TTD
The Trade Desk, Inc.
NGM
$20.50
-0.60
(-2.87%)
Pullback · -1.06σ
Price chart
Overlay:
Click earnings ▲ markers for day-move details
Loading 1Y daily…
Financial overlay · last 12 quarters
| Quarter | Revenue | Net income | Op income | FCF | Net margin | Op margin |
|---|---|---|---|---|---|---|
| 2026-03-31 | $0.7B | $0.0B | $0.1B | $0.3B | 5.8% | 9.7% |
| 2025-12-31 | $0.8B | $0.2B | $0.3B | $0.3B | 22.1% | 30.3% |
| 2025-09-30 | $0.7B | $0.1B | $0.2B | $0.2B | 15.6% | 21.8% |
| 2025-06-30 | $0.7B | $0.1B | $0.1B | $0.1B | 13.0% | 16.8% |
| 2025-03-31 | $0.6B | $0.1B | $0.1B | $0.2B | 8.2% | 8.8% |
Earnings replay · last 20 reports
| Date | EPS actual | EPS est | Surprise |
|---|---|---|---|
| 2026-05-07 | 0.08 | 0.08 | -3.7% |
| 2026-02-25 | 0.59 | 0.58 | +1.7% |
| 2025-11-06 | 0.23 | 0.20 | +14.6% |
| 2025-08-07 | 0.41 | 0.41 | -0.9% |
| 2025-05-08 | 0.10 | 0.04 | +165.5% |
| 2025-02-12 | 0.36 | 0.33 | +8.3% |
| 2024-11-07 | 0.41 | 0.39 | +4.3% |
| 2024-08-08 | 0.39 | 0.36 | +9.5% |
| 2024-05-08 | 0.26 | 0.22 | +20.7% |
| 2024-02-15 | 0.41 | 0.43 | -4.6% |
| 2023-11-09 | 0.33 | 0.29 | +13.6% |
| 2023-08-09 | 0.28 | 0.26 | +8.5% |
| 2023-05-10 | 0.23 | 0.12 | +87.9% |
| 2023-02-15 | 0.38 | 0.36 | +6.0% |
| 2022-11-09 | 0.26 | 0.23 | +15.2% |
| 2022-08-09 | 0.20 | 0.20 | +0.4% |
| 2022-05-10 | 0.21 | 0.14 | +47.1% |
| 2022-02-16 | 0.42 | 0.28 | +51.2% |
| 2021-11-08 | 0.18 | 0.15 | +20.0% |
| 2021-08-09 | 0.18 | 0.13 | +42.8% |
Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).
Peer comparison · Communication Services
| Ticker ⇅ | Mkt cap ⇅ | P/E ⇅ | Fwd P/E ⇅ | P/S ⇅ | EV/EBITDA ⇅ | P/B ⇅ | Gross M ⇅ | Rev gr ⇅ | EPS gr ⇅ | FCF yld ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|
| TTD ★ | $10B | 23.3 | 9.5 | 3.2 | 12.6 | 3.9 | 77.8% | 11.8% | -20.0% | 5.91% |
| GOOGL | $4,390B | 27.7 | 25.0 | 10.4 | 27.0 | 9.2 | 60.4% | 21.8% | 82.0% | 0.64% |
| META | $1,565B | 22.4 | 17.0 | 7.3 | 13.9 | 6.4 | 81.9% | 33.1% | 62.4% | 1.63% |
| NFLX | $345B | 26.4 | 21.3 | 7.4 | 24.9 | 11.1 | 49.0% | 16.2% | 86.4% | 7.54% |
| DIS | $175B | 16.2 | 13.5 | 1.8 | 11.4 | 1.6 | 37.2% | 6.5% | -29.8% | 2.14% |
| T | $166B | 7.8 | 9.3 | 1.3 | 7.6 | 1.5 | 59.4% | 2.9% | -11.3% | 5.34% |
| VZ | $196B | 11.5 | 8.9 | 1.4 | 7.7 | 1.9 | 58.9% | 2.9% | 4.3% | 9.99% |
| TMUS | $200B | 19.6 | 13.2 | 2.2 | 9.5 | 3.5 | 63.3% | 10.6% | -12.0% | 5.58% |
Auto-seeded from sector. Click any ticker to switch.
