Sharp Decline Amid AI Shifts: Social media chatter highlights The Trade Desk's dramatic share price drop of nearly 90 percent over the past year, with the market capitalization shrinking from $70 billion to around $6 billion as AI-driven ad platforms gain traction.
Guidance Raises Eyebrows: Recent posts focus on the company's latest quarterly outlook, which fell well short of analyst expectations and implied potential revenue contraction, prompting questions about customer spending patterns shifting toward major tech walled gardens despite stable retention rates above 95 percent.
Valuation Debate Emerges: Some discussions note models suggesting significant upside from current levels while others emphasize ongoing uncertainty in the independent ad network space, with overall conversation reflecting caution over long-term growth prospects.
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 7 times in the past 6 months. Of those trades, 4 have been purchases and 3 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.
- SAMANTHA JACOBSON sold 53,681 shares for an estimated $1,134,816
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 $715.1M in Q2 2026. This is an increase of 3.03% 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 6 times in the past 6 months. Of those trades, 2 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 GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 2 purchases worth up to $30,000 on 05/15, 03/13 and 2 sales worth up to $30,000 on 06/16, 04/14.
- REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 03/20.
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 324 institutional investors add shares of The Trade Desk stock to their portfolio, and 667 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAILLIE GIFFORD & CO removed 22,305,995 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $403,292,389
- STATE STREET CORP removed 13,647,546 shares (-30.4%) from their portfolio in Q2 2026, for an estimated $246,747,631
- JERICHO CAPITAL ASSET MANAGEMENT L.P. added 9,395,296 shares (+inf%) to their portfolio in Q2 2026, for an estimated $169,866,951
- D. E. SHAW & CO., INC. added 6,069,407 shares (+306.6%) to their portfolio in Q2 2026, for an estimated $109,734,878
- ALYESKA INVESTMENT GROUP, L.P. added 5,490,854 shares (+97.5%) to their portfolio in Q2 2026, for an estimated $99,274,640
- INVESCO LTD. added 5,380,249 shares (+64.2%) to their portfolio in Q2 2026, for an estimated $97,274,901
- BLACKROCK, INC. removed 4,853,328 shares (-12.9%) from their portfolio in Q2 2026, for an estimated $87,748,170
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 1 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 05/08/2026
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 21 analysts offer price targets for $TTD in the last 6 months, with a median target of $28.0.
Here are some recent targets:
- Mohammed Khallouf from HSBC set a target price of $20.0 on 07/08/2026
- Bianca Dallal from Rothschild & Co set a target price of $11.0 on 05/28/2026
- Tom White from DA Davidson set a target price of $29.0 on 05/11/2026
- Barton Crockett from Rosenblatt set a target price of $24.0 on 05/08/2026
- Laura Martin from Needham set a target price of $25.0 on 05/08/2026
- Alec Brondolo from Wells Fargo set a target price of $20.0 on 05/08/2026
- Alicia Reese from Wedbush set a target price of $21.0 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.
