Rosenblatt Securities Has Lowered Expectations for Trade Desk (NASDAQ:TTD) Stock Price

Trade Desk (NASDAQ:TTD) had its target price cut by equities research analysts at Rosenblatt Securities from $53.00 to $36.00 in a research report issued on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the technology company’s stock. Rosenblatt Securities’ price target indicates a potential upside of 51.13% from the company’s current price.

Other equities analysts also recently issued research reports about the stock. Needham & Company LLC lowered their price target on shares of Trade Desk from $60.00 to $32.00 and set a “buy” rating on the stock in a report on Thursday. UBS Group restated a “buy” rating and set a $50.00 price objective (down from $82.00) on shares of Trade Desk in a research report on Tuesday, January 20th. Stifel Nicolaus set a $74.00 target price on shares of Trade Desk and gave the stock a “buy” rating in a report on Friday, January 23rd. Wolfe Research reissued an “outperform” rating and set a $45.00 price target (down from $60.00) on shares of Trade Desk in a report on Monday, January 5th. Finally, Citizens Jmp downgraded Trade Desk from an “outperform” rating to a “market perform” rating in a research report on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, sixteen have issued a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $44.70.

Trade Desk Stock Performance

NASDAQ TTD opened at $23.82 on Thursday. The business’s fifty day moving average is $32.27 and its 200 day moving average is $41.89. Trade Desk has a fifty-two week low of $21.08 and a fifty-two week high of $91.45. The company has a market capitalization of $11.52 billion, a PE ratio of 26.47, a price-to-earnings-growth ratio of 0.94 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 EPS for the quarter, hitting the consensus estimate of $0.59. Trade Desk had a return on equity of 16.60% and a net margin of 15.31%.The firm had revenue of $846.79 million for the quarter, compared to the consensus estimate of $840.56 million. During the same quarter last year, the company earned $0.59 earnings per share. The business’s revenue for the quarter was up 14.3% compared to the same quarter last year. On average, sell-side analysts forecast that Trade Desk will post 1.06 EPS for the current year.

Trade Desk declared that its board has authorized a stock repurchase plan on Thursday, November 6th that permits the company to buyback $500.00 million in shares. This buyback authorization permits the technology company to buy up to 2.1% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s board of directors believes its stock is undervalued.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Transce3nd LLC bought a new stake in Trade Desk in the second quarter worth $28,000. Twin Peaks Wealth Advisors LLC bought a new stake in shares of Trade Desk in the 2nd quarter worth about $28,000. Estabrook Capital Management bought a new stake in shares of Trade Desk in the 2nd quarter worth about $36,000. Family Legacy Financial Solutions LLC raised its position in shares of Trade Desk by 163.2% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 500 shares of the technology company’s stock valued at $25,000 after buying an additional 310 shares in the last quarter. Finally, Versant Capital Management Inc lifted its holdings in shares of 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. 67.77% of the stock is currently owned by institutional investors.

Key Trade Desk News

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

• Positive Sentiment: Board authorized a $350 million share repurchase (about 2.9% of shares), signaling management thinks the stock is undervalued. MarketBeat Buyback Report
• Positive Sentiment: Q4 beat: revenue of ~$847M and EPS in line with consensus; core ad businesses (CTV/video) remain large and audio is cited as an emerging growth driver. Proactive Investors Q4 Coverage
• Positive Sentiment: Product roadmap/Kokai platform rollout noted as a potential catalyst that could restore growth and justify valuation after the pullback. Yahoo Valuation/Kokai Article
• Neutral Sentiment: Unusually large options volume — indicates elevated trading/speculation and hedging activity around the stock but not directional confirmation. American Banking News Options Note
• Negative Sentiment: Softer Q1 guidance: management guided Q1 revenue growth below Street expectations (roughly +10% vs. ~12% consensus) and flagged a ~500bps year‑over‑year margin headwind, which spooked investors. Yahoo: Jefferies Reaction & Guidance Note
• Negative Sentiment: Profitability outlook hit: management’s adjusted EBITDA guidance implies a material near‑term cut (one article notes adjusted EBITDA could be halved), increasing short‑term earnings uncertainty. Fool: EBITDA/Guidance Coverage
• Negative Sentiment: Broad analyst repricing: multiple firms cut price targets and ratings after the guidance (examples include Jefferies, Loop, New Street and others), reflecting increased skepticism about near‑term growth and competitive pressure. TipRanks: Analyst Reactions
• Negative Sentiment: Market share and secular worries: coverage highlights slowing growth, competition (notably Amazon), and investor reassessment of the “independent objective ad‑tech” thesis, pressuring multiples. Fool: Competitive/Thesis Coverage

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.