TTD

TTD Earnings Preview

The Trade Desk, Inc. · Communication Services · $11B

16d until earnings

TTD Earnings

Thursday, May 07 2026
EPS Estimate
$0.32
$0.26 – $0.40
Revenue Estimate
$679M
Current Price
$24.05

Our Position

bearish

Trade Desk rallies 7% amid growth rotation

est. revisions rising (+10.4pp / 30d)

The rally signals shifting sentiment that could revive growth momentum, but ongoing internal and audit risks keep execution risk elevated.

Watch: Q1 earnings and guidance will be key to confirm if investor confidence can sustain and validate high price targets.

Data Signal Summary

1 bullish
2 bearish
Insider selling cluster Put/call 0.1 (bullish skew) Price downtrend

Key Context

Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
26.7
Est. Revisions (30d)
+0.0% 2up/13dn
Analyst Target (mean)
$31 $17–$55 +29%
Options P/C Ratio
0.12
Est. Dispersion
44% 19 analysts
Insider Cluster
strong sell (officer)

Recent Activity

insider trades 105 transactions
Award · VOLLERO ANDREW (Director) ·12,304 shares
Award · CUNNINGHAM ANDREA LEE (Director) ·48 shares ·$1,231
Sell · FALBERG KATHRYN E. (Director) ·152,828 shares ·$4,655,113
Buy · GREEN JEFFREY TERRY (Chief Executive Officer) ·6,000,000 shares ·$148,101,266
Award · GREEN JEFFREY TERRY (Chief Executive Officer) ·398,089 shares
100 more
Award · GRANT JAY R ·167,197 shr
Award · KUNDRA VIVEK ·167,197 shr
Award · JACOBSON SAMANTHA ·167,197 shr
Award · DAVIS TAHNIL ·167,197 shr
Other · GREEN JEFFREY TERRY ·28,029 shr
Other · GREEN JEFFREY TERRY ·250,000 shr
Other · GREEN JEFFREY TERRY ·167,307 shr
Other · GREEN JEFFREY TERRY ·28,028 shr
Award · KUNDRA VIVEK ·322 shr ·$11,476
Sell · CUNNINGHAM ANDREA LEE ·1,403 shr ·$67,625
Award · KAYYAL ALEX ·102,655 shr
Award · TAWAKOL OMAR ·6,818 shr
Sell · GRANT JAY R ·51,290 shr ·$4,676,679
Exercise · GRANT JAY R ·30,963 shr ·$1,950,961
Award · FALBERG KATHRYN E. ·7,774 shr ·$218,520
Award · BUYER LISE J. ·4,901 shr
Award · RAJARAM GOKUL ·4,901 shr
Award · CUNNINGHAM ANDREA LEE ·2,922 shr ·$35,900
Award · KAYYAL ALEX ·2,872 shr ·$32,097
Sell · SCHENKEIN LAURA ·4,809 shr ·$368,662
Other · GREEN JEFFREY TERRY ·13,319 shr
Sell · WELLS DAVID B ·28,638 shr ·$2,287,603
Exercise · WELLS DAVID B ·28,638 shr ·$1,669,057
Sell · GREEN JEFFREY TERRY ·29,877 shr ·$2,391,160
Other · GREEN JEFFREY TERRY ·26,742 shr
Sell · SCHENKEIN LAURA ·6,374 shr ·$446,180
Award · FALBERG KATHRYN E. ·90 shr ·$4,432
Award · GREEN JEFFREY TERRY ·235,367 shr
Award · GRANT JAY R ·82,378 shr
Award · SCHENKEIN LAURA ·82,378 shr
Award · JACOBSON SAMANTHA ·82,378 shr
Award · KUNDRA VIVEK ·82,312 shr
Other · GREEN JEFFREY TERRY ·13,318 shr
Award · KAYYAL ALEX ·1,577 shr ·$4,569
Sell · GREEN JEFFREY TERRY ·400,000 shr ·$48,271,897
Other · GREEN JEFFREY TERRY ·360,000 shr
Sell · GREEN JEFFREY TERRY ·143,985 shr ·$17,540,007
Other · GREEN JEFFREY TERRY ·127,628 shr
