Recent discussions on X about The Trade Desk (TTD) have centered around the company's Q2 2025 financial results, which showed a 19% year-over-year revenue increase to $694 million, slightly beating expectations. Many users noted the earnings per share matched forecasts at $0.41, but there’s been chatter about underwhelming forward guidance for Q3, with revenue projected at $717 million or higher. The sentiment reflects a mix of acknowledgment for steady growth and concern over slowing momentum.
Additionally, posts on X highlight The Trade Desk’s impressive 95% customer retention rate, a figure that has held strong for over a decade, sparking some optimism about the company’s client loyalty. However, there are murmurs of disappointment over compressed margins and a perceived lack of explosive growth in the latest report. The conversation remains dynamic as investors weigh the balance between solid fundamentals and future expectations.
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 10 times in the past 6 months. Of those trades, 6 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 3 times. They made 2 purchases worth up to $30,000 on 05/09, 02/26 and 1 sale worth up to $15,000 on 02/10.
- 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 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 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 0 purchases and 10 sales selling 429,877 shares for an estimated $50,663,057.
- 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 539 institutional investors add shares of The Trade Desk stock to their portfolio, and 687 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY removed 11,096,994 shares (-66.8%) from their portfolio in Q1 2025, for an estimated $607,227,511
- BROWN ADVISORY INC added 5,387,339 shares (+198.4%) to their portfolio in Q1 2025, for an estimated $294,795,190
- EDGEWOOD MANAGEMENT LLC added 5,238,231 shares (+55.1%) to their portfolio in Q1 2025, for an estimated $286,636,000
- INVESCO LTD. removed 5,148,822 shares (-65.0%) from their portfolio in Q1 2025, for an estimated $281,743,539
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 3,902,477 shares (-28.3%) from their portfolio in Q1 2025, for an estimated $213,543,541
- BLACKROCK, INC. removed 2,604,390 shares (-8.8%) from their portfolio in Q1 2025, for an estimated $142,512,220
- JPMORGAN CHASE & CO removed 2,430,911 shares (-13.7%) from their portfolio in Q1 2025, for an estimated $133,019,449
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 23 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 08/04/2025
- RBC Capital issued a "Outperform" rating on 07/31/2025
- Oppenheimer issued a "Outperform" rating on 07/29/2025
- Wedbush issued a "Outperform" rating on 07/17/2025
- Keybanc issued a "Overweight" rating on 07/17/2025
- UBS issued a "Buy" rating on 07/16/2025
- Citigroup issued a "Buy" rating on 07/01/2025
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 30 analysts offer price targets for $TTD in the last 6 months, with a median target of $95.0.
Here are some recent targets:
- Jessica Reif Ehrlich from B of A Securities set a target price of $55.0 on 08/08/2025
- Matt Farrell from Piper Sandler set a target price of $64.0 on 08/08/2025
- Brian Pitz from BMO Capital set a target price of $98.0 on 08/08/2025
- Clark Lampen from BTIG set a target price of $97.0 on 08/04/2025
- Matthew Swanson from RBC Capital set a target price of $100.0 on 07/31/2025
- Jason Helfstein from Oppenheimer set a target price of $110.0 on 07/29/2025
- Mark Kelley from Stifel set a target price of $95.0 on 07/22/2025
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.
