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    Trade Desk (TTD) Adds Seven Eleven Japan Data, Is The Stock Still Undervalued?

    Simply Wall St·07/26/2026 00:34:22
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    The Trade Desk (TTD) is in focus after announcing a new integration that lets advertisers tap SEVEN-ELEVEN JAPAN retail purchase data across its platform, marking a material shift for data-driven campaigns in Japan.

    See our latest analysis for Trade Desk.

    For context, Trade Desk’s 1 day share price return of 2.98% comes after a weak run, with the 90 day share price return down 27.87% and the 1 year total shareholder return down 79.93%, which points to fading momentum despite a busy period of new data partnerships and senior leadership hires.

    If this kind of data driven advertising story interests you, it could be worth widening your search to other opportunities and checking out 65 profitable AI stocks that aren't just burning cash

    After Trade Desk’s sharp share price reset and the latest SEVEN-ELEVEN JAPAN data deal, the gap between the current US$17.29 price and valuation estimates is hard to ignore. This raises the question of where fair value might reasonably sit within that spread.

    Most Popular Narrative: 40.9% Undervalued

    According to the most followed narrative, Trade Desk’s fair value sits at $29.24, well above the last close at $17.29, which points to a wide valuation gap that hinges on specific growth and margin assumptions.

    Revenue: $688.9 million (a 12% increase compared to $616 million in Q1 2025).

    Adjusted Diluted EPS: $0.28 (a 15% decrease compared to $0.33 in Q1 2025).

    GAAP Net Income: $40 million (a 22% decrease compared to $51 million in Q1 2025).

    Net Profit Margin (TTM): ~14.6% (remained stable year-over-year compared to the prior trailing twelve months, though specific quarterly margins fluctuated due to upfront technology and product investments).

    Read the complete narrative.

    Want to see how this combination of steady margins, moderated growth and a future earnings multiple links back to that higher fair value figure? The narrative leans on a specific path for revenue expansion, profitability and the valuation multiple applied to those earnings, with a clear view on how Trade Desk’s US heavy business might evolve. The full story sits in how those moving parts interact over time.

    Result: Fair Value of $29.24 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, this Trade Desk narrative could be challenged if US heavy revenue concentration persists or if large platform competitors tighten their grip on advertiser budgets.

    Find out about the key risks to this Trade Desk narrative.

    Next Steps

    Given the mix of concern and optimism around Trade Desk, it makes sense to quickly look at the full picture and form your own view using the 4 key rewards and 1 important warning sign

    Looking for more Trade Desk investment ideas?

    If Trade Desk has sharpened your focus on where to put fresh capital, do not stop here. Use data driven shortlists to uncover what you might be missing.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.