Recent chatter on X about The Trade Desk (TTD) has been ignited by a significant downgrade from a major financial institution, with analysts expressing concerns over the company's growth prospects. Posts on the platform highlight a sharp drop in the stock price following the downgrade, with some users pointing to mounting competition and weakening trends in key areas like connected TV as reasons for caution. The discussion reflects a broader unease about whether the ad tech giant can sustain its historical performance in a rapidly evolving market.
Additionally, there’s a mix of reactions on X regarding potential opportunities amidst the downturn, with some users debating whether the recent price drop signals a chance to invest at a lower entry point. Others remain skeptical, focusing on the lowered guidance and execution challenges as red flags for the near future. This polarized conversation underscores the uncertainty surrounding The Trade Desk’s trajectory as investors weigh risks against past successes.
Note: This discussion summary was generated from an AI condensation of post data.
The Trade Desk Congressional Stock Trading
Members of Congress have traded $TTD stock 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 members of Congress over the last 6 months:
- REPRESENTATIVE JEFFERSON SHREVE has traded it 4 times. They made 2 purchases worth up to $100,000 on 05/08, 03/31 and 2 sales worth up to $100,000 on 05/12, 04/07.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 05/09.
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 03/28.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
The Trade Desk Insider Trading Activity
The Trade Desk insiders have traded $TTD stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $TTD stock by insiders over the last 6 months:
- JAY R GRANT (Chief Legal Officer) has made 0 purchases and 4 sales selling 51,290 shares for an estimated $4,676,678.
- JEFFREY TERRY GREEN (President and CEO) has made 0 purchases and 4 sales selling 29,877 shares for an estimated $2,391,160.
- DAVID B WELLS sold 28,638 shares for an estimated $2,287,603
- LAURA SCHENKEIN (Chief Financial Officer) has made 0 purchases and 3 sales selling 11,183 shares for an estimated $814,841.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
The Trade Desk Hedge Fund Activity
We have seen 567 institutional investors add shares of The Trade Desk stock to their portfolio, and 726 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY added 7,122,976 shares (+129.2%) to their portfolio in Q2 2025, for an estimated $512,783,042
- JPMORGAN CHASE & CO removed 6,657,668 shares (-43.6%) from their portfolio in Q2 2025, for an estimated $479,285,519
- GEODE CAPITAL MANAGEMENT, LLC added 4,218,975 shares (+52.1%) to their portfolio in Q2 2025, for an estimated $303,724,010
- D. E. SHAW & CO., INC. removed 3,657,781 shares (-83.9%) from their portfolio in Q2 2025, for an estimated $263,323,654
- QUBE RESEARCH & TECHNOLOGIES LTD removed 3,376,156 shares (-96.6%) from their portfolio in Q2 2025, for an estimated $243,049,470
- VIKING GLOBAL INVESTORS LP added 2,674,320 shares (+inf%) to their portfolio in Q2 2025, for an estimated $192,524,296
- JENNISON ASSOCIATES LLC added 2,169,252 shares (+17.9%) to their portfolio in Q2 2025, for an estimated $156,164,451
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
The Trade Desk Analyst Ratings
Wall Street analysts have issued reports on $TTD in the last several months. We have seen 14 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 09/08/2025
- UBS issued a "Buy" rating on 08/15/2025
- RBC Capital issued a "Outperform" rating on 08/08/2025
- Stifel issued a "Buy" rating on 08/08/2025
- BTIG issued a "Buy" rating on 08/04/2025
- Oppenheimer issued a "Outperform" rating on 07/29/2025
- Keybanc issued a "Overweight" rating on 07/17/2025
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 24 analysts offer price targets for $TTD in the last 6 months, with a median target of $90.0.
Here are some recent targets:
- Matthew Cost from Morgan Stanley set a target price of $50.0 on 09/10/2025
- Laura Martin from Needham set a target price of $84.0 on 09/08/2025
- Chris Kuntarich from UBS set a target price of $80.0 on 08/15/2025
- James Heaney from Jefferies set a target price of $50.0 on 08/11/2025
- Brian Pitz from BMO Capital set a target price of $98.0 on 08/08/2025
- Scott Devitt from Wedbush set a target price of $68.0 on 08/08/2025
- Mark Kelley from Stifel set a target price of $90.0 on 08/08/2025
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.
