View ValuationTrade Desk 将来の成長Future 基準チェック /06Trade Deskの収益と利益は、それぞれ年間0.5%と4.8%減少すると予測されています。EPS は年間2.3%で 減少すると予想されています。自己資本利益率は 3 年後に18.9%になると予測されています。主要情報-4.8%収益成長率-2.34%EPS成長率Media 収益成長34.9%収益成長率-0.5%将来の株主資本利益率18.94%アナリストカバレッジGood最終更新日20 Aug 2026今後の成長に関する最新情報お知らせ • Aug 09the Trade Desk, Inc. Provides Earnings Guidance for the Third Quarter 2026The Trade Desk, Inc. provided earnings guidance for the third quarter 2026. For the quarter, the company reported revenue at least $650 million.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Aug 13Investor sentiment deteriorates as stock falls 39%After last week's 39% share price decline to €10.83, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 11x in the Media industry in the United Kingdom. Simply Wall St's valuation model estimates the intrinsic value at €17.88 per share.New Risk • Aug 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 4.8% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (€974k sold).お知らせ • Aug 09the Trade Desk, Inc. Provides Earnings Guidance for the Third Quarter 2026The Trade Desk, Inc. provided earnings guidance for the third quarter 2026. For the quarter, the company reported revenue at least $650 million.Reported Earnings • Aug 07Second quarter 2026 earnings released: EPS: US$0.14 (vs US$0.18 in 2Q 2025)Second quarter 2026 results: EPS: US$0.14 (down from US$0.18 in 2Q 2025). Revenue: US$715.1m (up 3.0% from 2Q 2025). Net income: US$64.4m (down 29% from 2Q 2025). Profit margin: 9.0% (down from 13% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Media industry in the United Kingdom.Board Change • Aug 07Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Drew Vollero was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Jul 23The Trade Desk, Inc. to Report Q2, 2026 Results on Aug 06, 2026The Trade Desk, Inc. announced that they will report Q2, 2026 results After-Market on Aug 06, 2026お知らせ • Jul 17The Trade Desk Announces Appointment of Ron Lamprecht as Chief Business Development Officer and Senior Vice President, Effective July 27, 2026The Trade Desk had announced the appointment of Ron Lamprecht as Chief Business Development Officer and Senior Vice President. In this newly created role, Lamprecht would build strategic partnerships that expand market opportunity, develop new commercial models and enterprise-wide global opportunities. He would report to Chief Operating Officer Vivek Kundra and be based in New York City. Lamprecht brought more than 25 years of experience driving growth and strategic partnerships across the technology and media industries. Most recently, he spent seven years as Director of Corporate Business Development at Amazon leading strategic initiatives and partnerships. Prior to Amazon, Lamprecht held a variety of leadership roles over an 18-year career at NBCUniversal, including Executive Vice President of Digital Enterprises. Lamprecht was scheduled to start on July 27, 2026. His hire followed the recent appointments of Nate Olmstead as Chief Financial Officer, Sarah Gavin as Chief Marketing Officer, Executive Vice President and Kristi Argyilan as Chief Commercial Officer, Executive Vice President, further strengthening The Trade Desk's executive leadership team as the company entered its next phase of growth.お知らせ • Jul 16the Trade Desk Announces Appointment of Kristi Argyilan as Chief Commercial Officer and Executive Vice President, Effective July 27, 2026The Trade Desk had announced the appointment of Kristi Argyilan as Chief Commercial Officer and Executive Vice President. Argyilan would lead The Trade Desk’s data partnerships team, including identity, measurement, retail media, governance and more. She would report into founder and CEO, Jeff Green and be based in San Francisco. Argyilan joined The Trade Desk as one of the advertising industry's most respected leaders in retail media and commerce. Most recently, she served as Global Head of Advertising at Uber, where she led the company's global advertising business. Prior to Uber, she held senior leadership roles at Albertsons Media Collective, Roundel and IPG Mediabrands, helping shape the evolution of retail media and commerce marketing. She also serves on the board of LiveRamp. Widely recognized as one of the pioneers of the retail media industry, Argyilan has spent more than a decade driving innovation at the intersection of commerce, retail data and advertising. Her appointment reflected The Trade Desk's continued investment in helping brands, retailers and media owners unlock the full value of data-driven advertising across the open internet. Argyilan would start on July 27, 2026.