Stocks / Software

TTDSoftware

The Trade Desk, Inc.

$12.521d +30.0%5d -1.9%settled close · 2026-11-02

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Follow TTD free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.

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Mkt cap $6.0B (11/2)β 0.9352w $9.63–50Shares 432.9MInd. Services-Computer Programming, Data ProcessingNasdaq since 2016Emp. 3,843HQ Ventura, CAthetradedesk.com

The tape, with the calls on it

Who said what, and what TTD did next

Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.

bullish bearish both sides

Who’s talkingIdea Scout · free

Who’s talking about TTD

1 long2 shortlatest 2026-04-19

Date	Voice	Stance	Venue	Thesis
2026-04-19	Shawn O MalleyPodcast host — The Investor's Podcast	Bearish	We Study Billionaires	Agency relationships are fracturing in real time — Publicist, WPP, and Dentsu have all walked back or…
2025-09-24	Michael BatnickManaging Partner, Ritholtz Wealth	Bearish	The Compound	Amazon's rapidly growing ad business ($56B in 2024, up 400% since 2019) is permanently impairing companies…
2020-10-26	Joe FrankenfieldFounder, Saga Partners	Bullish	The Acquirers Podcast	Trade Desk is the dominant independent DSP with no conflict of interest — unlike Google/Facebook, it…

Idea Scout tracks who’s talking across television, podcasts, and interviews — every stance dated to the appearance it came from. Sign up free →

Earnings

Next report: 9 Nov 2026 after the close

Confirmed date · consensus EPS 0.26. Reactions below are the next settled session over the prior close.

The options tape

Notable options days

Sessions in the last 120 where TTD’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 4 of 120 sessions qualified.

The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.

Date	Close	RVOL	Δ$ flow ($M)	Call %	LEAPS %	+20 sess.
2026-08-13
2026-08-10
2026-08-07
2026-08-06

+20 sess. = raw price change over the following 20 sessions — not market-adjusted; the tape tells you where to look, not what happens next.

Follow TTD and its tape leads The Brief, the free morning email, every trading day. Get The Brief — free →

The Wheel · put-selling

TTD on the Wheel

TTD did not pass our 1-month put test (V2, V3); the Wheel shows its puts without calling one best.

The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.

Add TTD to your Wheel — free →

Decision support, not advice · questions put sellers ask us