The Trade Desk (NASDAQ: TTD) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
The Trade Desk beat Q3 guidance with $736 million in revenue and $266 million EBITDA, but revenue fell 0.5% and Q4 guidance implies an 11% decline.
Monday, November 9, 2026
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From X
Lee Roach on X
Whelp all gains reversed. What idiotic thing did $TTD say on the call?
SouthernValue on X
Mainframe software consolidator $PRGS which targets 0-1% organic ARR growth is outperforming leading AI semiconductor companies $AVGO and $NVDA this year, which are both growing ~100%.
Lee Roach on X
The answer was go long $TTD
Lee Roach on X
Haven’t had a chance to read through $APPS earnings yet but it’s down substantially. Anyone smart the name here?
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8B
- Forager Funds Management October 2026 OFX $70MPLT $96M
- FCL Capital October 2026 INTR $1.7BRSGN $881M
- Protean Funds October 2026 AAK $4.6BVIMGF $2.2B
- NS Partners third quarter 2026 LZRFY $6B
- Bison Interests third quarter 2026 OILSF $949M
- Invesco — Discovery Fund Q3 2026 HHSE $12MMOD $5.2B
- Akre Capital Management, LLC Third Quarter 2026 TOI $6.1B
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One Regulator Could Soon Unlock Altria And Cronos' Cannabis Fortune
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41 Stock Pitches (2nd-8th November) 🟢
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Diamond Estates: Research Note
Diamond Estates converts $4.7 million of Lassonde debentures at a 69% premium, cutting debt to $10.9 million and raising Lassonde ownership…
Vicor Update, Part Four
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Inter, Nu, MercadoLibre Earnings & Outlook + LatAm Political Considerations
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Sectors
Ordered by how often our editor reaches for them.
