TTD Classe A The Trade Desk, Inc. - Class A Common Stock
NASDAQ · Media · Visualizza su SEC EDGAR ↗ chiudi Ott 2, 2026 10-K/10-Q Ago 6, 2026TTD Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
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| Data ex-dividendo | Split | Tipo |
|---|---|---|
| 17 Giugno 2021 | 10-for-1 | Avanti |
Informazioni su The Trade Desk, Inc. - Class A Common Stock Panoramica della società da Wikipedia
The Trade Desk, Inc. (TTD) is an American multinational technology company that produces and services programmatic marketing automation with personalized real-time digital content. Headquartered in Ventura, California, it is the largest independent demand-side platform (DSP) in the world. TTD operates with over 400 partners at more than 30 locations worldwide.
Overview
TTD operates an omnichannel platform with data analytics capabilities and support, online platforms, media formats, enterprise APIs, and self-service publishing for brands and advertisers. Competing with Google, Facebook Ads, and others, its personalized ad content is utilized by Disney, NBCU, Roku, Walmart and Spotify.
History
Founding - IPO, 2009-2015
The Trade Desk was co-founded in 2009 by Jeff Green and David Pickles. They met at Microsoft, after its acquisition of Green's real-time digital advertising auction firm, AdECN, in 2007.
In 2012, the company was included as a key partner in Facebook's launch of the real-time bidding (RTB) advertising platform, Facebook Exchange.
In 2015, The Trade Desk was named among the top 10 of America's Most Promising Companies by Forbes. Founders Green and Pickles were also named as Ernst & Young Entrepreneurs of The Year 2015 in the Greater Los Angeles region.
Public company, 2016–present
On September 21, 2016, The Trade Desk became a public company. The company reached a market cap of US$40 billion by 2021. The Trade Desk integrated connected TV buying and measurement directly into its platform in 2017; acquired marketing insights firm AdBrain. The firm also improved transparency in programmatic buying by enabling buyers to see all selling or reselling parties to a bid request.
In 2018, the firm launched its programmatic ad buying platform in China, which provides partnership access between marketers and Chinese media companies, such as Alibaba, Tencent and Baidu Exchange Services. It also launched new AI tools: an AI forecasting engine named Koa, a new user interface, new tools for mapping strategies called The Trade Desk Planner, and a proprietary global user identity resolution tool called Unified ID.
In 2019, Amazon opened connected TV (CTV) Apps integrated with Amazon Publisher Services, enabling the purchase of ad inventory for third-party TV content provider The Trade Desk, through Amazon Fire TV devices. That September, The Trade Desk launched an advertising campaign, "Media for Humankind", to position itself as a "more transparent digital advertising" alternative to Google and Facebook.
In mid-2020, Unified ID 2.0 (UID 2.0) launched as a second iteration to leverage a post-cookie internet using encrypted email and phone number data to create a secure identity standard. The identity resolution software was adopted by Disney and Paramount, as well as by major advertisers, including Procter & Gamble and Unilever.
In early 2022, The Trade Desk launched OpenPath, granting advertisers direct access to its premium digital advertising inventory. Publishers using OpenPath include Conde Nast, Reuters, and The Washington Post. The Trade Desk launched Kokaia, a new media buying platform that integrates advances in distributed AI, measurement, and deep learning algorithms with digital media buying, in June 2023.
In March 2024, NBCUniversal announced that its broadcast content for the Paris 2024 Summer Olympics would be available, in partnership with The Trade Desk, to online automated programmatic marketers, for the first time. That May, Netflix announced its first expansion of its advertising partnerships to include The Trade Desk, Magnite, and Google DV360 (formerly DoubleClick).
TTD announced OpenSincera, in May 2025, an API to generate metadata on advertising quality and the health of the digital advertising supply chain. That year, TTD also added a "Deal Desk" to its Kokai platform, designed for advertisers to manage deals directly with publishers. The Trade Desk was added to the S&P 500 Index in July 2025. It has consistently been named to annual lists by, among others, Fortune magazine. It was included in the Forbes Global 2000 in 2022, and ranked 22nd on TIME's "America’s Growth Leaders of 2026" list.
Financials
The Trade Desk raised about $120 million of venture capital (VC) from investors by 2016, including from VC firms Founder Collective and IA Ventures, and investors Jerry Neumann and Josh Stylman. In 2017, revenue rose 52 percent to $308 million, then rose to $477 million in 2018. In 2019, third-quarter revenue was reported as $164 million, attributed to the growth of connected TV advertising.
It reported a 95% customer retention rate for 27 straight quarters in 2020, and an annual revenue of US$836 million in the same year. The Trade Desk finished 2022 with a total spent on the platform of $7.8 billion, and annual revenue of over $1.5 billion.
