The Trade Desk (TTD) Q3 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 · Editorial policy
Key numbers
- Adjusted EPS
- $0.33
- Estimate
- $0.25
- Surprise
- +30.0%
- Revenue (period 2026-09-30)
- $736.0M
- Score today
- 5.0/10
Revenue source: xbrl.
How the report landed
The Trade Desk (TTD) beat the $0.25 estimate with adjusted EPS of $0.33 — a large 30.0% upside surprise.
Coverage in the report window
- Trade Desk Q3 a 'Step In The Right Direction,' 5 Analysts Raise Price Targets — benzinga, 2026-11-10
- Truist Securities Maintains Hold on Trade Desk, Raises Price Target to $17 — benzinga, 2026-11-10
Where TrendMatrix's rating stands now
TrendMatrix currently rates TTD Sell at 5.0/10; no pre/post engine snapshot brackets this report.
2 of the last 4 quarters beat the estimate; this quarter's +30.0% surprise compares with a +1.2% four-quarter average.
What supports the rating
- Positive news sentiment (+0.63)
- Positive momentum
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
- $15.13
- Stop
- $14.08
The stock trades at 18.0× trailing but 14.7× forward earnings — consensus estimates already build in a substantial earnings recovery.
Risk check: RSI 72 — a level conventionally read as overbought; gains at these levels often lean on momentum; trading volume is running 1.7× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-11-10 — 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
- $7.06B
- P/E (fwd)
- 14.7
- P/E (ttm)
- 18.0
- 52-week range
- $11.62–$45.50
- Off 52-week high
- 66.7%
- RSI (14)
- 72
- Volume vs avg
- 1.74×
- Score today
- 5.0/10