TTD Earnings

TTD reported its earnings on 2026-02-25, showcasing a revenue of against an estimate of 841.87M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.58 by 0%. The stock experienced a -4.81% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following TTD's earnings announcement on 2026-02-25, the stock price moved by -4.81% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, TTD's stock price tends to shift by an average of -0.49% in the 10 days leading up to earnings and -5.69% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate TTD's annual revenue to reach 688.99M, while the EPS is projected at 0.35. These estimates reflect recent revisions, with revenue estimates revised upward by 0.02% and EPS estimates revised upward by 0.02% over the past three months, indicating analyst expectation in the company's performance.

The correlation between TTD's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.02%, while EPS estimates moved revised upward by 0.02%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, TTD's stock price typically moves by -0.49% in the 10 days before its earnings and -5.69% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.35 and revenue of 688.99M.

The earnings call highlights strong financial performance with a 23% revenue increase and a 26% net income rise, indicating robust demand and operational efficiency. Despite increased operating expenses, the growth in free cash flow and EBITDA suggests efficient cost management. The absence of clear negative sentiment in the Q&A and the optimistic guidance for Q4 2025 revenue further supports a positive outlook. However, the lack of new partnership announcements or shareholder return plans tempers the rating to positive rather than strong positive.