Barclays PLC Purchases 2,333,744 Shares of The Trade Desk $TTD

Barclays PLC lifted its position in shares of The Trade Desk (NASDAQ:TTD) by 326.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,048,438 shares of the technology company’s stock after buying an additional 2,333,744 shares during the period. Barclays PLC owned about 0.62% of Trade Desk worth $149,404,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. STF Management LP lifted its position in Trade Desk by 2.1% in the second quarter. STF Management LP now owns 6,627 shares of the technology company’s stock worth $477,000 after buying an additional 136 shares during the last quarter. Brighton Jones LLC increased its position in Trade Desk by 3.8% during the fourth quarter. Brighton Jones LLC now owns 4,586 shares of the technology company’s stock valued at $539,000 after acquiring an additional 169 shares during the last quarter. M&T Bank Corp increased its position in Trade Desk by 0.7% during the second quarter. M&T Bank Corp now owns 27,607 shares of the technology company’s stock valued at $1,987,000 after acquiring an additional 194 shares during the last quarter. Parkside Financial Bank & Trust raised its stake in shares of Trade Desk by 52.2% in the second quarter. Parkside Financial Bank & Trust now owns 586 shares of the technology company’s stock valued at $42,000 after acquiring an additional 201 shares during the period. Finally, AE Wealth Management LLC raised its stake in shares of Trade Desk by 5.4% in the second quarter. AE Wealth Management LLC now owns 4,553 shares of the technology company’s stock valued at $328,000 after acquiring an additional 235 shares during the period. 67.77% of the stock is currently owned by institutional investors.

Trending Headlines about Trade Desk

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

• Positive Sentiment: OpenAI partnership reports pushed strong upside expectations for TTD, triggering an 18% rally as investors price in access to ChatGPT ad inventory and new AI-driven demand channels. The Trade Desk (TTD) Soars 18% on OpenAI Deal Buzz
• Positive Sentiment: CEO Jeff Green made a large insider purchase (~6M shares, reported ~$148M), which traders view as a confidence signal and helped amplify the rally. Trade Desk (TTD) Soars 20% after CEO’s Huge $148M Insider Purchase
• Positive Sentiment: The company launched the Ventura Ecosystem to unify CTV platforms and OS partners — a strategic move that could improve CTV monetization long term if adoption follows. The Trade Desk (TTD) Introduces Ventura Ecosystem for Connected TV Advertising
• Positive Sentiment: Some analysts remain constructive (Evercore reiterated Buy with a $35 target), arguing the OpenAI angle + insider buying and stretched sell-off leave upside. The Trade Desk: Buy Rated on OpenAI Ad Partnership Upside…
• Neutral Sentiment: Industry / sector rebound articles highlight TTD among software stocks that look attractive after the correction — supportive context but not an immediate catalyst. The Software Recovery Already Started: 5 Stocks to Buy Now
• Neutral Sentiment: Company presentation/transcript from the Morgan Stanley TMT conference is available; useful for modeling but no new financial guidance released in these materials. The Trade Desk, Inc. (TTD) Presents at Morgan Stanley…
• Negative Sentiment: Wedbush downgraded TTD to Underperform, saying the stock has rallied too far on OpenAI hype and that the partnership’s impact may be overstated; they set a $23 price target — a direct catalyst for selling pressure. Wedbush downgrades The Trade Desk, says OpenAI deal impact overestimated
• Negative Sentiment: Underlying fundamentals remain a concern: recent guidance misses and slowing revenue growth have forced a reset in growth/valuation expectations, which leaves the rally vulnerable to profit-taking and skeptical sell-side views. The Trade Desk Stock Dropped 5% on a Guidance Miss

Trade Desk Stock Performance

NASDAQ TTD opened at $29.28 on Friday. The company has a market capitalization of $14.16 billion, a price-to-earnings ratio of 32.53, a price-to-earnings-growth ratio of 1.16 and a beta of 1.13. The company’s 50-day simple moving average is $31.16 and its two-hundred day simple moving average is $40.89. The Trade Desk has a one year low of $21.08 and a one year high of $91.45.

Trade Desk (NASDAQ:TTD) last issued its quarterly earnings data on Wednesday, February 25th. The technology company reported $0.59 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.59. Trade Desk had a net margin of 15.31% and a return on equity of 16.89%. The company had revenue of $846.79 million for the quarter, compared to analyst estimates of $840.56 million. During the same period last year, the company posted $0.59 earnings per share. Trade Desk’s revenue was up 14.3% compared to the same quarter last year. Equities analysts expect that The Trade Desk will post 1.06 earnings per share for the current fiscal year.

Trade Desk announced that its board has authorized a stock buyback plan on Wednesday, February 25th that permits the company to buyback $350.00 million in outstanding shares. This buyback authorization permits the technology company to reacquire up to 2.9% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s board believes its shares are undervalued.

Analyst Upgrades and Downgrades

TTD has been the topic of a number of recent analyst reports. Wedbush reissued an “underperform” rating and issued a $23.00 price objective on shares of Trade Desk in a research report on Friday. KeyCorp cut their target price on Trade Desk from $40.00 to $35.00 and set an “overweight” rating on the stock in a research note on Monday, March 2nd. DA Davidson set a $32.00 price target on Trade Desk in a report on Thursday. Wolfe Research reissued an “outperform” rating and set a $45.00 price target (down from $60.00) on shares of Trade Desk in a research note on Monday, January 5th. Finally, Benchmark restated a “buy” rating and set a $40.00 price objective (down from $65.00) on shares of Trade Desk in a report on Monday, February 23rd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, fifteen have given a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat, Trade Desk presently has an average rating of “Hold” and a consensus price target of $43.45.

About Trade Desk

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.