$TTD (The Trade Desk, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 40.4%)

Graded daily on value B-, growth C, profitability B, momentum C-, revisions B+. Sector-relative, identical for every user.

Recent discussion events

[bearish] Trade Desk CEO Jeffrey Green's $150M stock purchase is now down 50%, drawing criticism and calls for investigation. (2 posts)

Most active credible voices on $TTD

@dividendtalks (Dividend Talks on YouTube) — 42 mentions · 79.7K followers
@ariaradnia (Aria Radnia 🇮🇷) — 29 mentions · 28.8K followers
@aistocksavvy (Hardik Shah) — 26 mentions · 43.3K followers

Recent headlines featuring $TTD

2026-09-04: The Trade Desk to cut 15% of staff, sees $39M-$51M charge
2026-09-01: FTC prepares Amazon ad-pricing suit with 22 states
2026-08-09: Bitcoin spot ETFs post $853.5 million 5-day inflow streak as BTC reclaims $65,000

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$TTD — what investors on X are saying · SpikePanel

$TTD

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Event thread

Key events, in time order

17 items

2026-11-10Earnings
TTD Q3 Revenue Slightly Down Y/Y but Beats; Profit Declines
Revenue $736M, down 0.5% Y/Y; EPS $0.33 beats but below $0.45 a year ago
D1 +3.3%
2026-11-108-K filing
8-K: Item 2.02, Item 8.01, Item 9.01
D1 +3.3%

15 earlier events

2026-11-09Earnings
Earnings report
D1 +15.5% · since +3.3%
2026-10-24Company
CEO Uses Supervoting Power to Approve Option Repricing
Over outside investor opposition, CEO Jeff Green pushed repricing to rescue executive options.
D1 -1.8% · +5d -1.7%
2026-10-208-K filing
8-K: Item 5.02, Item 5.07
D1 +3.2% · +5d +0.4%
2026-09-158-K filing
8-K: Item 5.02
D1 +0.2% · +5d -12.1%
2026-09-05 → 09-09CapitalBear
TTD among three stocks to be removed from S&P 500 on Sept 21
S&P Dow Jones Indices announced changes, with TTD being replaced by Bloom Energy and others
D1 -2.8% · +5d +7.0%
3 waves of this story
- 2026-09-05 TTD added July 2025, removed Sept 2026 after ~14 months in index
- 2026-09-06 S&P 500 index change confirms TTD removal effective before Sept 21 open, likely triggering passive fund selling
- 2026-09-09 S&P Dow Jones Indices announced changes, with TTD being replaced by Bloom Energy and others
2026-09-048-K filing
8-K: Item 2.05
D1 -4.4% · +5d +3.7%
2026-09-04CompanyBear
The Trade Desk Announces 15% Workforce Reduction and Restructuring Charges
Restructuring into smaller pods, substantially completed in Q3, with $39M-$51M in cash restructuring charges
D1 -4.4% · +5d +3.7%
2026-09-01 → 09-03RegulationBull
FTC Sues Amazon Over Ad Fraud, TTD May Benefit
FTC and 22 states sue Amazon over ad pricing, highlighting TTD's transparency edge
D1 +0.4% · +5d +0.7%
3 waves of this story
- 2026-09-01 Report of FTC lawsuit against Amazon could reshape ad market, potential tailwind for TTD.
- 2026-09-03 FTC and 22 states sue Amazon over opaque ad pricing, highlighting TTD's edge in ad tech
- 2026-09-03 FTC and 22 states sue Amazon over ad pricing, highlighting TTD's transparency edge
2026-08-28Product
TTD Deepens CTV Push with Gracenote, Unveils Kokai Zuma AI
Gracenote integration plus Kokai Zuma agentic AI capabilities amid macro pressure
D1 +1.1% · +5d +6.3%
2026-08-11EarningsBear
TTD Revenue Growth Slows Sharply; Analysts See 2026 Decline
Revenue growth fell from 43.1% YoY in 2021 to 11.6% LTM; analysts expect -3.5% in 2026
D1 +1.3% · +5d -1.0%
2026-08-10Analyst
2 analyst rating changes (0 up / 2 down)
D1 -3.0% · +5d +0.1%
2026-08-08CapitalBear
Dimensional Fund Advisors Trims TTD Stake by 14.4% in Q1
13F filing shows institutional trimming in Q1, reflecting repositioning
D1 -3.0% · +5d +0.1%
2026-08-07Analyst
6 analyst rating changes (0 up / 6 down)
D1 -21.9% · +5d +2.5%
2026-08-068-K filing
8-K: Item 2.02, Item 9.01
D1 -6.8% · +5d -17.6%
2026-08-06Earnings
Earnings report
截至Q2，JBP客户数量为217家，同比增长38%，JBP收入增速是整体收入的6倍。
D1 -6.8% · +5d -17.6%

①

Bull vs bear

by direction · sourced

Bull signals0

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Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

17 items

2026-11-10Earnings
TTD Q3 Revenue Slightly Down Y/Y but Beats; Profit Declines
Revenue $736M, down 0.5% Y/Y; EPS $0.33 beats but below $0.45 a year ago
D1 +3.3%
2026-11-108-K filing
8-K: Item 2.02, Item 8.01, Item 9.01
D1 +3.3%
2026-11-09Earnings
Earnings report
D1 +15.5% · since +3.3%
2026-10-24Company
CEO Uses Supervoting Power to Approve Option Repricing
Over outside investor opposition, CEO Jeff Green pushed repricing to rescue executive options.
D1 -1.8% · +5d -1.7%
2026-10-208-K filing
8-K: Item 5.02, Item 5.07
D1 +3.2% · +5d +0.4%

