Trade Desk Analysts Lower Their Forecasts Following Q4 Results

by | Feb 26, 2026 | General

Trade Desk Inc. (NASDAQ:TTD) posted better-than-expected fourth-quarter earnings but issued disappointing first-quarter guidance on Wednesday.

The Trade Desk reported quarterly earnings of 59 cents per share, which beat the consensus estimate of 58 cents, according to data from Benzinga Pro. Quarterly sales of $846.79 million beat the Street estimate of $840.46 million and were up from $741.01 million in the same period last year.

The company said it expects first-quarter revenue expected to be more than $678 million, compared to the $689.48 million analyst estimate.

“The Trade Desk delivered $2.9 billion in revenue in 2025 while continuing to generate significant profitability and cash flow,” said Jeff Green, CEO of The Trade Desk.

Trade Desk shares fell 14.2% to $21.57 in pre-market trading.

These analysts made changes to their price targets on Trade Desk following earnings announcement.

  • Loop Capital analyst Rob Sanderson downgraded Trade Desk from Buy to Hold and cut the price target from $75 to $25.
  • Rosenblatt analyst Barton Crockett maintained the stock with a Buy and lowered the price target from $53 to $36.

Considering buying TTD stock? Here’s what analysts think:

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