Stock Decline Sparks Debate: Recent discussions on social media about The Trade Desk have centered on the stock's dramatic decline, with shares hitting a 52-week low. Many users are dissecting the over 70% drop since the start of the year, despite the company’s strong fundamentals. The contrast between solid quarterly results and market fears has fueled intense conversations.
AI and Growth Potential: Some on social media highlight optimism around The Trade Desk’s AI-driven innovations and connected TV initiatives as potential catalysts for a rebound. Others caution that the era of high growth may be over, pointing to analyst downgrades and reduced price targets. This split in perspectives keeps the dialogue dynamic and engaging.
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 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 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.
- ANDREA LEE CUNNINGHAM sold 1,403 shares for an estimated $67,624
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
The Trade Desk Revenue
The Trade Desk had revenues of $739.4M in Q3 2025. This is an increase of 17.74% from the same period in the prior year.
You can track TTD financials on Quiver Quantitative's TTD stock page.
The Trade Desk Congressional Stock Trading
Members of Congress have traded $TTD stock 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $TTD stock by members of Congress over the last 6 months:
- REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 1 purchase worth up to $15,000 on 10/09 and 1 sale worth up to $15,000 on 09/04.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 09/11.
- REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 08/13.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
The Trade Desk Hedge Fund Activity
We have seen 500 institutional investors add shares of The Trade Desk stock to their portfolio, and 673 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- STATE STREET CORP added 26,559,005 shares (+271.1%) to their portfolio in Q3 2025, for an estimated $1,301,656,835
- JENNISON ASSOCIATES LLC removed 14,170,865 shares (-99.3%) from their portfolio in Q3 2025, for an estimated $694,514,093
- EDGEWOOD MANAGEMENT LLC removed 13,644,987 shares (-99.9%) from their portfolio in Q3 2025, for an estimated $668,740,812
- VANGUARD GROUP INC added 12,321,000 shares (+27.7%) to their portfolio in Q3 2025, for an estimated $603,852,210
- BLACKROCK, INC. added 9,297,927 shares (+34.9%) to their portfolio in Q3 2025, for an estimated $455,691,402
- INVESCO LTD. added 3,421,074 shares (+101.0%) to their portfolio in Q3 2025, for an estimated $167,666,836
- GEODE CAPITAL MANAGEMENT, LLC added 2,773,562 shares (+22.5%) to their portfolio in Q3 2025, for an estimated $135,932,273
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 15 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- DA Davidson issued a "Buy" rating on 11/10/2025
- RBC Capital issued a "Outperform" rating on 11/07/2025
- UBS issued a "Buy" rating on 11/07/2025
- Susquehanna issued a "Positive" rating on 11/07/2025
- Rosenblatt issued a "Buy" rating on 11/07/2025
- Benchmark issued a "Buy" rating on 11/07/2025
- Evercore ISI Group issued a "Outperform" rating on 11/07/2025
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 $64.0.
Here are some recent targets:
- James Heaney from Jefferies set a target price of $40.0 on 12/11/2025
- Alicia Reese from Wedbush set a target price of $40.0 on 12/08/2025
- Tom White from DA Davidson set a target price of $54.0 on 11/10/2025
- Mark Zgutowicz from Benchmark set a target price of $65.0 on 11/07/2025
- Chris Kuntarich from UBS set a target price of $82.0 on 11/07/2025
- Shyam Patil from Susquehanna set a target price of $85.0 on 11/07/2025
- Barton Crockett from Rosenblatt set a target price of $64.0 on 11/07/2025
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.