Sell · JACOBSON SAMANTHA ·4,298 shr ·$509,551
Exercise · JACOBSON SAMANTHA ·4,298 shr ·$314,738
Sell · GREEN JEFFREY TERRY ·922,158 shr ·$113,826,516
Other · GREEN JEFFREY TERRY ·128,594 shr
Sell · GREEN JEFFREY TERRY ·18,207 shr ·$2,283,821
Sell · GRANT JAY R ·18,524 shr ·$2,210,755
Exercise · GRANT JAY R ·17,782 shr ·$1,129,412
Sell · JACOBSON SAMANTHA ·4,297 shr ·$513,316
Exercise · JACOBSON SAMANTHA ·4,297 shr ·$314,679
Other · GREEN JEFFREY TERRY ·700,000 shr
Exercise · GREEN JEFFREY TERRY ·700,000 shr ·$47,557,468
Sell · JACOBSON SAMANTHA ·22,062 shr ·$2,829,525
Exercise · JACOBSON SAMANTHA ·17,190 shr ·$1,258,835
Sell · SCHENKEIN LAURA ·3,131 shr ·$369,364
Sell · SCHENKEIN LAURA ·27,687 shr ·$3,531,477
Exercise · SCHENKEIN LAURA ·27,687 shr ·$149,870
Sell · SCHENKEIN LAURA ·25,000 shr ·$3,010,750
Exercise · SCHENKEIN LAURA ·25,000 shr ·$135,325
Sell · RAJARAM GOKUL ·1,355 shr ·$159,741
Sell · GREEN JEFFREY TERRY ·80,649 shr ·$9,314,616
Sell · SCHENKEIN LAURA ·25,000 shr ·$2,885,750
Sell · GREEN JEFFREY TERRY ·400,000 shr ·$45,052,384
Other · GREEN JEFFREY TERRY ·280,649 shr
Exercise · GREEN JEFFREY TERRY ·280,649 shr ·$19,165,520
Sell · GRANT JAY R ·20,579 shr ·$2,235,926
Exercise · GRANT JAY R ·19,842 shr ·$1,247,810
Sell · GREEN JEFFREY TERRY ·400,000 shr ·$43,964,294
Other · GREEN JEFFREY TERRY ·42,150 shr
Exercise · GREEN JEFFREY TERRY ·42,150 shr ·$2,878,424
Sell · RAJARAM GOKUL ·1,355 shr ·$147,695
Sell · GREEN JEFFREY TERRY ·400,000 shr ·$43,630,572
Other · GREEN JEFFREY TERRY ·448,968 shr
Exercise · GREEN JEFFREY TERRY ·448,968 shr ·$30,516,813
Other · GREEN JEFFREY TERRY ·135,380 shr
Exercise · GREEN JEFFREY TERRY ·135,380 shr ·$6,322,409
Sell · GREEN JEFFREY TERRY ·419,351 shr ·$43,631,739
Sell · RAJARAM GOKUL ·1,355 shr ·$141,855
Other · WELLS DAVID B ·6,500 shr
Sell · SCHENKEIN LAURA ·3,130 shr ·$310,903
Sell · JACOBSON SAMANTHA ·4,872 shr ·$484,764
Sell · CUNNINGHAM ANDREA LEE ·1,606 shr ·$160,712
Sell · FALBERG KATHRYN E. ·150,000 shr ·$14,725,500
Sell · JACOBSON SAMANTHA ·21,162 shr ·$2,105,619
Exercise · JACOBSON SAMANTHA ·18,180 shr ·$1,271,715
Sell · RAJARAM GOKUL ·1,355 shr ·$133,291
Sell · SCHENKEIN LAURA ·25,000 shr ·$2,510,750
Sell · GRANT JAY R ·141,434 shr ·$13,778,463
Exercise · GRANT JAY R ·135,887 shr ·$8,843,881
Sell · RAJARAM GOKUL ·2,415 shr ·$236,477
Sell · SCHENKEIN LAURA ·43,705 shr ·$4,168,667
Exercise · SCHENKEIN LAURA ·37,140 shr ·$201,039
Award · FALBERG KATHRYN E. ·4,301 shr ·$99,885
Award · BUYER LISE J. ·1,577 shr
Award · RAJARAM GOKUL ·3,155 shr
Award · WELLS DAVID B ·4,415 shr ·$109,822
Award · CUNNINGHAM ANDREA LEE ·1,897 shr ·$27,891
Other · GREEN JEFFREY TERRY ·26,779 shr
Sell · GREEN JEFFREY TERRY ·213,936 shr ·$18,095,888
Award · GRANT JAY R ·60,074 shr
Award · SCHENKEIN LAURA ·60,074 shr
Award · JACOBSON SAMANTHA ·60,074 shr
Sell · GREEN JEFFREY TERRY ·2,600 shr ·$224,666