After 33 consecutive earning periods of meeting or exceeding financial expectations, TTD performed below analyst expectations by about 2%, in Q4 2024, and stock value decreased by more than 32% in February 2025. The Trade Desk's revenues for the quarter were $741 million; total 2024 revenues grew 26%, to $2.4 billion; company stock rebounded in the first quarter of 2025.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
| Metrica | Tendenza 5 anni | TTD | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | 14.4media 5 anni ≈225.5 | ≈225.5 | 25.9 | Sottovalutato | |
| P/S (TTM) | 1.9media 5 anni ≈16.1 | ≈16.1 | 2.5 | Valore equo | |
| P/B (MRQ) | 2.2media 5 anni ≈14.4 | ≈14.4 | 3.0 | Sopravvalutato | |
| Prezzo / FCF (TTM) | 6.5media 5 anni ≈59.1 | ≈59.1 | · | · | |
| Prezzo / Flusso di cassa (TTM) | 5.2media 5 anni ≈52.0 | ≈52.0 | 9.3 | Sopravvalutato | |
| Price / Tangible Book (Prezzo / Valore contabile tangibile) | 2.3media 5 anni ≈14.4 | ≈14.4 | · | · | |
| PEG Ratio | ≈1.1 | · | · | · |
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
| Metrica | Tendenza 5 anni | TTD | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine Operativo (TTM) | 19.6%media 5 anni ≈13.2% | ≈13.2% | 11.9% | Di prim'ordine | |
| Margine EBITDA (TTM) | 23.8%media 5 anni ≈16.9% | ≈16.9% | 14.1% | In linea | |
| Margine ante imposte (TTM) | 21.5%media 5 anni ≈15.1% | ≈15.1% | 2.4% | Di prim'ordine | |
| Margine di Profitto Netto (TTM) | 13.6%media 5 anni ≈11.1% | ≈11.1% | -1.0% | Di prim'ordine | |
| ROA | 7.2%media 5 anni ≈4.8% | ≈4.8% | 0.59% | Di prim'ordine | |
| ROE | 17.1%media 5 anni ≈10.4% | ≈10.4% | 1.1% | Di prim'ordine | |
| ROIC | 16.0%media 5 anni ≈9.0% | ≈9.0% | 3.4% | Di prim'ordine |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | TTD | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Rapporto corrente (MRQ) | 1.7media 5 anni ≈1.8 | ≈1.8 | 1.3 | Liquidità elevata | |
| Quick Ratio (MRQ) | 1.7media 5 anni ≈1.7 | ≈1.7 | 1.0 | Liquidità elevata |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | TTD | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 18.5%media 5 anni ≈28.5% | ≈28.5% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | 22.4%media 5 anni ≈27.3% | ≈27.3% | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 28.2% | · | · | · | |
| EPS YoY | 15.4%media 5 anni ≈51.2% | ≈51.2% | · | · | |
| Net Income YoY (Utile Netto YoY) | 12.8%media 5 anni ≈52.6% | ≈52.6% | · | · | |
| EPS CAGR 3Y (CAGR EPS 3 anni) | 101.5%media 5 anni ≈44.1% | ≈44.1% | · | · | |
| EPS CAGR 5Y (CAGR EPS 5 anni) | 12.9% | · | · | · | |
| Net Income CAGR 3Y (CAGR Utile Netto 3 anni) | 102.5%media 5 anni ≈44.9% | ≈44.9% | · | · | |
| Net Income CAGR 5Y (CAGR Utile Netto 5 anni) | 12.8% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | TTD | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 0.5media 5 anni ≈0.4 | ≈0.4 | 0.5 | In linea | |
| Receivables Turnover (Rotazione dei crediti) | 0.8media 5 anni ≈0.7 | ≈0.7 | 1.6 | Debole | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$753.7K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2026 | Ago 5, 2026 | $0.34 | $0.40 | -15.1% |
| 31 Marzo 2026 | Mag 13, 2026 | $0.28 | $0.32 | -13.3% |
| 31 Dicembre 2025 | $0.59 | $0.59 | 0.31% | |
| 30 Settembre 2025 | $0.45 | $0.45 | 1.1% | |
| 30 Giugno 2025 | $0.41 | $0.41 | 0.24% | |
| 31 Marzo 2025 | $0.33 | $0.25 | 32.5% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.90B | $2.44B | $1.95B | $1.58B | $1.20B | $836M | $661M | $477M | $308M | $203M | |
| Cost of Revenue | $619M | $472M | $366M | $281M | $222M | $179M | $156M | $114M | $66M | $40M | |
| R&D Expense | $525M | $463M | $412M | $320M | $226M | $167M | $117M | $84M | $53M | $27M | |
| SG&A Expense | $518M | $536M | $520M | $525M | $375M | $172M | $143M | $85M | $58M | $32M | |
| Operating Expenses | $2.31B | $2.02B | $1.75B | $1.46B | $1.07B | $692M | $549M | $370M | $239M | $145M | |
| Operating Income | $589M | $427M | $200M | $114M | $125M | $144M | $112M | $107M | $69M | $58M | |
| Interest Expense | · | · | · | · | · | · | · | $2M | $2M | $3M | |
| Other Non-op | $69M | $80M | $68M | $14M | $-3M | $-305.0K | $4M | $-2M | $-6M | $-14M | |
| Pretax Income | $659M | $507M | $268M | $127M | $122M | $144M | $116M | $106M | $64M | $44M | |
| Income Tax | $215M | $114M | $89M | $74M | $-16M | $-98M | $8M | $18M | $13M | $23M | |
| Net Income | $443M | $393M | $179M | $53M | $138M | $242M | $108M | $88M | $51M | $20M | |
| EPS (Basic) | $0.91 | $0.80 | $0.37 | $0.11 | $0.29 | $0.52 | $0.24 | $2.08 | $1.26 | $-1.46 | |
| EPS (Diluted) | $0.90 | $0.78 | $0.36 | $0.11 | $0.28 | $0.49 | $0.23 | $1.92 | $1.15 | $-1.46 | |
| Shares (Basic) | 488,278,000 | 490,879,000 | 489,261,000 | 486,937,000 | 476,851,000 | 462,865,000 | 445,329,000 | 42,442,000 | 40,262,000 | 18,280,000 | |
| Shares (Diluted) | 493,551,000 | 501,924,000 | 500,182,000 | 499,925,000 | 498,540,000 | 489,881,000 | 478,061,000 | 45,793,000 | 44,056,000 | 18,280,000 | |
| EBITDA | $705M | $515M | $281M | $168M | $167M | $173M | $134M | $119M | $77M | · |
