PomegraTrade Desk and Sanmina Stocks Jump 19% and 20% After Earnings
Why are Trade Desk and Sanmina stocks up today?
Trade Desk (TTD) stock jumped about 19% after hours Monday and Sanmina (SANM) 20% to about $180 after both beat Wall Street estimates and issued forecasts above expectations.
Key numbers
| Trade Desk Q3 revenue | $736M-0.5% YoY |
|---|---|
| Trade Desk Q4 revenue outlook | At least $755Mvs ~$692M estimate |
| Trade Desk adjusted EPS | $0.33vs $0.25 estimate |
| Sanmina Q4 revenue | $3.86B+84% YoY |
| Sanmina Q4 adjusted EPS | $4.43vs ~$3.27 estimate |
| Sanmina fiscal 2027 revenue outlook | $17.5B–$19.5B+27% at midpoint |
What happened
Trade Desk (TTD) stock jumped about 19% after hours Monday and Sanmina (SANM) 20% to about $180 after both beat Wall Street estimates and issued forecasts above expectations. The Trade Desk, which sells software for buying online ads, reported $736 million in sales, beating estimates of about $651 million, and expects at least $755 million next quarter. Sanmina, which builds electronics for AI data centers, reported $3.86 billion in sales, up 84% from a year ago, and forecast $17.5 billion to $19.5 billion for next year.
Why it matters
The Trade Desk's better-than-expected report eases worries about slowing ad growth, though its sales still slipped 0.5% from a year ago. Sanmina's forecast suggests demand for AI data center equipment is still climbing, with sales expected to rise about 27% next year. After-hours moves can change when regular trading opens, so these gains are not locked in.
Who this affects
- MarketbullishMedium impact
- Tech investors cheer; early gains may shift at open.
- CompanybullishHigh impact
- Shareholders gain; Trade Desk added $731M to buyback plan.
- CompetitorsneutralLow impact
- Ad-tech peers such as Magnite could see knock-on moves.
- IndustrymixedMedium impact
- AI hardware makers see strong demand; online advertising stays soft.
The Trade Desk vs Sanmina, Magnite, AppLovin
How we got here
Trade Desk shares close up 15.5% at $14.93 ahead of its report
Trade Desk and Sanmina publish results after the market closes
Trade Desk after-hours gains ranged from 19% to 23% across reports
Sanmina trades near $179.56 after hours, after closing at $149.64
What to watch
- How both stocks trade at Tuesday's open compared with after-hours levels2026-11-10
- Trade Desk delivers on its outlook of at least $755M revenue and $280M adjusted EBITDAQ1 2027
- Sanmina's next-quarter outlook of $3.8B–$4.1B revenue and $3.50–$3.85 adjusted EPSQ1 2027
Educational content only. Not investment advice.
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