Trade Desk (TTD) Down More Than 14% Since Q3 Earnings, Here’s Why

Core Viewpoint - The Trade Desk, Inc. (NASDAQ:TTD) is identified as a stock with significant upside potential despite a recent decline in share price following its fiscal Q3 2025 results, which exceeded expectations [1][3]. Financial Performance - In fiscal Q3 2025, The Trade Desk reported a revenue growth of 17.74% year-over-year, reaching $739.43 million, which surpassed estimates by $20.09 million [3]. - The earnings per share (EPS) for the quarter was $0.45, exceeding estimates by $0.01 [3]. - Despite the earnings beat, the stock has fallen over 14% since the results announcement, attributed to concerns over slowing growth [1][3]. Analyst Ratings and Price Targets - Tom White from D.A. Davidson reiterated a Buy rating on The Trade Desk but reduced the price target from $80 to $54 [2]. - Truist Securities also maintained a Buy rating while lowering the price target from $100 to $85 [2]. - Analysts at Truist noted that the company's fundamentals remain strong, driven by the adoption of the Kokai platform, despite underperformance compared to peers [4]. Company Overview - The Trade Desk is a global advertising technology company that provides a self-service, cloud-based platform for ad buyers to manage and optimize digital advertising campaigns [5].