TLDR
- TTD hit a 52-week low of $17.21 on June 25, 2026, and is down nearly 75% over the past year
- The stock closed at $17.68 on June 24, a -1.39% move, underperforming the broader market
- Analysts project Q2 EPS of $0.40, a 2.44% year-over-year decline, with revenue of $751.76 million, up 8.32%
- Truist Securities and Benchmark both maintain Buy ratings with price targets of $35 and $30 respectively
- TTD lost Walmart exclusivity as retail media data expanded to Magnite, Yahoo DSP, and Google DV360
The Trade Desk (TTD) hit a 52-week low of $17.21 on June 25, 2026, before settling at $17.33. The stock is down nearly 75% over the past 12 months.
The previous session saw TTD close at $17.68, a -1.39% drop. That’s worse than the S&P 500’s 0.1% loss and the Nasdaq’s 0.43% decline on the same day.
Over the prior month, TTD had already lost 19.16%, lagging the Computer and Technology sector’s 2.15% decline and the S&P 500’s 1.34% drop.
Despite the price collapse, InvestingPro flags TTD as undervalued at current levels. The company holds a solid balance sheet — more cash than debt — and a gross profit margin of 78%.
TTD trades at a Forward P/E of 9.58, a steep discount to the industry average of 14.36. Its PEG ratio sits at 0.54, well below the Internet Services industry average of 1.55.
What Analysts Are Saying
Truist Securities reiterated a Buy rating with a $35 price target after TTD reached an agreement with Publicis. The deal ends a dispute that had caused some Publicis brands to pause ad spending on the platform.
Benchmark also kept its Buy rating with a $30 price target. The firm flagged the Fox Corp takeover of Roku as a factor affecting TTD’s partnerships with both companies.
Benchmark separately noted that the Publicis dispute trimmed TTD’s Q2 guidance. With the dispute now resolved, Publicis has resumed recommending TTD to its clients.
Citizens maintained a Market Perform rating on the stock through all of this.
Partnership Shifts Worth Watching
TTD also lost its exclusive arrangement with Walmart. Walmart expanded its retail media data access to Magnite, Yahoo DSP, and Google DV360 — platforms that now compete directly with TTD for that inventory.
Earnings are on deck. Analysts expect TTD to report Q2 EPS of $0.40, a 2.44% year-over-year decline. Revenue is projected at $751.76 million, up 8.32% from the same quarter last year.
For the full year, the Zacks Consensus estimates EPS of $1.87 and revenue of $3.18 billion — up 5.65% and 9.81% respectively versus the prior year.
The Zacks Rank currently places TTD at #3 (Hold), with no change to consensus EPS estimates over the past month.
The Internet Services industry carries a Zacks Industry Rank of 170, placing it in the bottom 31% of over 250 industries tracked.
TTD’s Zacks Rank of #3 puts it in neutral territory. Upcoming earnings will likely be the next key test for the stock.
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