Stato Patrimoniale
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $658M | $1.37B | $895M | $1.03B | $754M | $437M | $131M | $207M | $156M | $133M | |
| Short-term Investments | $645M | $552M | $485M | $416M | $205M | $187M | $124M | · | · | · | |
| Receivables | $3.77B | $3.33B | $2.87B | $2.35B | $2.02B | $1.58B | $1.17B | $835M | $600M | $377M | |
| Prepaid Expense | $188M | $85M | $63M | $52M | $112M | $102M | $28M | $15M | $10M | $6M | |
| Current Assets | $5.26B | $5.34B | $4.31B | $3.85B | $3.09B | $2.31B | $1.45B | $1.06B | $766M | $516M | |
| PP&E (Net) | $397M | $209M | $161M | $174M | $136M | $116M | $64M | $33M | $17M | $15M | |
| PP&E (Gross) | $659M | $424M | $320M | $280M | $205M | $158M | $91M | $49M | $26M | $18M | |
| Accum. Depreciation | $262M | $215M | $159M | $106M | $69M | $42M | $27M | $16M | $9M | $4M | |
| Other Non-current Assets | $98M | $72M | $61M | $47M | $48M | $29M | $23M | $20M | $11M | $5M | |
| Total Assets | $6.15B | $6.11B | $4.89B | $4.38B | $3.58B | $2.75B | $1.73B | $1.12B | $797M | $538M | |
| Accounts Payable | $3.01B | $2.63B | $2.32B | $1.87B | $1.66B | $1.35B | $869M | $669M | $490M | $321M | |
| Accrued Liabilities | $182M | $178M | $138M | $105M | $101M | $88M | $47M | $45M | $28M | $23M | |
| Current Liabilities | $3.27B | $2.87B | $2.51B | $2.03B | $1.80B | $1.47B | $930M | $714M | $519M | $344M | |
| Capital Leases | $360M | $248M | $180M | $209M | $238M | $255M | $175M | · | · | · | |
| Other Non-current Liabilities | $43M | $42M | $33M | $27M | $8M | $11M | $11M | $9M | $6M | $3M | |
| Total Liabilities | $3.67B | $3.16B | $2.72B | $2.27B | $2.05B | $1.74B | $1.12B | $723M | $552M | $373M | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | $179M | |
| Retained Earnings | $-591M | $354M | $197M | $666M | $612M | $474M | $232M | $124M | $36M | $-15M | |
| Stockholders' Equity | $2.48B | $2.95B | $2.16B | $2.12B | $1.53B | $1.01B | $613M | $395M | $246M | $164M | |
| Liabilities + Equity | $6.15B | $6.11B | $4.89B | $4.38B | $3.58B | $2.75B | $1.73B | $1.12B | $797M | $538M | |
| Shares Outstanding | 475,923,000 | 496,101,000 | 488,916,000 | 490,468,000 | 483,441,000 | 473,401,000 | · | · | · | · |
Flusso di cassa
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $116M | $87M | $80M | $54M | $42M | $29M | $22M | $12M | $7M | $4M | |
| Stock-based Comp | $491M | $495M | $492M | $499M | $337M | $112M | $81M | $42M | $21M | $5M | |
| Deferred Tax | $173M | $-75M | $-61M | $-26M | $-18M | $-31M | $-10M | · | · | · | |
| Other Non-cash | $-230M | $-160M | $-92M | $-32M | $-121M | $22M | $-151M | $-56M | $-48M | · | |
| Operating Cash Flow | $993M | $739M | $598M | $549M | $379M | $405M | $60M | $87M | $31M | $75M | |
| CapEx | $197M | $98M | $47M | $84M | $55M | $74M | $36M | $20M | $10M | $7M | |
| Investing Cash Flow | $-293M | $-158M | $-108M | $-304M | $-94M | $-143M | $-164M | $-25M | $-16M | $-9M | |
| Stock Repurchased | $1.38B | $235M | $647M | $0 | $0 | · | · | · | · | · | |
| Net Stock Activity | $-1.38B | $-235M | $-647M | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-1.41B | $-108M | $-626M | $32M | $32M | $45M | $27M | $-10M | $7M | $64M | |
| Net Change in Cash | $-711M | $474M | $-135M | $276M | $317M | $306M | $-76M | $51M | $23M | $129M | |
| Taxes Paid | $150M | $159M | $152M | $4M | $4M | $5M | $20M | $17M | $19M | $17M | |
| Free Cash Flow | $796M | $641M | $552M | $465M | $324M | $331M | $25M | $67M | $21M | · | |
| Levered FCF | · | · | · | · | · | · | · | $66M | $20M | · |
Redditività
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 20.3% | 17.5% | 10.3% | 7.2% | 10.4% | 17.2% | 17.0% | 22.5% | · | · | |
| Net Margin | 15.3% | 16.1% | 9.2% | 3.4% | 11.5% | 29.0% | 16.4% | 18.5% | · | · | |
| Pretax Margin | 22.7% | 20.8% | 13.8% | 8.1% | 10.2% | 17.2% | 17.6% | 22.1% | · | · | |
| EBITDA Margin | 24.3% | 21.1% | 14.4% | 10.7% | 14.0% | 20.7% | 20.2% | 25.0% | · | · | |
| ROA | 7.2% | 7.1% | 3.9% | 1.3% | 4.3% | 10.8% | 7.6% | 9.2% | 7.6% | · | |
| ROE | 17.1% | 14.1% | 8.3% | 2.6% | 9.7% | 26.3% | 18.9% | 24.1% | 24.8% | · | |
| ROIC | 16.0% | 11.2% | 6.2% | 2.2% | 9.2% | 24.0% | 17.1% | 22.7% | 22.6% | · |
Liquidità e Solvibilità
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.9 | 1.7 | 1.9 | 1.7 | 1.6 | 1.6 | 1.5 | 1.5 | · | |
| Quick Ratio | 1.6 | 1.8 | 1.7 | 1.9 | 1.7 | 1.5 | 1.5 | 1.5 | 1.5 | · | |
| Interest Coverage | · | · | · | · | · | · | · | 69.2 | 38.7 | · |
Efficienza
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | 0.5 | 0.5 | · | · | |
| Receivables Turnover | 0.8 | 0.8 | 0.7 | 0.7 | 0.7 | 0.6 | 0.7 | 0.7 | · | · |
Per Azione
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $5.22 | $5.94 | $4.43 | · | · | · | · | · | · | · | |
| Revenue / Share | $5.87 | $4.87 | $3.89 | $3.16 | $2.40 | $17.07 | $13.83 | $10.42 | · | · | |
| Cash Flow / Share | $2.01 | $1.47 | $1.20 | $1.10 | $0.76 | $8.27 | $1.26 | $1.89 | $0.71 | · | |
| Cash / Share | $1.38 | $2.76 | $1.83 | · | · | · | · | · | · | · | |
| EPS (TTM) | $0.90 | $0.78 | $0.36 | $0.11 | $0.28 | $0.49 | $0.23 | $1.92 | $1.15 | $-1.46 |
Tassi di Crescita
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 18.5% | 25.6% | 23.3% | 31.9% | 43.1% | · | · | · | · | · | |
