Trade Desk (NASDAQ:TTD) Reaches New 1-Year Low After Analyst Downgrade

The Trade Desk (NASDAQ:TTD) reached a new 52-week low during mid-day trading on Tuesday after Wells Fargo & Company lowered their price target on the stock from $25.00 to $24.00. Wells Fargo & Company currently has an equal weight rating on the stock. Trade Desk traded as low as $20.80 and last traded at $20.7010, with a volume of 11257784 shares. The stock had previously closed at $22.21.

Several other research firms also recently commented on TTD. Arete Research upgraded shares of Trade Desk from a “sell” rating to a “neutral” rating and set a $25.00 price objective for the company in a research note on Monday, March 16th. Weiss Ratings downgraded shares of Trade Desk from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday, January 27th. Guggenheim reiterated a “buy” rating and set a $50.00 price objective (down from $55.00) on shares of Trade Desk in a research note on Monday, January 5th. Jefferies Financial Group reiterated a “hold” rating on shares of Trade Desk in a research note on Tuesday, March 17th. Finally, Stifel Nicolaus set a $26.00 price objective on shares of Trade Desk and gave the stock a “hold” rating in a research note on Tuesday, March 17th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, eighteen have assigned a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat, Trade Desk presently has a consensus rating of “Hold” and an average target price of $41.91.

Insider Transactions at Trade Desk

In related news, Director Kathryn E. Falberg sold 102,828 shares of the business’s stock in a transaction on Thursday, March 5th. The shares were 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 $59,255.70. The trade was a 98.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 10.00% of the stock is owned by corporate insiders.

Trade Desk News Roundup

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

• Positive Sentiment: CEO and insiders buying stock — CEO Bill Demas (and insiders) are purchasing roughly $150 million of company stock, signaling management confidence after a steep multi-quarter decline. Why The Trade Desk CEO Is Putting $150 Million Into His Own Stock
• Positive Sentiment: Some bullish analyst/market commentary — TTD is still cited in screens for “affordable growth” and has supporters saying it could be a buy at lower levels, giving a potential floor to the stock. Is Trade Desk (TTD) One Of The Best Affordable Growth Stocks Right Now?
• Neutral Sentiment: Valuation looks inexpensive on forward P/E — Multiple outlets highlight a low forward P/E vs. peers, which supports a longer‑term watch/accumulate case if fundamentals stabilize. TTD Stock Looks Cheap: Should Investors Hold or Exit Now?
• Neutral Sentiment: Product strategy shifts and trading-mode rollout create mixed signals — New automated Trading Modes change pricing and go-to-market; they could boost efficiency long term but add near-term execution risk amid leadership changes. A Look At Trade Desk (TTD) Valuation As New Trading Modes And Leadership Changes Reshape The Story
• Negative Sentiment: Sudden departures of several senior executives — Reports cite multiple top-level exits, which raised concerns about execution and stability and directly pressured investor sentiment. Here’s Why The Trade Desk Stock (TTD) Fell 6.8% Today, 4/7/26
• Negative Sentiment: Regulatory/legal scrutiny — A shareholder‑oriented law firm has opened an investigation into the company’s officers and directors over prior financial disclosures, adding litigation risk and uncertainty. Trade Desk Investigation Initiated: Kahn Swick & Foti, LLC Investigates the Officers and Directors of The Trade Desk, Inc. – TTD
• Negative Sentiment: Analyst/watch‑list actions and industry pushback — Wells Fargo trimmed its price target and industry press notes a buyer/backlash dynamic that could pressure margins and new business. Wells Fargo price target cut / coverage DSP-ite The Trade Desk Backlash, Buyers Aren’t Budging…

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in TTD. Mirae Asset Global Investments Co. Ltd. increased its holdings in 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 valued at $8,515,000 after buying an additional 66,672 shares in the last quarter. Jacobson & Schmitt Advisors LLC increased its holdings in Trade Desk by 19.6% in the third quarter. Jacobson & Schmitt Advisors LLC now owns 289,574 shares of the technology company’s stock valued at $14,192,000 after buying an additional 47,539 shares in the last quarter. State of Michigan Retirement System purchased a new position in Trade Desk in the third quarter valued at $5,906,000. Amalgamated Bank increased its holdings in Trade Desk by 190.1% in the third quarter. Amalgamated Bank now owns 97,918 shares of the technology company’s stock valued at $4,799,000 after buying an additional 64,159 shares in the last quarter. Finally, Principal Financial Group Inc. increased its holdings in Trade Desk by 325.9% in the third quarter. Principal Financial Group Inc. now owns 482,666 shares of the technology company’s stock valued at $23,655,000 after buying an additional 369,345 shares in the last quarter. 67.77% of the stock is currently owned by institutional investors and hedge funds.

Trade Desk Price Performance

The business’s fifty day simple moving average is $25.47 and its two-hundred day simple moving average is $36.73. The company has a market cap of $9.85 billion, a PE ratio of 23.00, a PEG ratio of 0.87 and a beta of 1.18.

Trade Desk (NASDAQ:TTD) last released its quarterly earnings data on Wednesday, February 25th. The technology company reported $0.59 earnings per share for the quarter, meeting analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $840.56 million. During the same quarter in the previous year, the company earned $0.59 earnings per share. The firm’s revenue for the quarter was up 14.3% on a year-over-year basis. As a group, analysts predict that The Trade Desk will post 1.06 EPS for the current year.

Trade Desk declared that its board has authorized a share repurchase plan on Wednesday, February 25th that permits the company to repurchase $350.00 million in shares. This repurchase authorization permits the technology company to buy up to 2.9% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s board believes its shares are undervalued.

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.