TRADE DESK INC: KEYBANC LOWERS RATING TO SECTOR WEIGHT FROM OVERWEIGHT
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy TTD?
Source: moomoo
Trade Desk Skin Change: The Trade Desk has made significant adjustments to its platform, focusing on enhancing user experience and functionality.
Key Banc Cuts Sector Weight: Key Banc has reduced its sector weight recommendations, indicating a shift in investment strategy and market outlook.
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Analyst Views on TTD
Wall Street analysts forecast TTD stock price to rise
28 Analyst Rating
15 Buy
12 Hold
1 Sell
Moderate Buy
Current: 23.490
Low
38.00
Averages
53.33
High
85.00
Current: 23.490
Low
38.00
Averages
53.33
High
85.00
About TTD
The Trade Desk, Inc. is a global advertising technology company. The Company offers a self-service, cloud-based ad-buying platform that empowers its clients to plan, manage, optimize and measure more expressive data-driven digital advertising campaigns. Its platform allows clients to execute integrated campaigns across ad formats and channels, including connected television (CTV) and other video, display, audio, and native, on a multitude of devices, such as televisions, streaming devices, mobile devices, computers and digital-out-of-home devices. Its platform’s integrations with inventory, publisher and data partners provide ad buyers reach and decisioning capabilities, and its enterprise application programming interfaces (APIs) enable its clients to customize and expand platform functionality. Its platform provides auto-optimization features that allow buyers to automate their campaigns and support them with computer-generated modeling and decision-making.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
The Trade Desk's Q1 Performance Disappoints, Stock Declines
- Weak Earnings Growth: The Trade Desk reported a 12% sales growth in Q1 2026, surpassing analyst expectations, yet its adjusted EPS fell short, indicating challenges amid a complex macroeconomic landscape.
- Lowered Sales Guidance: The company anticipates only 8% sales growth for Q2, projecting $750 million in revenue, which is below Wall Street's consensus of $770 million, raising concerns about its future growth trajectory.
- Surge in Trading Volume: On Friday, trading volume reached 41.1 million shares, about 103% above the three-month average of 20.2 million shares, reflecting heightened investor attention and volatility in market sentiment.
- Intensifying Competitive Landscape: Despite a remarkable 666% growth since its IPO in 2016, increased competition in the ad-tech sector and a wave of analyst downgrades have led investors to adopt a cautious stance regarding the company's future performance.
See More
The Trade Desk's Q1 Revenue Growth Slows Down
- Revenue Growth Slowdown: The Trade Desk reported Q1 revenue of $689 million, a 12% year-over-year increase that met the company's guidance of at least $678 million; however, this marks a significant decline from the 25% growth rate in Q1 2025, highlighting challenges in the market environment.
- Stable Customer Retention: Despite the slowdown in revenue growth, The Trade Desk maintained a customer retention rate above 95%, demonstrating strong customer relationship management capabilities, yet this has not mitigated the overall trend of declining growth.
- Healthy Free Cash Flow: The company generated $276 million in free cash flow during Q1, representing 40% of total revenue, indicating solid cash flow health; however, investor confidence in future growth is impacted by current economic pressures.
- Macroeconomic Impact: CEO Jeff Green indicated that the complex macroeconomic environment and geopolitical tensions are affecting the business, with Q2 revenue guidance set at at least $750 million, implying only about 8% year-over-year growth, reflecting uncertainty in future growth prospects.
See More
The Trade Desk Reports Disappointing Q1 Results, Shares Decline
- Weak Revenue Growth: The Trade Desk reported Q1 revenue of $689 million, a 12% year-over-year increase that met the $678 million guidance, but this is disappointing compared to the 25% growth in Q1 2025, indicating a slowdown that may shake investor confidence.
- Stable Customer Retention: Despite the slowdown in revenue growth, the company's customer retention rate remains above 95%, showcasing strong customer relationship management; however, this stability does not offset the overall decline in performance.
- Macroeconomic Pressures: CEO Jeff Green highlighted that the complex macroeconomic environment is weighing on the business, with geopolitical tensions and global economic pressures making brand growth more challenging, adding uncertainty to the Q2 outlook.
- Cautious Future Outlook: The Trade Desk guided for Q2 revenue of at least $750 million, implying only about 8% year-over-year growth, reflecting a cautious stance on future market conditions, which may lead to investor concerns regarding its long-term growth prospects.
