The Trade Desk (TTD) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Adjusted EPS
- $0.34
- Estimate
- $0.40
- Surprise
- -14.6%
- Revenue (period 2026-06-30)
- $715.1M
- Score at report (before → after)
- 5.8 → 5.8/10
Revenue source: xbrl.
How the report landed
The Trade Desk (TTD) missed the $0.40 estimate with adjusted EPS of $0.34 — a large 14.6% shortfall. TrendMatrix's engine moved from Hold (5.8/10) to Sell at 5.8/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates TTD Sell at 4.6/10.
2 of the last 4 quarters beat the estimate; this quarter's -14.6% surprise compares with a -5.9% four-quarter average. Next scheduled report: 2026-11-05.
What supports the rating
- Attractive valuation
What argues against it
- Analyst target reached - limited upside remaining
- Sector modifier (Communication Services): -0.8
- Consecutive earnings misses (2)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $12.60
- Price target
- $14.99
- Stop
- $12.12
- Upside to target
- +19.0%
The stock trades at 15.0× trailing but 12.5× forward earnings — consensus estimates already build in a substantial earnings recovery.
Risk check: RSI 28 — a level conventionally read as oversold.
Model outputs from TrendMatrix’s engine as of 2026-09-26 — shown for context, not personalized investment advice.
TTD at TrendMatrix's latest read
Communication and media names are subscriber-economics stories; engagement and ARPU trends behind the print drive the reaction.
- Industry
- Advertising Agencies
- Market cap
- $5.97B
- P/E (fwd)
- 12.5
- P/E (ttm)
- 15.0
- 52-week range
- $12.49–$56.39
- Off 52-week high
- 77.7%
- RSI (14)
- 28
- Volume vs avg
- 0.56×
- Score today
- 4.6/10