The Trade Desk, Inc. (TTD) earnings on August 6, 2026
More The Trade Desk, Inc. earnings
Prior outlook: Pessimistic Outcome: Accurate
The stock fell sharply after earnings, dropping 21.78% despite a positive analyst rating. The decline was the biggest intraday move of -29.75%.
TTD price around the earnings
13.80
Change: -21.9%
2026-08-07, 20:00 UTC
Start of the measured window
End of the measured window
12.48
14.23
15.97
17.72
17.68
August 6, 2026
August 7, 2026
- 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: Pessimistic Outcome: Accurate
- Thesis published
- Results released
7-Eleven catalyst and +37.7% analyst upside offset by 50% beat rate, negative RS, and trajectory collapse to -76.9.
Context analyzed before publication
- Trend
- Trajectory collapsed significantly into earnings, indicating an extreme selloff despite analyst upside.
Analysts
Evidence
- Analyst consensus
- Hold
- Consensus average (1-5)
- 2.53
- Analysts covering the stock
- 30
- Average price target
- 24.32
- Lowest price target
- 11
- Highest price target
- 38
- Upside to price target
- 37.7%
- Quarterly earnings growth
- -21.1%
- Revenue growth
- 11.8%
- Forward EPS
- 2.17
- Trailing EPS
- 0.88
- Analyst moves in the last 60 days
- 2
- Strong buy: 2
- Buy: 11
- Hold: 19
- Sell: 3
- Strong sell: 1
- Strong buy
- 2
- Buy
- 11
- Hold
- 19
- Sell
- 3
- Strong sell
- 1
- July 13, 2026 · UBS: Maintains rating (Buy → Buy)
- July 8, 2026 · HSBC: Upgrades rating (Reduce → Hold)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- High
- Normalized volume
- 99%
News
Sources (6)
- The Trade Desk Stock is Dipping Ahead of Q2 Earnings Report (opens in a new tab) — Benzinga
- What’s Going on With Trade Desk Stock Today? (opens in a new tab) — Benzinga
- Reported Earlier, The Trade Desk Integrates 7-Eleven Japan Retail Purchase Data From Approximately 28 Million App Members Into Its DSP For Advertisers (opens in a new tab) — Benzinga
- UBS Maintains Buy on Trade Desk, Lowers Price Target to $28 (opens in a new tab) — Benzinga
- Trade Desk Adds Advertising Veteran Penry Price To Board (opens in a new tab) — Benzinga
- HSBC Upgrades Trade Desk to Hold, Announces $20 Price Target (opens in a new tab) — Benzinga
Technicals
Evidence
- Price when the context was analyzed
- 18.94
- Average true range (ATR)
- 5.1%
- Distance to 52-week high
- -80.3%
- 14-day change (14d)
- +7.7%
- 30-day change (30d)
- -1.9%
- 30-day relative strength
- -4.3%
- SPY change (30d)
- +2.5%
- Nearest support
- 18.81
- Distance to nearest support
- 0.7%
- Nearest resistance
- 19.03
- Distance to nearest resistance
- 0.5%
- Volume accumulation ratio (14d / 46d)
- 0.83
- Minor: 18.81 (0.7% away, 0.13 ATR, 7 touches)
- Mid: 18.68 (1.4% away, 0.27 ATR, 13 touches)
- Mid: 18.51 (2.3% away, 0.45 ATR, 26 touches)
- Mid: 19.03 (0.5% away, 0.09 ATR, 27 touches)
- Mid: 19.15 (1.1% away, 0.22 ATR, 17 touches)
- Mid: 19.33 (2.1% away, 0.41 ATR, 18 touches)
Trends
Evidence
- Average earnings surprise
- -2.4%
- May 7, 2026: actual EPS 0.28 vs estimate 0.32 (surprise -12.4%)
- February 25, 2026: actual EPS 0.59 vs estimate 0.58 (surprise +1.7%)
- November 6, 2025: actual EPS 0.45 vs estimate 0.44 (surprise +1.9%)
- August 7, 2025: actual EPS 0.41 vs estimate 0.41 (surprise -0.9%)
Expected move
- Implied move
- +17.8%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 7.2%
- 75th percentile move
- 21.3%
- 90th percentile move
- 33.3%
- Up / down moves
- 8 / 12
- Average up move
- +18.9%
- Average down move
- -10.4%
Monitoring and close
What The Trade Desk, Inc. reported
- Status
- Finished
| Actual EPS | 0.34 |
|---|---|
| EPS estimate | 0.4 |
| EPS surprise | -15.0% |
| Revenue | $715 million |
| Revenue estimate | $751 million |
| Revenue surprise | -4.8% |
The Case Desk missed Q2 earnings and revenue estimates, and its Q3 guidance was pessimistic. The stock dropped sharply in after-hours market review.
Sources (8)
- The Trade Desk Stock Slumps After Revenue Misses Forecasts (opens in a new tab) — Barrons.com
- The Trade Desk (NASDAQ:TTD) Reports Sales Below Analyst Estimates In Q2 CY2026 Earnings, Stock Drops 21.8% (opens in a new tab) — StockStory
- Trade Desk shares sink on Q2 revenue miss and weak guidance (opens in a new tab) — Investing.com
- The Trade Desk Stock Craters on Q2 Earnings — Here's Why (opens in a new tab) — Benzinga
- Trade Desk reported adjusted earnings of $0.34 per share, missing the $0.40 estimate. Revenue came in at $715.057M, also below the $751.391M expected. — Benzinga
- Trade Desk Q2 Adj. EPS $0.34 Misses $0.40 Estimate, Sales $715.057M Miss $751.391M Estimate (opens in a new tab) — Benzinga
- Trade Desk Q3 Revenue expected to be more than $650.000M vs $805.091M Est (opens in a new tab) — Benzinga
- The Trade Desk Stock is Dipping Ahead of Q2 Earnings Report (opens in a new tab) — Benzinga
Pre-market second reading after the results
- Verdict
- Missed expectations
Heading into the open, results came in below expectations on both earnings and revenue, and the price is indicating -28.5% pre-market, a move 4x the stock's usual reaction (about 7%). The figures confirm the pessimistic scenario. In the 1,458 similar cases in our market history, the close held that direction 96% of the time.
How the stock reacted
- Outcome
- Accurate
- Consolidated
- -21.8%
- Max favorable move (MFE)
- 29.8%
- Max adverse move (MAE)
- 0.3%