See More
The Trade Desk Reports Mixed Q1 Earnings, Stock Declines
- Lackluster Earnings: The Trade Desk reported a 12% sales growth in Q1 2026, surpassing analyst expectations, yet fell short on adjusted EPS, indicating challenges in the current complex macroeconomic environment.
- Lowered Sales Guidance: The company forecasts only 8% sales growth for Q2, expecting $750 million in revenue, which is below Wall Street's consensus of $770 million, reflecting market concerns about its future performance.
- Stock Price Volatility: The Trade Desk's stock declined by 1.83% to close at $22.98, significantly down from its 52-week high of $91.45, indicating a lack of investor confidence in the company's outlook.
- Surge in Trading Volume: The trading volume reached 41.1 million shares, about 103% above the three-month average of 20.2 million shares, suggesting a strong market reaction to its earnings report and notable fluctuations in investor sentiment.
See More
Fluence Energy Shares Soar Nearly 30% After Upgrades
- Fluence Energy Surge: Fluence Energy's stock soared nearly 30% after its fiscal second-quarter EBITDA exceeded Wall Street estimates, following a prior session surge of about 40%, indicating strong market confidence in its growth potential and attracting more investor interest.
- Corpay Raises Guidance: Corpay shares jumped 10% after the company raised its full-year earnings guidance to a range of $26.30 to $27.10 per share, surpassing analyst expectations of $26.05, reflecting robust performance in the corporate payments sector and potentially increasing market share.
- Akamai Technologies Rises: Akamai's stock surged 20% after securing an $1.8 billion commitment from a leading U.S. frontier model provider for its Cloud Infrastructure Services, indicating strong demand in the market, while also reporting a first-quarter adjusted earnings beat that bolstered investor confidence.
- Upwork Restructuring Impact: Upwork's shares tumbled 21% following its announcement of a 24% workforce reduction to ensure profitability, despite slightly lower-than-expected first-quarter earnings and revenue, which may affect its future competitive position and investor sentiment.
See More
US Stocks Rise, Nasdaq Hits Record High
- Strong Employment Data: US nonfarm payrolls rose by 115,000 in April, exceeding expectations of 65,000, while March figures were revised up to 185,000, indicating labor market resilience that supports stock market gains.
- Declining Consumer Confidence: Despite rising stock prices, the University of Michigan's May consumer sentiment index fell by 1.6 to a record low of 48.2, reflecting consumer concerns about the economic outlook, which could negatively impact future spending.
- Chip Stocks Lead Gains: Chipmakers like Micron and Qualcomm saw stock prices rise over 8%, driving the overall market higher, demonstrating the strong performance of tech stocks in the current market environment, although weakness in software stocks limited gains in the Dow.
- Oil Price Volatility Impact: WTI crude prices edged up slightly due to Iran seizing an oil tanker in the Strait of Hormuz, complicating market expectations for future oil prices, which may influence investment decisions in related sectors.
See More
The Trade Desk's Q1 Performance Disappoints, Stock Declines
- Weak Earnings Growth: The Trade Desk reported a 12% sales growth in Q1 2026, surpassing analyst expectations, yet its adjusted EPS fell short, indicating challenges amid a complex macroeconomic landscape.
- Lowered Sales Guidance: The company anticipates only 8% sales growth for Q2, projecting $750 million in revenue, which is below Wall Street's consensus of $770 million, raising concerns about its future growth trajectory.
- Surge in Trading Volume: On Friday, trading volume reached 41.1 million shares, about 103% above the three-month average of 20.2 million shares, reflecting heightened investor attention and volatility in market sentiment.
- Intensifying Competitive Landscape: Despite a remarkable 666% growth since its IPO in 2016, increased competition in the ad-tech sector and a wave of analyst downgrades have led investors to adopt a cautious stance regarding the company's future performance.
See More
The Trade Desk's Q1 Revenue Growth Slows Down
- Revenue Growth Slowdown: The Trade Desk reported Q1 revenue of $689 million, a 12% year-over-year increase that met the company's guidance of at least $678 million; however, this marks a significant decline from the 25% growth rate in Q1 2025, highlighting challenges in the market environment.
- Stable Customer Retention: Despite the slowdown in revenue growth, The Trade Desk maintained a customer retention rate above 95%, demonstrating strong customer relationship management capabilities, yet this has not mitigated the overall trend of declining growth.
