The Trade Desk's shares have fallen over 70% from all-time highs, driven by multiple compression and decelerating growth. While much of this is likely due to macro headwinds, competition is increasing, and management turnover has added to uncertainty. The Trade Desk's margins are high, though, and continue to improve, and the company is still likely to generate solid growth for many years to come.
The Trade Desk, Inc. TTD stock plummeted 15% in after-hours trading on Wednesday, even after reporting strong fourth-quarter and full-year 2025 results. Investors focused on its weaker first-quarter guidance, leading to the sharp selloff and extending the stock's rough stretch over the past year.
Trade Desk Inc (NASDAQ:TTD) reported stronger-than-expected fourth-quarter results but cautioned that first-quarter revenue and profitability could fall short of Wall Street forecasts, sending shares down 5.7% in early Thursday trading. Q4 revenue rose 14% to $847 million, slightly above analysts' consensus of $841 million.
The Trade Desk TTD delivered strong fourth-quarter 2025 results, wherein revenues rose 14% year over year to $847 million, or 19% excluding political spend. While video, which includes CTV, remains the largest share of its business (50% share in the fourth quarter), audio is emerging as a key driver.
The Trade Desk, Inc. (TTD) Q4 2025 Earnings Call Transcript
The Trade Desk (TTD) came out with quarterly earnings of $0.59 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.59 per share a year ago.
The ad-tech provider said automotive and packaged-good clients are under pressure.
Trade Desk (NASDAQ: TTD) reports after the bell tonight, and there is really only one metric that matters.
The Trade Desk (NASDAQ:TTD) is set to report its fourth quarter results on Wednesday, and analysts at Wedbush say the company is likely to post continued growth while facing mounting competitive pressures. The firm maintained a ‘Neutral' rating on the stock and lowered its 12-month price target to $23 from $40, reflecting concerns about competitors consolidating ad spend into closed ecosystems.
The Trade Desk and PubMatic tap booming CTV and retail media trends, but rising competition, AI bets and valuation gaps set up a high-stakes ad-tech showdown.
The Trade Desk has seen its stock collapse from $139 to $25, creating a deep value opportunity. Despite decelerating to 18% annual growth, TTD outpaces the US digital ad sector and improves margins via its AI platform Kokai. TTD trades at a forward PEG of 0.48x, with a pristine balance sheet and 16.8% ROE, signaling strong undervaluation and business efficiency.
The Trade Desk: Demand-Side Advertising Platform Primed To Meet The Challenges