お知らせ • Jul 13The Trade Desk Announces Appointment of Penry Price to Board of Directors, Member of the Audit Committee, and Chair of the Compensation Committee, Effective July 9, 2026The Trade Desk had appointed Penry Price to the Board as a Class II director, to serve on the audit committee of the Board (the “Audit Committee”) and to serve as a member and chair of the compensation committee of the Board (the “Compensation Committee”), in each case effective July 9, 2026. Mr. Price was appointed to a newly created vacancy on the Board resulting from an increase in the size of the Board from six (6) directors to seven (7) directors. Price brought more than two decades of experience across the advertising industry, including as the Vice President of Marketing Solutions at LinkedIn and as President at Dstillery. Prior to that, he was the Vice President of Agency Sales and Partners at Google, where, among other strategic initiatives, he was a key leader of the DoubleClick acquisition. He is currently applying that perspective as Co-Founder of 37Arc, a workflow intelligence company focused on how artificial intelligence is changing the speed and execution of marketing. Price built deep experience within the agency channel, working closely with agencies as they navigated the shift from traditional to digital media. He is the Founder and managing partner of Charcoal Advisors and has served on the board of directors of Church & Dwight since 2011, where he chairs the Compensation and Human Capital Committee and serves on its Executive and Audit Committees. Price holds a B.A. in History from Hobart College.お知らせ • Jun 13The Trade Desk Appoints Sarah Gavin as Chief Marketing Officer and Executive Vice President, Effective June 15, 2026The Trade Desk announced the appointment of Sarah Gavin as Chief Marketing Officer and Executive Vice President. Gavin joined the company on June 15, 2026, based in their Bellevue office, and reported directly to CEO and Founder Jeff Green. Gavin led The Trade Desk's marketing organization, overseeing global brand, communications, customer marketing, and demand generation efforts. Most recently, Gavin served as Chief Communications Officer and Interim Chief Marketing Officer at Zendesk, where she helped lead the company's transformation into an AI-powered customer service leader. Previously, she led global narrative strategy for Google Cloud, helping position the business at the forefront of the generative AI era. Before that, she spent more than a decade at Expedia Group, serving as Chief Communications Officer and Senior Vice President of Global Communications and Corporate Brand, where she guided the company through significant growth and transformation. Gavin brought extensive experience across brand, product marketing, demand generation, customer marketing, and integrated communications, with a proven track record of helping technology companies navigate periods of rapid change. Anna Sayre, who served as Interim Chief Marketing Officer during the transition, returned to her role as Senior Vice President of Global Brand Marketing.お知らせ • Jun 10The Trade Desk, Inc. Appoints David Haddad to the Board as A Class III Director, Audit Committee, Effective June 11, 2026On June 5, 2026, the board of directors (the “Board”) of The Trade Desk, Inc. (the “Company”) appointed David Haddad to the Board as a Class III director and to serve on the audit committee of the Board (the “Audit Committee”), each effective June 11, 2026. Mr. Haddad was appointed to a newly created vacancy on the Board resulting from an increase in the size of the Board from five (5) directors to six (6) directors. A veteran media and entertainment executive, Haddad brings more than three decades of leadership experience building and scaling global businesses across some of the world's most influential media companies. Haddad most recently spent more than a decade at Warner Bros. Entertainment, a division of Warner Bros. Discovery, where he held several leadership positions, most recently President of WB Games. Prior to Warner Bros., he served as Chief Operating Officer of Activision Blizzard and held senior leadership roles at Vivendi Games, Mattel and Disney, building a career spanning more than three decades across entertainment, consumer products and interactive content. Haddad holds a B.S. in Business Administration from Miami University and a M.B.A. from Harvard Business School.