Trade Desk (NASDAQ:TTD) Earns Neutral Rating from Rosenblatt Securities

Trade Desk (NASDAQ:TTD)‘s stock had its “neutral” rating restated by stock analysts at Rosenblatt Securities in a note issued to investors on Wednesday,Benzinga reports. They currently have a $25.00 price target on the technology company’s stock, down from their prior price target of $36.00. Rosenblatt Securities’ price objective suggests a potential downside of 0.28% from the company’s previous close.

Several other brokerages have also issued reports on TTD. DA Davidson set a $32.00 price objective on shares of Trade Desk in a report on Thursday, March 5th. Oppenheimer dropped their target price on Trade Desk from $70.00 to $35.00 and set an “outperform” rating on the stock in a research report on Thursday, February 26th. Cantor Fitzgerald reiterated a “neutral” rating and issued a $22.00 price target on shares of Trade Desk in a report on Thursday, February 26th. Morgan Stanley reduced their price target on Trade Desk from $42.00 to $30.00 and set an “equal weight” rating for the company in a research report on Thursday, February 26th. Finally, Cannonball Research upgraded Trade Desk to a “strong-buy” rating in a research note on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, eighteen have assigned a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $41.94.

Trade Desk Trading Down 7.4%

Shares of NASDAQ:TTD opened at $25.07 on Wednesday. Trade Desk has a 12 month low of $21.08 and a 12 month high of $91.45. The company has a market capitalization of $12.12 billion, a price-to-earnings ratio of 27.86, a PEG ratio of 1.07 and a beta of 1.13. The firm’s 50-day moving average is $29.55 and its 200 day moving average is $39.52.

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

Trade Desk declared that its board has initiated a stock 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 repurchase up to 2.9% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s management believes its shares are undervalued.

Insider Activity

In other news, Director Kathryn E. Falberg sold 102,828 shares of the stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $30.45, for a total transaction of $3,131,112.60. Following the completion of the sale, the director owned 1,946 shares in the company, valued at approximately $59,255.70. This represents a 98.14% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 10.00% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in TTD. Family Legacy Financial Solutions LLC increased its holdings in shares of Trade Desk by 163.2% during the third quarter. Family Legacy Financial Solutions LLC now owns 500 shares of the technology company’s stock valued at $25,000 after acquiring an additional 310 shares in the last quarter. Versant Capital Management Inc increased its stake in Trade Desk by 175.8% during the 3rd quarter. Versant Capital Management Inc now owns 524 shares of the technology company’s stock valued at $26,000 after purchasing an additional 334 shares in the last quarter. Root Financial Partners LLC purchased a new position in shares of Trade Desk in the third quarter worth $26,000. Elevation Wealth Partners LLC lifted its stake in shares of Trade Desk by 2,382.8% during the fourth quarter. Elevation Wealth Partners LLC now owns 720 shares of the technology company’s stock worth $27,000 after buying an additional 691 shares during the period. Finally, Twin Peaks Wealth Advisors LLC purchased a new stake in shares of Trade Desk during the second quarter valued at $28,000. 67.77% of the stock is owned by institutional investors and hedge funds.

Trade Desk News Summary

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

• Positive Sentiment: CEO Jeff Green’s large insider share purchase signals management confidence and has drawn investor attention as a potential support for the stock. Trade Desk (TTD) Is Down 9.4% After Publicis Audit, Kokai Concerns And CEO Share Buying – Has The Bull Case Changed?
• Positive Sentiment: Arete Research upgraded TTD from sell to neutral and set a $25 price target, providing a modest vote of confidence from a boutique shop. Trade Desk (NASDAQ:TTD) Stock Rating Upgraded by Arete Research
• Positive Sentiment: Speculation about OpenAI collaboration and TTD’s push into CTV and AI (Ventura/OpenAds/Kokai) supports longer‑term growth narratives that could restore multiple expansion if execution proves out. A Look At Trade Desk (TTD) Valuation After Insider Buying And OpenAI Partnership Speculation
• Neutral Sentiment: Management publicly denied an “audit failure” and is disputing some findings, which leaves the situation unresolved until more details or remediation plans surface. The Trade Desk denies audit failure as Publicis warns clients against platform
• Neutral Sentiment: Analyst and market pieces highlight TTD’s discounted forward P/E and CTV/AI strategy—these are constructive but hinge on execution and reputational repair. TTD Trades at a Discounted P/E: Should You Buy the Stock?
• Negative Sentiment: Publicis Groupe has distanced itself and advised clients to stop using/recommending The Trade Desk after a third‑party audit flagged issues with fees, billing and behavior of TTD’s AI tool Kokai—this is the primary catalyst for the sell‑off and could materially affect revenue if other holding groups follow suit. Publicis distances itself from The Trade Desk after audit findings
• Negative Sentiment: Stifel downgraded TTD after the Publicis dispute, reflecting heightened near‑term execution and reputational risk; multiple outlets reported sharp intraday selling and client‑loss concerns. TTD stock downgraded by Stifel after Publicis dispute — but retail and Wall Street are more optimistic

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.