| Revenue CAGR 3Y | 22.4% | 26.9% | 32.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 28.2% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 15.4% | 116.7% | 227.3% | -60.7% | -42.9% | · | · | · | · | · | |
| EPS CAGR 3Y | 101.5% | 40.7% | -9.8% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 12.9% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 12.8% | 119.7% | 235.2% | -61.3% | -43.1% | · | · | · | · | · | |
| Net Income CAGR 3Y | 102.5% | 41.8% | -9.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 12.8% | · | · | · | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.90B | $2.44B | $1.95B | $1.58B | $1.20B | $836M | $661M | $477M | $308M | $203M | |
| Net Income TTM | $443M | $393M | $179M | $53M | $138M | $242M | $108M | $88M | $51M | $20M | |
| Market Cap | $18.07B | $58.31B | $35.18B | · | · | · | · | · | · | · | |
| P/E | 42.2 | 150.7 | 199.9 | 407.5 | 327.3 | 163.5 | 112.9 | 6.0 | 4.0 | -1.9 | |
| P/S | 6.2 | 23.8 | 18.1 | · | · | · | · | · | · | · | |
| P/B | 7.3 | 19.8 | 16.3 | · | · | · | · | · | · | · | |
| P / Tangible Book | 7.3 | 19.8 | 16.3 | · | · | · | · | · | · | · | |
| P / Cash Flow | 18.2 | 78.9 | 58.8 | · | · | · | · | · | · | · | |
| P / FCF | 22.7 | 90.9 | 63.8 | · | · | · | · | · | · | · | |
| Earnings Yield | 2.4% | 0.66% | 0.50% | 0.25% | 0.31% | 0.61% | 0.89% | 16.5% | 25.1% | -52.8% |
Conto Economico
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $715M | $689M | $847M | $739M | $616M | $741M | $628M | $585M | $491M | $606M | $493M | $464M | $383M | $491M | $395M | |
| Cost of Revenue | $184M | $182M | $163M | $162M | $143M | $135M | $123M | $110M | $104M | $101M | $93M | $87M | $85M | $80M | $70M | |
| R&D Expense | $141M | $143M | $131M | $128M | $132M | $128M | $118M | $110M | $108M | $102M | $118M | $98M | $94M | $84M | $80M | |
| SG&A Expense | $114M | $125M | $123M | $131M | $134M | $132M | $139M | $135M | $130M | $132M | $132M | $126M | $130M | $134M | $131M | |
| Operating Expenses | $613M | $622M | $590M | $578M | $562M | $546M | $520M | $490M | $463M | $461M | $456M | $423M | $406M | $391M | $366M | |
| Operating Income | $102M | $67M | $257M | $161M | $54M | $195M | $108M | $95M | $29M | $144M | $38M | $42M | $-23M | $100M | $29M | |
| Interest Income | $12M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-op | $12M | $12M | $13M | $18M | $21M | $26M | $19M | $18M | $17M | $16M | $19M | $18M | $14M | $12M | $2M | |
| Pretax Income | $113M | $79M | $270M | $180M | $76M | $222M | $127M | $112M | $46M | $161M | $57M | $60M | $-10M | $112M | $31M | |
| Income Tax | $49M | $39M | $83M | $64M | $25M | $39M | $33M | $27M | $14M | $63M | $18M | $27M | $-19M | $41M | $15M | |
| Net Income | $64M | $40M | $187M | $116M | $51M | $182M | $94M | $85M | $32M | $97M | $39M | $33M | $9M | $71M | $16M | |
| EPS (Basic) | $0.14 | $0.08 | $0.39 | $0.24 | $0.10 | $0.38 | $0.19 | $0.17 | $0.06 | $0.20 | $0.08 | $0.07 | $0.02 | $0.15 | $0.03 | |
| EPS (Diluted) | $0.14 | $0.08 | $0.38 | $0.23 | $0.10 | $0.36 | $0.19 | $0.17 | $0.06 | $0.19 | $0.08 | $0.07 | $0.02 | $0.15 | $0.03 | |
| Shares (Basic) | 468,359,000 | 474,663,000 | · | 487,729,000 | 494,927,000 | · | 491,614,000 | 489,353,000 | 488,551,000 | · | 489,447,000 | 488,431,000 | 489,712,000 | · | 487,963,000 | |
| Shares (Diluted) | 469,948,000 | 476,883,000 | · | 492,984,000 | 502,944,000 | · | 502,563,000 | 500,040,000 | 498,192,000 | · | 501,880,000 | 499,349,000 | 499,795,000 | · | 500,300,000 | |
| EBITDA | $102M | $98M | · | $161M | $78M | · | $108M | $95M | $50M | · | $38M | $42M | $-4M | · | $29M |
Stato Patrimoniale
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.12B | $878M | $658M | $653M | $1.12B | $1.37B | $1.22B | $1.01B | $918M | · | $1.07B | $966M | $893M | · | $995M | |
| Short-term Investments | $362M | $528M | $645M | $792M | $622M | $552M | $510M | $497M | $501M | · | $450M | $465M | $438M | · | $327M | |
| Receivables | $3.20B | $3.32B | $3.77B | $3.48B | $3.05B | $3.33B | $2.99B | $2.91B | $2.62B | · | $2.43B | $2.35B | $2.09B | · | $2.03B | |
| Prepaid Expense | $130M | $132M | $188M | $197M | $64M | $85M | $117M | $111M | $58M | · | $58M | $55M | $59M | · | $67M | |
| Current Assets | $4.82B | $4.86B | $5.26B | $5.12B | $4.86B | $5.34B | $4.84B | $4.52B | $4.10B | · | $4.01B | $3.83B | $3.48B | · | $3.42B | |
| PP&E (Net) | $455M | $389M | $397M | $323M | $251M | $209M | $198M | $192M | $151M | · | $153M | $160M | $170M | · | $166M | |
| PP&E (Gross) | · | · | $659M | · | · | $424M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $262M | · | · | $215M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $103M | $101M | $98M | $100M | $90M | $72M | $72M | $61M | $60M | · | $51M | $49M | $47M | · | $44M | |
| Total Assets | $5.76B | $5.73B | $6.15B | $5.94B | $5.71B | $6.11B | $5.51B | $5.16B | $4.66B | · | $4.52B | $4.35B | $4.00B | · | $3.92B | |
| Accounts Payable | $2.56B | $2.63B | $3.01B | $2.76B | $2.40B | $2.63B | $2.41B | $2.34B | $2.09B | · | $1.97B | $1.89B | $1.68B | · | $1.65B | |
| Accrued Liabilities | $150M | $180M | $182M | $160M | $211M | $178M | $142M | $120M | $131M | · | $122M | $103M | $100M | · | $83M | |
