The Trade Desk, Inc.

The Trade Desk, Inc.

TTDยทNASDAQ

$20.56

-0.15%
Communication ServicesAdvertising Agencies

Trade Desk, Inc. operates as a technology company in the United States and internationally. The company operates a self-service cloud-based platform that allows buyers to create, manage, and optimize data-driven digital advertising campaigns across various ad formats and channels, including display, video, audio, native, and social on various devices, such as computers, mobile devices, and connected TV. It also provides data and other value-added services. The company serves advertising agencies and other service providers for advertisers. The Trade Desk, Inc. was incorporated in 2009 and is headquartered in Ventura, California.

At a Glance

Live Snapshot
Market Cap$9.67B
EPS0.9200
P/E Ratio22.35
Earnings Date08/06/2026
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The Trade Desk, Inc. Street Expectations Map

TTD ยท NASDAQ

Wall Street analysts project that TTD stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 29.95, with estimates ranging from a low of 20.00 to a high of 53.00.

Lowest Target
20.00
-2.72%
Consensus Target
29.95
45.67%
Highest Target
53.00
157.78%

The consensus 1-year price target stands at 29.95, with estimates ranging from a low of 20.00 to a high of 53.00.

Analyst Consensus Analysis

Upside Potential

+45.7%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

110.2% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

57.93x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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The Trade Desk, Inc. Forward Estimates of Revenue

TTD ยท NASDAQ
Latest Revenue
2.90B
FY 2025
Avg Estimate
3.19B
FY 2026
Estimate Range
3.16B - 3.22B
Analyst Spread

Forward Growth Analysis

Projected Growth+10.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage26 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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The Trade Desk, Inc. Forward Estimates of Net Income

TTD ยท NASDAQ
Latest Net Income
443.30M
FY 2025
Avg Estimate
481.00M
FY 2026
Estimate Range
409.20M - 525.01M
Analyst Spread

Forward Growth Analysis

Projected Growth+8.5%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage26 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread24%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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The Trade Desk, Inc. Forward Estimates of EPS

TTD ยท NASDAQ
Latest EPS
0.92
FY 2025
Avg Estimate
$1.00
FY 2026
Estimate Range
$0.85 - $1.09
Analyst Spread

Forward Growth Analysis

Projected Growth+8.4%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage21 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread24%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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The Trade Desk, Inc. Forward Estimates of EBIT

TTD ยท NASDAQ
Latest EBIT
658.75M
FY 2025
Avg Estimate
1.18B
FY 2026
Estimate Range
1.17B - 1.20B
Analyst Spread

Forward Growth Analysis

Projected Growth+79.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage26 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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The Trade Desk, Inc. Forward Estimates of EBITDA

TTD ยท NASDAQ
Latest EBITDA
774.54M
FY 2025
Avg Estimate
1.32B
FY 2026
Estimate Range
1.31B - 1.33B
Analyst Spread

Forward Growth Analysis

Projected Growth+70.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage26 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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The Trade Desk, Inc. Forward Estimates of SG&A Expense

TTD ยท NASDAQ
Latest SG&A Expense
1.16B
FY 2025
Avg Estimate
1.54B
FY 2026
Estimate Range
1.52B - 1.55B
Analyst Spread

Forward Growth Analysis

Projected Growth+32.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage26 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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The Trade Desk, Inc. Insider Positioning

TTD ยท NASDAQ

During the last 12 months, insiders have purchased $135.71M and sold $6.18M worth of TTD shares, resulting in $129.53M of net buying activity.

3 Months

Bought

0

0.00

Sold

53.7K

1.13M

Net Activity

-1.1M

-$1.13M

3-6 Months

Bought

5.5M

135.71M

Sold

102.8K

3.13M

Net Activity

+132.6M

+$132.58M

6-9 Months

Bought

0

0.00

Sold

1.4K

67.62K

Net Activity

-68K

-$68K

9-12 Months

Bought

0

0.00

Sold

20.3K

1.85M

Net Activity

-1.8M

-$1.85M

Top Buyers

1
GJT

Green Jeffrey Terry

Director, 10 Percent Owner, Officer: President And Ceo

5.5M sharesโ€ข3 transactions

$135.71M

Top Sellers

1
FKE

Falberg Kathryn E

Director

102.8K sharesโ€ข1 transactions

$3.13M

2
GJR

Grant Jay R

Officer: Chief Legal Officer

20.3K sharesโ€ข1 transactions

$1.85M

3
JS

Jacobson Samantha

Director

53.7K sharesโ€ข1 transactions

$1.13M

4
CAL

Cunningham Andrea Lee

Director

1.4K sharesโ€ข1 transactions

$68K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $129.53M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

21.95:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Recent Trend (3 Months)

$1.13M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.