The Trade Desk reported Q3 2026 earnings and revenue above Wall Street estimates, but its stock fell 7% after an initial post-earnings rally reversed. The company posted adjusted EPS of $0.33 and revenue of $735.97 million, slightly down year-over-year. CFO Nate Olmstead highlighted challenges ahead, including weaker seasonal growth and pressure on key sectors like consumer goods and auto, alongside political ad spending fluctuations tied to the election cycle. The Trade Desk also expanded its share buyback program by $731 million and expects significant cost savings in 2027. Peer companies PubMatic and Magnite showed mixed reactions, with PubMatic down 5% despite a beat, and Magnite up slightly. Investors will watch Q4 revenue guidance and the post-election impact on ad spending closely.
Trade Desk's market cap stands at $7.06 billion with a volume of 86,907,651 shares traded on Pluang as of Nov 10, 2026 20:42 WIB. Despite the earnings beat, the stock price is down 6.63% on Pluang, reflecting the post-earnings sell-off. PubMatic, with a market cap of $868.18 million and volume of 737,688 shares, is also down 2.68% on the day, while Magnite's price movement is steadier in comparison. Pluang order activity shows a majority buying interest in Trade Desk at 68%, contrasting with 100% sell orders for PubMatic.
Trade Desk's CEO Jeffrey Green received options on 7 million shares in September, shortly before the company's third-quarter earnings report, which has driven the stock price up 16.28%. Other executives also received stock awards, and in October, sev...
The Trade Desk stock rose 8% before its Q3 2026 earnings report, driven by management's lowered revenue and profit targets and recent cost-cutting measures including a 15% workforce reduction. Investors are watching to see if the company can meet its...
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