お知らせ • Jun 03The Trade Desk, Inc. Announces Chief Financial Officer ChangesThe Trade Desk, Inc. announced the appointment of Nate Olmstead as Chief Financial Officer, effective July 9, 2026, to drive sustained accelerated growth and scale for the company. Olmstead will report to Jeff Green, The Trade Desk’s CEO and Co-Founder. Olmstead joins from Penguin Solutions, an artificial intelligence infrastructure and technology solutions company, where he was SVP and CFO. Prior to that, he served as CFO of Logitech International S.A, a multinational company. He also held a number of financial leadership roles during his 16 years at Hewlett Packard Company and Hewlett Packard Enterprise. Tahnil Davis, who served as interim CFO, will continue to serve as Chief Accounting Officer, the title she held before taking on the interim role. An 11-year veteran of the company, Davis will work closely with Olmstead on the transition and report into Olmstead.お知らせ • Apr 24The Trade Desk, Inc. to Report Q1, 2026 Results on May 07, 2026The Trade Desk, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026お知らせ • Apr 14The Trade Desk, Inc., Annual General Meeting, May 04, 2026The Trade Desk, Inc., Annual General Meeting, May 04, 2026.業績と収益の成長予測BATS-CHIXE:TT8D - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20282,8552546568452012/31/20272,6562055907253612/31/20262,745183619944336/30/20262,9904078491,082N/A3/31/20262,9694338291,093N/A12/31/20252,896443783993N/A9/30/20252,791439678881N/A6/30/20252,679417746929N/A3/31/20252,570412686845N/A12/31/20242,445393632739N/A9/30/20242,310308519631N/A6/30/20242,175253481549N/A3/31/20242,055201543596N/A12/31/20231,946179543598N/A9/30/20231,831153602681N/A6/30/20231,733129530626N/A3/31/20231,64577498590N/A12/31/20221,57853457549N/A9/30/20221,483-10485539N/A6/30/20221,38934476531N/A3/31/20221,292101394450N/A12/31/20211,196138319379N/A9/30/20211,121282317383N/A6/30/20211,036263280341N/A3/31/2021895241352427N/A12/31/2020836242325405N/A9/30/2020732141132209N/A6/30/2020680120104166N/A3/31/2020701122N/A103N/A12/31/2019661108N/A60N/A9/30/201960697N/A136N/A6/30/201956098N/A118N/A3/31/201951389N/A85N/A12/31/201847788N/A87N/A9/30/201841966N/A63N/A6/30/201838055N/A56N/A3/31/201834155N/A66N/A12/31/201730851N/A31N/A9/30/201727844N/A43N/A6/30/201725235N/A40N/A3/31/201722621N/A35N/A12/31/2016203-27N/A75N/A9/30/2016173-35N/A28N/A6/30/2016149-35N/A0N/A3/31/2016126-35N/A-14N/A12/31/20151149N/A-37N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: TT8Dの収益は今後 3 年間で減少すると予測されています (年間-4.8% )。収益対市場: TT8Dの収益は今後 3 年間で減少すると予測されています (年間-4.8% )。高成長収益: TT8Dの収益は今後 3 年間で減少すると予測されています。収益対市場: TT8Dの収益は今後 3 年間で減少すると予想されています (年間-0.5% )。高い収益成長: TT8Dの収益は今後 3 年間で減少すると予測されています (年間-0.5% )。一株当たり利益成長率予想将来の株主資本利益率将来のROE: TT8Dの 自己資本利益率 は、3年後には低くなると予測されています ( 18.9 %)。成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/24 13:13終値2026/08/07 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋The Trade Desk, Inc. 36 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。53 アナリスト機関Rocco StraussArete Research Services LLPRichard KramerArete Research Services LLPVikram KesavabhotlaBaird50 その他のアナリストを表示
お知らせ • Aug 09the Trade Desk, Inc. Provides Earnings Guidance for the Third Quarter 2026The Trade Desk, Inc. provided earnings guidance for the third quarter 2026. For the quarter, the company reported revenue at least $650 million.
Valuation Update With 7 Day Price Move • Aug 13Investor sentiment deteriorates as stock falls 39%After last week's 39% share price decline to €10.83, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 11x in the Media industry in the United Kingdom. Simply Wall St's valuation model estimates the intrinsic value at €17.88 per share.