| Current Liabilities | $2.79B | $2.89B | $3.27B | $2.99B | $2.68B | $2.87B | $2.62B | $2.52B | $2.28B | · | $2.15B | $2.05B | $1.83B | · | $1.79B | |
| Capital Leases | $353M | $346M | $360M | $303M | $263M | $248M | $230M | $203M | $180M | · | $190M | $198M | $201M | · | $216M | |
| Other Non-current Liabilities | $43M | $44M | $43M | $42M | $44M | $42M | $34M | $33M | $33M | · | $28M | $26M | $28M | · | $9M | |
| Total Liabilities | $3.19B | $3.28B | $3.67B | $3.34B | $2.99B | $3.16B | $2.88B | $2.75B | $2.50B | · | $2.36B | $2.28B | $2.06B | · | $2.01B | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 | |
| Retained Earnings | $-719M | $-725M | $-591M | $-364M | $5M | $354M | $229M | $188M | $103M | · | $320M | $371M | $382M | · | $594M | |
| Stockholders' Equity | $2.57B | $2.45B | $2.48B | $2.60B | $2.72B | $2.95B | $2.63B | $2.41B | $2.17B | $2.16B | $2.16B | $2.07B | $1.94B | $2.12B | $1.91B | |
| Liabilities + Equity | $5.76B | $5.73B | $6.15B | $5.94B | $5.71B | $6.11B | $5.51B | $5.16B | $4.66B | · | $4.52B | $4.35B | $4.00B | · | $3.92B | |
| Shares Outstanding | 469,641,000 | 470,999,000 | 475,923,000 | 484,729,000 | 491,319,000 | 496,101,000 | 493,447,000 | 491,600,000 | 488,728,000 | 488,916,000 | 490,244,000 | 490,049,000 | 488,194,000 | 490,468,000 | · |
Flusso di cassa
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $30M | $31M | $32M | $33M | $24M | $24M | $21M | $21M | $22M | $21M | $21M | $20M | $19M | $17M | $13M | |
| Stock-based Comp | $110M | $109M | $112M | $121M | $128M | $129M | $129M | $126M | $111M | $121M | $140M | $117M | $113M | $128M | $121M | |
| Other Non-cash | · | $211M | · | · | $89M | · | · | · | $21M | · | · | · | $45M | · | · | |
| Operating Cash Flow | $154M | $392M | $312M | $225M | $291M | $199M | $273M | $81M | $185M | $91M | $192M | $128M | $188M | $173M | $137M | |
| CapEx | $13M | $113M | $26M | $66M | $59M | $20M | $49M | $22M | $7M | $25M | $5M | $7M | $9M | $48M | $24M | |
| Investing Cash Flow | $164M | $466.0K | $120M | $-67M | $-133M | $-61M | $-59M | $-16M | $-21M | $-57M | $11M | $-33M | $-29M | $-139M | $-72M | |
| Stock Repurchased | $78M | $164M | $423M | $310M | $386M | $57M | $52M | $0 | $125M | $220M | $90M | $45M | $292M | $0 | $0 | |
| Net Stock Activity | · | $-164M | · | · | $-386M | · | · | · | $-125M | · | · | · | $-292M | · | · | |
| Financing Cash Flow | $-73M | $-172M | $-427M | $-401M | $-410M | $10M | $-2M | $26M | $-141M | $-211M | $-97M | $-22M | $-297M | $987.0K | $-3M | |
| Net Change in Cash | $245M | $220M | $5M | $-243M | $-251M | $148M | $212M | $91M | $23M | $-177M | $106M | $73M | $-138M | $36M | $62M | |
| Free Cash Flow | · | $279M | · | · | $232M | · | · | · | $178M | · | · | · | $178M | · | · |
Redditività
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 14.2% | 9.7% | · | 21.8% | 8.8% | · | 17.3% | 16.2% | 5.8% | · | 7.6% | 9.0% | -6.1% | · | 7.3% | |
| Net Margin | 9.0% | 5.8% | · | 15.6% | 8.2% | · | 15.0% | 14.5% | 6.4% | · | 8.0% | 7.1% | 2.4% | · | 4.0% | |
| Pretax Margin | 15.8% | 11.5% | · | 24.3% | 12.3% | · | 20.2% | 19.2% | 9.4% | · | 11.6% | 12.9% | -2.5% | · | 7.7% | |
| EBITDA Margin | 14.2% | 14.2% | · | 21.8% | 12.7% | · | 17.3% | 16.2% | 10.3% | · | 7.6% | 9.0% | -1.1% | · | 7.3% | |
| ROA | 1.2% | 0.70% | · | 2.0% | 0.98% | · | 1.9% | 1.8% | 0.73% | · | 0.93% | 0.82% | 0.25% | · | 0.46% | |
| ROE | 2.6% | 1.6% | · | 4.4% | 2.1% | · | 3.9% | 3.8% | 1.5% | · | 1.9% | 1.7% | 0.52% | · | 0.99% | |
| ROIC | 2.2% | 1.4% | · | 4.0% | 1.3% | · | 3.1% | 3.0% | 0.91% | · | 1.2% | 1.1% | 1.2% | · | 0.78% |
Liquidità e Solvibilità
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | 1.7 | · | 1.7 | 1.8 | · | 1.9 | 1.8 | 1.8 | · | 1.9 | 1.9 | 1.9 | · | 1.9 | |
| Quick Ratio | 1.7 | 1.6 | · | 1.6 | 1.8 | · | 1.8 | 1.8 | 1.8 | · | 1.8 | 1.8 | 1.9 | · | 1.9 |
Efficienza
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 |
Per Azione
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $5.48 | $5.21 | · | $5.37 | $5.53 | · | $5.32 | $4.89 | $4.43 | · | $4.40 | $4.23 | $3.98 | · | · | |
| Revenue / Share | $1.52 | $1.44 | · | $1.50 | $1.22 | · | $1.25 | $1.17 | $0.99 | · | $0.98 | $0.93 | $0.77 | · | $0.79 | |
| Cash Flow / Share | · | $0.82 | · | · | $0.58 | · | · | · | $0.37 | · | · | · | $0.38 | · | · | |
| Cash / Share | $2.39 | $1.86 | · | $1.35 | $2.28 | · | $2.48 | $2.05 | $1.88 | · | $2.19 | $1.97 | $1.83 | · | · | |
| EPS (TTM) | $0.83 | $0.87 | · | $0.87 | $0.82 | · | $0.61 | $0.50 | $0.40 | · | $0.32 | $0.27 | $0.16 | · | $-0.03 |
Valutazione (TTM)
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.99B | $2.97B | · | $2.79B | $2.57B | · | $2.31B | $2.17B | $2.05B | · | $1.83B | $1.73B | $1.65B | · | $1.48B | |
| Net Income TTM | $407M | $433M | · | $439M | $412M | · | $308M | $253M | $201M | · | $153M | $129M | $77M | · | $-10M | |
| Market Cap | $8.49B | $10.69B | · | $23.76B | $26.88B | · | $54.11B | $48.01B | $42.72B | · | $38.31B | $37.84B | $29.74B | · | · | |
| P/E | 21.8 | 26.1 | · | 56.3 | 66.7 | · | 179.8 | 195.3 | 218.6 | · | 244.2 | 286.0 | 380.7 | · | -1991.7 | |
| P/S | 2.8 | 3.6 | · | 8.5 | 10.5 | · | 23.4 | 22.1 | 20.8 | · | 20.9 | 21.8 | 18.1 | · | · | |
