Communication Services
Advertising
2 companies under coverage.
Coverage
Advertising
Equity Research
Trade Desk Inc (TTD)
The bull case — 'Bull — Category-Leader Re-Rate' (8% weight) — targets $36, +97% vs spot. It needs the multiple to hold or expand.
Equity Research
Omnicom Group Inc (OMC)
The bull case — 'Bull — Synergy Re-Rate' (8% weight) — targets $128, +75% vs spot. It needs the multiple to hold or expand.