The Trade Desk's growth has sharply decelerated to 3.0% year-over-year in 2026Q2, down from 18.7% in 2025Q2, while operating margins have contracted from 30.3% in 2025Q4 to 14.2% in 2026Q2, indicating fading operating leverage.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated to 3.0% year-over-year in 2026Q2, while operating margin contracted to 14.2% from 30.3% in 2025Q4, reflecting negative operating leverage as SG&A and R&D costs outpaced revenue.
The company maintains a robust adjusted EBITDA margin guidance of at least 40%, indicating strong profitability and financial health.
The completion of a multi-year $2.43 billion share repurchase program demonstrates confidence in the company's future and commitment to shareholder value.
The Trade Desk's dominance in connected TV and retail media positions it well for continued growth in digital advertising.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $0.34+91.4% vs $0.18 | $715M-5.0% vs $752M |
Q2 2026 May 7, 2026 | $0.08-8.4% vs $0.09 | $689M+1.5% vs $679M |
Q1 2026 Feb 25, 2026 | $0.39+15.1% vs $0.34 | $847M+0.7% vs $841M |
Q4 2025 Nov 6, 2025 | $0.23+14.4% vs $0.20 | $739M+2.8% vs $719M |
Buyers are still stepping in a day after AppLovin (NASDAQ:APP | APP Price Prediction) delivered a strong quarter. AppLovin stock is at $386.05, up 8% in afternoon trading.
A record quarter from AppLovin (NASDAQ:APP | APP Price Prediction) is splitting the advertising technology group into clear winners and one notable laggard. AppLovin stock is at $354.35 in morning trading, up 30%.
The Trade Desk (TTD) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, TTD broke out above the 50-day moving average, suggesting a short-term bullish trend.
The latest trading day saw The Trade Desk (TTD) settling at $13.23, representing a +2.88% change from its previous close.
Benchmark TTD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for The Trade Desk, Inc. (TTD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $12.93 | $6.08B | 14.93 | 18.47% | 13.61% | 16.09% | — | |
| $27.39 | $3.92B | 22.84 | 6.85% | 23.58% | 19.35% | — | |
| $13.56 | $2.08B | 33.66 | 13.92% | 8.22% | 5.82% | — | |
| $15.42 | $774.77M | 10.64 | 0.6% | 3.99% | 6.14% | — | |
| $17.81 | $831.79M | -60.91 | -2.86% | -4.66% | -5.41% | — | |
| $284.78 | $3.45T | 14.94 | 15.09% | 50.03% | 42.62% | 0.29% |
The Trade Desk, Inc. (TTD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
The Trade Desk, Inc. (TTD) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jul 13, 2026·SEC
Jun 9, 2026·SEC
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The Trade Desk, Inc. (TTD) stock FAQ — growth, dividends, profitability & financials explained
The Trade Desk, Inc. (TTD) reported $2.99B in revenue over the trailing twelve months. Revenue was $2.90B in fiscal year 2025. That is 6401% more than the $44.5M of fiscal year 2014.
The Trade Desk, Inc. (TTD) grew revenue by 11.6% over the trailing twelve months, compared with the twelve months before.
Yes. The Trade Desk, Inc. (TTD) earned $406.9M in net income over the trailing twelve months (a 13.6% net margin).
The Trade Desk, Inc. (TTD) had a return on equity (ROE) of 16.1% over the trailing twelve months. That is above the market's typical 10-15%.
The Trade Desk, Inc. (TTD) generated $860.4M in free cash flow over the trailing twelve months.
