On February 26, 2026, the digital advertising landscape is at a crossroads, and no company embodies this tension more than The Trade Desk (NASDAQ: TTD). Once the undisputed darling of growth investors and the primary beneficiary of the shift toward programmatic advertising, TTD finds itself in the crosshairs of a volatile market. Following its Q4 [...]
Jefferies noted that management projected roughly 10% YoY revenue growth for the first quarter, below the Street’s 12% estimate, and signaled a margin decline of about 500 basis points compared with last year.
Software stocks have faced a significant selloff in the new year amid mounting fears of AI-driven disruption, particularly from new AI tools from Anthropic.
The company said that it expects first quarter of 2026 revenue of at least $678 million, below analysts’ estimates of $689.5 million, as per data from fiscal.ai.
Digital advertising platform The Trade Desk (NASDAQ:TTD) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 14.3% year on year to $846.8 million. On the other hand, next quarter’s revenue guidance of $678 million was less impressive, coming in 1.5% below analysts’ estimates. Its non-GAAP profit of $0.59 per share was in line with analysts’ consensus estimates.
Digital advertising platform The Trade Desk (NASDAQ:TTD) will be announcing earnings results this Wednesday after market close. Here’s what to look for.
As of February 18, 2026, the digital advertising landscape has undergone its most radical transformation since the invention of the search engine. Generative AI (GenAI) has transitioned from a experimental tool for copywriters to the core operating system of the global ad market. Major tech platforms have moved toward "Goal-Only"
The Trade Desk has markedly lagged the broader market over the past year, yet analyst sentiment remains moderately constructive in the company’s longer-term growth trajectory despite near-term headwinds.
