David Moadel
5 min read
Quick Read
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TTD stock has crashed 67% to a 13x P/E, but customer retention above 95% and growing top accounts support the bounce case.
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AppLovin (APP) fell 60% YTD while Magnite (MGNI) surged 44%, signaling TTD’s collapse reflects company-specific execution failures, not purely industry pressure.
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Analysts’ 2027 EPS consensus of $1.00 sits below the already-cut 2026 estimate, and CFO Nate Olmstead warned visibility is more limited than recent history.
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Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Trade Desk didn’t make the cut. Enter your email to see the names that beat TTD. The report is free. Enter your email and see if any of your stocks made the cut.
The Trade Desk (NASDAQ:TTD) has become one of this year’s hardest-hit advertising technology names, and the key question is whether the selloff has run its course. Trade Desk stock has fallen 67% year to date (YTD), recently trading around $12.43 and leaving the company with a market value of $5.34 billion.
Advertisers and agencies use The Trade Desk’s self-service platform to buy digital ads across connected TV, mobile, display, audio and digital out-of-home channels. The big question, then, is whether investors should buy or sell TTD stock now.
A Second-Quarter Miss Reset Expectations
The slide in Trade Desk stock deepened in early August, when The Trade Desk reported Q2 2026 revenue of $715.06 million, below analyst expectations and up only 3% year over year. Its Q3 2026 revenue outlook of at least $650 million came in well below expectations.
Management at The Trade Desk pointed to pressure on consumer packaged goods and automotive advertisers, execution problems and a shift toward lower-cost fixed-price media. The company spoke on the earnings call. It stated that consumer packaged goods and autos together represent “around 25% of our business.” CEO Jeff Green also admitted, “We didn’t execute as well as we could have.”
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Wall Street responded quickly to The Trade Desk’s report. A wave of analyst downgrades followed the report, including Citi moving The Trade Desk to Sell. Analysts now peg The Trade Desk’s full-year 2026 earnings per share consensus at $1.158, down from $1.8428 sixty days earlier.
