The Trade Desk, Inc. (TTD) earnings on May 7, 2026
More The Trade Desk, Inc. earnings
Prior outlook: Optimistic Outcome: Missed
Investors expected the stock to rise, but it dropped sharply after earnings. The price fell 17% during the day before settling down 1.75%.
TTD price around the earnings
23.08
Change: -1.7%
2026-05-08, 20:00 UTC
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- No trading (market closed)
- Starting price
Prior thesis
Prior outlook: Optimistic Outcome: Missed
- Thesis published
Strong positive outlook, price may climb.
Experts are very positive about this company, especially after a recent upgrade and strong past earnings. They see significant potential for the stock price to increase.
Context analyzed before publication
- Summary
- Optimistic scenario.
- Reasoning
- Experts are optimistic about this company, especially after a recent upgrade and strong past earnings. The scenario is optimistic.
- Playbook
- Analysts are optimistic. The company has a history of beating expectations.
- Trend
- Analyst confidence is improving. The scenario is optimistic.
Analysts
Drivers
-
Analysts
Positive
Most analysts maintain a Buy rating, with a price target reflecting an optimistic scenario. One firm recently upgraded their rating.
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 2.22
- Analysts covering the stock
- 33
- Average price target
- 30.3
- Lowest price target
- 17
- Highest price target
- 55
- Upside to price target
- 26.2%
- Quarterly earnings growth
- 2.6%
- Revenue growth
- 14.3%
- Forward EPS
- 2.39
- Trailing EPS
- 0.9
- Analyst moves in the last 60 days
- 6
- Strong buy: 2
- Buy: 15
- Hold: 18
- Sell: 1
- Strong sell: 1
- Strong buy
- 2
- Buy
- 15
- Hold
- 18
- Sell
- 1
- Strong sell
- 1
- May 4, 2026 · Wedbush: Upgrades rating (Underperform → Neutral)
- April 21, 2026 · UBS: Maintains rating (Buy → Buy)
- April 6, 2026 · Wells Fargo: Maintains rating (Equal-Weight → Equal-Weight)
- March 19, 2026 · Evercore ISI Group: Maintains rating (Outperform → Outperform)
- March 18, 2026 · Rosenblatt: Downgrades rating (Buy → Neutral)
- March 18, 2026 · Stifel: Downgrades rating (Buy → Hold)
News and sentiment
Drivers
-
News & sentiment
Positive
Positive news, including an analyst upgrade before earnings and talk of a new partnership, reflect an optimistic scenario.
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (9)
- This Trade Desk Analyst Upgrades Rating Ahead Of Q1 Print — Benzinga
- The Trade Desk Gears Up For Q1 Earnings: Will DramaBox Partnership Fuel A Short-Form Video Breakout? — Benzinga
- Wedbush Upgrades Trade Desk to Neutral, Maintains Price Target to $23 — Benzinga
- The Trade Desk Stock Is Rising: Is This $3 Billion Ad Trend The Next Growth Catalyst? — Benzinga
- Trade Desk Teams Up With DramaBox To Boost Ad Reach Across Platforms — Benzinga
- Reported Sunday, The Trade Desk Partners With DramaBox To Unlock Short Drama Content Environment For Global Advertisers Across Open Internet — Benzinga
- 'Why Trade Desk Could Be the Next Stock Facing a Short Squeeze' - Barrons — Benzinga
- UBS Maintains Buy on Trade Desk, Lowers Price Target to $31 — Benzinga
- Is The Bottom In For The Trade Desk Stock? — Benzinga
Technicals
Drivers
-
Technical
Neutral
The stock has seen a moderate increase in price recently. However, its performance compared to the broader market is slightly weaker over the last month.
Evidence
- Average true range (ATR)
- 4.8%
- Distance to 52-week high
- -73.8%
- 14-day change (14d)
- +6.7%
- 30-day change
- +9.1%
- 30-day relative strength
- -3.3%
- Benchmark change
- +12.3%
- Nearest support
- 19.74
- Nearest resistance
- 24.86
- Volume accumulation ratio
- 0.96
Trends
Evidence
- Average earnings surprise
- +12.1%
- February 25, 2026: actual EPS 0.59 vs estimate 0.58 (surprise +1.7%)
- November 6, 2025: actual EPS 0.23 vs estimate 0.2 (surprise +14.6%)
- August 7, 2025: actual EPS 0.41 vs estimate 0.41 (surprise -0.9%)
- May 8, 2025: actual EPS 0.33 vs estimate 0.25 (surprise +33.2%)
Expected move
Drivers
-
Past earnings
Positive
The company has consistently performed better than expected in its last four earnings reports. This suggests a reliable track record of outperformance.
There is no implied-move data available for this event.
Reactions over its last 19 earnings
- Median move
- 8.1%
- 75th percentile move
- 24.1%
- 90th percentile move
- 33.6%
- Up / down moves
- 8 / 11
- Average up move
- +18.9%
- Average down move
- -11.1%
Monitoring and close
What The Trade Desk, Inc. reported
There is no monitoring data available for this event.
Pre-market second reading after the results
There is no second reading available for this event.
How the stock reacted
- Outcome
- Missed
- Consolidated
- -1.8%
- Max favorable move (MFE)
- 0.3%
- Max adverse move (MAE)
- 17.4%