New Risk • Aug 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 4.8% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (€974k sold).
お知らせ • Aug 09the Trade Desk, Inc. Provides Earnings Guidance for the Third Quarter 2026The Trade Desk, Inc. provided earnings guidance for the third quarter 2026. For the quarter, the company reported revenue at least $650 million.
Reported Earnings • Aug 07Second quarter 2026 earnings released: EPS: US$0.14 (vs US$0.18 in 2Q 2025)Second quarter 2026 results: EPS: US$0.14 (down from US$0.18 in 2Q 2025). Revenue: US$715.1m (up 3.0% from 2Q 2025). Net income: US$64.4m (down 29% from 2Q 2025). Profit margin: 9.0% (down from 13% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Media industry in the United Kingdom.
Board Change • Aug 07Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Drew Vollero was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Jul 23The Trade Desk, Inc. to Report Q2, 2026 Results on Aug 06, 2026The Trade Desk, Inc. announced that they will report Q2, 2026 results After-Market on Aug 06, 2026
お知らせ • Jul 17The Trade Desk Announces Appointment of Ron Lamprecht as Chief Business Development Officer and Senior Vice President, Effective July 27, 2026The Trade Desk had announced the appointment of Ron Lamprecht as Chief Business Development Officer and Senior Vice President. In this newly created role, Lamprecht would build strategic partnerships that expand market opportunity, develop new commercial models and enterprise-wide global opportunities. He would report to Chief Operating Officer Vivek Kundra and be based in New York City. Lamprecht brought more than 25 years of experience driving growth and strategic partnerships across the technology and media industries. Most recently, he spent seven years as Director of Corporate Business Development at Amazon leading strategic initiatives and partnerships. Prior to Amazon, Lamprecht held a variety of leadership roles over an 18-year career at NBCUniversal, including Executive Vice President of Digital Enterprises. Lamprecht was scheduled to start on July 27, 2026. His hire followed the recent appointments of Nate Olmstead as Chief Financial Officer, Sarah Gavin as Chief Marketing Officer, Executive Vice President and Kristi Argyilan as Chief Commercial Officer, Executive Vice President, further strengthening The Trade Desk's executive leadership team as the company entered its next phase of growth.
お知らせ • Jul 16the Trade Desk Announces Appointment of Kristi Argyilan as Chief Commercial Officer and Executive Vice President, Effective July 27, 2026The Trade Desk had announced the appointment of Kristi Argyilan as Chief Commercial Officer and Executive Vice President. Argyilan would lead The Trade Desk’s data partnerships team, including identity, measurement, retail media, governance and more. She would report into founder and CEO, Jeff Green and be based in San Francisco. Argyilan joined The Trade Desk as one of the advertising industry's most respected leaders in retail media and commerce. Most recently, she served as Global Head of Advertising at Uber, where she led the company's global advertising business. Prior to Uber, she held senior leadership roles at Albertsons Media Collective, Roundel and IPG Mediabrands, helping shape the evolution of retail media and commerce marketing. She also serves on the board of LiveRamp. Widely recognized as one of the pioneers of the retail media industry, Argyilan has spent more than a decade driving innovation at the intersection of commerce, retail data and advertising. Her appointment reflected The Trade Desk's continued investment in helping brands, retailers and media owners unlock the full value of data-driven advertising across the open internet. Argyilan would start on July 27, 2026.
お知らせ • Jul 13The Trade Desk Announces Appointment of Penry Price to Board of Directors, Member of the Audit Committee, and Chair of the Compensation Committee, Effective July 9, 2026The Trade Desk had appointed Penry Price to the Board as a Class II director, to serve on the audit committee of the Board (the “Audit Committee”) and to serve as a member and chair of the compensation committee of the Board (the “Compensation Committee”), in each case effective July 9, 2026. Mr. Price was appointed to a newly created vacancy on the Board resulting from an increase in the size of the Board from six (6) directors to seven (7) directors. Price brought more than two decades of experience across the advertising industry, including as the Vice President of Marketing Solutions at LinkedIn and as President at Dstillery. Prior to that, he was the Vice President of Agency Sales and Partners at Google, where, among other strategic initiatives, he was a key leader of the DoubleClick acquisition. He is currently applying that perspective as Co-Founder of 37Arc, a workflow intelligence company focused on how artificial intelligence is changing the speed and execution of marketing. Price built deep experience within the agency channel, working closely with agencies as they navigated the shift from traditional to digital media. He is the Founder and managing partner of Charcoal Advisors and has served on the board of directors of Church & Dwight since 2011, where he chairs the Compensation and Human Capital Committee and serves on its Executive and Audit Committees. Price holds a B.A. in History from Hobart College.
