The Trade Desk Reports Solid Q4 Results and Authorizes $500M Share Repurchase Program
TTD is trading near its 52-week low of $23.78 (7.7% below the low).
Summary
The Trade Desk announced solid Q4 and full year 2025 financial results and authorized a significant $500 million share repurchase program, signaling strong board confidence as the stock trades near 52-week lows.
Key Events · Earnings and Guidance · TTD
-
Solid Q4 and Full Year 2025 Financial Results
The company reported Q4 2025 revenue of $847 million, a 14% increase year-over-year, and full year 2025 revenue of $2.9 billion, an 18% increase. GAAP diluted EPS for Q4 was $0.39, and for the full year was $0.90.
-
Positive Q1 2026 Financial Guidance
For the first quarter of 2026, The Trade Desk expects revenue of at least $678 million and Adjusted EBITDA of approximately $195 million.
-
Significant Share Repurchase Authorization
The board of directors approved an additional $350 million for its share repurchase program, increasing the total amount available for future repurchases to $500 million. This follows approximately $1.4 billion in repurchases during 2025.
Analysis · TTD · Technology
The Trade Desk reported solid fourth quarter and full year 2025 financial results, with revenue growing 14% year-over-year in Q4 and 18% for the full year. Concurrently, the board authorized an additional $350 million for its share repurchase program, bringing the total available for future repurchases to a substantial $500 million. This significant capital allocation, representing over 4% of the company's market capitalization, signals strong board confidence in the company's valuation and future prospects, especially as the stock is currently trading at or near its 52-week lows. The repurchase program could provide meaningful support for the stock price and enhance shareholder value.
How filings like this one have moved
In the 30 days to Sep 14, 2026, 35.8% of the 1051 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.43%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, TTD was trading at $21.96 on NASDAQ in the Technology sector, with a market capitalization of approximately $12.2B. The 52-week trading range was $23.78 to $91.45. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.