$TTD

Trade Desk, Inc.

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The Trade Desk (TTD) Plunged 22%. Did its Agency Problem Just Become an Earnings Problem?

The Trade Desk (NASDAQ:TTD) shares fell about 21.9% after its Q2 results and weaker Q3 outlook. Revenue rose 3% to $715M, below estimates near $753M and guidance of at least $750M. Q3 guidance calls for revenue at least $650M (vs about $807M expected) and adjusted EBITDA around $160M. The article links the drop to client spending and execution/measurement concerns.

Trade Desk (TTD) Q2 2026 Earnings Call Transcript

The Trade Desk (TTD) reported Q2 2026 revenue of $715 million, up 3% year over year, and non-GAAP EPS of $0.34 versus $0.41 a year earlier. Adjusted EBITDA was $241 million (34% margin). Q3 guidance calls for at least $650 million revenue and about $160 million adjusted EBITDA. Management cited macro headwinds and limited visibility.

Why is The Trade Desk stock rallying today?

Investing.com reports The Trade Desk (TTD) rose about 8% to $14.58 after a selloff tied to its Aug. 6 Q2 results. The company posted about $715M revenue and weaker-than-expected adjusted EPS, with Q3 guidance implying ~12% YoY revenue decline. After multiple analyst downgrades and target cuts, the stock hit a 52-week low of $12.83. Macro data eased rate-hike bets.

TTD sentiment & insider activity

Over the past 7 days, alphai's AI scored 26 news stories mentioning TTD (Trade Desk, Inc.). Coverage has skewed bearish: 1 bullish, 3 neutral, and 22 bearish.

Recent TTD coverage spans market movers, earnings and macro economy.

What's driving TTD

  • TTD is facing a durability-of-model question as guidance implies a sharp profitability deterioration and weaker existing-client spend.

    insidermonkey.com · Aug 14, 2026

  • Guidance and margin outlook suggest near-term pressure from advertiser demand, partially offset by continued investment and product/platform upgrades.

    fool.com · Aug 13, 2026

  • The article frames today’s rally as a technical short-covering and risk-on bounce rather than a new fundamental change.

    investing.com · Aug 13, 2026

  • TTD’s move is attributed to discount-rate relief rather than a new company catalyst.

    financialcontent.com · Aug 13, 2026

  • The article frames a near-term earnings risk driven by weaker large-advertiser demand and margin compression from higher platform costs, with Q3 guidance keeping uncertainty elevated.

    zacks.com · Aug 12, 2026

alphai scores every news story that mentions TTD with an AI model for sentiment and relevance, and aggregates insider trades from Trade Desk, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $TTD

Score
$TTDHighAI 9/10

The Trade Desk (TTD) Plunged 22%. Did its Agency Problem Just Become an Earnings Problem?

The Trade Desk (NASDAQ:TTD) shares fell about 21.9% after its Q2 results and weaker Q3 outlook. Revenue rose 3% to $715M, below estimates near $753M and guidance of at least $750M. Q3 guidance calls for revenue at least $650M (vs about $807M expected) and adjusted EBITDA around $160M. The article links the drop to client spending and execution/measurement concerns.

$TTDMedAI 9/10

Trade Desk (TTD) Q2 2026 Earnings Call Transcript

The Trade Desk (TTD) reported Q2 2026 revenue of $715 million, up 3% year over year, and non-GAAP EPS of $0.34 versus $0.41 a year earlier. Adjusted EBITDA was $241 million (34% margin). Q3 guidance calls for at least $650 million revenue and about $160 million adjusted EBITDA. Management cited macro headwinds and limited visibility.

$TTDMed

Why is The Trade Desk stock rallying today?

Investing.com reports The Trade Desk (TTD) rose about 8% to $14.58 after a selloff tied to its Aug. 6 Q2 results. The company posted about $715M revenue and weaker-than-expected adjusted EPS, with Q3 guidance implying ~12% YoY revenue decline. After multiple analyst downgrades and target cuts, the stock hit a 52-week low of $12.83. Macro data eased rate-hike bets.

Intuit, MongoDB, Cloudflare, Palantir Technologies, and The Trade Desk Shares Are Soaring, What You Need To Know

After July PPI was flat month over month and CPI rose 0.1% with annual inflation cooling to 3.4%, software and data stocks rose as investors priced in a less aggressive Fed. Intuit (+0.8%), MongoDB (+3.5%), Cloudflare (+5.2%), Palantir (+2.4%), and The Trade Desk (+2.1%) moved higher. Cloudflare’s prior quarter included $696.1M revenue and $2.87B FY revenue guidance.

$TTDMed

TTD Falls 23.5% in a Week Amid Macro Pressure and Execution Woes

The Trade Desk (TTD) shares fell 23.5% in a week amid macro pressure and execution concerns, extending a 2026 selloff. In Q2 2026, revenue rose 3% to $715.1M but missed estimates by 4.9%. Adjusted EPS was 34 cents, and adjusted EBITDA fell 11% to $241.3M as margins weakened. Q3 guidance calls for revenue at least $650M and adjusted EBITDA about $160M.

$ARMMed

Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears

WTI crude oil (CLU26) jumped over 5% as Iran and Oman stayed short of a deal to reopen the Strait of Hormuz, with Iran linking reopening to US sanctions, force withdrawal, asset release and compensation. Trump said he would seek compensation from Iran. US rate-hike odds rose; stocks fell, with energy up and airlines, homebuilders down.

$DDOGMed

Stocks Mixed as Higher Crude Prices Boost T-Note Yields

US stocks were mixed as higher WTI crude pushed up Treasury yields. The 10-year T-note yield rose to 4.690% and was pressured by inflation expectations and a $125B Treasury auction. Markets priced a 47% chance of a +25 bp Fed hike and an 87% chance of an ECB hike. Company movers included DDOG, PLTR, APA, HAL, and VREX after a $1.1B acquisition.

$APAMed

Stocks Pressured as Higher Crude Price Boosts T-Note Yields

Markets were pressured as higher WTI crude lifted inflation expectations and pushed US 10-year T-note yields up to 4.680%. Treasury auctions of $125B in notes and bonds added supply pressure. Energy and cybersecurity stocks rose with crude, while several companies fell on guidance, downgrades, or offerings, including MNDY, TTD, INTC, and AAPL. VREX surged after Teledyne agreed to buy it for $1.1B.

$TTDLow

Down 75% in the Past Year, Has The Trade Desk Stock Become a Bargain Buy?

The Trade Desk (TTD) shares have fallen about 75% over the past year amid concerns about slowing ad demand and AI disrupting digital advertising. In Q2 ended June 30, revenue rose 3% to $715 million, below the $752.6 million expected. Operating income was $101.6 million, down 13% YoY, with 95% customer retention. The stock trades at about 12x expected future earnings.

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