Trade Desk (NASDAQ:TTD) Downgraded by New Street Research to “Sell”

Trade Desk (NASDAQ:TTD) was downgraded by research analysts at New Street Research from a “neutral” rating to a “sell” rating in a research report issued on Thursday,Finviz reports. They currently have a $17.00 price target on the technology company’s stock. New Street Research’s price objective indicates a potential downside of 32.43% from the company’s previous close.

A number of other equities research analysts also recently weighed in on the company. Wells Fargo & Company set a $42.00 target price on Trade Desk and gave the stock an “equal weight” rating in a report on Monday, January 12th. Rosenblatt Securities lowered their price target on Trade Desk from $64.00 to $53.00 and set a “buy” rating for the company in a report on Tuesday, January 27th. Morgan Stanley decreased their target price on shares of Trade Desk from $50.00 to $42.00 and set an “equal weight” rating on the stock in a research note on Tuesday, January 13th. Citizens Jmp lowered Trade Desk from an “outperform” rating to a “market perform” rating in a research report on Friday, January 23rd. Finally, Cfra reaffirmed a “hold” rating and issued a $40.00 price objective on shares of Trade Desk in a research note on Tuesday, January 27th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, sixteen have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $55.36.

Trade Desk Stock Performance

Shares of NASDAQ TTD opened at $25.16 on Thursday. The business has a fifty day moving average of $32.81 and a two-hundred day moving average of $42.22. Trade Desk has a 52-week low of $23.78 and a 52-week high of $91.45. The stock has a market cap of $12.17 billion, a PE ratio of 28.92, a PEG ratio of 0.98 and a beta of 1.10.

Trade Desk (NASDAQ:TTD) last posted its quarterly earnings data on Wednesday, February 25th. The technology company reported $0.59 earnings per share for the quarter, hitting the consensus estimate of $0.59. The firm had revenue of $846.79 million during the quarter, compared to analysts’ expectations of $840.56 million. Trade Desk had a net margin of 15.72% and a return on equity of 16.00%. Trade Desk’s revenue was up 14.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.59 EPS. Analysts predict that Trade Desk will post 1.06 earnings per share for the current year.

Trade Desk announced that its board has authorized a share buyback program on Thursday, November 6th that permits the company to buyback $500.00 million in shares. This buyback authorization permits the technology company to purchase up to 2.1% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s management believes its stock is undervalued.

Institutional Trading of Trade Desk

Several large investors have recently bought and sold shares of the company. Family Legacy Financial Solutions LLC boosted its stake 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 period. Versant Capital Management Inc increased its holdings 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 acquiring an additional 334 shares during the last quarter. Root Financial Partners LLC purchased a new stake in Trade Desk in the 3rd quarter worth $26,000. Elevation Wealth Partners LLC boosted its holdings in shares of Trade Desk by 2,382.8% during the 4th quarter. Elevation Wealth Partners LLC now owns 720 shares of the technology company’s stock valued at $27,000 after purchasing an additional 691 shares during the last quarter. Finally, Twin Peaks Wealth Advisors LLC bought a new stake in shares of Trade Desk in the second quarter worth about $28,000. 67.77% of the stock is owned by institutional investors.

Key Trade Desk News

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

• Positive Sentiment: Board authorizes $350 million share repurchase program — management approved buybacks representing ~2.9% of shares, which can support the stock and signal management thinks shares are undervalued. RTT News: Stock Buybacks
• Positive Sentiment: Launched Ventura Ecosystem to deepen CTV partnerships — the initiative aims to improve transparency and CPMs for programmatic streaming, supporting longer-term CTV monetization growth. The Trade Desk Introduces the Ventura Ecosystem (Yahoo Finance)
• Neutral Sentiment: Q4 results: revenue slightly beat, EPS in line — revenue was $846.8M (up 14.3% YoY), beating Street estimates; non‑GAAP EPS matched consensus at $0.59, so the quarter itself was not a shock. The Trade Desk Reports Fourth Quarter and Fiscal Year 2025 Financial Results
• Neutral Sentiment: Call materials and transcript available for detail — investors can review management’s commentary and slide deck for color on client trends and margin guidance. Q4 Results — Earnings Call Presentation (Seeking Alpha)
• Negative Sentiment: Soft Q1 guidance spooked investors — management guided Q1 revenue to about $678M, below consensus (~$687M), raising worries that the high‑teen growth trajectory isn’t being sustained. That miss is the main reason shares moved downward. The Trade Desk Tops Q4 Estimates but Tumbles as Weak Q1 Guidance Spooks Investors (24/7 Wall St.)
• Negative Sentiment: Growth concerns and client pressure — analysts and press flagged slowing spend among automotive and packaged‑goods clients and intensified competition from closed ecosystems; some firms have trimmed targets or maintained neutral ratings as a result. Trade Desk’s stock slides as growth slowdown unnerves Wall Street (MarketWatch) The Trade Desk Faces Rising Competition (Proactive Investors)

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.