"I mean, they do -- analysts want roughly $841 million in revenue (up from $749 million) and $0.34 per share in earnings (down from $0.59). Management guided for revenue of at least $840 million. But this stock fell after strong reports all 2025 long. The market is in a mood, and even solid numbers are no guarantee of a bullish Street reaction."
"As of Jan. 20, the stock has been setting new 52-week lows regularly. Actually, scratch that -- The Trade Desk is trading at multi-year lows with prices not seen since June 2020. Earnings reports added to the gloom in 2025. The company missed Wall Street's and its own revenue targets in last February's Q4 report, and after that, the stock fell even after great quarterly reports."
The Trade Desk is trading at multi-year lows after repeated declines and a missed revenue target in last February's Q4 report. Analysts expect about $841 million in revenue and $0.34 per share in earnings, and management guided for at least $840 million. Historical market reactions show strong numbers have not guaranteed stock gains, so narrative signals carry more weight. Key narrative items include the effectiveness of a 2025 leadership overhaul with new COO, CFO, and CRO, whether 85% Kokai default adoption translates into increased spend or new accounts, and progress on international expansion as a growth factor.
Read at The Motley Fool
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