お知らせ • Jun 13The Trade Desk Appoints Sarah Gavin as Chief Marketing Officer and Executive Vice President, Effective June 15, 2026The Trade Desk announced the appointment of Sarah Gavin as Chief Marketing Officer and Executive Vice President. Gavin joined the company on June 15, 2026, based in their Bellevue office, and reported directly to CEO and Founder Jeff Green. Gavin led The Trade Desk's marketing organization, overseeing global brand, communications, customer marketing, and demand generation efforts. Most recently, Gavin served as Chief Communications Officer and Interim Chief Marketing Officer at Zendesk, where she helped lead the company's transformation into an AI-powered customer service leader. Previously, she led global narrative strategy for Google Cloud, helping position the business at the forefront of the generative AI era. Before that, she spent more than a decade at Expedia Group, serving as Chief Communications Officer and Senior Vice President of Global Communications and Corporate Brand, where she guided the company through significant growth and transformation. Gavin brought extensive experience across brand, product marketing, demand generation, customer marketing, and integrated communications, with a proven track record of helping technology companies navigate periods of rapid change. Anna Sayre, who served as Interim Chief Marketing Officer during the transition, returned to her role as Senior Vice President of Global Brand Marketing.
お知らせ • Jun 10The Trade Desk, Inc. Appoints David Haddad to the Board as A Class III Director, Audit Committee, Effective June 11, 2026On June 5, 2026, the board of directors (the “Board”) of The Trade Desk, Inc. (the “Company”) appointed David Haddad to the Board as a Class III director and to serve on the audit committee of the Board (the “Audit Committee”), each effective June 11, 2026. Mr. Haddad was appointed to a newly created vacancy on the Board resulting from an increase in the size of the Board from five (5) directors to six (6) directors. A veteran media and entertainment executive, Haddad brings more than three decades of leadership experience building and scaling global businesses across some of the world's most influential media companies. Haddad most recently spent more than a decade at Warner Bros. Entertainment, a division of Warner Bros. Discovery, where he held several leadership positions, most recently President of WB Games. Prior to Warner Bros., he served as Chief Operating Officer of Activision Blizzard and held senior leadership roles at Vivendi Games, Mattel and Disney, building a career spanning more than three decades across entertainment, consumer products and interactive content. Haddad holds a B.S. in Business Administration from Miami University and a M.B.A. from Harvard Business School.
お知らせ • Jun 03The Trade Desk, Inc. Announces Chief Financial Officer ChangesThe Trade Desk, Inc. announced the appointment of Nate Olmstead as Chief Financial Officer, effective July 9, 2026, to drive sustained accelerated growth and scale for the company. Olmstead will report to Jeff Green, The Trade Desk’s CEO and Co-Founder. Olmstead joins from Penguin Solutions, an artificial intelligence infrastructure and technology solutions company, where he was SVP and CFO. Prior to that, he served as CFO of Logitech International S.A, a multinational company. He also held a number of financial leadership roles during his 16 years at Hewlett Packard Company and Hewlett Packard Enterprise. Tahnil Davis, who served as interim CFO, will continue to serve as Chief Accounting Officer, the title she held before taking on the interim role. An 11-year veteran of the company, Davis will work closely with Olmstead on the transition and report into Olmstead.
お知らせ • Apr 24The Trade Desk, Inc. to Report Q1, 2026 Results on May 07, 2026The Trade Desk, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026
お知らせ • Apr 14The Trade Desk, Inc., Annual General Meeting, May 04, 2026The Trade Desk, Inc., Annual General Meeting, May 04, 2026.