Trade Desk (NASDAQ:TTD) Hits New 12-Month Low – Should You Sell?

The Trade Desk (NASDAQ:TTD)’s stock price reached a new 52-week low during mid-day trading on Monday . The stock traded as low as $29.88 and last traded at $30.71, with a volume of 1998254 shares. The stock had previously closed at $30.33.

Trade Desk News Roundup

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

• Positive Sentiment: Analysts and value screens highlight upside: MarketBeat and other outlets note TTD is trading near 52-week lows with a consensus analyst target well above current levels, suggesting significant upside if the company stabilizes its growth narrative.
• Positive Sentiment: Featured as a “buy-the-dip” candidate — The Motley Fool includes TTD among stocks to consider doubling down on given the large pullback and perceived discount to long-term potential. The Top 5 Stocks to Double Up on Right Now
• Positive Sentiment: Bull case pieces (InsiderMonkey/Quality Stocks summaries) argue The Trade Desk’s core adtech capabilities and market position still present a recovery opportunity if it navigates AI and competitor pressures. The Trade Desk, Inc. (TTD): A Bull Case Theory
• Neutral Sentiment: Zacks notes increased investor attention and outlines the key metrics and risks investors should monitor ahead of earnings — useful context but not a clear directional catalyst. The Trade Desk (TTD) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Upcoming earnings are a near-term catalyst — consensus expectations and guidance will likely drive the next leg of volatility. Markets are watching the scheduled report. Trade Desk (TTD) Projected to Post Quarterly Earnings on Wednesday
• Negative Sentiment: KeyBanc slashed its price target (cut by ~50%), citing a tougher growth outlook — the downgrade accelerated selling pressure and changed the near-term analyst tone. Trade Desk Extends Losses After KeyBanc Slashes Target
• Negative Sentiment: Prominent commentators turned bearish: Jim Cramer questioned the risk/reward and linked management moves (a rapid CFO departure) to selling recommendations — headlines from high-visibility commentators can intensify outflows. Jim Cramer on Trade Desk: “I Think It’s Just Not Worth the Risk”
• Negative Sentiment: Deeply bearish analysis: Seeking Alpha and other commentators argue AI-driven changes to user behavior and Amazon’s growing ad platform pose structural threats to open-web ad demand — a scenario that would materially pressure top-line growth. Trade Desk: From Market Darling To The Garbage Bin

Analyst Ratings Changes

A number of equities research analysts recently issued reports on the stock. Cfra Research cut shares of Trade Desk from a “moderate buy” rating to a “hold” rating in a research report on Tuesday, January 27th. UBS Group reaffirmed a “buy” rating and set a $50.00 price objective (down previously from $82.00) on shares of Trade Desk in a report on Tuesday, January 20th. Wolfe Research reissued an “outperform” rating and issued a $45.00 target price (down from $60.00) on shares of Trade Desk in a report on Monday, January 5th. Wall Street Zen raised Trade Desk from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. Finally, BNP Paribas Exane began coverage on Trade Desk in a research note on Wednesday, January 14th. They issued a “neutral” rating and a $40.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, eighteen have given a Hold rating and three have given a Sell rating to the company. According to MarketBeat, Trade Desk presently has an average rating of “Hold” and a consensus target price of $63.91.

Trade Desk Stock Up 0.3%

The company’s fifty day moving average price is $36.83 and its two-hundred day moving average price is $48.45. The company has a market cap of $13.18 billion, a price-to-earnings ratio of 31.32, a PEG ratio of 1.17 and a beta of 1.10.

Trade Desk (NASDAQ:TTD) last posted its quarterly earnings data on Thursday, November 6th. The technology company reported $0.45 earnings per share for the quarter, topping the consensus estimate of $0.44 by $0.01. The company had revenue of $739.43 million during the quarter, compared to analysts’ expectations of $719.11 million. Trade Desk had a return on equity of 16.00% and a net margin of 15.72%.Trade Desk’s revenue for the quarter was up 17.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.41 earnings per share. On average, equities research analysts predict that The Trade Desk will post 1.06 earnings per share for the current fiscal year.

Trade Desk announced that its Board of Directors has initiated a share repurchase program 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 programs are typically an indication that the company’s leadership believes its stock is undervalued.

Institutional Trading of Trade Desk

Large investors have recently modified their holdings of the stock. Vanguard Group Inc. grew its holdings in shares of Trade Desk by 0.7% during the second quarter. Vanguard Group Inc. now owns 44,554,852 shares of the technology company’s stock valued at $3,207,504,000 after buying an additional 317,107 shares during the last quarter. Nomura Asset Management Co. Ltd. lifted its position in Trade Desk by 327.3% during the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 1,121,436 shares of the technology company’s stock worth $80,732,000 after acquiring an additional 858,978 shares during the period. Mirae Asset Global Investments Co. Ltd. grew its stake in Trade Desk by 62.3% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 173,743 shares of the technology company’s stock valued at $8,515,000 after purchasing an additional 66,672 shares during the last quarter. Panagora Asset Management Inc. increased its holdings in Trade Desk by 22.9% in the 2nd quarter. Panagora Asset Management Inc. now owns 996,787 shares of the technology company’s stock worth $71,759,000 after buying an additional 185,552 shares during the period. Finally, Schroder Investment Management Group raised its position in Trade Desk by 56.8% during the 2nd quarter. Schroder Investment Management Group now owns 895,150 shares of the technology company’s stock worth $64,442,000 after buying an additional 324,173 shares during the last quarter. 67.77% of the stock is owned by institutional investors and hedge funds.

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.