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TTD

The Trade Desk, Inc.

TTD

NASDAQ·Communication Services·Advertising Agencies·Mkt cap $9.0B

$19.29

+0.75%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$16.98 - $91.45

P/E

21.68

Fwd P/E

17.62

Beta

1.02

Div Yield

0.00%

Avg Vol

20.3M

Shares Out

476.0M

Mkt Cap

$9.0B

Price action

Price chart

Down 74.0% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

1 risk

  • Average volatility.

Growth

Moderate growth ahead

Increasing Digital Advertising Spend

Value

Fairly valued vs Digital Advertising peers

Momentum

Weak

-13.2% over 3m

Quality

Excellent

Excellent business quality

Dividend

None

No dividend

Earnings track record

Recent earnings results

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

Next: May 6, 2026

Q2 26 RECAP

MAY 7, 2026

Reported EPS of $0.08 vs $0.32 consensus (-75.0% surprise). Revenue of $688.9M vs $678.9M expected (+1.5%).

EPS miss
Rev beat +1.5%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-75.0%

Next: May 6, 2026

Revenue trend · last 8Q

+22%

+25%

+19%

+18%

+14%

+12%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$584.5M

$628.0M

$741.0M

$616.0M

$694.0M

$739.4M

$846.8M

$688.9M

Margins · last 8Q

Gross

Operating

Profit

5.8%

Wall Street consensus

27 analysts · 37% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

10

37%

Hold

15

56%

Sell

2

7%

Median Price Target

$25.00

+29.6% vs $19.29

Low $20.00
Median $25.00
High $35.00

Latest: DA Davidson · $29.00 · May 11, 2026

14 analysts covering

vs Industry

How TTD stacks vs Advertising Agencies

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

Industry comparison data unavailable for this stock.