Ownership
Top institutional holders
Top-10 concentration: 45.72%
| Holder | Shares | % out |
|---|---|---|
| State Street Corporation | 44,933,369 | 10.52% |
| Blackrock Inc. | 37,521,596 | 8.79% |
| Vanguard Capital Management LLC | 28,645,253 | 6.71% |
| Vanguard Portfolio Management LLC | 22,443,160 | 5.26% |
| Two Sigma Investments, LP | 14,161,321 | 3.32% |
| Geode Capital Management, LLC | 13,988,728 | 3.28% |
| Morgan Stanley | 8,767,560 | 2.05% |
| Goldman Sachs Group Inc | 8,728,294 | 2.04% |
| Invesco Ltd. | 8,379,187 | 1.96% |
| Federated Hermes, Inc. | 7,628,435 | 1.79% |
Insider activity · 90d
No insider trades for TTD in last 90d.
Analyst estimates
yfinanceLow
$11.0
Mean
$25.34375
High
$47.0
Analysts
32
Consensus: buy (mean 2.5). Distribution requires FINNHUB_API_KEY.
SEC filings
| Form | Filed | Description | Action |
|---|---|---|---|
| 4 | 2026-06-01 | FORM 4 | view · |
| 8-K | 2026-06-01 | 8-K | view · |
| 8-K | 2026-05-29 | 8-K | view · |
| 4 | 2026-05-27 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 8-K | 2026-05-08 | 8-K | view · |
| 8-K | 2026-05-08 | 8-K | view · |
| 10-Q | 2026-05-07 | 10-Q | view · |
| 8-K | 2026-05-07 | 8-K | view · |
| 4 | 2026-05-06 | FORM 4 | view · |
| 4 | 2026-05-06 | FORM 4 | view · |
| 4 | 2026-05-06 | FORM 4 | view · |
| 8-K | 2026-04-20 | 8-K | view · |
| DEF 14A | 2026-04-09 | DEF 14A | view · |
| 4 | 2026-04-07 | FORM 4 | view · |
| 4 | 2026-04-07 | FORM 4 | view · |
| 8-K | 2026-04-06 | 8-K | view · |
| 4 | 2026-04-03 | FORM 4 | view · |
| 4 | 2026-03-25 | FORM 4 | view · |
| 8-K | 2026-03-25 | 8-K | view · |
| 4 | 2026-03-09 | FORM 4 | view · |
| 8-K | 2026-03-09 | 8-K | view · |
| 4 | 2026-03-05 | FORM 4 | view · |
| 4 | 2026-03-05 | FORM 4 | view · |
| 4 | 2026-03-05 | FORM 4 | view · |
| 4 | 2026-03-05 | FORM 4 | view · |
| 4 | 2026-03-04 | FORM 4 | view · |
| 10-K | 2026-02-27 | 10-K | view · |
| 8-K | 2026-02-25 | 8-K | view · |
| 4 | 2026-02-18 | FORM 4 | view · |
| 4 | 2026-02-18 | FORM 4 | view · |
| 4 | 2026-02-18 | FORM 4 | view · |
| 4 | 2026-02-18 | FORM 4 | view · |
| 8-K | 2026-01-26 | 8-K | view · |
| 8-K | 2025-12-15 | 8-K | view · |
| 4 | 2025-12-05 | FORM 4 | view · |
| 4 | 2025-11-18 | FORM 4 | view · |
| 4 | 2025-11-18 | FORM 4 | view · |
| 4 | 2025-11-18 | FORM 4 | view · |
| 4 | 2025-11-18 | FORM 4 | view · |
| 10-Q | 2025-11-06 | 10-Q | view · |
| 8-K | 2025-11-06 | 8-K | view · |
| 8-K | 2025-09-17 | 8-K | view · |
| 4 | 2025-09-12 | FORM 4 | view · |
| 4 | 2025-08-22 | FORM 4 | view · |
| 4 | 2025-08-19 | FORM 4 | view · |
| 4 | 2025-08-19 | FORM 4 | view · |
| 4 | 2025-08-19 | FORM 4 | view · |
| 4 | 2025-08-19 | FORM 4 | view · |
| 4 | 2025-08-13 | FORM 4 | view · |
| 4 | 2025-08-11 | FORM 4 | view · |
| 10-Q | 2025-08-07 | 10-Q | view · |
| 8-K | 2025-08-07 | 8-K | view · |
| 8-K | 2025-08-07 | 8-K | view · |
| DEF 14A | 2025-07-24 | DEF 14A | view · |
| 4 | 2025-05-29 | FORM 4 | view · |
About
The Trade Desk, Inc. operates as a technology company in the United States and internationally. The company creates, manages, and optimizes digital advertising campaigns across ad formats, channels and devices, including CTV and other video, display, audio, and native, on a multitude of devices, such televisions, streaming devices, mobile devices, computers and digital-out-of-home devices. It provides data and other value-added services. It serves advertising agencies, advertisers, and other service providers for agencies or advertisers. The Trade Desk, Inc. was incorporated in 2009 and is headquartered in Ventura, California.