NASDAQ:TTD

Trade Desk (TTD)

14.10
-0.34 (2.32%)
as of Sep 8, 2026, 6:02:27 pm Market Open.
7 watching
0
Investor Insights
star iconSep 7, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

The Trade Desk (TTD-Q) has demonstrated strong financial performance in its recent quarter, reporting earnings per share of 0.23 USD, which not only surpassed the analyst estimate of 0.20 USD by an impressive 14.45%, but also signifies robust growth in profitability. Additionally, the company's revenue of 739.00 million USD exceeded expectations of 719.04 million USD, showcasing its effective market position and demand for its services. Looking ahead, analysts are optimistic, predicting earnings per share of 0.35 USD and revenue reaching 842.08 million USD for the next quarter, indicating continued momentum. Notably, social media activity surrounding the company has surged by 2167% in the past 24 hours, reflecting heightened interest and possibly a positive sentiment towards the stock.

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Consensus
Positive
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Valuation
Fair Value
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FB,FB
BUY
Their last quarter wasn't as bad as the street thought. This stock is coming back.
COMMENT
After reading their conference call, he believed the stock would rally. Instead, it plunged 150 points in this nasty trading environment, this despite the CEO doing a fine job. There'll come a time when this stock does higher, but maybe not now.
BUY

It will trade up with Google if Google reports good numbers tomorrow. TTD is profitable and the CEO is good. He expects more online advertising to come.

BUY
An ad play to reach cord-cutters. Advertisers need TTD to reach these people. An ad online play to reach cord-cutters. Advertisers need TTD to reach these people, the 50% of Americans who cut the cord.
COMMENT
They report Thursday
BUY
TTD helps companies manage data-driven ad campaigns on streaming video. Advertisers love streaming video. TTD sruged 280% last year, but has pulled back a lot since Christmas. Doesn't know why. Their last quarter was very good.
BUY ON WEAKNESS

They offer cloud-based digital ad campaigns on PCs and smartphones, an attractive alternative to Facebook and Google for advertisers. Buy gradually into weakness. The stock quadrupled since last year. Revenues up 32% YOY, earnigns growth 69%. Offered bullish forecast for Q4 and adjusted EBITDA far higher than the street's estimate. Recently bounced off a strong quarterly report.

BUY
It has more than doubled since last-May. They help businesses manage digital advertising campaigns. It's a cord-cutting play. This is one of the few companies that boasts actual earnings. It's been on fire during Covid.
PARTIAL SELL
This has run up way too fast, so take some profits. Loves the CEO.
PAST TOP PICK
(A Top Pick Sep 25/18, Up 36%) They do programmatic advertising. Customer retention is very high and media companies love it.
HOLD

ROKU-Q vs. TTD-Q. The movements happen about the same time. You are getting a little bit of euphoria there. Both charts are going up and to the right. TTD-Q is coming off a bit. He would not worry about the difference between the two.

BUY
Close to all-time highs. Has pulled back quite a bit, mostly technically driven. Looks good now. Support around $200, which would be an exit point. Has lots of green signals on the fundamentals. Encouraging if it got above $262. Shouldn't be more than 0.5% of your total portfolio.
WAIT
Is is involved in advertising technology. They have 20-30% growth in sales, but you are paying 60 times earnings. He suspects news of greater regulation for privacy will be a tail wind. If the macro economic background becomes negative, this could take a big hit. Keep it on the radar, but not a time to buy.
HOLD
Stock looks great. If it took a dive, there's no way to say where it would stop. Momentum is key on a stock like this. If he had it, he'd hold it. As long as it continues around $180, he'd continue to buy. Otherwise, he'd lighten up. Doesn't see enough consolidation or base building on the downside.
TOP PICK

There's a massiec shift happening in advertising and it's not just in digital. TTD empowers buyers of advertising by helping them with matching with their brands. There are 500 billion digital opportunities across all omni channels. It's a dashbaord that lets buyers best spend their money and target their audience. It won't replace digital advertising companies, but enable them. Grown 60% revenue over two years as margins have grown. Shares rocketed today with the release of new software. This is like fintech in advertising. (no dividend, Analysts' price target $131.31)

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