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TTD

The Trade Desk, Inc.

TTD

NASDAQ·Communication Services·Advertising Agencies·Mkt cap $6.8B

$14.43

-4.37%

P/E

16.98

Mkt Cap

$6.8B

52-Wk Range

$12.83–$56.39

52-Week Range

$12.83 - $56.39

P/E

16.98

Fwd P/E

35.90

Beta

1.00

Div Yield

0.00%

Avg Vol

21.7M

Shares Out

476.0M

Mkt Cap

$6.8B

Price action

Price chart

Down 72.3% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Advanced AI and Machine Learning Technology
  • Independent and Neutral Advertising Platform
  • Comprehensive Multi-Channel Advertising Solutions
  • Strong Data Analytics Capabilities

Bear Case

2 risks

  • Average volatility.
  • High premium - requires strong execution

Growth

Mild headwinds expected

Increasing Digital Advertising Spend

Value

High premium - requires strong execution

Momentum

Falling

-25.7% over 3m

Quality

Excellent

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 5, 2026

Q3 26 RECAP

AUG 6, 2026

Reported EPS of $0.14 vs $0.18 consensus (-21.2% surprise). Revenue of $715.1M vs $752.4M expected (-5.0%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-21.2%

Revenue trend · last 8Q

+22%

+25%

+19%

+18%

+14%

+12%

+3%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$628.0M

$741.0M

$616.0M

$694.0M

$739.4M

$846.8M

$688.9M

$715.1M

Margins · last 8Q

Gross

74.2%

Operating

14.2%

Profit

9.0%

Wall Street consensus

21 analysts · 33% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

7

33%

Hold

11

52%

Sell

3

14%

Median Price Target

Latest: Exane BNP Paribas · Aug 10, 2026

vs Industry

How TTD stacks vs Advertising Agencies

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.