Key Takeaways
- The Trade Desk reached a fresh 52-week low at $17.21 on June 25, 2026, reflecting a staggering 75% decline year-over-year
- Shares settled at $17.68 on June 24, falling 1.39% and trailing major indices
- Wall Street forecasts Q2 earnings per share of $0.40, representing a 2.44% YoY drop, while revenue is expected at $751.76 million, up 8.32%
- Benchmark and Truist Securities continue to rate TTD as a Buy, targeting $30 and $35 per share respectively
- Walmart’s decision to broaden retail media partnerships to include Magnite, Yahoo DSP, and Google DV360 ended TTD’s exclusive access
The Trade Desk (TTD) recorded a new 52-week low at $17.21 during trading on June 25, 2026, ultimately closing at $17.33. This represents a devastating 75% plunge over the trailing twelve months.
In the preceding session, shares finished at $17.68, marking a 1.39% decline. This performance trailed both the S&P 500’s modest 0.1% retreat and the Nasdaq Composite’s 0.43% slide.
Looking at the one-month performance, TTD shed 19.16%, underperforming relative to the Computer and Technology sector’s 2.15% pullback and the broader S&P 500’s 1.34% decrease.
Yet despite this severe price deterioration, InvestingPro data suggests TTD may be trading below fair value at these levels. The platform’s analysis highlights TTD’s robust financial position — with net cash exceeding total debt — alongside an impressive 78% gross margin.
Valuation metrics show TTD trading at a Forward P/E multiple of 9.58, significantly below the sector benchmark of 14.36. The company’s PEG ratio of 0.54 also compares favorably against the Internet Services industry standard of 1.55.
Current Analyst Perspectives
Truist Securities maintained its Buy recommendation with a $35 price objective following TTD’s settlement with Publicis. This resolution ended a conflict that had temporarily disrupted advertising commitments from several Publicis-affiliated brands.
Benchmark similarly upheld its Buy rating alongside a $30 target price. The firm identified Fox Corp’s acquisition of Roku as a development with implications for TTD’s collaborative relationships with both entities.
Benchmark further observed that the Publicis conflict contributed to reduced Q2 projections from TTD. Following the agreement, Publicis has restored its endorsement of The Trade Desk to client advertisers.
Citizens JMP has sustained a Market Perform stance throughout these developments.
Critical Partnership Developments
Another significant change involves TTD’s loss of exclusive access to Walmart retail media data. Walmart has diversified its partnerships to encompass Magnite, Yahoo DSP, and Google DV360 — creating direct competition for TTD in accessing this valuable advertising inventory.
Quarterly results loom ahead. The Street consensus calls for Q2 earnings of $0.40 per share, down 2.44% from the year-ago period. Revenue estimates point to $751.76 million, representing 8.32% growth compared to last year’s second quarter.
Full-year projections from Zacks Consensus point to EPS of $1.87 and revenue of $3.18 billion — reflecting increases of 5.65% and 9.81% respectively versus prior-year figures.
Zacks currently assigns TTD a Rank of #3 (Hold), with earnings estimates remaining stable over the past 30 days.
The Internet Services industry holds a Zacks Industry Rank of 170, positioning it in the lower 31% among more than 250 tracked industries.
With its #3 Zacks Rank, TTD occupies neutral ground. The upcoming quarterly report will serve as a crucial catalyst for the stock’s near-term direction.
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