Stocks / Software
TTDSoftware
The Trade Desk, Inc.
$14.291d -1.6%5d +2.8%settled close · 2026-09-17
Mkt cap $11B (3/25)β 1.0952w $13.10–54Shares 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 shortlatest 2025-09-24
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-09-24 | Michael BatnickManaging Partner, Ritholtz Wealth | Bearish | The Compound | Amazon's rapidly growing ad business ($56B in 2024, up 400% since 2019) is permanently impairing companies… |
Idea Scout tracks who’s
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Earnings
Next report: 4 Nov 2026 after the close
Confirmed date · consensus EPS 0.26. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where TTD’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-13 | ||||||
| 2026-08-10 | ||||||
| 2026-08-07 | ||||||
| 2026-08-06 | ||||||
| 2026-05-07 | ||||||
| 2026-04-22 | ||||||
| 2026-04-21 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
TTD is in this morning’s Brief.
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