Trade Desk (NASDAQ:TTD) Price Target Cut to $42.00 by Analysts at Morgan Stanley

Trade Desk (NASDAQ:TTD) had its target price decreased by Morgan Stanley from $50.00 to $42.00 in a research note released on Tuesday morning,Benzinga reports. Morgan Stanley currently has an equal weight rating on the technology company’s stock.

A number of other analysts also recently issued reports on the stock. Wall Street Zen raised shares of Trade Desk from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. Truist Financial dropped their price target on Trade Desk from $100.00 to $85.00 and set a “buy” rating for the company in a research note on Friday, November 7th. Wolfe Research reiterated an “outperform” rating and issued a $45.00 price objective (down from $60.00) on shares of Trade Desk in a report on Monday, January 5th. Susquehanna reduced their price objective on Trade Desk from $135.00 to $85.00 and set a “positive” rating on the stock in a research report on Friday, November 7th. Finally, UBS Group set a $42.00 target price on Trade Desk in a research report on Tuesday. Twenty-one investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $69.34.

Trade Desk Trading Up 0.7%

Shares of NASDAQ TTD opened at $37.14 on Tuesday. The business has a 50-day moving average of $39.35 and a 200-day moving average of $52.95. The firm has a market capitalization of $17.96 billion, a price-to-earnings ratio of 42.69, a PEG ratio of 1.45 and a beta of 1.11. Trade Desk has a 12 month low of $35.65 and a 12 month high of $126.20.

Trade Desk (NASDAQ:TTD) last announced its earnings results on Thursday, November 6th. The technology company reported $0.45 earnings per share for the quarter, beating analysts’ consensus estimates of $0.44 by $0.01. Trade Desk had a net margin of 15.72% and a return on equity of 16.00%. The business had revenue of $739.43 million for the quarter, compared to the consensus estimate of $719.11 million. During the same period last year, the firm posted $0.41 earnings per share. Trade Desk’s quarterly revenue was up 17.7% on a year-over-year basis. On average, analysts predict that Trade Desk will post 1.06 earnings per share for the current year.

Trade Desk declared that its Board of Directors has approved a share buyback program on Thursday, November 6th that authorizes the company to repurchase $500.00 million in outstanding shares. This repurchase authorization authorizes the technology company to purchase up to 2.1% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s board of directors believes its shares are undervalued.

Institutional Investors Weigh In On Trade Desk

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. CoreCap Advisors LLC grew its holdings in Trade Desk by 24.5% in the 4th quarter. CoreCap Advisors LLC now owns 5,438 shares of the technology company’s stock worth $206,000 after acquiring an additional 1,069 shares during the last quarter. CVA Family Office LLC raised its stake in shares of Trade Desk by 62.1% during the fourth quarter. CVA Family Office LLC now owns 898 shares of the technology company’s stock valued at $34,000 after acquiring an additional 344 shares during the last quarter. Czech National Bank boosted its holdings in shares of Trade Desk by 2.6% during the fourth quarter. Czech National Bank now owns 116,106 shares of the technology company’s stock worth $4,407,000 after purchasing an additional 2,915 shares during the period. Abound Wealth Management grew its stake in shares of Trade Desk by 25.6% in the fourth quarter. Abound Wealth Management now owns 3,410 shares of the technology company’s stock worth $129,000 after purchasing an additional 694 shares during the last quarter. Finally, E. Ohman J or Asset Management AB increased its holdings in Trade Desk by 29.4% during the 4th quarter. E. Ohman J or Asset Management AB now owns 18,239 shares of the technology company’s stock valued at $692,000 after purchasing an additional 4,139 shares during the period. 67.77% of the stock is currently owned by institutional investors.

More Trade Desk News

Here are the key news stories impacting Trade Desk this week:

• Positive Sentiment: A top analyst has ended a prior bearish stance and several pieces argue the brutal 2025 selloff may be bottoming, which supports a recovery narrative for TTD. Trade Desk’s stock has never been this cheap, and its brutal selloff might finally be over MSN coverage
• Positive Sentiment: TTD appears on several buy/long-term lists (Fool articles), which can attract retail and model-driven inflows if investors treat the pullback as a buying opportunity. 3 No-Brainer Stocks to Buy With $1,000 Right Now 2 Tech Stocks You Can Buy and Hold for the Next Decade
• Neutral Sentiment: Reported short-interest data in January shows an odd/zero figure in the public release (no meaningful days-to-cover), so there’s no clear evidence of a concentrated short squeeze or relief buying catalyst from short covering at present.
• Neutral Sentiment: Industry commentary highlights structural challenges in ad tech (transparency, strategy), which could weigh on sector sentiment but doesn’t single out an immediate company-specific catalyst for TTD. Ad Tech Doesn’t Just Have A Transparency Problem. It Has A Courage Problem
• Negative Sentiment: Morgan Stanley lowered its price target on TTD from $50 to $42 and set an “equal weight” rating — this reduces some buy-side conviction and may pressure momentum/quant models that track analyst target changes. Benzinga summary
• Negative Sentiment: Coverage notes the recent 5-day losing streak (≈8% decline) and roughly $1.6B market-cap loss, reinforcing negative momentum and possibly triggering stop-losses or shorter-term rebalancing outflows. Why Is The Trade Desk Stock Falling?

Trade Desk Company Profile

The Trade Desk, Inc (NASDAQ: TTD) is a technology company that provides a demand-side platform (DSP) for programmatic digital advertising. Its platform enables advertisers, agencies and other buyers to plan, purchase and measure ad inventory across digital channels, including display, video, mobile, audio, native and connected TV. By centralizing real‑time bidding, audience targeting and inventory access, the company aims to help clients optimize media spend and reach audiences at scale across publishers and ad exchanges.

Founded in 2009 by Jeff Green and Dave Pickles, The Trade Desk grew from a focus on programmatic display into a global ad‑tech provider.