12 earlier events

2026-09-158-K filing
8-K: Item 5.02
D1 +0.2% · +5d -12.1%
2026-09-05 → 09-09CapitalBear
TTD among three stocks to be removed from S&P 500 on Sept 21
S&P Dow Jones Indices announced changes, with TTD being replaced by Bloom Energy and others
D1 -2.8% · +5d +7.0%
3 waves of this story
- 2026-09-05 TTD added July 2025, removed Sept 2026 after ~14 months in index
- 2026-09-06 S&P 500 index change confirms TTD removal effective before Sept 21 open, likely triggering passive fund selling
- 2026-09-09 S&P Dow Jones Indices announced changes, with TTD being replaced by Bloom Energy and others
2026-09-048-K filing
8-K: Item 2.05
D1 -4.4% · +5d +3.7%
2026-09-04CompanyBear
The Trade Desk Announces 15% Workforce Reduction and Restructuring Charges
Restructuring into smaller pods, substantially completed in Q3, with $39M-$51M in cash restructuring charges
D1 -4.4% · +5d +3.7%
2026-09-01 → 09-03RegulationBull
FTC Sues Amazon Over Ad Fraud, TTD May Benefit
FTC and 22 states sue Amazon over ad pricing, highlighting TTD's transparency edge
D1 +0.4% · +5d +0.7%
3 waves of this story
- 2026-09-01 Report of FTC lawsuit against Amazon could reshape ad market, potential tailwind for TTD.
- 2026-09-03 FTC and 22 states sue Amazon over opaque ad pricing, highlighting TTD's edge in ad tech
- 2026-09-03 FTC and 22 states sue Amazon over ad pricing, highlighting TTD's transparency edge
2026-08-28Product
TTD Deepens CTV Push with Gracenote, Unveils Kokai Zuma AI
Gracenote integration plus Kokai Zuma agentic AI capabilities amid macro pressure
D1 +1.1% · +5d +6.3%
2026-08-11EarningsBear
TTD Revenue Growth Slows Sharply; Analysts See 2026 Decline
Revenue growth fell from 43.1% YoY in 2021 to 11.6% LTM; analysts expect -3.5% in 2026
D1 +1.3% · +5d -1.0%
2026-08-10Analyst
2 analyst rating changes (0 up / 2 down)
D1 -3.0% · +5d +0.1%
2026-08-08CapitalBear
Dimensional Fund Advisors Trims TTD Stake by 14.4% in Q1
13F filing shows institutional trimming in Q1, reflecting repositioning
D1 -3.0% · +5d +0.1%
2026-08-07Analyst
6 analyst rating changes (0 up / 6 down)
D1 -21.9% · +5d +2.5%
2026-08-068-K filing
8-K: Item 2.02, Item 9.01
D1 -6.8% · +5d -17.6%
2026-08-06Earnings
Earnings report
截至Q2，JBP客户数量为217家，同比增长38%，JBP收入增速是整体收入的6倍。
D1 -6.8% · +5d -17.6%

$TTD (The Trade Desk, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 40.4%)

Recent discussion events

Most active credible voices on $TTD

Recent headlines featuring $TTD

$TTD (The Trade Desk, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 40.4%)

Recent discussion events

Most active credible voices on $TTD

Recent headlines featuring $TTD

TTD Q3 Revenue Slightly Down Y/Y but Beats; Profit Declines

8-K: Item 2.02, Item 8.01, Item 9.01

Earnings report

CEO Uses Supervoting Power to Approve Option Repricing

8-K: Item 5.02, Item 5.07

8-K: Item 5.02

TTD among three stocks to be removed from S&P 500 on Sept 21

8-K: Item 2.05

The Trade Desk Announces 15% Workforce Reduction and Restructuring Charges

FTC Sues Amazon Over Ad Fraud, TTD May Benefit

TTD Deepens CTV Push with Gracenote, Unveils Kokai Zuma AI

TTD Revenue Growth Slows Sharply; Analysts See 2026 Decline

2 analyst rating changes (0 up / 2 down)

Dimensional Fund Advisors Trims TTD Stake by 14.4% in Q1

6 analyst rating changes (0 up / 6 down)

8-K: Item 2.02, Item 9.01

Earnings report

Bull vs bear

Discussion

TTD Q3 Revenue Slightly Down Y/Y but Beats; Profit Declines

8-K: Item 2.02, Item 8.01, Item 9.01

Earnings report

CEO Uses Supervoting Power to Approve Option Repricing

8-K: Item 5.02, Item 5.07

8-K: Item 5.02

TTD among three stocks to be removed from S&P 500 on Sept 21

8-K: Item 2.05

The Trade Desk Announces 15% Workforce Reduction and Restructuring Charges

FTC Sues Amazon Over Ad Fraud, TTD May Benefit

TTD Deepens CTV Push with Gracenote, Unveils Kokai Zuma AI

TTD Revenue Growth Slows Sharply; Analysts See 2026 Decline

2 analyst rating changes (0 up / 2 down)

Dimensional Fund Advisors Trims TTD Stake by 14.4% in Q1

6 analyst rating changes (0 up / 6 down)

8-K: Item 2.02, Item 9.01

Earnings report