| P/B | 3.3 | 4.4 | · | 9.1 | 9.9 | · | 20.6 | 20.0 | 19.7 | · | 17.8 | 18.3 | 15.3 | · | · | |
| P / Tangible Book | 3.3 | 4.4 | · | 9.1 | 9.9 | · | 20.6 | 20.0 | 19.7 | · | 17.8 | 18.3 | 15.3 | · | · | |
| P / Cash Flow | · | 27.3 | · | · | 92.3 | · | · | · | 230.4 | · | · | · | 158.5 | · | · | |
| Earnings Yield | 4.6% | 3.8% | · | 1.8% | 1.5% | · | 0.56% | 0.51% | 0.46% | · | 0.41% | 0.35% | 0.26% | · | -0.05% |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ricavi | $2.90B | $2.44B | $1.95B | $1.58B | $1.20B |
| Margine Operativo % | 20.3% | 17.5% | 10.3% | 7.2% | 10.4% |
| Utile netto | $443M | $393M | $179M | $53M | $138M |
| EPS Diluito | $0.90 | $0.78 | $0.36 | $0.11 | $0.28 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Rapporto corrente | 1.6 | 1.9 | 1.7 | 1.9 | 1.7 |
| Quick Ratio | 1.6 | 1.8 | 1.7 | 1.9 | 1.7 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flusso di cassa libero | $796M | $641M | $552M | $465M | $324M |
Proprietari istituzionali (13F) 809 filer · $10.3B totale · Aggiornato al 30 Settembre 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 111 (-23 vs trimestre precedente) | 183 (-60 vs trimestre precedente) | 243 (-62 vs trimestre precedente) | 276 (-3 vs trimestre precedente) | +12.7M |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $2.139.522.398 | 56.362.550 | 20,77% | Azioni |
| BlackRock, Inc. | $590.642.290 | 32.668.268 | 5,73% | Azioni |
| STATE STREET CORP | $565.647.680 | 31.285.823 | 5,49% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $504.425.943 | 27.899.665 | 4,90% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $350.395.300 | 19.380.271 | 3,40% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $308.279.495 | 17.050.857 | 2,99% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $291.530.362 | 16.134.883 | 2,83% | Azioni |
| TWO SIGMA ADVISERS, LP | $260.420.784 | 6.860.400 | 2,53% | Azioni |
| Invesco Ltd. | $248.770.607 | 13.759.436 | 2,41% | Azioni |
| GOLDMAN SACHS GROUP INC | $243.493.351 | 13.467.553 | 2,36% | Azioni |
| Alyeska Investment Group, L.P. | $201.044.339 | 11.119.709 | 1,95% | Azioni |
| FEDERATED HERMES, INC. | $196.670.317 | 10.877.783 | 1,91% | Azioni |
| MORGAN STANLEY | $178.082.598 | 9.849.697 | 1,73% | Azioni |
| Jericho Capital Asset Management L.P. | $169.866.952 | 9.395.296 | 1,65% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $166.959.760 | 9.234.500 | 1,62% | Opzione Call |
| D. E. Shaw & Co., Inc. | $145.524.076 | 8.048.898 | 1,41% | Azioni |
| RENAISSANCE TECHNOLOGIES LLC | $126.963.925 | 7.022.341 | 1,23% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $119.980.688 | 6.636.100 | 1,16% | Opzione Put |
| Amundi | $117.049.541 | 6.473.979 | 1,14% | Azioni |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $113.419.619 | 6.273.209 | 1,10% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $107.803.374 | 5.962.576 | 1,05% | Azioni |
| BANK OF AMERICA CORP /DE/ | $101.663.143 | 5.622.962 | 0,99% | Azioni |
| CITADEL ADVISORS LLC | $101.517.392 | 5.614.900 | 0,99% | Opzione Call |
| JANE STREET GROUP, LLC | $92.878.768 | 5.137.100 | 0,90% | Opzione Put |
| CITIGROUP INC | $89.146.097 | 4.930.647 | 0,87% | Azioni |
| JANE STREET GROUP, LLC | $82.066.928 | 4.539.100 | 0,80% | Opzione Call |
| DEUTSCHE BANK AG\ | $79.174.779 | 4.379.136 | 0,77% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $76.137.068 | 4.211.121 | 0,74% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $68.654.045 | 3.797.237 | 0,67% | Azioni |
| WOLVERINE TRADING, LLC | $66.448.104 | 1.338.600 | 0,64% | Opzione Call |
| NORTHERN TRUST CORP | $63.754.130 | 3.526.224 | 0,62% | Azioni |
| CITADEL ADVISORS LLC | $59.589.872 | 3.295.900 | 0,58% | Opzione Put |
| BARCLAYS PLC | $58.569.363 | 3.239.456 | 0,57% | Azioni |
| CITADEL ADVISORS LLC | $56.331.007 | 3.115.653 | 0,55% | Azioni |
| UBS Group AG | $56.060.711 | 3.100.703 | 0,54% | Azioni |
| Assenagon Asset Management S.A. | $46.851.807 | 2.591.361 | 0,45% | Azioni |
| NORGES BANK | $46.843.906 | 2.590.924 | 0,45% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $45.281.107 | 2.504.486 | 0,44% | Azioni |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $44.392.780 | 1.956.491 | 0,43% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $43.591.712 | 2.411.046 | 0,42% | Azioni |
| Bank of New York Mellon Corp | $39.749.548 | 2.198.537 | 0,39% | Azioni |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $38.006.384 | 2.102.123 | 0,37% | Azioni |
| CAPITAL FUND MANAGEMENT S.A. | $32.777.756 | 1.812.929 | 0,32% | Azioni |
| FMR LLC | $29.796.585 | 1.648.042 | 0,29% | Azioni |
| WOLVERINE TRADING, LLC | $28.130.988 | 566.700 | 0,27% | Opzione Put |
| MARSHALL WACE, LLP | $27.514.144 | 1.521.800 | 0,27% | Opzione Put |
| JANE STREET GROUP, LLC | $27.458.475 | 1.518.721 | 0,27% | Azioni |
| CANADA PENSION PLAN INVESTMENT BOARD | $27.339.148 | 1.512.121 | 0,27% | Azioni |
| Squarepoint Ops LLC | $27.235.513 | 1.506.389 | 0,26% | Azioni |
| ROYAL BANK OF CANADA | $25.800.000 | 1.426.958 | 0,25% | Azioni |
Attivisti e proprietari del 5%+ 1 partecipazione
Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.
