The Trade Desk, Inc. · Communication Services · Advertising Agencies
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AI Summary Scores: Intraday / Swing / Long scores are synthesized from multi-factor analysis for each timeframe. They summarize current conditions discussed in the report and do not constitute trading recommendations.
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Last
$22.50
+$0.12 (+0.54%) 4:00 PM ET
Prev closePrevC$22.38
OpenOpen$23.01
Day highHigh$23.38
Day lowLow$22.31
VolumeVol17,805,848
Avg volAvgVol21,466,342
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Mkt cap
$10.70B
P/E ratio
25.28
FY Revenue
$2.90B
EPS
0.89
Gross Margin
83.84%
Sector
Communication Services
AI report sections
MIXED
TTD
The Trade Desk, Inc.
No AI report section text found yet for this symbol.
Trade Desk (TTD) shares rebounded 3.38% in after-hours trading following a 6.80% regular session decline. The decline was triggered by a leadership exodus involving CMO Ian Colley, communications executive Melinda Zurich, and SVP Matthew Henick, along with board director Lise J. Buyer's resignation. The departures follow Publicis Groupe's advisory to clients to halt spending on TTD's platform due to audit concerns over fee practices and transparency. CEO Jeff Green disputed the audit findings.
Multiple senior executive departures, audit concerns raised by Publicis Groupe regarding fee practices and transparency, 6.80% regular session decline, and 54.27% drop over 12 months indicate significant operational and trust challenges despite modest after-hours recovery.
PositiveThe Motley Fool• Lawrence Nga
Why The Trade Desk CEO Is Putting $150 Million Into His Own Stock
The Trade Desk CEO Jeff Green invested $150 million in company stock after an 80% price decline, signaling confidence in the open advertising model's future despite competitive pressures from Amazon and Google. The move reflects Green's belief that advertisers will continue valuing transparency and multi-platform flexibility, contingent on strong AI platform performance, maintained access to premium inventory, and resistance to closed ecosystem dominance.
TTDAMZNGOOGGOOGLinsider buyingadvertising technologyopen vs closed platformsAI in advertising
Sentiment note
CEO's substantial $150M stock purchase after 80% decline demonstrates strong conviction in company's future. The investment is predicated on three positive catalysts: AI platform (Kokai) delivering ROI, advertiser preference for open platforms, and maintained access to premium inventory. This insider buying at depressed valuations suggests undervaluation.
PositiveThe Motley Fool• Parkev Tatevosian, Cfa
Stock Markets Crashing: My 15 Top-Ranked Stocks to Buy Now in April (2026)
As stock markets decline at the start of 2026, an analyst presents 15 undervalued stocks representing a buying opportunity across various sectors. The market downturn is creating attractive entry points for investors seeking quality companies at discounted valuations.
Included in the recommended list of top-ranked stocks to buy; author has personal position in the stock
PositiveInvesting.com• Aleksandar Vichev
The Trade Desk Stock Likely to Reverse Course Soon
The Trade Desk (TTD) has crashed 85% from its December 2024 all-time high of $141.53 to the low-$20s, including two single-day drops exceeding 30%. However, with the stock now trading at just 10x earnings while maintaining double-digit revenue growth, the analyst suggests valuation is no longer a concern. Using Elliott Wave analysis, the author identifies the decline as a textbook A-B-C zigzag correction and predicts the stock could bottom in the teens before resuming its preceding uptrend, advising investors to capitalize on negative sentiment.
Despite the severe 85% decline, the analyst presents a bullish technical outlook based on Elliott Wave analysis suggesting an imminent bottom and trend reversal. The improved valuation (10x earnings) combined with continued double-digit revenue growth is viewed as an attractive entry point, with the author recommending investors take advantage of negative sentiment before the anticipated recovery.
NeutralThe Motley Fool• Joe Tenebruso
Why Braze Stock Surged Today
Braze stock surged 20.87% after reporting strong Q4 fiscal 2026 earnings with 28% year-over-year revenue growth to $205 million. The AI-powered customer engagement platform saw customer count expand 14% to 2,609, with high-value customers (ARR $500k+) climbing 35%. Management projects fiscal 2027 revenue of $884-889 million and adjusted operating income of $69-73 million, driven by new partnerships with Snowflake, Shopify, and The Trade Desk.
Mentioned as a partnership partner with Braze, but no direct company-specific news or performance metrics provided.
PositiveThe Motley Fool• John Ballard
2 Tech Stocks That Could Help Make You a Fortune
The Trade Desk and Axon Enterprise are positioned as undervalued tech stocks with significant growth potential. The Trade Desk operates in the $950 billion digital advertising market with high customer retention, while Axon Enterprise is expanding its AI-driven law enforcement platform. Both stocks are trading below recent highs, presenting potential long-term investment opportunities for patient investors.
Company demonstrates strong fundamentals with 18% revenue growth, 95%+ customer retention, and operates in a massive $950 billion addressable market. Stock trading at attractive 11x forward earnings multiple despite temporary headwinds in consumer goods and auto sectors. Analysts forecast double-digit earnings growth.
