Trade Desk’s (TTD) “Neutral” Rating Reiterated at Rosenblatt Securities

Rosenblatt Securities restated their neutral rating on shares of Trade Desk (NASDAQ:TTD) in a research note issued to investors on Wednesday, Marketbeat Ratings reports. Rosenblatt Securities currently has a $25.00 price target on the technology company’s stock, down from their previous price target of $36.00.

A number of other brokerages have also recently weighed in on TTD. Wolfe Research reissued an “outperform” rating and set a $45.00 target price (down from $60.00) on shares of Trade Desk in a report on Monday, January 5th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Trade Desk in a research report on Tuesday. Scotiabank reiterated a “sector perform” rating and set a $32.00 price objective (down from $60.00) on shares of Trade Desk in a research note on Thursday, February 26th. Bank of America cut their target price on shares of Trade Desk from $49.00 to $40.00 and set an “underperform” rating on the stock in a report on Tuesday, January 20th. Finally, Piper Sandler reissued a “neutral” rating and issued a $28.00 target price (down from $50.00) on shares of Trade Desk in a report on Monday, March 2nd. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, eighteen have given a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $41.94.

Trade Desk Trading Up 2.6%

Shares of TTD opened at $24.11 on Wednesday. Trade Desk has a 52 week low of $21.08 and a 52 week high of $91.45. The firm has a market cap of $11.66 billion, a price-to-earnings ratio of 26.79, a PEG ratio of 0.93 and a beta of 1.13. The stock has a 50 day moving average of $28.71 and a 200-day moving average of $39.08.

Trade Desk (NASDAQ:TTD) last posted its quarterly earnings results on Wednesday, February 25th. The technology company reported $0.59 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.59. The business had revenue of $846.79 million for the quarter, compared to analyst estimates of $840.56 million. Trade Desk had a return on equity of 16.89% and a net margin of 15.31%.The business’s revenue was up 14.3% compared to the same quarter last year. During the same period in the prior year, the company posted $0.59 EPS. On average, sell-side analysts predict that Trade Desk will post 1.06 earnings per share for the current fiscal year.

Trade Desk announced that its board has authorized a share buyback program on Wednesday, February 25th that permits the company to repurchase $350.00 million in outstanding shares. This repurchase authorization permits the technology company to buy up to 2.9% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company’s leadership believes its shares are undervalued.

Insider Transactions at Trade Desk

In other Trade Desk news, Director Kathryn E. Falberg sold 102,828 shares of the business’s stock in a transaction dated 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 of the company’s stock, valued at $59,255.70. The trade was a 98.14% decrease in their position. 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 insiders.

Institutional Investors Weigh In On Trade Desk

Large investors have recently made changes to their positions in the company. Brighton Jones LLC grew its holdings in Trade Desk by 3.8% in the 4th quarter. Brighton Jones LLC now owns 4,586 shares of the technology company’s stock worth $539,000 after buying an additional 169 shares in the last quarter. Bison Wealth LLC raised its stake in Trade Desk by 24.3% during the 4th quarter. Bison Wealth LLC now owns 2,480 shares of the technology company’s stock valued at $291,000 after acquiring an additional 485 shares in the last quarter. Woodline Partners LP boosted its position in Trade Desk by 75.5% during the 1st quarter. Woodline Partners LP now owns 5,275 shares of the technology company’s stock worth $289,000 after acquiring an additional 2,269 shares during the period. Foundations Investment Advisors LLC bought a new position in shares of Trade Desk in the second quarter worth $270,000. Finally, Creative Planning grew its stake in shares of Trade Desk by 14.0% in the second quarter. Creative Planning now owns 151,010 shares of the technology company’s stock worth $10,871,000 after purchasing an additional 18,589 shares in the last quarter. Institutional investors and hedge funds own 67.77% of the company’s stock.

Key Stories Impacting Trade Desk

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

• Positive Sentiment: Analyst support gave the stock a lift as some brokers highlighted valuation or reiterated constructive views, helping buyers step in after recent weakness. The Trade Desk stock rises on analyst support
• Positive Sentiment: Longer-term bulls point to TTD’s AI push (Kokai) as a durable competitive advantage that can boost ad performance and margins if adoption accelerates. This narrative supports contrarian buying at lower prices. Why is The Trade Desk Betting Big on AI to Power Its Core Advantage?
• Positive Sentiment: Contrarian pieces note the stock has tumbled to multi-year lows and argue the secular adtech opportunity and solid fundamentals could reward patient investors. The Trade Desk Just Fell to a Multi-Year Low. Contrarian Investors Are Paying Attention.
• Neutral Sentiment: Rosenblatt reiterated a neutral rating, signaling some analysts remain cautious and may wait for clearer signs on growth and client stability. Rosenblatt Securities Reiterates Neutral Rating for Trade Desk (NASDAQ:TTD)
• Neutral Sentiment: Market write-ups urge investors to reassess value drivers after a steep share-price decline, offering frameworks rather than fresh catalysts. Is It Time To Reassess Trade Desk (TTD) After A 57% One Year Share Price Slide
• Negative Sentiment: A major client publicly accused The Trade Desk, escalating concerns about agency/partner relationships and potential revenue impact — a key driver of the recent sell-off. Why The Trade Desk Stock Slipped This Week
• Negative Sentiment: Audit-related allegations and subsequent findings have put the company under pressure; Jefferies flagged growth risks tied to these issues, which is weighing on sentiment. The Trade Desk under pressure after audit allegations, Jefferies flags growth risks
• Negative Sentiment: A judge denied The Trade Desk’s petition to dismiss a shareholder lawsuit, keeping legal exposure and related headline risk on the table. The Trade Desk Petition To Dismiss Shareholder Suit Is Denied
• Negative Sentiment: Coverage notes selling pressure after audit findings and analyst downgrades, suggesting near-term downside risk until client, audit and legal issues are resolved. The Trade Desk (TTD) Stock Faces Selling Pressure After Audit Findings: What’s Going On?

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.