Here’s Why The Trade Desk (TTD) Traded at a Lower Multiple

2 hours ago 2

Soumya Eswaran

Mon, March 23, 2026 astatine 6:55 AM CDT 2 min read

Brown Advisory, an concern absorption company, released its “Brown Advisory Mid-Cap Growth Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The Strategy lagged the Russell Midcap® Growth Index successful the 4th fourth owed to banal selection. While the show was successful enactment with the expectations for the afloat year. The steadfast believes that the Strategy underperformed successful 2025 due to the fact that it did not ain Palantir Technologies Inc (PLTR). The Strategy focuses connected achieving coagulated risk-adjusted returns by investing successful high-quality compounders with just valuations and marketplace capitalizations betwixt $2 cardinal and $50 cardinal astatine the clip of purchase. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Brown Advisory Mid-Cap Growth Strategy highlighted stocks similar The Trade Desk, Inc. (NASDAQ:TTD). The Trade Desk, Inc. (NASDAQ:TTD) is simply a starring exertion institution that specializes successful integer advertizing campaigns. On March 20, 2026, The Trade Desk, Inc. (NASDAQ:TTD) banal closed astatine $24.11 per share. One-month instrumentality of The Trade Desk, Inc. (NASDAQ:TTD) was -0.25%, and its shares mislaid 59.37% implicit the past 52 weeks. The Trade Desk, Inc. (NASDAQ:TTD) has a marketplace capitalization of $11.48 billion.

Brown Advisory Mid-Cap Growth Strategy stated the pursuing regarding The Trade Desk, Inc. (NASDAQ:TTD) successful its 4th fourth 2025 capitalist letter:

"The Trade Desk, Inc. (NASDAQ:TTD): Operates arsenic a exertion institution which empowers buyers of advertising. The Trade Desk (TTD) traded astatine a little aggregate contempt comparatively unchangeable near-term gross expectations, arsenic investors weighed the imaginable interaction of accrued contention from Amazon connected the company’s longer-term maturation profile."

The Trade Desk, Inc. (TTD)'s Got "A Really Good Product," Says Jim Cramer

The Trade Desk, Inc. (NASDAQ:TTD) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 60 hedge money portfolios held The Trade Desk, Inc. (NASDAQ:TTD) astatine the extremity of the 4th quarter, up from 42 successful the erstwhile quarter. While we admit the imaginable of The Trade Desk, Inc. (NASDAQ:TTD) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered The Trade Desk, Inc. (NASDAQ:TTD) and shared Baron Opportunity Fund's views connected the company. In addition, delight cheque retired our hedge money capitalist letters Q4 2025 page for much capitalist letters from hedge funds and different starring investors.

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