Share Repurchase Plan Initiated by Trade Desk (NASDAQ:TTD)

Trade Desk (NASDAQ:TTD) announced that its Board of Directors has initiated a share buyback program on Wednesday, February 25th, RTT News reports. The company plans to repurchase $350.00 million in shares. This repurchase authorization permits the technology company to purchase up to 2.9% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s board believes its stock is undervalued.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. Rosenblatt Securities reduced their target price on Trade Desk from $64.00 to $53.00 and set a “buy” rating for the company in a report on Tuesday, January 27th. Guggenheim reissued a “buy” rating and issued a $50.00 price objective (down from $55.00) on shares of Trade Desk in a research report on Monday, January 5th. Wells Fargo & Company set a $42.00 target price on Trade Desk and gave the company an “equal weight” rating in a research report on Monday, January 12th. Benchmark reiterated a “buy” rating and set a $40.00 target price (down from $65.00) on shares of Trade Desk in a research note on Monday. Finally, Susquehanna reduced their price target on shares of Trade Desk from $135.00 to $85.00 and set a “positive” rating for the company in a research report on Friday, November 7th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, fifteen have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $57.58.

Trade Desk Price Performance

Shares of TTD opened at $25.16 on Thursday. The company has a 50-day moving average of $32.81 and a two-hundred day moving average of $42.22. The stock has a market cap of $12.17 billion, a price-to-earnings ratio of 28.92, a PEG ratio of 0.98 and a beta of 1.10. Trade Desk has a one year low of $23.78 and a one year high of $91.45.

Trade Desk (NASDAQ:TTD) last issued its quarterly earnings results on Wednesday, February 25th. The technology company reported $0.59 EPS for the quarter, meeting the consensus estimate of $0.59. Trade Desk had a net margin of 15.72% and a return on equity of 16.00%. The business had revenue of $846.79 million during the quarter, compared to the consensus estimate of $840.56 million. During the same quarter in the prior year, the firm earned $0.59 EPS. The firm’s quarterly revenue was up 14.3% on a year-over-year basis. Analysts anticipate that Trade Desk will post 1.06 earnings per share for the current year.

Key Stories Impacting Trade Desk

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

• Positive Sentiment: Q4 revenue topped Street estimates — $846.8M vs. consensus ~$840.6M, and non‑GAAP EPS matched estimates at $0.59; the beat on top line and solid margins support the growth narrative. The Trade Desk Reports Fourth Quarter and Fiscal Year 2025 Financial Results
• Positive Sentiment: Launch of the Ventura Ecosystem to tie TV OSes and streaming platforms to The Trade Desk’s monetization/transparency tools could lift CTV CPMs and strengthen long‑term competitive moats in programmatic streaming. Trade Desk Unveils Ventura Ecosystem to Elevate CTV Advertising
• Positive Sentiment: Unusual options activity: large call buying (83,354 calls, ~41% above average) indicates some traders are positioning for upside or volatility in the near term. (Trading flow item; no article link)
• Neutral Sentiment: Industry/analyst notes emphasize that Ventura’s collaboration model could improve transparency but will take time to impact revenue meaningfully; analysts and writeups are evaluating execution risks. Does Ventura Ecosystem’s CTV Push Transform The Trade Desk’s Transparency Edge For Investors (TTD)?
• Neutral Sentiment: Q4 snapshot and coverage summarize results and market reaction; useful context but adds no new financial surprises beyond the release. The Trade Desk: Q4 Earnings Snapshot
• Negative Sentiment: Management’s Q1 revenue guidance of $678M missed consensus (~$687.4M), prompting a sharp market reaction and driving most of the downside pressure in after‑hours trading. The Trade Desk (NASDAQ:TTD) Posts Better-Than-Expected Sales In Q4 CY2025 But Stock Drops 15.6%
• Negative Sentiment: Analyst concern over rising competition and ad spend consolidation into closed ecosystems has led firms (e.g., Wedbush) to trim price targets, raising execution risk for sustained revenue reacceleration. The Trade Desk faces rising competition ahead of Q4 earnings report
• Negative Sentiment: Large institutional trimming noted in recent filings (several big managers cut positions), which can pressure sentiment and reduce buy‑side support near-term. The Trade Desk Stock (TTD) Opinions on Upcoming Q4 Earnings

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.