The Trade Desk, Inc.(TTD)Earnings, Financials & Key RatiosThe Trade Desk, Inc. (TTD) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the company maintains a strong liquidity position with a 1.68 current ratio, the deceleration of revenue growth to 11.8% and the persistent $109 million quarterly stock-based compensation expense warrant a cautious valuation approach.
The Trade Desk, Inc. (TTD) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
The Trade Desk, Inc. (TTD) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $0.08vs $0.09-8.4% | $689Mvs $679M+1.5% |
| Q1 2026 | Feb 25, 2026 | $0.39vs $0.34+15.1% | $847Mvs $841M+0.7% |
| Q4 2025 | Nov 6, 2025 | $0.45vs $0.20+123.9% | $739Mvs $719M+2.8% |
| Q3 2025 | Aug 7, 2025 | $0.18vs $0.18+1.4% | $694Mvs $685M+1.3% |
Recent stock market news and headlines for The Trade Desk, Inc. (TTD)
Trade Desk's stock fell 52% in the first half of 2026 amid slowing revenue growth and executive turnover. A public dispute with advertising giant Publicis Groupe weighed on the stock for months before the two sides settled in mid-June.
The Trade Desk, Inc. remains deeply discounted despite sustaining double-digit growth and >30% adjusted EBITDA margins, prompting a reiterated Strong Buy rating. Settlement of the Publicis dispute removes a key revenue headwind, with business resuming and potential for stronger results in the year's back half. TTD's valuation is compelling at ~6x FY26 adjusted EBITDA and ~10.7x FY26 P/E, with risks seen as fully priced in and M&A attractiveness rising.
A sharp rotation trade has taken over markets to start the second half of 2026, with investors dumping the year's biggest winners and piling into beaten-down names.
The Trade Desk is losing market share to walled gardens like Google and Meta. The company resolved its dispute with Publicis.
Recently, Zacks.com users have been paying close attention to The Trade Desk (TTD). This makes it worthwhile to examine what the stock has in store.
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 |
|---|---|---|---|---|---|---|---|
| $19.75 | $9.28B | 21.70 | 18.47% | 15.31% | 16.32% | — | |
| $21.22 | $3.04B | 22.34 | 6.85% | 21.96% | 18.57% | — | |
| $10.34 | $1.74B | 44.96 | 11.75% | 7.91% | 4.43% | — | |
| $11.73 | $1.8B | 39.10 | 13.92% | 7.16% | 5% | — | |
| $23.14 | $1.16B | 8.73 | 0.6% | 6.01% | 9.9% | — | |
| $13.56 | $633.3M | -43.74 | -2.86% | -6.21% | -6.98% | — |
The Trade Desk, Inc. (TTD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
The Trade Desk, Inc. (TTD) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 8, 2026·SEC
May 8, 2026·SEC
May 7, 2026·SEC
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The Trade Desk, Inc. (TTD) stock FAQ — growth, dividends, profitability & financials explained
The Trade Desk, Inc. (TTD) reported $2.97B in revenue for fiscal year 2025. This represents a 6565% increase from $44.5M in 2014.
The Trade Desk, Inc. (TTD) grew revenue by 18.5% over the past year. This is strong growth.
Yes, The Trade Desk, Inc. (TTD) is profitable, generating $432.6M in net income for fiscal year 2025 (15.3% net margin).
The Trade Desk, Inc. (TTD) has a return on equity (ROE) of 16.3%. This is reasonable for most industries.
The Trade Desk, Inc. (TTD) generated $836.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
