TTD research calls — The Trade Desk, Inc.

Calls › TTD

TTD The Trade Desk, Inc. · Communication Services

1 research call since Oct 14. Latest view: No clear edge

Last close

$12.17 2026-10-13

1 week

+2.1%

1 month

-15.1%

3 months

-35.7%

1 year

-76.3%

Price, last 12 months daily close · markers are published calls

What would change the latest view

For the bearish/no-edge stance: Q3 revenue beats $665M+ AND Q4 guidance implies a return to positive YoY growth AND buyback accelerates materially — this combination would make the risk/reward clearly asymmetric long
For any bullish value stance: Q3 revenue below $650M, OR Q4 guidance implying a second consecutive YoY decline, OR EBITDA margin guided below ~22% — confirms structural deterioration and that the multiple is cheap on the wrong E
For the 'balance sheet floor' assumption: FCF turning negative or cash being deployed into a large dilutive acquisition rather than buybacks at depressed prices

All calls on TTD

TTD No clear edge

Oct 14, 2026 · The Trade Desk, Inc. · evidence 7/10

No clear edge yet.

TTD has been repriced from a durable ~20% grower to an ex-growth adtech name on a specific, documented sequence: Q2 2026 revenue of $715M came in ~$35M below management's own $750M floor (T1 SEC 8-K, Aug 6, 2026), followed by Q3 guidance of 'at least $650M' vs $739M in Q3 2025 — an implied YoY decline with consensus at the floor and no cushion. The collapse is…

Entry $12.17 (2026-10-13) Outcome pending

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