The Trade Desk (NASDAQ:TTD) Receives Average Recommendation of “Hold” from Brokerages

Shares of The Trade Desk (NASDAQ:TTD) have received an average recommendation of “Hold” from the thirty-seven research firms that are presently covering the firm, Marketbeat reports. Four investment analysts have rated the stock with a sell recommendation, eighteen have given a hold recommendation, fourteen have given a buy recommendation and one has given a strong buy recommendation to the company. The average 1-year price target among brokerages that have issued ratings on the stock in the last year is $41.9118.

A number of research firms recently commented on TTD. Citigroup lowered their price target on shares of Trade Desk from $50.00 to $38.00 and set a “neutral” rating on the stock in a report on Tuesday, January 27th. Wolfe Research reaffirmed an “outperform” rating and issued a $45.00 price target (down from $60.00) on shares of Trade Desk in a report on Monday, January 5th. Cfra reaffirmed a “hold” rating and issued a $40.00 price target on shares of Trade Desk in a report on Tuesday, January 27th. Stifel Nicolaus set a $26.00 price target on shares of Trade Desk and gave the stock a “hold” rating in a report on Tuesday, March 17th. Finally, Benchmark reissued a “buy” rating and set a $40.00 target price (down from $65.00) on shares of Trade Desk in a report on Monday, February 23rd.

Trade Desk Trading Down 2.5%

NASDAQ:TTD opened at $20.09 on Friday. The stock has a market capitalization of $9.56 billion, a PE ratio of 22.32, a price-to-earnings-growth ratio of 0.81 and a beta of 1.18. The firm’s 50 day moving average is $24.82 and its 200 day moving average is $36.32. Trade Desk has a 12 month low of $19.74 and a 12 month high of $91.45.

Trade Desk (NASDAQ:TTD) last posted its quarterly earnings results on Wednesday, February 25th. The technology company reported $0.59 EPS for the quarter, hitting analysts’ consensus estimates of $0.59. The company had revenue of $846.79 million for the quarter, compared to analysts’ expectations of $840.56 million. Trade Desk had a net margin of 15.31% and a return on equity of 16.89%. Trade Desk’s revenue was up 14.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.59 EPS. Research analysts predict that Trade Desk will post 1.06 earnings per share for the current year.

Trade Desk announced that its Board of Directors has initiated a share repurchase plan on Wednesday, February 25th that allows the company to buyback $350.00 million in outstanding shares. This buyback authorization allows the technology company to reacquire up to 2.9% of its shares through open market purchases. Shares buyback plans are often a sign that the company’s board of directors believes its stock is undervalued.

Insider Transactions at Trade Desk

In other Trade Desk news, Director Kathryn E. Falberg sold 50,000 shares of the business’s stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $30.48, for a total transaction of $1,524,000.00. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 10.00% of the stock is owned by insiders.

Institutional Investors Weigh In On Trade Desk

A number of hedge funds and other institutional investors have recently bought and sold shares of TTD. Mirae Asset Global Investments Co. Ltd. increased its holdings in shares of Trade Desk by 62.3% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 173,743 shares of the technology company’s stock worth $8,515,000 after purchasing an additional 66,672 shares during the period. Jacobson & Schmitt Advisors LLC increased its holdings in shares of Trade Desk by 19.6% in the third quarter. Jacobson & Schmitt Advisors LLC now owns 289,574 shares of the technology company’s stock worth $14,192,000 after purchasing an additional 47,539 shares during the period. State of Michigan Retirement System bought a new position in shares of Trade Desk in the third quarter worth $5,906,000. Amalgamated Bank increased its holdings in shares of Trade Desk by 190.1% in the third quarter. Amalgamated Bank now owns 97,918 shares of the technology company’s stock worth $4,799,000 after purchasing an additional 64,159 shares during the period. Finally, Principal Financial Group Inc. increased its holdings in shares of Trade Desk by 325.9% in the third quarter. Principal Financial Group Inc. now owns 482,666 shares of the technology company’s stock worth $23,655,000 after purchasing an additional 369,345 shares during the period. Institutional investors own 67.77% of the company’s stock.

More Trade Desk News

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

• Positive Sentiment: Some value/bargain narratives argue the shares are now attractively priced after the selloff, highlighting long‑term franchise strength and labeling TTD a potential turnaround/deep value opportunity. The Trade Desk: Macro Headwinds Aside, This Is A Tremendous Bargain (Upgrade)
• Positive Sentiment: Another bullish take frames TTD as a “deep value” stock after the drop, suggesting patient investors could be rewarded if macro/advertising demand stabilizes. The Trade Desk Is Now A Deep Value Stock
• Neutral Sentiment: TTD is pushing Joint Business Plans (now over half its business) to deepen advertiser relationships — a revenue strategy that can support growth but may compress margins and raise near‑term execution risk. Trade Desk Strengthens Growth With Joint Business Plans
• Neutral Sentiment: Fundamental anchor: the most recent quarter matched EPS and slightly beat revenue estimates (revenue +14% y/y) — helpful context but not enough to offset the market’s concern about slower ad spend and margin pressure.
• Negative Sentiment: Wells Fargo trimmed its price target and reduced Q2–Q4 earnings forecasts, signaling analyst concerns about demand and near‑term growth — a direct catalyst for selling pressure. Wells Fargo Trims PT on The Trade Desk (TTD), Reduces Q2-Q4 Forecasts
• Negative Sentiment: Analyst downgrades and coverage questioning the stock’s outlook have pushed TTD to a new 12‑month low, amplifying technical selling and headline risk. Trade Desk (NASDAQ:TTD) Sets New 12-Month Low Following Analyst Downgrade
• Negative Sentiment: Investor lawsuits / shareholder probes alleging insider breaches add legal and governance uncertainty that can weigh on sentiment and attract short‑term selling. Did The Trade Desk, Inc. Insiders Breach their Fiduciary Duties to Shareholders?
• Negative Sentiment: Competitive risk: AppLovin’s expansion into self‑serve e‑commerce ad tools could broaden competition for advertiser dollars, increasing pressure on TTD’s growth and pricing power. AppLovin’s E-Commerce Expansion Could Unlock a New Growth Engine

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.