The Trade Desk stock slips as analysts cut targets

Published on 09/18/2026 at 13:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

The Trade Desk stock closed at USD 14.26 on September 17, 2026, while Guggenheim raised its target to USD 13.00 from USD 12.00. Q2 2026 revenue was USD 715.06 million and EPS was USD 0.34.

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The Trade Desk stock (ISIN US88339J1051) closed at USD 14.26 on September 17, 2026, down 1.55 percent on the day, while Guggenheim raised its price target to USD 13.00 from USD 12.00 and kept a Neutral rating, according to Investing.com on September 18, 2026.

Targets sit below the price

That updated target still sits below the share price, and the same report says the stock traded near its 52-week low of USD 12.83. Guggenheim also lifted its 2027 adjusted EBITDA estimate to USD 531 million from USD 430 million, a 23.5 percent increase.

Investing.com also said the firm sees about USD 150 million in annualized cost savings from the recent 15 percent workforce reduction. It added that Rosenblatt cut its target to USD 12.00 from USD 24.00, citing weak advertising trends and the company's failure to meet guidance and estimates in Q2 2026.

Q2 showed pressure

For investors, the key fundamental marker is Q2 2026: The Trade Desk reported revenue of USD 715.06 million, earnings of USD 64.39 million and a profit margin of 9.01 percent, with EPS of USD 0.34 versus an estimate of USD 0.40. The shortfall was 14.62 percent versus the prior estimate, and revenue was below the year-ago figure of USD 739.43 million.

Yahoo Finance's analyst snapshot for TTD showed a current-quarter revenue estimate of USD 651.39 million for September 2026 and a current-year estimate of USD 2.74 billion, while the current-quarter EPS estimate stood at USD 0.25. It also listed 31 analysts on revenue and 17 on earnings for the quarter.

Price stays pressured

On September 17, 2026, The Trade Desk stock traded at USD 14.26, with the gap to Guggenheim's new target now 8.8 percent and to Rosenblatt's USD 12.00 target 15.8 percent. The move leaves the stock far below the USD 14.26 closing level and within sight of the recent 52-week low.