Earnings fallout: Social media commentary highlighted The Trade Desk's weaker-than-expected quarterly results, which triggered an immediate share price decline exceeding 20 percent. Observers noted the company's revenue growth had slowed markedly in recent quarters, with forward guidance pointing to further deceleration. This development prompted widespread discussion of the stock's sharp reversal from prior highs.
Valuation shift: Market participants pointed to a compression in the company's price-to-earnings multiple from over 100 times to around 20 times amid decelerating expansion and rising competitive pressures. Costs were described as expanding rapidly while top-line momentum eased, fueling debates on the sustainability of earlier multiples. Recent trading sessions showed modest rebounds, with shares advancing several percent on above-average volume in some instances.
Broader context: The stock has remained under pressure since late 2024, with some voices characterizing the trajectory as a notable correction in the software sector. Discussions continue to focus on execution challenges and the implications for future performance without consensus on near-term direction.
Note: This discussion summary was generated from an AI condensation of post data.
The Trade Desk Insider Trading Activity
The Trade Desk insiders have traded $TTD stock on the open market 6 times in the past 6 months. Of those trades, 4 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $TTD stock by insiders over the last 6 months:
- JEFFREY TERRY GREEN (President and CEO) has made 4 purchases buying 6,000,000 shares for an estimated $148,101,266 and 0 sales.
- KATHRYN E FALBERG has made 0 purchases and 2 sales selling 152,828 shares for an estimated $4,655,112.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
The Trade Desk Revenue
The Trade Desk had revenues of $688.9M in Q1 2026. This is an increase of 11.82% from the same period in the prior year.
You can track TTD financials on Quiver Quantitative's TTD stock page.
You can access data on TTD stock through the Quiver Quantitative API.
The Trade Desk Congressional Stock Trading
Members of Congress have traded $TTD stock 10 times in the past 6 months. Of those trades, 4 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $TTD stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 2 purchases worth up to $30,000 on 03/13, 01/09 and 2 sales worth up to $30,000 on 04/14, 02/10.
- REPRESENTATIVE BYRON DONALDS has traded it 6 times. They made 2 purchases worth up to $30,000 on 02/10 and 4 sales worth up to $60,000 on 03/20, 01/08.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
The Trade Desk Hedge Fund Activity
We have seen 373 institutional investors add shares of The Trade Desk stock to their portfolio, and 680 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- STATE STREET CORP added 13,886,545 shares (+44.7%) to their portfolio in Q1 2026, for an estimated $318,487,909
- TWO SIGMA INVESTMENTS, LP added 8,117,186 shares (+134.3%) to their portfolio in Q1 2026, for an estimated $186,167,660
- BAILLIE GIFFORD & CO removed 6,809,124 shares (-23.4%) from their portfolio in Q4 2025, for an estimated $258,474,347
- TWO SIGMA ADVISERS, LP added 5,781,600 shares (+535.9%) to their portfolio in Q4 2025, for an estimated $219,469,536
- JPMORGAN CHASE & CO removed 5,722,285 shares (-90.5%) from their portfolio in Q4 2025, for an estimated $217,217,938
- ALYESKA INVESTMENT GROUP, L.P. added 5,590,538 shares (+14590.2%) to their portfolio in Q1 2026, for an estimated $128,218,989
- JERICHO CAPITAL ASSET MANAGEMENT L.P. removed 4,067,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $154,383,320
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
The Trade Desk Analyst Ratings
Wall Street analysts have issued reports on $TTD in the last several months. We have seen 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 05/08/2026
- B of A Securities issued a "Underperform" rating on 01/20/2026
- UBS issued a "Buy" rating on 01/20/2026
- Wolfe Research issued a "Outperform" rating on 01/06/2026
To track analyst ratings and price targets for The Trade Desk, check out Quiver Quantitative's $TTD forecast page.
The Trade Desk Price Targets
Multiple analysts have issued price targets for $TTD recently. We have seen 26 analysts offer price targets for $TTD in the last 6 months, with a median target of $30.5.
Here are some recent targets:
- Tom White from DA Davidson set a target price of $29.0 on 05/11/2026
- Mohammed Khallouf from HSBC set a target price of $20.0 on 05/11/2026
- Barton Crockett from Rosenblatt set a target price of $24.0 on 05/08/2026
- Mark Zgutowicz from Benchmark set a target price of $30.0 on 05/08/2026
- Youssef Squali from Truist Securities set a target price of $35.0 on 05/08/2026
- Matthew Swanson from RBC Capital set a target price of $33.0 on 05/08/2026
- Michael Morris from Guggenheim set a target price of $25.0 on 05/08/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
