Trade Desk (NASDAQ:TTD) Upgraded at Arete Research

Arete Research upgraded shares of Trade Desk (NASDAQ:TTD) from a sell rating to a neutral rating in a report released on Monday, Marketbeat Ratings reports. The firm currently has $25.00 target price on the technology company’s stock.

Several other equities analysts also recently commented on TTD. Weiss Ratings downgraded shares of Trade Desk from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Tuesday, January 27th. KeyCorp reduced their price target on Trade Desk from $40.00 to $35.00 and set an “overweight” rating for the company in a research report on Monday, March 2nd. BMO Capital Markets decreased their price target on Trade Desk from $98.00 to $55.00 and set an “outperform” rating for the company in a research note on Thursday, February 26th. Truist Financial cut their price objective on Trade Desk from $60.00 to $50.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. Finally, Morgan Stanley reduced their target price on Trade Desk from $42.00 to $30.00 and set an “equal weight” rating for the company in a report on Thursday, February 26th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, eighteen have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $41.94.

Trade Desk Stock Down 6.1%

NASDAQ TTD opened at $23.55 on Monday. The stock has a market capitalization of $11.39 billion, a PE ratio of 26.17, a price-to-earnings-growth ratio of 0.99 and a beta of 1.13. The company has a 50 day moving average price of $29.25 and a two-hundred day moving average price of $39.41. Trade Desk has a 12-month low of $21.08 and a 12-month high of $91.45.

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

Trade Desk declared that its board has approved a share repurchase program on Wednesday, February 25th that allows the company to repurchase $350.00 million in outstanding shares. This repurchase authorization allows the technology company to purchase up to 2.9% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s board believes its stock is undervalued.

Insiders Place Their Bets

In other Trade Desk news, Director Kathryn E. Falberg sold 50,000 shares of the firm’s stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $30.48, for a total value of $1,524,000.00. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. 10.00% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the business. Brighton Jones LLC grew its stake in shares of Trade Desk by 3.8% in 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 stake in Trade Desk by 0.7% during the 2nd 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 last quarter. HighMark Wealth Management LLC boosted its holdings in Trade Desk by 49.2% in the 3rd quarter. HighMark Wealth Management LLC now owns 713 shares of the technology company’s stock valued at $35,000 after purchasing an additional 235 shares during the period. Candriam S.C.A. boosted its holdings in Trade Desk by 0.9% in the 2nd quarter. Candriam S.C.A. now owns 25,571 shares of the technology company’s stock valued at $1,841,000 after purchasing an additional 236 shares during the period. Finally, Tidemark LLC grew its position in Trade Desk by 35.1% in the 3rd quarter. Tidemark LLC now owns 943 shares of the technology company’s stock worth $46,000 after purchasing an additional 245 shares during the last quarter. 67.77% of the stock is currently owned by institutional investors and hedge funds.

Trade Desk News Roundup

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

• Positive Sentiment: CEO Jeff Green’s large insider share purchase and reports of early OpenAI collaboration reinforce management conviction and the company’s AI/CTV strategy, which could support long‑term growth.Trade Desk (TTD) Is Down After Publicis Audit, Kokai Concerns And CEO Share Buying
• Positive Sentiment: Arete Research upgraded TTD (small scope), signaling some analysts still see value after the recent pullback.Trade Desk (NASDAQ:TTD) Stock Rating Upgraded by Arete Research
• Neutral Sentiment: Trade Desk has publicly disputed the audit findings and denied an “audit failure,” which could limit client fallout if clarified; the situation remains unresolved.The Trade Desk Denies Audit Failure as Publicis Warns Clients
• Neutral Sentiment: Rosenblatt left a neutral rating but cut its price target to $25, reflecting more cautious near‑term expectations while not fully abandoning the longer‑term case.Benzinga Rosenblatt Note
• Negative Sentiment: Publicis’ third‑party audit reportedly found issues and the holding company advised clients against using The Trade Desk’s platform — the immediate trigger for the selloff and a direct hit to client retention risk.The Trade Desk under pressure after audit allegations, Jefferies flags growth risks
• Negative Sentiment: Analysts have downgraded the stock (Stifel, Jefferies and others flagged breaches/ growth risks), increasing downward pressure on sentiment and amplifying the stock’s volatility.Stifel Lowers Trade Desk After Publicis Audit Finds Agreement Breach
• Negative Sentiment: Institutional selling: reports say Baron Opportunity Fund sold its stake citing competitive pressure, a sign some large holders are trimming exposure amid uncertainty.Baron Opportunity Fund Sold Its Stake in The Trade Desk
• Negative Sentiment: Market reaction: the audit story prompted a sharp two‑day selloff (~double‑digit on reports), heavier volume and widened downside momentum — heightening near‑term execution and retention concerns for TTD’s ad business.Trade Desk Reels as Publicis Report Triggers a Two-Day Selloff

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.