great play I’ve made was when people said the stock was “too risky”
Idk brother. I understand news and all that but just looking at the daily and weekly chart on TradingView, it’s looking like it’s going to keep falling. I’d be cautious on buying anytime soon
I'm down $25k on it. I wish I had more to add to this conversation.
The stock falling this much isn't as uncommon as many people think. We've seen it happen before with Shopify, Twilio, Advanced Micro Devices, Meta Platforms, and Coinbase. The list goes on. My view is simple: don't go all in, avoid leverage, buy shares, and focus on the data instead of the noise. If revenue growth improves, sentiment will eventually improve too. The stock is dormant for now. It's not quite dead yet. Sure it's falling and it could fall a lot more but that's just how the game works.
My biggest position so far buying every week,loving the discounts.
totally agree, TTD has some really compelling positives after being so beaten down. The clean balance sheet and insider buying are big pluses for me. I've been thinking about getting into it for a wheel, especially with those JBP growth numbers coming back strong. If I do, I'll definitely be keeping a close eye on my cost basis and wheel tracking over on ThetaPal to make sure I'm managing assignment risk properly. Are you looking to hold long or play it shorter term?
There are better stocks. Wait for the right moment. It will come soon. Maybe when spy hits 700-710. Unless your strategy is holding beaten down weak fundamental companies thinking you're getting a big deal. You're not. You will just be losing out on big opportunity costs and losing out elsewhere and hoping that a weak company turns into a strong one.
Wow and it seems like they just sorted their issues with Publicis
Look at their headquarters in Ventura, CA and you'll ask yourself how was this POS worth 100B
What do you mean?
CFO turnover and Applovin stole their lunch
Applovin and ttd were never really in the same market...