PositiveThe Motley Fool• Anders Bylund
The Trade Desk Is Being Valued Like a Dying Business, but Its Financials Say Otherwise
The Trade Desk's stock has plummeted 74% from its 52-week high following a public dispute with Publicis Groupe and slower revenue growth. However, the company maintains strong fundamentals with $2.9B in revenue (18.5% YoY growth), 79% gross margins, minimal debt, and $440M in net income. CEO Jeff Green's $148M personal stock purchase and potential AI advertising partnerships with OpenAI suggest the market is overreacting to short-term headwinds.
Despite significant stock decline, the company demonstrates strong financial health with robust revenue growth, high margins, zero debt, and insider CEO buying of $148M. The Publicis dispute appears to be a temporary turf war rather than a fundamental business problem. Potential AI advertising opportunities with OpenAI represent significant future upside.
NegativeThe Motley Fool• Brett Schafer
Why The Trade Desk Stock Slipped This Week
The Trade Desk stock fell 12.6% this week after Publicis Groupe, one of its largest clients, publicly accused the advertising technology platform of overcharging for services and adding premium features without consent. The company was already facing slowing revenue growth (14% in Q4 vs 22% year-over-year), and this scandal could lead to further customer losses and potential revenue decline in 2026. Despite the 83% drop from recent highs, the stock's P/E ratio of 26.4 is not considered cheap given the business headwinds.
TTDPUBGYadvertising technologyovercharging allegationsrevenue growth decelerationcustomer loss riskvaluation concerns
Sentiment note
Major client Publicis Groupe publicly accused the company of overcharging and unauthorized premium feature additions. Revenue growth has already decelerated from 22% to 14% year-over-year, and the scandal poses significant risk of further customer defection and potential revenue decline in 2026. Despite the stock's 83% decline from recent highs, analyst recommends avoiding the dip given ongoing business deterioration.
PositiveThe Motley Fool• Leo Sun
The Trade Desk Just Fell to a Multi-Year Low. Contrarian Investors Are Paying Attention.
The Trade Desk's stock has declined nearly 70% over five years and is trading near multi-year lows due to slowing growth and macro headwinds in the advertising market. However, the company is valued at just 7x adjusted EBITDA, making it potentially attractive for contrarian investors who believe in its ability to pull advertisers from Meta and Google through its expanding adtech platform and AI-powered tools.
Despite recent stock decline, the article presents a bullish case for contrarian investors, highlighting attractive valuation (7x EBITDA), continued healthy growth (11% CAGR expected), expanding AI capabilities, and potential market share gains from competitors.
NegativeThe Motley Fool• Billy Duberstein
Why The Trade Desk Fell Again Today
The Trade Desk (TTD) stock fell 6% following analyst downgrades from Stifel and Rosenblatt. The downgrades were triggered by reports that major client Publicis Group instructed clients to avoid The Trade Desk's platform due to alleged overcharging and unauthorized feature enrollment. Despite denials from both companies, the negative sentiment persists amid broader uncertainty in the adtech industry.
Stock declined 6% due to major client concerns, audit allegations of overcharging and unauthorized enrollment, and multiple analyst downgrades (Stifel from Buy to Hold with target cut from $48 to $26; Rosenblatt downgraded to Hold with $25 target). Publicis Group represents over 10% of gross billings, making this relationship critical.
NegativeThe Motley Fool• Jeremy Bowman
The Trade Desk Is Suddenly Bleeding Customers. Is It a Red Flag for the Adtech Stock?
The Trade Desk faces significant customer defections after major ad agencies Dentsu, WPP, and Publicis cited hidden fees, transparency issues, and billing problems. With ~10% of revenue at risk from Publicis alone and growth slowing to 10% from historical 20%+, the company's 12-year customer retention streak is in jeopardy. The stock has plummeted 82% from its December 2024 peak amid competitive pressures from Amazon and walled gardens like Google and Meta.
Company is experiencing major customer defections from top ad agencies due to billing transparency issues, overcharging allegations, and unauthorized purchases. Stock down 82% from peak, growth decelerating significantly, and 10% of revenue at risk. Customer retention streak threatened.
PositiveInvesting.com• Jeffrey Neal Johnson
The Trade Desk: Follow the CEO, Not the Downgrade
The Trade Desk faces conflicting signals after a Wedbush downgrade to Underperform with a $23 price target, citing overoptimism about an OpenAI partnership and headwinds in CPG and automotive advertising. However, CEO Jeff Green countered with a $148.1 million personal stock purchase, and the board authorized a $500 million buyback program, signaling strong internal confidence in the company's mature Kokai AI platform and long-term value.
Despite a bearish analyst downgrade, the CEO's massive $148.1 million personal stock purchase and the board's $500 million buyback authorization demonstrate strong internal confidence in the company's undervalued stock and proven AI capabilities through its Kokai platform. Leadership's actions suggest conviction in long-term value that contradicts short-term market pessimism.
News and sentiment labels describe article tone and are provided for research purposes only. They are not trading recommendations or forecasts.
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