The analysis discusses The Trade Desk's (TTD) Q2 2025 results, highlighting a 19% revenue increase to $694 million, outpacing the digital advertising market. While TTD is gaining market share, its revenue growth rate is comparable to Alphabet, Meta, Reddit and Pinterest. A discounted cash flow model values TTD at $73 per share. The current market price is around $55. The weighted average cost of capital is 11.83%. TTD trades at a forward PE of 29, near its lowest since 2021. The stock is considered a buy on the recent dip and the recommendation is reiterated. The analyst acknowledges a potential pressure on future revenue growth.