T TTD

Trade Desk Inc - Class A

COMMUNICATION SERVICES

$26.53

-2.77% ($0.76)

Volume 11.80M

52W High $91.45

52W Low $21.08

Market Cap $12.19B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.12

Whisper EPS

$0.14

12.4% above consensus

Last Quarter

$0.59

Current Streak

2 Beats

Avg Surprise (4Q)

+25.28%

Next Earnings Report

Reports in 60 days

Report Date May 13, 2026

Whisper Spread +12.35%

Consensus Estimate

$0.12

Official analyst average

Whisper Number

$0.14

What traders expect

Bullish Sentiment: The whisper number is 12.4% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 11 quarters

Price Movement Around Earnings

Q4 2025 Feb 25, 2026

1-Day: -4.81%

5-Day: -3.34%

Q4 2025 Feb 11, 2026

1-Day: -4.00%

Q3 2025 Nov 6, 2025

1-Day: -6.32%

5-Day: -3.70%

Q2 2025 Aug 7, 2025

1-Day: -38.61%

5-Day: -39.69%

Revenue & Financial Performance

Revenue Whisper

$858.0M

TWN Proprietary Estimate

Last Quarter Revenue

$846.8M

+14.3% YoY

Gross Margin

80.7%

Net Margin: 22.1%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$846.8M	+14.3%	80.7%	30.3%	$187.0M
Q3'25	$739.4M	+17.7%	78.1%	21.8%	$115.5M
Q2'25	$694.0M	+18.7%	78.3%	16.8%	$90.1M
Q1'25	$616.0M	+25.4%	76.8%	8.8%	$50.7M
Q4'24	$741.0M	+22.3%	81.8%	26.4%	$182.2M
Q3'24	$628.0M	+27.3%	80.5%	17.3%	$94.2M
Q2'24	$584.6M	+25.9%	81.1%	16.2%	$85.0M
Q1'24	$491.3M	+28.3%	78.9%	5.8%	$31.7M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 25, 2026	$0.34	$0.61	$0.59	+73.58%	Missed
Q4 2025	Feb 11, 2026	$0.38	$0.40	--	--	--
Q3 2025	Nov 6, 2025	$0.44	$0.47	$0.45	+2.27%	Missed
Q2 2025	Aug 7, 2025	$0.41	$0.44	$0.41	+0.00%	Missed
Q1 2025	May 8, 2025	$0.25	$0.27	$0.33	+32.00%	Beat
Q4 2024	Feb 12, 2025	$0.57	$0.61	$0.59	+3.60%	Missed
Q3 2024	Nov 7, 2024	$0.39	$0.42	$0.41	+5.13%	Missed
Q2 2024	Aug 8, 2024	$0.35	$0.38	$0.39	+11.43%	Beat
Q1 2024	May 8, 2024	$0.21	$0.24	$0.26	+23.81%	Beat
Q4 2023	Feb 15, 2024	$0.43	$0.49	$0.41	-4.65%	Missed
Q3 2023	Nov 9, 2023	$0.29	$0.33	$0.33	+13.79%	Met
Q2 2023	Aug 9, 2023	$0.26	$0.29	$0.28	+7.69%	Missed