Allstate Corp Takes Position in The Trade Desk $TTD

Allstate Corp acquired a new position in shares of The Trade Desk (NASDAQ:TTD) in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund acquired 16,773 shares of the technology company’s stock, valued at approximately $822,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Cornerstone Wealth Group LLC increased its position in Trade Desk by 2.8% during the second quarter. Cornerstone Wealth Group LLC now owns 4,457 shares of the technology company’s stock worth $321,000 after buying an additional 122 shares in the last quarter. STF Management LP lifted its position in shares of Trade Desk by 2.1% in the second quarter. STF Management LP now owns 6,627 shares of the technology company’s stock valued at $477,000 after acquiring an additional 136 shares in the last quarter. Mutual Advisors LLC boosted its stake in shares of Trade Desk by 3.5% during the second quarter. Mutual Advisors LLC now owns 4,239 shares of the technology company’s stock valued at $305,000 after acquiring an additional 142 shares during the last quarter. HighMark Wealth Management LLC increased its position in Trade Desk by 46.2% during the 2nd quarter. HighMark Wealth Management LLC now owns 478 shares of the technology company’s stock worth $34,000 after purchasing an additional 151 shares in the last quarter. Finally, Brighton Jones LLC increased its position in Trade Desk by 3.8% during the 4th quarter. Brighton Jones LLC now owns 4,586 shares of the technology company’s stock worth $539,000 after purchasing an additional 169 shares in the last quarter. Hedge funds and other institutional investors own 67.77% of the company’s stock.

Key Headlines Impacting Trade Desk

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

• Positive Sentiment: Strong Kokai adoption (85% default) is cited as materially improving CPA, reach and CTR and could boost both revenue growth and margins — a clear operational positive for monetization and gross margin outlook. Strong Kokai Adoption Fuels TTD’s Revenue Pipeline & Growth Prospects
• Positive Sentiment: Bullish research argues recent growth slowing is largely macro-driven and temporary; investor crowding out creates an attractive risk/reward if management can reaccelerate growth in 2026. The Trade Desk: The Death Of Its Growth Is Exaggerated
• Neutral Sentiment: TTD is a trending ticker with heightened retail/institutional attention; that can amplify moves in either direction until a clear catalyst emerges. The Trade Desk (TTD) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Analysts are divided on communication services names including TTD, signaling no consensus on near‑term prospects — expect continued analyst chatter and revisions. Analysts Have Conflicting Sentiments on These Communication Services Companies
• Neutral Sentiment: Coverage pieces note valuation and Kokai transition concerns after recent downgrades — useful context for investors assessing multiple upside/downside scenarios. A Look At Trade Desk (TTD) Valuation After Analyst Downgrades And Kokai Transition Concerns
• Negative Sentiment: Bank of America cut TTD’s price target to $40 from $49 and moved to an “underperform” view, applying fresh downward analyst pressure and making the stock more vulnerable to multiple contraction. Trade Desk price target lowered to $40 from $49 at BofA
• Negative Sentiment: Macro/tariff headlines spurred selloffs in growth tech, driving TTD to a new 52‑week low recently — a reminder that geopolitical and policy risks can trigger sectorwide pressure. The Trade Desk (TTD) Stock Hits New 52-Week Low As Tariff Fears Rattle Growth Tech

Trade Desk Trading Up 3.5%

Shares of Trade Desk stock opened at $35.33 on Thursday. The business’s fifty day moving average price is $38.27 and its 200 day moving average price is $51.50. The Trade Desk has a twelve month low of $34.00 and a twelve month high of $126.20. The stock has a market capitalization of $17.09 billion, a P/E ratio of 40.61, a PEG ratio of 1.34 and a beta of 1.11.

Trade Desk (NASDAQ:TTD) last released its quarterly earnings data on Thursday, November 6th. The technology company reported $0.45 EPS for the quarter, topping analysts’ consensus estimates of $0.44 by $0.01. Trade Desk had a return on equity of 16.00% and a net margin of 15.72%.The company 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 business posted $0.41 EPS. The company’s quarterly revenue was up 17.7% compared to the same quarter last year. As a group, sell-side analysts predict that The Trade Desk will post 1.06 EPS for the current year.

Trade Desk declared that its Board of Directors has approved a share buyback plan on Thursday, November 6th that allows the company to repurchase $500.00 million in outstanding shares. This repurchase authorization allows the technology company to reacquire up to 2.1% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s management believes its stock is undervalued.

Analysts Set New Price Targets

A number of research analysts have issued reports on the stock. Rosenblatt Securities reduced their target price on shares of Trade Desk from $78.00 to $64.00 and set a “buy” rating on the stock in a report on Friday, November 7th. Wells Fargo & Company set a $42.00 price objective on shares of Trade Desk and gave the company an “equal weight” rating in a research report on Monday, January 12th. Wedbush reduced their price objective on shares of Trade Desk from $50.00 to $40.00 and set a “neutral” rating on the stock in a research note on Monday, December 8th. Guggenheim restated a “buy” rating and set a $50.00 target price (down previously from $55.00) on shares of Trade Desk in a research report on Monday, January 5th. Finally, Citigroup reaffirmed an “outperform” rating on shares of Trade Desk in a research note on Tuesday, September 30th. One analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, fifteen have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Trade Desk presently has a consensus rating of “Moderate Buy” and a consensus target price of $68.24.

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.