US · Communication Services · Advertising Agencies
EPS came in at 0.14 against a street estimate of 0.22 — a miss of 36.4%.
Analysts rate Trade Desk Inc a hold (5 buy, 23 hold, 8 sell out of 36) with an average price target of $13.57.
CAUTIOUS TTD grew 3% YoY to $715M revenue, well below 34% historical CAGR. Macro pressures on CPG/auto (25% of business) and execution gaps cited. New leadership team added; Zuma platform upgrade launching this month. Q3 guide $650M implies further deceleration. Q2 2026 EMEA and APAC momentum recently improved; China accelerating fastest. US still 83% of revenue. Analysts pressed for quantification of macro vs. execution impact and longer-term DSP viability vs. walled gardens. Management deferred precise split, emphasized most customers thriving, and defended DSP model as enhanced by AI and objectivity moat. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 6.91% |
| State Street Corp | 6.62% |
| Vanguard Capital Management, LLC | 5.90% |
| Vanguard Portfolio Management, LLC | 4.10% |
| Two Sigma Investments LLC | 3.61% |
| Geode Capital Management, LLC | 3.41% |
| Amvescap Plc. | 2.91% |
| The Goldman Sachs Group Inc | 2.85% |
| Document | Date |
|---|---|
| Proxy statement · Q4 2026 THE TRADE DESK, INC. – PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal One: Approve repricing of certain outstanding stock option | 2026-09-18 |
| Board / officer change · Q3 2026 THE TRADE DESK, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • CEO Jeff Green granted performance-based stock option to purchase up to 7,000,000 shares | 2026-09-15 |
| Current report · Q3 2026 THE TRADE DESK, INC. - 8-K SUMMARY HEADLINE NUMBERS • Workforce reduction: approximately 15% of total workforce • Restructuring charges: $39 million | 2026-09-04 |
| Quarterly report · Q2 2026 THE TRADE DESK, INC. — Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Revenue (6 months ended June 30, 2026): $1,403,914 thousand ($1.404 billion), up | 2026-08-06 |
| Results announced · Q3 2026 THE TRADE DESK, INC. – Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $715 million, up 3% year-over-year (vs. $694 million in Q2 2025 | 2026-08-06 |
| Board / officer change · Q3 2026 THE TRADE DESK, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Board size increased from 6 to 7 directors • New director compensation package totals $41 | 2026-07-13 |
| Board / officer change · Q2 2026 THE TRADE DESK, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Board size increased from 5 to 6 directors • New director compensation: $50,000 annual bo | 2026-06-09 |
| Quarterly report · Q1 2026 THE TRADE DESK, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue Q1 2026: $688.9 million (up 11.8% YoY from $616.0 million in Q1 2025) • Net I | 2026-05-07 |
Readable in the app.
| Announcement | Date |
|---|---|
| Board authorizes additional $350 million share repurchase program The Trade Desk announced its Q4 2025 financial results on February 25, 2026. While the specific revenue and earnings figures are not detailed in this 8-K filing itself (they're in the attach | 2026-02-25 |
| Expected revenue and adjusted EBITDA guidance for Q4 2025 The Trade Desk filed a Form 8-K on January 26, 2026, primarily to disclose forward-looking statements about expected financial results for Q4 2025 and full-year 2025. The filing references a | 2026-01-26 |
| Board authorizes additional $500 million share repurchase program The Trade Desk announced Q3 2025 financial results on November 6, 2025. The company's board approved an additional $500 million share repurchase authorization, demonstrating confidence in th | 2025-11-06 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Trade Desk Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-19.