The Trade Desk Q4 Revenue Beats Estimates, Shares Drop 17%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 26 2026
0mins
Source: stocktwits
- Revenue Growth: The Trade Desk reported Q4 revenue of $847 million, a 14% increase from $741 million year-over-year, exceeding analysts' expectations of $841 million, indicating strong performance in the advertising market.
- Stable Customer Retention: The company maintained a customer retention rate of over 95% for the past year, consistent for twelve consecutive years, reflecting its success in customer relationship management.
- Weak Guidance: Despite a strong Q4, the company forecasted first-quarter 2026 revenue of at least $678 million, falling short of analysts' estimates of $689.5 million, leading to a 17% drop in shares during after-hours trading.
- Share Buyback Program: The board approved an additional $350 million under its share repurchase program, bringing the total available for future repurchases to $500 million, aimed at enhancing shareholder value and boosting market confidence.
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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: 21.030
Low
38.00
Averages
53.33
High
85.00
Current: 21.030
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.
Halper Sadeh LLC Investigates Trade Desk Executives' Fiduciary Duties
- Shareholder Rights Protection: Halper Sadeh LLC encourages Trade Desk shareholders to contact the firm to discuss their rights and options at no cost, aiming to ensure shareholders can enforce their rights within a limited timeframe.
- Investigation Context: The law firm is investigating whether Trade Desk executives breached their fiduciary duties to shareholders, and long-term shareholders may seek corporate governance reforms and the return of funds as potential remedies.
- Importance of Participation: Shareholder involvement can improve a company's policies, practices, and oversight mechanisms, thereby enhancing transparency and accountability, which ultimately increases shareholder value and demonstrates the power of collective action.
- Legal Service Commitment: Halper Sadeh LLC represents investors globally, focusing on combating securities fraud and corporate misconduct, with a track record of implementing corporate reforms and recovering millions for defrauded investors, showcasing their expertise in the legal field.
See More
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- Historical Returns: Motley Fool Stock Advisor's recommended stocks have shown exceptional past performance, with Netflix and Nvidia turning a $1,000 investment into $463,900 and $1,294,401 respectively, showcasing their strong stock-picking ability.
- Market Performance: Stock Advisor boasts an average total return of 978%, significantly outperforming the S&P 500's 211%, indicating the effectiveness and competitiveness of its investment strategies, which may draw more investors.
- Community Support: Motley Fool encourages individual investors to join its investment community to share success stories and the latest investment advice, enhancing interaction and support among investors.
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Selection of Undervalued Stocks Recommended
- Market Opportunity: As of the afternoon prices on May 30, 2026, there are several undervalued stocks in the market, providing investors with potential return opportunities through these selections.
- Video Release: The video was published on June 1, 2026, aimed at providing investors with in-depth analysis and investment advice on undervalued stocks, assisting them in making informed investment decisions.
- Investment Strategy: By focusing on undervalued stocks, investors can seek value investment opportunities amidst market fluctuations, thereby achieving long-term asset appreciation.
- Diverse Selection: The recommended stocks span multiple industries, ensuring that investors can diversify their investments according to their risk tolerance and investment preferences.
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The Trade Desk Appoints New CFO
- New CFO Appointment: The Trade Desk has appointed Nate Olmstead as CFO effective July 9, bringing experience from his previous role at Penguin Solutions, which is expected to enhance the company's strategic direction in the advertising technology sector.
- Transition Management: Tahnil Davis will remain as Chief Accounting Officer after serving as interim CFO since January 26, ensuring financial stability during the transition and supporting critical financial decisions for the company.
- Background of Former CFO: Olmstead's prior experience as CFO at Logitech equips him with valuable insights that will guide The Trade Desk in navigating the rapidly evolving advertising technology landscape.
- Strategic Leadership Shift: This executive change underscores The Trade Desk's commitment to strong financial leadership, aiming to drive future growth and innovation by integrating a new CFO with a robust background.
See More
The Trade Desk Appoints New CFO Nate Olmstead
- New CFO Appointment: The Trade Desk announced the appointment of Nate Olmstead as CFO effective July 9, 2026, reporting directly to CEO Jeff Green, which is expected to bring fresh financial strategies and management perspectives to the company.
- Extensive Financial Background: Prior to joining The Trade Desk, Olmstead served as SVP and CFO at Penguin Solutions and held the CFO position at Logitech International, bringing valuable multinational financial management experience that could enhance The Trade Desk's financial performance.
- Transition Management: The company noted that Tahnil Davis will continue as Chief Accounting Officer, ensuring stability and continuity within the finance department despite her previous role as interim CFO, reflecting the company's commitment to internal talent.
- Positive Market Reaction: Following the announcement, The Trade Desk's stock price rebounded after six consecutive declines, indicating market confidence and expectations regarding the new financial leadership.
See More
US Stocks Close Higher, Nasdaq Hits All-Time High
- Market Recovery: The S&P 500 rose by 0.58% and the Nasdaq 100 climbed 0.84%, reaching all-time highs, reflecting market optimism following the US-Iran ceasefire agreement, which may promote economic stability.
- Economic Data Impact: The US April core PCE price index increased by 3.3% year-on-year, meeting expectations, but the unexpected 1.1% decline in April capital goods orders indicates economic recovery fragility, potentially influencing the Fed's monetary policy decisions.
