Ttd Stock Heads Into Feb. 25 Q4 Release After Company Sets $840M Revenue Floor
ttd stock is heading into a fourth-quarter earnings release scheduled for Feb. 25 after market close, with the company setting a minimum revenue target of $840 million. The combination of firm guidance, detailed consensus estimates and recent selling pressure has concentrated scrutiny on results and margin metrics.
Development details: Ttd Stock and Q4 numbers
The Zacks Consensus Estimate for the quarter pins adjusted earnings per share at $0. 59 and total revenues at $841. 9 million, a figure that implies roughly 13. 6% year-over-year revenue growth. The company itself is guiding to at least $840 million in revenue and has projected $375 million in adjusted EBITDA for the period. Excluding the benefit from U. S. political advertising that boosted the prior-year quarter, the firm’s own projection implies an 18. 5% revenue growth rate on a year-over-year basis.
Behind the headline totals are mixed signals for expectations: the consensus earnings estimate has been unchanged over the past 60 days, and a proprietary model referenced in market commentary does not flag an earnings beat. That model points to an Earnings ESP of 0. 00% and a Zacks Rank listed at #4 (Sell). Historically, the company beat consensus in three of the trailing four quarters with an average surprise of 8. 4%.
Context and escalation
Management highlighted ongoing momentum in key product areas that have supported revenue, especially Connected TV (CTV), where the shift from linear TV toward biddable buying models is accelerating. The company has emphasized decision-based buying for CTV as a growing default approach because of improved flexibility, control and performance for advertisers.
Platform initiatives remain central to the firm’s competitive positioning. The Kokai experience has been adopted as the default by 85% of clients and is cited as delivering measurable improvements versus the prior Solimar offering: on average 26% better cost per acquisition, 58% better cost per unique reach and a 94% better click-through rate. Efforts to link advertisers and publishers — including OpenPath, Deal Desk, Pubdesk and OpenAds — aim to enhance transparency and supply-chain efficiency; OpenAds is now supported by publishers that include AccuWeather,, The Arena Group, BuzzFeed, Hearst Magazines, Hearst TV, Newsweek, People Inc. and Ziff Davis.
At the same time, the company’s footprint remains heavily weighted toward North America, which accounts for about 87% of advertising spend. Expansion into international markets, plus ongoing regulatory and privacy shifts such as cookie deprecation and Europe’s GDPR, are cited as execution and compliance risks that could complicate growth.
Immediate impact
Investors and advertisers are watching several concrete metrics. For investors, the stock has already experienced meaningful headwinds early in the year: market commentary notes a 33% year-to-date decline in 2026. For advertisers and publishers, the adoption rates and measured performance improvements from Kokai and the ramp of OpenAds bear directly on buying decisions and monetization; those platform outcomes are positioned as tailwinds for top-line performance.
The company’s recent earnings history—three beats out of four with an average surprise near 8. 4%—adds nuance to expectations, but the current earnings model and the neutral-to-negative ranking signal that an upside surprise is not the modeled base case. That interplay is sharpening investor focus on margin indicators such as the company’s $375 million adjusted EBITDA projection for the quarter.
Forward outlook
The next confirmed milestone is the Q4 release on Feb. 25 after market close, when the company will publish actual revenue, EPS and adjusted EBITDA figures against the consensus benchmarks of $841. 9 million in revenue and $0. 59 in EPS. Market participants will also compare reported growth to the company’s 18. 5% adjusted growth figure that excludes prior-year political ad effects.
What makes this notable is the convergence of firm short-term guidance with mixed signaling from analyst models and pronounced recent share-price weakness; the coming report offers a clear, evidence-based test of whether product adoption and international expansion are translating into the revenue and margin outcomes the company has outlined. No other corporate milestones are scheduled in the public detail ahead of the earnings release, so the Feb. 25 disclosure will set the next operating and market narrative for the business.
