3 Compelling Reasons to Consider Buying The Trade Desk Today

Top Discounted Stocks With Exceptional Potential

Some stocks currently offer remarkable opportunities, trading well below the broader market despite their strong prospects.

The Trade Desk has delivered impressive results over time, though its recent 80% decline from peak levels is only partially justified. Here are three compelling reasons why now may be the perfect time to consider investing in The Trade Desk before this opportunity disappears.

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1. New Partnership Could Spark Expansion

The Trade Desk runs a buy-side advertising platform that automates ad placements for clients across the internet, whether in podcasts, video pop-ups, or connected TV ads. With vast digital advertising space available, The Trade Desk plays a crucial role in maximizing the effectiveness of ad spending.

One area that remains largely untouched by advertising is generative artificial intelligence (AI). While there is ongoing debate about introducing ads to AI platforms, some companies may need to adopt advertising to achieve profitability. OpenAI, the creator of ChatGPT, is currently the leading player in this space. Recent reports suggest that OpenAI and The Trade Desk are exploring ways to integrate advertising into the platform. This collaboration is logical, as The Trade Desk brings deep expertise in ad buying, making early alignment between the two companies highly significant.

If The Trade Desk secures this partnership, it could become the exclusive marketplace for advertising on generative AI platforms—a move that could dramatically accelerate the company’s growth and help it reclaim lost momentum.

2. Shares Are Trading at a Bargain

The main factor behind The Trade Desk’s recent stock decline is its slowing growth. Revenue increased by 14% in the fourth quarter, but projections for the first quarter suggest a slowdown to 10%. For a company at the forefront of the digital advertising revolution, this pace has raised concerns, leading to a significant sell-off. As a result, the stock now trades at just 14 times forward earnings—a steep discount.

For comparison, the S&P 500 currently trades at 21.7 times forward earnings, highlighting just how undervalued The Trade Desk is relative to the overall market.

3. CEO’s Major Stock Purchase Signals Confidence

Jeff Green, The Trade Desk’s CEO, is acutely aware of the company’s share price. Recently, he demonstrated his confidence by purchasing approximately $150 million worth of stock on the open market. While insiders may sell for various reasons, buying shares typically signals strong belief in the company’s future. Green’s actions suggest he expects the stock to rebound.

This move is worth noting for investors, as The Trade Desk remains well-positioned to benefit from the ongoing shift to digital advertising. If a deal with OpenAI materializes, the stock could potentially double, making it a compelling investment opportunity.

Is Now the Time to Buy The Trade Desk?

Before making an investment in The Trade Desk, consider this:

• The Motley Fool Stock Advisor team has recently identified their top 10 stocks they believe offer the best opportunities right now—and The Trade Desk is not among them. The selected stocks have the potential to deliver substantial returns in the years ahead.
• For example, when Netflix was recommended on December 17, 2004, a $1,000 investment would now be worth $514,000! Similarly, a $1,000 investment in Nvidia following its April 15, 2005 recommendation would have grown to $1,105,029!
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*Stock Advisor performance as of March 14, 2026.

Keithen Drury owns shares of The Trade Desk. The Motley Fool also holds positions in and recommends The Trade Desk. For more information, see The Motley Fool’s disclosure policy.

3 Reasons Why The Trade Desk Is a Screaming Buy Right Now was first published by The Motley Fool.