- Healthy Free Cash Flow: The company generated $276 million in free cash flow during Q1, representing 40% of total revenue, indicating solid cash flow health; however, investor confidence in future growth is impacted by current economic pressures.
- Macroeconomic Impact: CEO Jeff Green indicated that the complex macroeconomic environment and geopolitical tensions are affecting the business, with Q2 revenue guidance set at at least $750 million, implying only about 8% year-over-year growth, reflecting uncertainty in future growth prospects.
See More
The Trade Desk Reports Disappointing Q1 Results, Shares Decline
- Weak Revenue Growth: The Trade Desk reported Q1 revenue of $689 million, a 12% year-over-year increase that met the $678 million guidance, but this is disappointing compared to the 25% growth in Q1 2025, indicating a slowdown that may shake investor confidence.
- Stable Customer Retention: Despite the slowdown in revenue growth, the company's customer retention rate remains above 95%, showcasing strong customer relationship management; however, this stability does not offset the overall decline in performance.
- Macroeconomic Pressures: CEO Jeff Green highlighted that the complex macroeconomic environment is weighing on the business, with geopolitical tensions and global economic pressures making brand growth more challenging, adding uncertainty to the Q2 outlook.
- Cautious Future Outlook: The Trade Desk guided for Q2 revenue of at least $750 million, implying only about 8% year-over-year growth, reflecting a cautious stance on future market conditions, which may lead to investor concerns regarding its long-term growth prospects.
See More
The Trade Desk Reports Mixed Q1 Earnings, Stock Declines
- Lackluster Earnings: The Trade Desk reported a 12% sales growth in Q1 2026, surpassing analyst expectations, yet fell short on adjusted EPS, indicating challenges in the current complex macroeconomic environment.
- Lowered Sales Guidance: The company forecasts only 8% sales growth for Q2, expecting $750 million in revenue, which is below Wall Street's consensus of $770 million, reflecting market concerns about its future performance.
- Stock Price Volatility: The Trade Desk's stock declined by 1.83% to close at $22.98, significantly down from its 52-week high of $91.45, indicating a lack of investor confidence in the company's outlook.
- Surge in Trading Volume: The trading volume reached 41.1 million shares, about 103% above the three-month average of 20.2 million shares, suggesting a strong market reaction to its earnings report and notable fluctuations in investor sentiment.
See More
Fluence Energy Shares Soar Nearly 30% After Upgrades
- Fluence Energy Surge: Fluence Energy's stock soared nearly 30% after its fiscal second-quarter EBITDA exceeded Wall Street estimates, following a prior session surge of about 40%, indicating strong market confidence in its growth potential and attracting more investor interest.
- Corpay Raises Guidance: Corpay shares jumped 10% after the company raised its full-year earnings guidance to a range of $26.30 to $27.10 per share, surpassing analyst expectations of $26.05, reflecting robust performance in the corporate payments sector and potentially increasing market share.
- Akamai Technologies Rises: Akamai's stock surged 20% after securing an $1.8 billion commitment from a leading U.S. frontier model provider for its Cloud Infrastructure Services, indicating strong demand in the market, while also reporting a first-quarter adjusted earnings beat that bolstered investor confidence.
- Upwork Restructuring Impact: Upwork's shares tumbled 21% following its announcement of a 24% workforce reduction to ensure profitability, despite slightly lower-than-expected first-quarter earnings and revenue, which may affect its future competitive position and investor sentiment.
See More
US Stocks Rise, Nasdaq Hits Record High
- Strong Employment Data: US nonfarm payrolls rose by 115,000 in April, exceeding expectations of 65,000, while March figures were revised up to 185,000, indicating labor market resilience that supports stock market gains.
- Declining Consumer Confidence: Despite rising stock prices, the University of Michigan's May consumer sentiment index fell by 1.6 to a record low of 48.2, reflecting consumer concerns about the economic outlook, which could negatively impact future spending.
- Chip Stocks Lead Gains: Chipmakers like Micron and Qualcomm saw stock prices rise over 8%, driving the overall market higher, demonstrating the strong performance of tech stocks in the current market environment, although weakness in software stocks limited gains in the Dow.
- Oil Price Volatility Impact: WTI crude prices edged up slightly due to Iran seizing an oil tanker in the Strait of Hormuz, complicating market expectations for future oil prices, which may influence investment decisions in related sectors.
See More