| Depositante | Depositato | Partecipazione | Stato | Scopo | Deposito |
|---|---|---|---|---|---|
| Founder Collective, L.P. (“FC”), Founder Collective Entrepreneurs’ Fund, LLC (“FCEF”), Founder Collective GP, LLC (“FCGP”), David A. Frankel (“Frankel”), Eric Paley (“Paley”) ×3 depositi | 09 Giugno 2017 | · | Deposito iniziale | Investimento passivo | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Insider aziendali 31 insider · 14 dirigenti · 19 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Jeffrey Terry Green | President and CEO | 14 Settembre 2026 A | 137.548 | 4 | 0 | $148.101.266 |
| Nathan Olmstead | Chief Financial Officer | 14 Settembre 2026 A | 644.324 | 0 | 0 | $0 |
| Alex Kayyal | Chief Financial Officer | 21 Agosto 2025 A | 103.947 | 0 | 0 | $0 |
| Laura Schenkein | Chief Financial Officer | 15 Agosto 2025 F | 737.222 | 0 | 0 | $0 |
| Blake Jeffrey Grayson | Chief Financial Officer | 31 Maggio 2023 D | 52.996 | 0 | 0 | $0 |
| Paul Ross | Chief Financial Officer | 09 Dicembre 2019 G | 23.165 | 0 | 0 | $0 |
| Vivek Kundra | Chief Operating Officer | 14 Settembre 2026 A | 958.192 | 0 | 0 | $0 |
| Robert David Perdue | Chief Operating Officer | 03 Dicembre 2018 C | 154.389 | 0 | 0 | $0 |
| Tahnil R. Davis | Chief Accounting Officer & EVP | 14 Settembre 2026 A | 459.941 | 0 | 0 | $0 |
| Jay R Grant | Chief Legal Officer | 14 Settembre 2026 A | 732.728 | 0 | 0 | $0 |
| David Randall Pickles | Chief Technology Officer | 30 Settembre 2023 D | 390.532 | 0 | 0 | $0 |
| Michelle Hulst | Chief Data Officer | 29 Luglio 2022 D | 40.759 | 0 | 0 | $0 |
| Susan Vobejda | Chief Marketing Officer | 04 Giugno 2021 M | 10.638 | 0 | 0 | $0 |
| Vivian Yang | Chief Legal Officer | 15 Giugno 2020 C | 29.045 | 0 | 0 | $0 |
| Penry W Price | Direttore | 09 Luglio 2026 A | · | 0 | 0 | $0 |
| David Alan Haddad | Direttore | 11 Giugno 2026 A | 25.013 | 0 | 0 | $0 |
| Samantha Jacobson | Direttore | 28 Maggio 2026 S | 13.099 | 0 | 1 | $-1.134.816 |
| Andrea Lee Cunningham | Direttore | 04 Maggio 2026 A | 12.982 | 0 | 0 | $0 |
| Omar Tawakol | Direttore | 04 Maggio 2026 A | 19.038 | 0 | 0 | $0 |
| Andrew Vollero | Direttore | 04 Maggio 2026 A | 24.524 | 0 | 0 | $0 |
| Gokul Rajaram | Direttore | 03 Aprile 2026 D | 2.450 | 0 | 0 | $0 |
| Kathryn E Falberg | Direttore | 23 Marzo 2026 D | 0 | 0 | 2 | $-4.655.113 |
| Lise J Buyer | Direttore | 27 Maggio 2025 A | 107.555 | 0 | 0 | $0 |
| David B Wells | Direttore | 13 Maggio 2025 M | 66.985 | 0 | 0 | $0 |
| Eric B Paley | Direttore | 26 Maggio 2022 A | 114.326 | 0 | 0 | $0 |
| Brian John Stempeck | Direttore | 04 Gennaio 2021 C | 19.405 | 0 | 0 | $0 |
| Thomas Falk | Direttore | 26 Maggio 2020 A | 2.121 | 0 | 0 | $0 |
| Juan Villalonga | Direttore | 20 Luglio 2017 A | · | 0 | 0 | $0 |
| Roger Ehrenberg | Direttore | 02 Giugno 2017 C | 0 | 0 | 0 | $0 |
| Hadley Harbor Master Investors (Cayman) L.P. | Proprietario del 10% | 01 Maggio 2017 S | 1.723.367 | 0 | 0 | $0 |
| Highwind S.a.r.l | Proprietario del 10% | 20 Settembre 2016 C | · | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 83 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| PSCU · Invesco Exchange-Traded Fund Trust … | 5,39% | 63.851 SH | 02 Ottobre 2026 | Giornaliero |
| RNIN · EA Series Trust | 1,12% | 112.793 NS | 31 Luglio 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 0,64% | 8.361 NS | 31 Luglio 2026 | N-PORT |
| FXD · First Trust Exchange-Traded AlphaDE… | 0,60% | 89.023 NS | 31 Luglio 2026 | N-PORT |
| PALC · Pacer Funds Trust | 0,51% | 59.538 NS | 31 Luglio 2026 | N-PORT |
| FCOM · FIDELITY COVINGTON TRUST | 0,46% | 441.964 NS | 31 Luglio 2026 | N-PORT |
| VOX · VANGUARD WORLD FUND | 0,45% | 1.489.381 SH | 19 Agosto 2026 | Giornaliero |
| COWG · Pacer Funds Trust | 0,33% | 409.577 NS | 31 Luglio 2026 | N-PORT |
| GGME · Invesco Exchange-Traded Fund Trust | 0,31% | 11.574 SH | 02 Ottobre 2026 | Giornaliero |
| QQQJ · Invesco Exchange-Traded Fund Trust … | 0,26% | 252.189 SH | 02 Ottobre 2026 | Giornaliero |
| VBK · VANGUARD INDEX FUNDS | 0,21% | 5.659.320 SH | 19 Agosto 2026 | Giornaliero |
| BKMC · BNY Mellon ETF Trust | 0,20% | 73.544 NS | 31 Luglio 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,20% | 91.763 SH | 19 Agosto 2026 | Giornaliero |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,17% | 273.294 SH | 02 Ottobre 2026 | Giornaliero |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,16% | 177.753 NS | 31 Luglio 2026 | N-PORT |
| IXP · iShares Trust | 0,15% | 50.081 SH | 11 Settembre 2026 | Giornaliero |
| VFQY · VANGUARD WELLINGTON FUND | 0,13% | 33.781 SH | 19 Agosto 2026 | Giornaliero |
| ISCG · iShares Trust | 0,11% | 78.308 SH | 11 Settembre 2026 | Giornaliero |
| IYC · iShares Trust | 0,10% | 83.783 SH | 11 Settembre 2026 | Giornaliero |
| ESSC · Strategy Shares | 0,10% | 1.933 NS | 31 Luglio 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,09% | 9.797.133 SH | 19 Agosto 2026 | Giornaliero |
| ESUM · Strategy Shares | 0,08% | 8.469 NS | 31 Luglio 2026 | N-PORT |
| SMMD · iShares Trust | 0,08% | 223.844 SH | 11 Settembre 2026 | Giornaliero |
| IGPT · Invesco Exchange-Traded Fund Trust | 0,08% | 90.799 SH | 02 Ottobre 2026 | Giornaliero |
| ESML · iShares Trust | 0,07% | 132.778 SH | 11 Settembre 2026 | Giornaliero |
| LCOW · Pacer Funds Trust | 0,07% | 945 NS | 31 Luglio 2026 | N-PORT |
