Trade Desk (The) (TTD)
NASDAQCommunication ServicesAdvertising AgenciesSnapshot 2026-07-07
$19.18-0.67%
Close 2026-07-07 · 1-day change
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Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communication Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
TTD's growth in the advertising market hinges on its ability to capture greater share, particularly with recent strategic additions to its board and new deals expanding its reach. Revenue grew 12% year over year in the latest quarter, and the company beat earnings expectations by 132%. It trades at 15× P/E versus a peer median of 24×, indicating that the price reflects less growth than forecasted. A specific risk is the potential for TTD to cut guidance on the next call, with a miss probability of 21%. Peer multiples imply a price about 35% above where it trades. This read is provisional.
Trailing returns as of 2026-07-07. TTD is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 36 analysts currently covering TTD (as of Jul 2026).
Based on 15 Wall Street analysts offering 12-month price targets for TTD in the last 4 months.
A consensus fair price across 12 valuation methods, at three horizons. Current price $19.18. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Advertising — fair value, gap to price, and forward P/E.
Advances: Capture greater share of global advertising market
New board member enhances strategic capabilities in gaming.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-07. EPS is implied from price ÷ P/E. Not investment advice.
Current $19.18
The last 12 months of price, then the range of analyst 12-month targets from today’s $19.18.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Capture greater share of global advertising market
New deal expands market reach in Asia Pacific.
Threatens: Capture greater share of global advertising market
Increased competition from Netflix-Amazon partnership.
Threatens: Capture greater share of global advertising market
Stock decline indicates market concerns over competition.