Fieldview Capital Management LLC Purchases Shares of 18,880 The Trade Desk $TTD

Fieldview Capital Management LLC acquired a new position in The Trade Desk (NASDAQ:TTD) during the 3rd quarter, HoldingsChannel.com reports. The firm acquired 18,880 shares of the technology company’s stock, valued at approximately $925,000.

Several other institutional investors also recently bought and sold shares of TTD. Inceptionr LLC grew its position in Trade Desk by 151.9% during the 3rd quarter. Inceptionr LLC now owns 8,663 shares of the technology company’s stock worth $425,000 after acquiring an additional 5,224 shares during the last quarter. Gerber Kawasaki Wealth & Investment Management lifted its position in Trade Desk by 23.2% in the third quarter. Gerber Kawasaki Wealth & Investment Management now owns 5,692 shares of the technology company’s stock valued at $279,000 after purchasing an additional 1,073 shares during the last quarter. Rathbones Group PLC lifted its position in Trade Desk by 65.9% in the third quarter. Rathbones Group PLC now owns 37,879 shares of the technology company’s stock valued at $1,856,000 after purchasing an additional 15,045 shares during the last quarter. Meiji Yasuda Asset Management Co Ltd. boosted its stake in shares of Trade Desk by 35.0% during the third quarter. Meiji Yasuda Asset Management Co Ltd. now owns 4,226 shares of the technology company’s stock valued at $207,000 after purchasing an additional 1,095 shares during the period. Finally, Blair William & Co. IL grew its holdings in shares of Trade Desk by 48.3% in the third quarter. Blair William & Co. IL now owns 48,254 shares of the technology company’s stock worth $2,365,000 after purchasing an additional 15,720 shares during the last quarter. 67.77% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, Director Kathryn E. Falberg sold 50,000 shares of the firm’s stock in a transaction dated 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 filing with the SEC, which is accessible through this hyperlink. 10.00% of the stock is currently owned by insiders.

Trade Desk Price Performance

Shares of NASDAQ:TTD opened at $28.56 on Tuesday. The business has a fifty day moving average price of $30.97 and a 200-day moving average price of $40.64. The company has a market capitalization of $13.81 billion, a PE ratio of 31.73, a PEG ratio of 1.16 and a beta of 1.13. The Trade Desk has a 1-year low of $21.08 and a 1-year high of $91.45.

Trade Desk (NASDAQ:TTD) last issued its earnings results on Wednesday, February 25th. The technology company reported $0.59 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.59. The firm had revenue of $846.79 million for the quarter, compared to the consensus estimate of $840.56 million. Trade Desk had a net margin of 15.31% and a return on equity of 16.89%. The business’s revenue was up 14.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.59 earnings per share. 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 of Directors has authorized a share buyback plan on Wednesday, February 25th that authorizes the company to buyback $350.00 million in outstanding shares. This buyback authorization authorizes the technology company to buy up to 2.9% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s leadership believes its shares are undervalued.

Trending Headlines about 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

Analyst Ratings Changes

TTD has been the topic of several analyst reports. Morgan Stanley decreased their target price on shares of Trade Desk from $42.00 to $30.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 26th. Wells Fargo & Company dropped their price target on shares of Trade Desk from $42.00 to $25.00 and set an “equal weight” rating for the company in a research report on Thursday, February 26th. UBS Group cut their price target on shares of Trade Desk from $50.00 to $44.00 and set a “buy” rating on the stock in a report on Thursday, February 26th. Wedbush restated an “underperform” rating and issued a $23.00 price objective on shares of Trade Desk in a research report on Friday. Finally, BNP Paribas Exane assumed coverage on shares of Trade Desk in a research note on Wednesday, January 14th. They set a “neutral” rating and a $40.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, fifteen have assigned a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and an average price target of $43.45.

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.