| HAPI · Harbor ETF Trust | 0,07% | 17.788 NS | 31 Luglio 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,05% | 35.713 SH | 02 Ottobre 2026 | Giornaliero |
| WSML · iShares Trust | 0,05% | 25.563 SH | 11 Settembre 2026 | Giornaliero |
| IWP · iShares Trust | 0,05% | 685.950 SH | 11 Settembre 2026 | Giornaliero |
| LRND · New York Life Investments ETF Trust | 0,04% | 9.640 NS | 31 Luglio 2026 | N-PORT |
| IWR · iShares Trust | 0,04% | 1.713.564 SH | 11 Settembre 2026 | Giornaliero |
| EGLE · Global X Funds | 0,04% | 50 NS | 31 Luglio 2026 | N-PORT |
| IWS · iShares Trust | 0,04% | 440.399 SH | 11 Settembre 2026 | Giornaliero |
| RILA · Spinnaker ETF Series | 0,04% | 833 NS | 31 Luglio 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,04% | 10.673 NS | 31 Luglio 2026 | N-PORT |
| XOEF · iShares Trust | 0,03% | 548 SH | 11 Settembre 2026 | Giornaliero |
| IETC · iShares U.S. ETF Trust | 0,03% | 16.767 SH | 11 Settembre 2026 | Giornaliero |
| VFMF · VANGUARD WELLINGTON FUND | 0,03% | 10.031 SH | 19 Agosto 2026 | Giornaliero |
| VOOV · VANGUARD ADMIRAL FUNDS | 0,03% | 98.692 SH | 19 Agosto 2026 | Giornaliero |
| VEGN · ETF Series Solutions | 0,03% | 2.540 NS | 31 Luglio 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,02% | 16.829 SH | 02 Ottobre 2026 | Giornaliero |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 179.275 SH | 19 Agosto 2026 | Giornaliero |
| IVE · iShares Trust | 0,02% | 708.491 SH | 11 Settembre 2026 | Giornaliero |
| IUSV · iShares Trust | 0,02% | 381.088 SH | 11 Settembre 2026 | Giornaliero |
| WRND · New York Life Investments ETF Trust | 0,02% | 111 NS | 31 Luglio 2026 | N-PORT |
| TILT · FlexShares Trust | 0,02% | 22.278 NS | 31 Luglio 2026 | N-PORT |
| XYLG · Global X Funds | 0,01% | 485 NS | 31 Luglio 2026 | N-PORT |
| XRMI · Global X Funds | 0,01% | 366 NS | 31 Luglio 2026 | N-PORT |
| XCLR · Global X Funds | 0,01% | 26 NS | 31 Luglio 2026 | N-PORT |
| XTR · Global X Funds | 0,01% | 33 NS | 31 Luglio 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0,01% | 22.291 NS | 31 Luglio 2026 | N-PORT |
| CHRI · Global X Funds | 0,01% | 54 NS | 31 Luglio 2026 | N-PORT |
| CATH · Global X Funds | 0,01% | 8.705 NS | 31 Luglio 2026 | N-PORT |
| XYLD · Global X Funds | 0,01% | 21.004 NS | 31 Luglio 2026 | N-PORT |
| TOPC · iShares Trust | 0,01% | 269 SH | 11 Settembre 2026 | Giornaliero |
| IWD · iShares Trust | 0,01% | 657.971 SH | 11 Settembre 2026 | Giornaliero |
| SPUU · Direxion Shares ETF Trust | 0,01% | 1.611 NS | 31 Luglio 2026 | N-PORT |
| QDPL · Pacer Funds Trust | 0,01% | 10.284 NS | 31 Luglio 2026 | N-PORT |
| XVV · iShares Trust | 0,01% | 4.962 SH | 11 Settembre 2026 | Giornaliero |
| VOO · VANGUARD INDEX FUNDS | 0,01% | 11.086.894 SH | 19 Agosto 2026 | Giornaliero |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 13.562.615 SH | 19 Agosto 2026 | Giornaliero |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 351.227 SH | 19 Agosto 2026 | Giornaliero |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 68.905 SH | 19 Agosto 2026 | Giornaliero |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 191.587 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 35.246 SH | 19 Agosto 2026 | Giornaliero |
| ESGV · VANGUARD WORLD FUND | 0,01% | 94.536 SH | 19 Agosto 2026 | Giornaliero |
| HCMT · Direxion Shares ETF Trust | 0,01% | 2.973 NS | 31 Luglio 2026 | N-PORT |
| VOXP · Advisors Series Trust | 0,01% | 30 NS | 31 Luglio 2026 | N-PORT |
| IVV · iShares Trust | 0,01% | 5.382.218 SH | 11 Settembre 2026 | Giornaliero |
| SPXL · Direxion Shares ETF Trust | 0,01% | 33.380 NS | 31 Luglio 2026 | N-PORT |
| IYY · iShares Trust | 0,01% | 19.205 SH | 11 Settembre 2026 | Giornaliero |
| IWV · iShares Trust | 0,01% | 122.977 SH | 11 Settembre 2026 | Giornaliero |
| IWB · iShares Trust | 0,01% | 288.743 SH | 11 Settembre 2026 | Giornaliero |
| ITOT · iShares Trust | 0,01% | 559.567 SH | 11 Settembre 2026 | Giornaliero |
| PRF · Invesco Exchange-Traded Fund Trust | 0,01% | 57.814 SH | 02 Ottobre 2026 | Giornaliero |
| IWF · iShares Trust | 0,01% | 448.539 SH | 11 Settembre 2026 | Giornaliero |
| DFUS · Dimensional ETF Trust | 0,00% | 45.881 NS | 31 Luglio 2026 | N-PORT |
| FTLS · First Trust Exchange-Traded Fund III | -0,35% | -488.425 NS | 31 Luglio 2026 | N-PORT |
| LSEQ · Harbor ETF Trust | -1,59% | -13.506 NS | 31 Luglio 2026 | N-PORT |
| ISCB · iShares Trust | · | 18.334 SH | 11 Settembre 2026 | Giornaliero |
| ISCV · iShares Trust | · | 35.465 SH | 11 Settembre 2026 | Giornaliero |
| SMLF · iShares Trust | · | 42.510 SH | 11 Settembre 2026 | Giornaliero |
TTD Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
Target Price a 12 Mesi
30 analisti · 2026-10-03Target medio $13.57 +13,5%
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| TTD | $18.07B | 42.2 | 18.5% | 15.3% | 17.1% | · |
| OMC | $25.28B | -299.1 | 10.1% | -0.32% | -0.67% | · |
| NIQ | $4.86B | -12.5 | 5.7% | -8.4% | -67.4% | · |
| MGNI | $2.32B | 17.1 | 6.9% | 20.3% | 17.1% | · |
| DV | $1.85B | 38.1 | 13.9% | 6.8% | 4.6% | · |
| STGW | · | -1.4 | 2.4% | 1.0% | 5.3% | · |
| CCO | · | 55.2 | 6.6% | · | · | · |
| IBTA | $740M | 189.4 | -6.8% | 1.0% | 1.1% | 79.2% |
| PUBM | · | -28.6 | -2.9% | -5.1% | -5.7% | 63.6% |
Ultime notizie Notizie recenti che menzionano questa società
Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento
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