Trade Desk (NASDAQ:TTD) Cut to “Strong Sell” at Zacks Research

Trade Desk (NASDAQ:TTD) was downgraded by investment analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a report released on Tuesday,Zacks.com reports.

Several other research firms have also commented on TTD. Wolfe Research reaffirmed an “outperform” rating and set a $16.00 price objective on shares of Trade Desk in a research note on Friday, August 7th. Moffett Nathanson set a $6.00 target price on shares of Trade Desk in a report on Friday, August 7th. KeyCorp cut shares of Trade Desk from an “overweight” rating to a “sector weight” rating in a research note on Friday, May 8th. Truist Financial set a $16.00 price objective on shares of Trade Desk and gave the stock a “hold” rating in a research note on Friday, August 7th. Finally, Piper Sandler reaffirmed a “neutral” rating and set a $24.00 target price on shares of Trade Desk in a research note on Friday, May 8th. Four research analysts have rated the stock with a Buy rating, twenty-five have given a Hold rating and ten have issued a Sell rating to the company. According to data from MarketBeat.com, Trade Desk presently has a consensus rating of “Reduce” and a consensus price target of $19.33.

Trade Desk Stock Performance

Shares of Trade Desk stock opened at $13.49 on Tuesday. The stock has a market cap of $6.34 billion, a price-to-earnings ratio of 16.06, a price-to-earnings-growth ratio of 0.69 and a beta of 1.04. The stock has a 50 day moving average price of $18.33 and a 200-day moving average price of $22.23. Trade Desk has a one year low of $12.83 and a one year high of $56.39.

Insider Buying and Selling

In other news, Director Samantha Jacobson sold 53,681 shares of the firm’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $21.14, for a total transaction of $1,134,816.34. Following the transaction, the director directly owned 13,099 shares of the company’s stock, valued at approximately $276,912.86. This trade represents a 80.38% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 11.41% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the company. State Street Corp increased its holdings in Trade Desk by 271.1% during the 3rd quarter. State Street Corp now owns 36,354,274 shares of the technology company’s stock worth $1,781,723,000 after purchasing an additional 26,559,005 shares during the period. Invesco Ltd. lifted its holdings in shares of Trade Desk by 101.0% in the 3rd quarter. Invesco Ltd. now owns 6,807,971 shares of the technology company’s stock worth $333,659,000 after buying an additional 3,421,074 shares during the period. Renaissance Technologies LLC lifted its holdings in shares of Trade Desk by 59.0% in the 1st quarter. Renaissance Technologies LLC now owns 5,440,541 shares of the technology company’s stock worth $123,446,000 after buying an additional 2,018,525 shares during the period. Norges Bank bought a new position in shares of Trade Desk during the 4th quarter worth $197,550,000. Finally, Federated Hermes Inc. increased its stake in shares of Trade Desk by 1,041.1% during the fourth quarter. Federated Hermes Inc. now owns 4,710,847 shares of the technology company’s stock valued at $178,824,000 after buying an additional 4,298,009 shares during the period. Institutional investors own 67.77% of the company’s stock.

More Trade Desk News

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

• Positive Sentiment: TTD’s valuation has fallen to roughly five-year lows, which could attract investors if management can stabilize growth. Longer-term opportunities in connected TV and retail media remain potential catalysts. Is TTD Worth Buying as Cheap Valuation Clashes With Execution Risk?
• Neutral Sentiment: Unusually large options activity indicates elevated investor interest and potentially higher volatility, but it does not establish a clear directional signal. Trade Desk Target of Unusually Large Options Trading
• Neutral Sentiment: DA Davidson maintained a “Neutral” rating, while Morgan Stanley issued a “Hold,” suggesting analysts see limited near-term upside pending evidence of an operating recovery. DA Davidson Reaffirms Neutral Rating Trade Desk Receives a Hold from Morgan Stanley
• Negative Sentiment: Second-quarter revenue rose only 3% year over year to $715.1 million and missed Wall Street expectations. Adjusted earnings of $0.34 per share were also 15.1% below consensus. TTD Q2 Deep Dive: Macro Headwinds and Execution Shortfalls Shape Outlook
• Negative Sentiment: Third-quarter revenue guidance of $650 million was approximately 19% below analysts’ estimates, intensifying concerns about advertiser demand, macroeconomic pressure, weaker margins and execution gaps. Why The Trade Desk Shares Are Plunging Today
• Negative Sentiment: BNP Paribas Exane downgraded TTD to “Underperform,” adding to the negative analyst backdrop and contributing to the recent sell-off. Trade Desk Rating Lowered to Underperform
• Negative Sentiment: Commentary increasingly characterizes TTD as a turnaround story rather than a predictable high-growth company. Competition from AWS-backed advertising technology partnerships, including AWS and Warner Bros. Discovery, could add further strategic pressure. Can The Trade Desk Fend Off A New Digital Media Push?

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.