Rep. Byron Donalds Purchases Shares of The Trade Desk (NASDAQ:TTD)

Representative Byron Donalds (Republican-Florida) recently bought shares of The Trade Desk (NASDAQ:TTD). In a filing disclosed on March 06th, the Representative disclosed that they had bought between $1,001 and $15,000 in Trade Desk stock on February 10th. The trade occurred in the Representative’s “MORAN WEALTH IRA” account.

Representative Byron Donalds also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of PayPal (NASDAQ:PYPL) on 2/10/2026.
• Sold $1,001 – $15,000 in shares of Brown & Brown (NYSE:BRO) on 2/10/2026.
• Purchased $1,001 – $15,000 in shares of ServiceNow (NYSE:NOW) on 2/10/2026.
• Sold $1,001 – $15,000 in shares of Trade Desk (NASDAQ:TTD) on 1/8/2026.
• Sold $1,001 – $15,000 in shares of Parker-Hannifin (NYSE:PH) on 1/8/2026.
• Sold $1,001 – $15,000 in shares of Howmet Aerospace (NYSE:HWM) on 1/8/2026.

Trade Desk Stock Down 2.5%

Shares of NASDAQ TTD opened at $28.56 on Tuesday. The firm has a 50-day simple moving average of $30.97 and a 200-day simple moving average of $40.64. The stock has a market capitalization of $13.81 billion, a price-to-earnings ratio of 31.73, a price-to-earnings-growth ratio of 1.16 and a beta of 1.13. The Trade Desk has a 52 week low of $21.08 and a 52 week high of $91.45.

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

Trade Desk announced that its board has initiated a share buyback program on Wednesday, February 25th that allows the company to buyback $350.00 million in shares. This buyback authorization allows the technology company to reacquire up to 2.9% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s leadership believes its shares are undervalued.

Insider Buying and Selling at Trade Desk

In other news, Director Kathryn E. Falberg sold 102,828 shares of the stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $30.45, for a total transaction of $3,131,112.60. Following the completion of the transaction, the director directly owned 1,946 shares in the company, valued at approximately $59,255.70. This represents a 98.14% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 10.00% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the stock. Oppenheimer decreased their target price on shares of Trade Desk from $70.00 to $35.00 and set an “outperform” rating on the stock in a research note on Thursday, February 26th. Stifel Nicolaus cut their price target on Trade Desk from $74.00 to $48.00 and set a “buy” rating for the company in a report on Thursday, February 26th. DA Davidson set a $32.00 price objective on Trade Desk in a research report on Thursday. Rosenblatt Securities lowered their price objective on Trade Desk from $53.00 to $36.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. Finally, BNP Paribas Exane assumed coverage on Trade Desk in a report on Wednesday, January 14th. They issued a “neutral” rating and a $40.00 target price for the company. 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 five have issued a Sell rating to the company. According to data from MarketBeat, Trade Desk presently has a consensus rating of “Hold” and an average price target of $43.45.

Key Headlines Impacting Trade Desk

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

• Positive Sentiment: Potential OpenAI partnership could be transformational: reports say TTD is in early talks to help place ads in ChatGPT — a huge ad inventory opportunity if it materializes and would meaningfully expand TTD’s addressable market. OpenAI/ChatGPT ad talks
• Positive Sentiment: CTV push gains traction: The Trade Desk is focusing its CTV platform on premium streaming ad budgets as streaming inventory and video now drive a large portion of revenue — a tailwind if advertisers shift more spend to programmatic CTV. CTV platform targets premium streaming ad budgets
• Positive Sentiment: Product evolution (Kokai) and CEO strategy get bullish coverage: Analysts and media note TTD is reinventing itself from fast-growth challenger to a scaled platform; if Kokai and other initiatives widen its moat, long-term margins and monetization could improve. Reinventing itself analysis
• Neutral Sentiment: Investor-opinion pieces frame TTD as a potential bargain at current levels, but highlight slower growth vs. historical trends — useful context but not new company-specific catalysts. Bargain opportunity piece
• Neutral Sentiment: “Bottom fishing” and strategy write-ups encourage selective buying around CEO commentary, but these are opinion pieces that depend on execution of product roadmap. Bottom fishing analysis
• Negative Sentiment: Large insider selling: Director Kathryn Falberg disclosed sales totaling ~152,828 shares on March 5 at ~\$30.45–\$30.48, reducing her holdings by ~98% — a visible negative signal that can weigh on sentiment. SEC Form 4
• Negative Sentiment: Boardroom change and governance transition: The resignation of board member Gokul Rajaram and related governance moves add uncertainty around oversight and strategy execution during a key transition. Board resignation news
• Negative Sentiment: Analyst caution and recent price pressure: Wedbush reiterated an Underperform, and coverage notes TTD is down sharply over recent months amid tougher macro advertising spending and competition — a factor likely pressuring the stock today. Analyst reiteration

Institutional Trading of Trade Desk

Hedge funds and other institutional investors have recently made changes to their positions in the company. STF Management LP grew 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 acquiring an additional 136 shares during the period. Brighton Jones LLC increased its stake in Trade Desk by 3.8% during the fourth quarter. Brighton Jones LLC now owns 4,586 shares of the technology company’s stock worth $539,000 after acquiring an additional 169 shares during the last quarter. M&T Bank Corp raised its position in Trade Desk by 0.7% in the second quarter. M&T Bank Corp now owns 27,607 shares of the technology company’s stock valued at $1,987,000 after purchasing an additional 194 shares during the period. Parkside Financial Bank & Trust raised its position in 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 purchasing an additional 201 shares during the period. Finally, AE Wealth Management LLC lifted its stake in shares of Trade Desk by 5.4% in the 2nd quarter. AE Wealth Management LLC now owns 4,553 shares of the technology company’s stock valued at $328,000 after purchasing an additional 235 shares during the last quarter. Institutional investors and hedge funds own 67.77% of the company’s stock.

About Representative Donalds

Byron Donalds (Republican Party) is a member of the U.S. House, representing Florida’s 19th Congressional District. He assumed office on January 3, 2021. His current term ends on January 3, 2027.

Donalds (Republican Party) is running for re-election to the U.S. House to represent Florida’s 19th Congressional District. He declared candidacy for the 2026 election.

Byron Donalds was born in Brooklyn, New York, and lives in Naples, Florida. Donalds earned a bachelor’s degree in finance and marketing from Florida State University in 2002. His career experience includes working as a commercial credit officer in banking and as a portfolio manager in financial services.

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.