Trade Desk (NASDAQ:TTD) Hits New 1-Year Low Following Analyst Downgrade

The Trade Desk (NASDAQ:TTD) shares hit a new 52-week low on Friday after Needham & Company LLC lowered their price target on the stock from $25.00 to $19.00. Needham & Company LLC currently has a buy rating on the stock. Trade Desk traded as low as $12.55 and last traded at $13.4050, with a volume of 14988305 shares trading hands. The stock had previously closed at $17.67.

A number of other brokerages have also commented on TTD. UBS Group reiterated a “buy” rating on shares of Trade Desk in a research note on Monday. Wedbush set a $21.00 price objective on shares of Trade Desk and gave the stock a “neutral” rating in a research report on Friday, May 8th. HSBC upgraded Trade Desk from a “reduce” rating to a “hold” rating and set a $20.00 price objective for the company in a report on Wednesday, July 8th. Cantor Fitzgerald decreased their target price on Trade Desk from $20.00 to $14.00 and set a “neutral” rating on the stock in a research report on Friday. Finally, Guggenheim lowered Trade Desk from a “buy” rating to a “neutral” rating in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, twenty-seven have given a Hold rating and seven have issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $23.84.

Insider Buying and Selling

In other Trade Desk news, Director Samantha Jacobson sold 53,681 shares of Trade Desk stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $21.14, for a total value of $1,134,816.34. Following the completion of the sale, the director owned 13,099 shares in the company, valued at $276,912.86. The trade was a 80.38% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 11.41% of the company’s stock.

Trade Desk News Summary

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

• Positive Sentiment: Trade Desk reported adjusted earnings of $0.34 per share, above the $0.18 consensus estimate cited by several reports. Customer retention and major partnerships also remained areas of strength. Trade Desk Stock Slumps After Revenue Misses Forecasts
• Neutral Sentiment: Management attributed the slowdown to weak consumer spending, tariffs, oil prices and a more difficult operating environment for customers, while also acknowledging execution issues. CEO Jeff Green said advertisers are operating in a materially different environment. Trade Desk Blames Weak Consumer Spending, Tariffs and Oil Prices for Slowing Growth
• Negative Sentiment: Second-quarter revenue rose only 3% year over year to approximately $715 million, well below analysts’ estimates near $753 million. Profitability also weakened, with adjusted EBITDA declining to about $241 million and margins contracting. Trade Desk sinks on revenue miss, margin pressure
• Negative Sentiment: Third-quarter revenue guidance of approximately $650 million significantly missed expectations—reported as roughly 19% below consensus—and fueled fears of a potential post-IPO annual revenue decline. The weaker outlook overshadowed the earnings beat. The Trade Desk Reports Sales Below Analyst Estimates
• Negative Sentiment: Analysts responded with multiple downgrades: Evercore moved to “in-line” with a $13 target, while BMO and RBC shifted to market- or sector-perform ratings with $15 targets. Cantor cut its target to $14, and Rosenblatt reduced its target to $12, reinforcing concerns about slowing growth and valuation.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Brighton Jones LLC boosted its stake in shares of Trade Desk by 3.8% in the fourth quarter. Brighton Jones LLC now owns 4,586 shares of the technology company’s stock valued at $539,000 after buying an additional 169 shares during the period. Bison Wealth LLC increased 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 worth $291,000 after acquiring an additional 485 shares during the period. Woodline Partners LP increased its stake 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. Cerity Partners LLC raised its holdings in Trade Desk by 46.6% in the 2nd quarter. Cerity Partners LLC now owns 59,785 shares of the technology company’s stock valued at $4,304,000 after acquiring an additional 19,015 shares in the last quarter. Finally, AXA S.A. raised its holdings in Trade Desk by 14.7% in the 2nd quarter. AXA S.A. now owns 42,819 shares of the technology company’s stock valued at $3,083,000 after acquiring an additional 5,487 shares in the last quarter. 67.77% of the stock is owned by institutional investors.

Trade Desk Stock Performance

The company has a fifty day simple moving average of $18.97 and a two-hundred day simple moving average of $22.85. The stock has a market capitalization of $6.26 billion, a price-to-earnings ratio of 14.96, a PEG ratio of 0.92 and a beta of 1.04.

Trade Desk (NASDAQ:TTD) last released its earnings results on Thursday, August 6th. The technology company reported $0.34 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.18 by $0.16. Trade Desk had a return on equity of 16.91% and a net margin of 14.57%.The company had revenue of $715.06 million for the quarter, compared to analyst estimates of $752.59 million. During the same period in the prior year, the firm posted $0.41 EPS. Trade Desk’s quarterly revenue was up 3.0% on a year-over-year basis. As a group, equities analysts anticipate that The Trade Desk will post 1.17 earnings per share for the current year.

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.