Recent discussions on X about The Trade Desk (TTD) have been dominated by the company's Q2 2025 earnings report, which revealed a 19% year-over-year revenue increase to $694 million, slightly exceeding expectations. Many users have expressed concern over the stock's sharp decline of nearly 40% following the earnings release, despite the solid numbers, pointing to broader worries about future growth in the ad-tech space. The conversation often highlights competitive pressures from giants like Amazon as a looming threat.
Additionally, there’s a split in opinions on X regarding whether the dramatic drop in TTD’s stock price represents a potential opportunity or a justified correction. Some argue the market overreacted to what they see as minor shortcomings in the report, while others believe the era of high growth for the company may be waning. This polarized debate keeps the ticker a hot topic among investors tracking digital advertising trends.
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 11 times in the past 6 months. Of those trades, 7 have been purchases and 4 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 5 times. They made 2 purchases worth up to $100,000 on 05/08, 03/31 and 3 sales worth up to $115,000 on 05/12, 04/07, 02/24.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/09, 02/26 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/28 and 1 sale worth up to $15,000 on 02/21.
- REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/06 and 0 sales.
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 564 institutional investors add shares of The Trade Desk stock to their portfolio, and 724 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 16 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 08/15/2025
- Needham issued a "Buy" rating on 08/11/2025
- 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 25 analysts offer price targets for $TTD in the last 6 months, with a median target of $90.0.
Here are some recent targets:
- 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
- Laura Martin from Needham set a target price of $84.0 on 08/11/2025
- Matthew Swanson from RBC Capital set a target price of $90.0 on 08/08/2025
- Mark Kelley from Stifel set a target price of $90.0 on 08/08/2025
- Scott Devitt from Wedbush set a target price of $68.0 on 08/08/2025
- Matt Farrell from Piper Sandler set a target price of $64.0 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.