- Rising Unemployment Claims: Initial jobless claims in the US rose by 5,000 to 215,000, exceeding expectations, reflecting weakness in the labor market, which may heighten investor concerns about the economic outlook.
- Earnings Season Insights: As of Thursday, 83% of the 482 S&P 500 companies reported earnings above estimates, with Q1 earnings projected to grow by 12% year-on-year, demonstrating corporate resilience despite a slowdown in the tech sector.
See More
Halper Sadeh LLC Investigates Trade Desk Executives' Fiduciary Duties
- Shareholder Rights Protection: Halper Sadeh LLC encourages Trade Desk shareholders to contact the firm to discuss their rights and options at no cost, aiming to ensure shareholders can enforce their rights within a limited timeframe.
- Investigation Context: The law firm is investigating whether Trade Desk executives breached their fiduciary duties to shareholders, and long-term shareholders may seek corporate governance reforms and the return of funds as potential remedies.
- Importance of Participation: Shareholder involvement can improve a company's policies, practices, and oversight mechanisms, thereby enhancing transparency and accountability, which ultimately increases shareholder value and demonstrates the power of collective action.
- Legal Service Commitment: Halper Sadeh LLC represents investors globally, focusing on combating securities fraud and corporate misconduct, with a track record of implementing corporate reforms and recovering millions for defrauded investors, showcasing their expertise in the legal field.
See More
Selection of Undervalued Stocks
- Investment Opportunity: The analyst team released a report highlighting a company dubbed an 'Indispensable Monopoly,' whose technology is critical for Nvidia and Intel, potentially making it a future investment hotspot that attracts investor attention.
- Historical Returns: Motley Fool Stock Advisor's recommended stocks have shown exceptional past performance, with Netflix and Nvidia turning a $1,000 investment into $463,900 and $1,294,401 respectively, showcasing their strong stock-picking ability.
- Market Performance: Stock Advisor boasts an average total return of 978%, significantly outperforming the S&P 500's 211%, indicating the effectiveness and competitiveness of its investment strategies, which may draw more investors.
- Community Support: Motley Fool encourages individual investors to join its investment community to share success stories and the latest investment advice, enhancing interaction and support among investors.
See More
Selection of Undervalued Stocks Recommended
- Market Opportunity: As of the afternoon prices on May 30, 2026, there are several undervalued stocks in the market, providing investors with potential return opportunities through these selections.
- Video Release: The video was published on June 1, 2026, aimed at providing investors with in-depth analysis and investment advice on undervalued stocks, assisting them in making informed investment decisions.
- Investment Strategy: By focusing on undervalued stocks, investors can seek value investment opportunities amidst market fluctuations, thereby achieving long-term asset appreciation.
- Diverse Selection: The recommended stocks span multiple industries, ensuring that investors can diversify their investments according to their risk tolerance and investment preferences.
See More
The Trade Desk Appoints New CFO
- New CFO Appointment: The Trade Desk has appointed Nate Olmstead as CFO effective July 9, bringing experience from his previous role at Penguin Solutions, which is expected to enhance the company's strategic direction in the advertising technology sector.
- Transition Management: Tahnil Davis will remain as Chief Accounting Officer after serving as interim CFO since January 26, ensuring financial stability during the transition and supporting critical financial decisions for the company.
- Background of Former CFO: Olmstead's prior experience as CFO at Logitech equips him with valuable insights that will guide The Trade Desk in navigating the rapidly evolving advertising technology landscape.
- Strategic Leadership Shift: This executive change underscores The Trade Desk's commitment to strong financial leadership, aiming to drive future growth and innovation by integrating a new CFO with a robust background.
See More
The Trade Desk Appoints New CFO Nate Olmstead
- New CFO Appointment: The Trade Desk announced the appointment of Nate Olmstead as CFO effective July 9, 2026, reporting directly to CEO Jeff Green, which is expected to bring fresh financial strategies and management perspectives to the company.
- Extensive Financial Background: Prior to joining The Trade Desk, Olmstead served as SVP and CFO at Penguin Solutions and held the CFO position at Logitech International, bringing valuable multinational financial management experience that could enhance The Trade Desk's financial performance.
- Transition Management: The company noted that Tahnil Davis will continue as Chief Accounting Officer, ensuring stability and continuity within the finance department despite her previous role as interim CFO, reflecting the company's commitment to internal talent.
- Positive Market Reaction: Following the announcement, The Trade Desk's stock price rebounded after six consecutive declines, indicating market confidence and expectations regarding the new financial leadership.
See More
US Stocks Close Higher, Nasdaq Hits All-Time High
- Market Recovery: The S&P 500 rose by 0.58% and the Nasdaq 100 climbed 0.84%, reaching all-time highs, reflecting market optimism following the US-Iran ceasefire agreement, which may promote economic stability.
- Economic Data Impact: The US April core PCE price index increased by 3.3% year-on-year, meeting expectations, but the unexpected 1.1% decline in April capital goods orders indicates economic recovery fragility, potentially influencing the Fed's monetary policy decisions.
- Rising Unemployment Claims: Initial jobless claims in the US rose by 5,000 to 215,000, exceeding expectations, reflecting weakness in the labor market, which may heighten investor concerns about the economic outlook.
- Earnings Season Insights: As of Thursday, 83% of the 482 S&P 500 companies reported earnings above estimates, with Q1 earnings projected to grow by 12% year-on-year, demonstrating corporate resilience despite a slowdown in the tech sector.
See More
