Is Trade Desk Stock’s Drop A Chance To Buy?

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Business in the EMEA and APAC regions is growing faster than the company overall at Trade Desk (TTD), a detail that could change how you read the stock’s fall. You probably see a US ad platform whose growth has faded, and the stock fits that picture: it lost 76.4% in a year when the S&P 500 returned 15.3%. Fast growth abroad does not. So how fast is Trade Desk growing abroad?

Trade Desk Grows Fast Abroad, From A Small Base

Trade Desk’s EMEA and APAC regions have each grown almost 30% so far in 2026, management said on the August 6, 2026 earnings call. The company as a whole expanded far more slowly, posting revenue up 11.8% from a year earlier in fiscal Q1 2026 and 3% in fiscal Q2.

Management credits the momentum in those regions to investments made there over the last several years. The clearest sign is connected TV advertising, or CTV. That category grew more than 50% from a year earlier in each of the two regions in fiscal Q2.

Yet both regions sit inside the roughly 17% of fiscal Q2 revenue that Trade Desk earned outside the United States, meaning most of its sales still come from the United States.

Despite Gains Abroad, Trade Desk Guided For A Weak Quarter

On its August 6 call, Trade Desk guided for fiscal Q3 2026 revenue of at least $650 million, below the $739 million it reported in the same quarter of 2025. Management said it was not assuming any meaningful improvement in the environment during the quarter.

Management also pointed to makers of consumer packaged goods (CPGs) and autos, two groups of advertisers that generate around 25% of Trade Desk’s business. Both have been set back by tariffs and oil prices, management said.

Growth in EMEA and APAC means the slowdown is not happening everywhere Trade Desk sells. Yet the two regions have not kept Trade Desk’s total growth from slowing to 3% in fiscal Q2, and the company’s guidance for fiscal Q3 fell below the year-earlier quarter. So for you, the business abroad is a real reason to look again at the stock, but a partial one.

What Could Slow Trade Desk’s Growth Abroad?

Less spending in EMEA and APAC could slow that growth, since management credits it to years of investment in those regions. And Trade Desk plans to spend more carefully. Management said on the August 6 call that the company will be more disciplined than ever about where it invests over the rest of 2026 and into 2027, focusing its resources on a small number of high-priority growth initiatives.

News reports said on September 4, 2026, that Trade Desk was laying off 15% of its staff, a restructuring the company said would help it become more focused. If the cuts reach EMEA and APAC, the growth there could slow.

Trade Desk’s EMEA and APAC regions are a small, fast-growing part of the company. Their growth is the figure to watch when Trade Desk reports fiscal Q3 2026 results, expected in November 2026.

Does This Mean You Should Act On TTD?

Our purpose is to inform you with unique data so you make the right investment decisions. That said, betting on a single stock is always risky, no matter which direction you choose.

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