The Trade Desk (NASDAQ:TTD) Given Average Rating of "Reduce" by Analysts

Key Points

• Analysts collectively rate Trade Desk “Reduce”: Of 39 analysts, 10 recommend selling, 25 advise holding and four recommend buying. The average 12-month price target is $19.33, although several firms recently downgraded the stock and cut their targets sharply.
• Shares remain under pressure: TTD opened at $14.56, near its 12-month low of $12.83 and well below its 50-day and 200-day moving averages of $18.20 and $22.08, respectively.
• Growth prospects are mixed: Resilient connected-TV advertising and the company’s depressed valuation could support a recovery, but analysts cite slowing revenue growth, weaker margins, macroeconomic pressure and execution risks.

The Trade Desk (NASDAQ:TTD - Get Free Report) has been given a consensus rating of "Reduce" by the thirty-nine analysts that are presently covering the firm, MarketBeat.com reports. Ten investment analysts have rated the stock with a sell recommendation, twenty-five have assigned a hold recommendation and four have assigned a buy recommendation to the company. The average 1-year target price among analysts that have issued a report on the stock in the last year is $19.3314.

TTD has been the topic of a number of research analyst reports. Arete Research set a $11.60 price target on Trade Desk and gave the company a "sell" rating in a report on Tuesday, June 30th. Raymond James Financial downgraded Trade Desk from a "market perform" rating to an "underperform" rating in a research note on Friday, August 7th. DA Davidson restated a "neutral" rating and set a $16.00 price objective (down from $29.00) on shares of Trade Desk in a research report on Monday. Susquehanna cut Trade Desk from a "positive" rating to a "neutral" rating and lowered their target price for the company from $34.00 to $14.00 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.

Trending Headlines about Trade Desk

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

• Positive Sentiment: Roku’s strong second-quarter 2026 results underscored resilient CTV advertising demand. The trend could benefit The Trade Desk as advertisers continue shifting budgets toward streaming and programmatic television. Roku's Ad Business Is Growing—These 3 Stocks Could Be Next
• Positive Sentiment: TTD’s depressed valuation—near five-year lows—may attract value-oriented investors, while long-term opportunities in CTV and retail media provide potential catalysts if growth reaccelerates. Is TTD Worth Buying as Cheap Valuation Clashes With Execution Risk?
• Neutral Sentiment: Unusually large options activity indicates elevated expectations and hedging around TTD, but the transaction itself does not establish a clear directional outlook. Trade Desk Target of Unusually Large Options Trading
• Neutral Sentiment: DA Davidson maintained a Neutral rating, while Morgan Stanley reiterated a Hold view, signaling limited near-term conviction among some analysts. DA Davidson Reaffirms Neutral Rating Trade Desk Receives a Hold from Morgan Stanley
• Negative Sentiment: Zacks Research downgraded The Trade Desk from Hold to Strong Sell, adding pressure after concerns about slowing revenue growth, weaker margins and execution risks. Zacks.com
• Negative Sentiment: BNP Paribas Exane lowered its rating to Underperform. The downgrade follows a steep weekly selloff attributed to macroeconomic pressure, softer advertiser demand and execution issues. Trade Desk Rating Lowered to Underperform Trade Desk Stock Price Down on Analyst Downgrade

Insider Activity at Trade Desk

In related 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 completion of the sale, the director directly owned 13,099 shares in the company, valued at approximately $276,912.86. This trade represents a 80.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate insiders own 11.41% of the company's stock.

Institutional Investors Weigh In On Trade Desk

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Brighton Jones LLC grew its holdings in shares of Trade Desk by 3.8% during the 4th quarter. Brighton Jones LLC now owns 4,586 shares of the technology company's stock valued at $539,000 after acquiring an additional 169 shares in the last quarter. Visionary Wealth Advisors raised its holdings in shares of Trade Desk by 3.3% during the second quarter. Visionary Wealth Advisors now owns 10,119 shares of the technology company's stock worth $728,000 after acquiring an additional 327 shares in the last quarter. Kensington Investment Counsel LLC raised its holdings in shares of Trade Desk by 1.0% during the second quarter. Kensington Investment Counsel LLC now owns 36,427 shares of the technology company's stock worth $2,622,000 after acquiring an additional 362 shares in the last quarter. New Mexico Educational Retirement Board boosted its position in Trade Desk by 2.0% during the fourth quarter. New Mexico Educational Retirement Board now owns 20,600 shares of the technology company's stock valued at $782,000 after purchasing an additional 400 shares during the last quarter. Finally, Captrust Financial Advisors boosted its position in Trade Desk by 2.1% during the fourth quarter. Captrust Financial Advisors now owns 19,877 shares of the technology company's stock valued at $755,000 after purchasing an additional 416 shares during the last quarter. Hedge funds and other institutional investors own 67.77% of the company's stock.

Trade Desk Stock Up 7.9%

Shares of NASDAQ:TTD opened at $14.56 on Friday. The company's fifty day moving average is $18.20 and its two-hundred day moving average is $22.08. The company has a market cap of $6.84 billion, a P/E ratio of 17.33, a price-to-earnings-growth ratio of 0.68 and a beta of 1.04. Trade Desk has a 12-month low of $12.83 and a 12-month high of $56.39.

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.

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