Silvant Capital Management LLC Has $2.89 Million Stake in The Trade Desk $TTD

Silvant Capital Management LLC reduced its position in The Trade Desk (NASDAQ:TTD) by 44.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 59,022 shares of the technology company’s stock after selling 47,221 shares during the quarter. Silvant Capital Management LLC’s holdings in Trade Desk were worth $2,893,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Transce3nd LLC bought a new position in Trade Desk during the second quarter worth $28,000. Twin Peaks Wealth Advisors LLC bought a new stake in Trade Desk during the second quarter valued at $28,000. Estabrook Capital Management acquired a new stake in Trade Desk during the 2nd quarter worth about $36,000. Family Legacy Financial Solutions LLC grew its holdings in Trade Desk by 163.2% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 500 shares of the technology company’s stock worth $25,000 after acquiring an additional 310 shares during the period. Finally, Versant Capital Management Inc raised its position 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 worth $26,000 after acquiring an additional 334 shares in the last quarter. 67.77% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the company. Citigroup cut their target price on Trade Desk from $50.00 to $38.00 and set a “neutral” rating on the stock in a research report on Tuesday, January 27th. Wedbush reiterated an “underperform” rating and issued a $23.00 target price on shares of Trade Desk in a report on Friday, March 6th. Truist Financial dropped their price target on Trade Desk from $60.00 to $50.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. Cannonball Research upgraded Trade Desk to a “strong-buy” rating in a report on Monday, January 12th. Finally, Loop Capital downgraded shares of Trade Desk from a “buy” rating to a “hold” rating and reduced their price objective for the stock from $75.00 to $25.00 in a research report on Thursday, February 26th. One equities research 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 issued a Sell rating to the company’s stock. According to MarketBeat, Trade Desk has an average rating of “Hold” and an average target price of $42.26.

More Trade Desk News

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

• Positive Sentiment: Small analyst upgrade: Arete Research raised TTD from “sell” to “neutral” and set a $25 price target, signaling limited downside risk from current levels. Arete upgrade to neutral
• Positive Sentiment: Valuation case: Multiple writeups note TTD trades at roughly 12.6x forward earnings—well below peers—making it potentially attractive if retention and AI initiatives reaccelerate revenue. TTD Trades at a Discounted P/E: Should You Buy the Stock?
• Positive Sentiment: New product runway: The company’s Audience Unlimited and other product moves are highlighted as potential longer‑term growth drivers if adoption proves successful. Audience Unlimited Could Be The Trade Desk’s Next Strategic Test
• Neutral Sentiment: Growth depends on CTV and AI: Analysts emphasize that sustained growth hinges on CTV momentum and successful AI tool monetization; vertical softness and timing of margins make the outlook mixed. The Trade Desk Growth Story Hinges on CTV Strength and AI Push
• Neutral Sentiment: CTV infrastructure push: Initiatives like Ventura, OpenAds and Kokai aim to increase transparency and programmatic CTV share but carry execution and macro risks. The Trade Desk’s CTV Push: Can Ventura, OpenAds, and Kokai Deliver?
• Neutral Sentiment: Brokerage stance: Consensus broker recommendations are around “Hold,” reflecting mixed expectations as TTD transitions its product mix and margin profile. Consensus “Hold” Recommendation
• Negative Sentiment: Major client advisory: Publicis Groupe reportedly advised its clients to stop using The Trade Desk’s demand‑side platform following an audit — the immediate and most significant catalyst driving today’s sell‑off. Publicis Drops Recommendation Following Audit
• Negative Sentiment: Market reaction explained: Coverage summarizing today’s ~12% swing cites the loss of a key recommendation from a large holding company as the proximate cause of the sharp downside. Why The Trade Desk Stock Swung 12% Lower Today

Trade Desk Price Performance

TTD stock opened at $25.07 on Wednesday. The company’s 50-day moving average is $29.55 and its 200-day moving average is $39.52. The stock has a market capitalization of $12.12 billion, a PE ratio of 27.86, a price-to-earnings-growth ratio of 1.07 and a beta of 1.13. The Trade Desk has a 1 year low of $21.08 and a 1 year high of $91.45.

Trade Desk (NASDAQ:TTD) last issued its earnings results on Wednesday, February 25th. The technology company reported $0.59 EPS for the quarter, meeting analysts’ consensus estimates of $0.59. Trade Desk had a return on equity of 16.89% and a net margin of 15.31%.The business had revenue of $846.79 million during the quarter, compared to analyst estimates of $840.56 million. During the same period in the previous year, the company posted $0.59 EPS. The firm’s revenue was up 14.3% compared to the same quarter last year. On average, analysts anticipate that The Trade Desk will post 1.06 earnings per share for the current fiscal year.

Trade Desk announced that its board has initiated a stock repurchase plan on Wednesday, February 25th that allows the company to repurchase $350.00 million in shares. This repurchase authorization allows the technology company to reacquire up to 2.9% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s management believes its stock is undervalued.

Insider Buying and Selling

In other Trade Desk news, Director Kathryn E. Falberg sold 50,000 shares of the firm’s stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $30.48, for a total value of $1,524,000.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 10.00% of the company’s stock.

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.