Recent Performance Drop: The Trade Desk (TTD) has seen a significant decline, with its stock down over 60% year-to-date, prompting intense discussions on X. Many users are debating whether this sharp fall represents a buying opportunity or signals deeper issues. Posts highlight a staggering loss in market cap and question the sustainability of past growth rates.
Growth Concerns: Conversations on X also focus on The Trade Desk’s slowing growth, with some pointing to competitive pressures in the ad tech space as a key concern. Others note the company’s strong fundamentals, like high margins and profit growth, as reasons for optimism. The recent $500 million share repurchase authorization has been mentioned as a potential confidence signal.
Investor Moves: Recent posts on X mention institutional investors increasing stakes in TTD, fueling speculation of a rebound. Some users argue the stock is undervalued at current levels, while others remain cautious about future growth forecasts. The divided opinions keep the ticker a hot topic among traders and investors alike.
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 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 499 institutional investors add shares of The Trade Desk stock to their portfolio, and 672 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
- Truist Securities issued a "Buy" rating on 11/07/2025
- Evercore ISI Group issued a "Outperform" rating on 11/07/2025
- Rosenblatt issued a "Buy" rating on 11/07/2025
- Susquehanna issued a "Positive" rating on 11/07/2025
- Benchmark issued a "Buy" 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 24 analysts offer price targets for $TTD in the last 6 months, with a median target of $64.5.
Here are some recent targets:
- Tom White from DA Davidson set a target price of $54.0 on 11/10/2025
- Alec Brondolo from Wells Fargo set a target price of $47.0 on 11/07/2025
- Laura Martin from Needham set a target price of $60.0 on 11/07/2025
- Mark Zgutowicz from Benchmark set a target price of $65.0 on 11/07/2025
- Mark Mahaney from Evercore ISI Group set a target price of $70.0 on 11/07/2025
- Matthew Swanson from RBC Capital set a target price of $80.0 on 11/07/2025
- Chris Kuntarich from UBS set a target price of $82.0 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.
