The Trade Desk (NASDAQ:TTD) Receives Average Rating of “Hold” from Brokerages

Shares of The Trade Desk (NASDAQ:TTD) have been given an average recommendation of “Hold” by the thirty-five brokerages that are presently covering the stock, Marketbeat Ratings reports. Three equities research analysts have rated the stock with a sell rating, fifteen have assigned a hold rating, sixteen have assigned a buy rating and one has given a strong buy rating to the company. The average 1-year price target among analysts that have issued a report on the stock in the last year is $57.5806.

TTD has been the topic of several recent research reports. Wolfe Research reissued an “outperform” rating and issued a $45.00 price target (down from $60.00) on shares of Trade Desk in a research note on Monday, January 5th. Citigroup lowered their price objective on shares of Trade Desk from $50.00 to $38.00 and set a “neutral” rating on the stock in a research note on Tuesday, January 27th. Truist Financial set a $60.00 price objective on shares of Trade Desk and gave the stock a “buy” rating in a research report on Monday, January 26th. Weiss Ratings cut Trade Desk from a “hold (c-)” rating to a “sell (d+)” rating in a report on Tuesday, January 27th. Finally, Benchmark restated a “buy” rating and issued a $40.00 price target (down from $65.00) on shares of Trade Desk in a research note on Monday.

Trade Desk News Summary

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

• Positive Sentiment: The Trade Desk launched the Ventura Ecosystem to expand a transparent, programmatic marketplace for connected TV (CTV); early collaborators (V and Nexxen) suggest product momentum that could help win CTV dollars and stabilize revenue mix. The Trade Desk Introduces the Ventura Ecosystem to Advance the Future of CTV Advertising; V and Nexxen Join as the First Collaborators
• Positive Sentiment: Several buy-side pieces view TTD as a long-term tech opportunity amid a broader tech buying window, which supports investor interest despite recent weakness. The Top Tech Stocks to Buy in February
• Neutral Sentiment: TTD’s Q4 earnings report is due tomorrow after the close — this is the main near-term catalyst. Expectations focus on whether digital ad strength and CTV traction can offset recent share-price declines. What To Expect From The Trade Desk’s (TTD) Q4 Earnings
• Neutral Sentiment: Social-media and retail-trader chatter highlights technical setups and polarized expectations — this amplifies short-term volatility around the earnings print. The Trade Desk Stock (TTD) Opinions on Upcoming Q4 Earnings
• Neutral Sentiment: Industry comparisons with peers like PubMatic emphasize competitive dynamics in CTV, retail media and AI investments — helpful context but not an immediate swing factor. TTD vs. PUBM: Which Ad-Tech Stock Is the Smarter Pick Now?
• Negative Sentiment: Wedbush kept a Neutral rating but slashed its 12‑month price target to $23 from $40, citing consolidation of ad spend into closed ecosystems — a clear near-term headwind for sentiment and targets. The Trade Desk faces rising competition ahead of Q4 earnings report
• Negative Sentiment: High-profile hedge fund activity: Philippe Laffont’s fund sold its entire stake in TTD — an influential investor exit that can weigh on investor confidence. Billionaire Investor Philippe Laffont’s Hedge Fund Sold Its Entire Stake in The Trade Desk and Increased Its Position in This Streaming Giant by 17x
• Negative Sentiment: Broader institutional trimming and mixed analyst targets (median target still around $50 but several cuts) increase uncertainty about near-term upside. The Trade Desk Stock (TTD) Opinions on Upcoming Q4 Earnings

Institutional Trading of Trade Desk

A number of institutional investors and hedge funds have recently made changes to their positions in TTD. STF Management LP boosted its holdings in shares of Trade Desk by 2.1% in the 2nd quarter. STF Management LP now owns 6,627 shares of the technology company’s stock valued at $477,000 after purchasing an additional 136 shares in the last quarter. Brighton Jones LLC grew its holdings in shares of Trade Desk by 3.8% during the fourth quarter. Brighton Jones LLC now owns 4,586 shares of the technology company’s stock worth $539,000 after purchasing an additional 169 shares during the last quarter. CVA Family Office LLC raised its holdings in Trade Desk by 37.2% in the 2nd quarter. CVA Family Office LLC now owns 657 shares of the technology company’s stock valued at $47,000 after buying an additional 178 shares during the last quarter. M&T Bank Corp raised its holdings in Trade Desk by 0.7% in the 2nd quarter. M&T Bank Corp now owns 27,607 shares of the technology company’s stock valued at $1,987,000 after buying an additional 194 shares during the last quarter. Finally, Parkside Financial Bank & Trust boosted its position in Trade Desk by 52.2% during the 2nd quarter. Parkside Financial Bank & Trust now owns 586 shares of the technology company’s stock worth $42,000 after buying an additional 201 shares during the period. Institutional investors own 67.77% of the company’s stock.

Trade Desk Trading Up 3.2%

TTD opened at $24.94 on Friday. The stock has a market capitalization of $12.06 billion, a P/E ratio of 28.67, a P/E/G ratio of 0.95 and a beta of 1.10. Trade Desk has a 12 month low of $23.78 and a 12 month high of $91.45. The firm’s fifty day simple moving average is $33.05 and its 200 day simple moving average is $42.34.

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

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.