Assenagon Asset Management S.A. Acquires 54,037 Shares of The Trade Desk $TTD

Assenagon Asset Management S.A. raised its holdings in The Trade Desk (NASDAQ:TTD) by 21.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 308,982 shares of the technology company’s stock after purchasing an additional 54,037 shares during the quarter. Assenagon Asset Management S.A. owned approximately 0.06% of Trade Desk worth $11,729,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of TTD. Family Legacy Financial Solutions LLC raised its position in Trade Desk by 163.2% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 500 shares of the technology company’s stock worth $25,000 after purchasing an additional 310 shares during the last quarter. Versant Capital Management Inc boosted its position in Trade Desk by 175.8% in the 3rd quarter. Versant Capital Management Inc now owns 524 shares of the technology company’s stock valued at $26,000 after buying an additional 334 shares during the last quarter. Root Financial Partners LLC bought a new position in Trade Desk in the 3rd quarter valued at $26,000. Elevation Wealth Partners LLC increased its stake in shares of Trade Desk by 2,382.8% in the 4th quarter. Elevation Wealth Partners LLC now owns 720 shares of the technology company’s stock valued at $27,000 after buying an additional 691 shares during the period. Finally, Twin Peaks Wealth Advisors LLC bought a new stake in shares of Trade Desk during the second quarter worth $28,000. Institutional investors and hedge funds own 67.77% of the company’s stock.

Insider Transactions at Trade Desk

In other Trade Desk news, Director Kathryn E. Falberg sold 50,000 shares of the stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $30.48, for a total value of $1,524,000.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Company insiders own 10.00% of the company’s stock.

Trade Desk Stock Down 2.1%

Shares of TTD opened at $21.28 on Friday. The Trade Desk has a twelve month low of $21.03 and a twelve month high of $91.45. The stock has a market capitalization of $10.13 billion, a P/E ratio of 23.64, a P/E/G ratio of 0.86 and a beta of 1.13. The company has a 50 day moving average of $27.28 and a 200-day moving average of $38.02.

Trade Desk (NASDAQ:TTD) last announced its quarterly earnings data on Wednesday, February 25th. The technology company reported $0.59 EPS 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 business had revenue of $846.79 million for the quarter, compared to analyst estimates of $840.56 million. During the same quarter in the previous year, the firm posted $0.59 earnings per share. The firm’s revenue for the quarter was up 14.3% on a year-over-year basis. On average, sell-side analysts anticipate that The Trade Desk will post 1.06 earnings per share for the current fiscal year.

Trade Desk declared that its board has approved a share repurchase 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 stock through open market purchases. Stock buyback programs are typically a sign that the company’s board believes its stock is undervalued.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on TTD shares. Scotiabank reiterated a “sector perform” rating and issued a $32.00 price target (down from $60.00) on shares of Trade Desk in a report on Thursday, February 26th. Wedbush reissued an “underperform” rating and set a $23.00 price objective on shares of Trade Desk in a report on Friday, March 6th. Benchmark reaffirmed a “buy” rating and issued a $40.00 target price (down from $65.00) on shares of Trade Desk in a research note on Monday, February 23rd. Royal Bank Of Canada reissued an “outperform” rating on shares of Trade Desk in a research note on Tuesday, March 17th. Finally, Piper Sandler restated a “neutral” rating and issued a $28.00 price objective (down from $50.00) on shares of Trade Desk in a report on Monday, March 2nd. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, eighteen have issued a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $41.94.

Key Trade Desk News

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

• Positive Sentiment: Needham reiterated a Buy rating and set a $32 price target, highlighting sizable upside from current levels and providing analyst support that could limit further downside. Needham Reiterates Buy Rating for Trade Desk (TTD)
• Positive Sentiment: Contrarian coverage (The Motley Fool) calls TTD “ultracheap” and presents a case for a large rebound if the company can stabilize its brand and regain advertiser share, which may attract value-oriented investors. 1 Ultracheap Stock That Could Double by the End of 2026
• Neutral Sentiment: Analytical pieces (Yahoo/Zacks) summarize the post‑earnings pullback (~9% since the report) and walk through estimates and catalysts to watch next — useful for investors assessing whether the move reflects fundamentals or sentiment. Why Is The Trade Desk (TTD) Down 9.2% Since Last Earnings Report?
• Negative Sentiment: Forbes highlights that Q1 guidance ($678M, ~10% YoY) came in about 1.5% below estimates and that, despite 2025 revenue growth of ~18% to $2.9B, the modest guidance shortfall spooked investors — a primary reason for the share decline. What’s Really Happening To The Trade Desk Stock?
• Negative Sentiment: Industry commentary questions the durability of TTD’s CTV brand-attraction thesis, suggesting advertisers may favor alternatives — a structural risk for growth and pricing power. Trade Desk Concerns: Does CTV Brand Attraction Have A Strong Foundation?
• Negative Sentiment: Macro/geopolitical headlines and Nasdaq weakness are pressuring ad-tech names broadly; broader market risk is contributing to TTD’s pullback alongside company‑specific concerns. Think Trump’s War Crash Isn’t Bad Yet? 5 Big Stocks Implode 60%
• Negative Sentiment: Zacks notes TTD’s share decline outpaced the market, underscoring investor caution and momentum selling risks if short‑term catalysts don’t reappear. The Trade Desk (TTD) Declines More Than Market: Some Information for Investors

Trade Desk 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.