The Trade Desk Stock Soars on Solid Q3 Print as Turnaround Takes Shape

The Trade Desk Inc. (NASDAQ:TTD) posted its third-quarter fiscal 2026 results after Monday’s closing bell, blowing past estimates on the top and bottom lines. Here’s a look at the details inside the report. 

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The Trade Desk Q3 Details   

The Trade Desk reported quarterly earnings of 33 cents per share, which beat the analyst estimate of 25 cents by 32%, per Benzinga Pro data. 

Quarterly revenue came in at $735.97 million, which beat the Street estimate of $650.29 million.

The company boasted customer retention remained over 95% during the third quarter, “as it has for over a decade.”

“Q3 represented meaningful progress, with results well ahead of our expectations entering the quarter, but we are still operating below the level of growth we expect from ourselves,” said Jeff Green, CEO of The Trade Desk.

“We are moving with greater urgency across the company, strengthening how we engage with our largest customers, improving the platform through innovations such as Zuma, Audience Unlimited, agentic AI, and advancing a new approach to measurement designed to help marketers better understand what is actually driving business growth. We have more work to do, but I believe the actions we are taking are improving the underlying trajectory of the business and positioning The Trade Desk for stronger, more durable growth over the long term,” Green added.

Looking Ahead

The Trade Desk expects fourth-quarter revenue to be at least $755 million, versus the $685.38 million analyst estimate.

TTD Stock Price: According to data from Benzinga Pro, The Trade Desk stock was up 23.24% to $18.32 in Monday’s extended trading.  

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