Swiss National Bank Has $63.10 Million Position in The Trade Desk $TTD

Swiss National Bank lessened its stake in The Trade Desk (NASDAQ:TTD) by 6.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,287,400 shares of the technology company’s stock after selling 82,200 shares during the period. Swiss National Bank’s holdings in Trade Desk were worth $63,095,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of TTD. Family Legacy Financial Solutions LLC increased its stake in shares of Trade Desk by 163.2% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 500 shares of the technology company’s stock valued at $25,000 after buying an additional 310 shares during the period. Versant Capital Management Inc lifted its stake in shares of Trade Desk by 175.8% during the third quarter. Versant Capital Management Inc now owns 524 shares of the technology company’s stock valued at $26,000 after acquiring an additional 334 shares during the period. Root Financial Partners LLC bought a new position in Trade Desk in the third quarter valued at about $26,000. Twin Peaks Wealth Advisors LLC bought a new position in Trade Desk in the second quarter valued at about $28,000. Finally, Transce3nd LLC acquired a new stake in Trade Desk in the second quarter worth about $28,000. Institutional investors and hedge funds own 67.77% of the company’s stock.

Trade Desk Trading Down 1.4%

Trade Desk stock opened at $27.28 on Thursday. The firm has a market capitalization of $13.19 billion, a P/E ratio of 30.31, a PEG ratio of 1.09 and a beta of 1.13. The business has a 50-day moving average of $30.54 and a 200-day moving average of $40.37. The Trade Desk has a 1 year low of $21.08 and a 1 year high of $91.45.

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

Trade Desk announced that its board has approved a share buyback plan on Wednesday, February 25th that permits the company to repurchase $350.00 million in shares. This repurchase authorization permits the technology company to buy up to 2.9% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s leadership believes its shares are undervalued.

Insider Buying and Selling

In other Trade Desk news, Director Kathryn E. Falberg sold 50,000 shares of the stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $30.48, for a total value of $1,524,000.00. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Insiders own 10.00% of the company’s stock.

Trade Desk News Summary

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

• Positive Sentiment: Possible OpenAI partnership and related investor excitement are driving hopes for new AI-driven demand and higher-ad monetization, a catalyst that could materially re-rate TTD if confirmed. This optimism has buoyed trading interest and short-term upside potential. Trade Desk Pops on Possible OpenAI Deal—Game Changer or Headfake?
• Neutral Sentiment: Board change: director Gokul Rajaram resigned, spotlighting governance and strategic alignment as The Trade Desk pivots more visibly into AI partnerships; the exit is notable but not clearly constructive or destructive on its own. Investors will watch subsequent board moves and insider activity for clarity. Trade Desk Board Shakeup Highlights AI Push And Valuation Questions
• Neutral Sentiment: Analyst/market commentary is mixed: several bullish pieces highlight re-rating potential if AI catalysts materialize, but such coverage can be optimistic and is not a guarantee of sustained upside. These narratives keep volatility elevated. 1 of Wall Street’s Favorite Stock Worth Your Attention and 2 We Ignore
• Negative Sentiment: Wedbush downgraded TTD following the OpenAI announcement, signaling that some analysts see execution and margin risks or believe the stock’s valuation already prices in much of the upside; downgrades can pressure shares by reducing institutional demand. Wedbush Downgrades The Trade Desk, Inc. (TTD) Amid OpenAI Deal Announcement

Analysts Set New Price Targets

TTD has been the subject of several recent research reports. Stifel Nicolaus dropped their price objective on Trade Desk from $74.00 to $48.00 and set a “buy” rating for the company in a report on Thursday, February 26th. UBS Group lowered their price target on shares of Trade Desk from $50.00 to $44.00 and set a “buy” rating for the company in a research report on Thursday, February 26th. Wolfe Research reissued an “outperform” rating and set a $45.00 price target (down from $60.00) on shares of Trade Desk in a research note on Monday, January 5th. Oppenheimer cut their price objective on shares of Trade Desk from $70.00 to $35.00 and set an “outperform” rating on the stock in a report on Thursday, February 26th. Finally, Moffett Nathanson reaffirmed a “neutral” rating and issued a $32.00 price objective on shares of Trade Desk in a research note on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, fifteen have given a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat, Trade Desk presently has an average rating of “Hold” and an average price target of $43.45.

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.