Earnings anticipation builds: Social media traders are ramping up discussion on The Trade Desk ahead of its critical Q4 earnings release tomorrow after the bell. Many highlight the stock's arrival at key support amid persistent revenue growth, viewing the report as a make-or-break moment for reversal potential. Expectations center on whether digital ad strength can counter recent sharp declines.
Bullish technical signals emerge: Charts circulating online reveal bullish RSI divergences on weekly timeframes and fading downside momentum for TTD. Enthusiasts argue the setup recipes a massive bounce if results impress, with some eyeing dramatic upside targets. Yet warnings abound of deeper drops should support fail post-earnings.
Valuation debate intensifies: Conversations note the stock's steep fall from peaks despite solid fundamentals, prompting views from others that forward multiples appear compelling. Pre-earnings positioning mixes optimism with caution amid broader growth stock volatility. The buzz underscores high stakes for The Trade Desk's ad platform narrative.
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 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $TTD stock by insiders over the last 6 months:
- 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 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. purchased up to $15,000 on 01/09.
- REPRESENTATIVE BYRON DONALDS has traded it 4 times. They made 1 purchase worth up to $15,000 on 10/09 and 3 sales worth up to $45,000 on 01/08, 09/04.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 09/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
The Trade Desk Hedge Fund Activity
We have seen 382 institutional investors add shares of The Trade Desk stock to their portfolio, and 786 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BROWN ADVISORY INC removed 7,254,486 shares (-82.7%) from their portfolio in Q4 2025, for an estimated $275,380,288
- BAILLIE GIFFORD & CO removed 6,809,124 shares (-23.4%) from their portfolio in Q4 2025, for an estimated $258,474,347
- TWO SIGMA ADVISERS, LP added 5,781,600 shares (+535.9%) to their portfolio in Q4 2025, for an estimated $219,469,536
- JPMORGAN CHASE & CO removed 5,722,285 shares (-90.5%) from their portfolio in Q4 2025, for an estimated $217,217,938
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 5,705,479 shares (-74.3%) from their portfolio in Q4 2025, for an estimated $216,579,982
- STATE STREET CORP removed 5,307,450 shares (-14.6%) from their portfolio in Q4 2025, for an estimated $201,470,802
- FEDERATED HERMES, INC. added 4,298,009 shares (+1041.1%) to their portfolio in Q4 2025, for an estimated $163,152,421
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 12 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 01/20/2026
- B of A Securities issued a "Underperform" rating on 01/20/2026
- Wolfe Research issued a "Outperform" rating on 01/06/2026
- DA Davidson issued a "Buy" rating on 11/10/2025
- Needham 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
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 23 analysts offer price targets for $TTD in the last 6 months, with a median target of $50.0.
Here are some recent targets:
- Alicia Reese from Wedbush set a target price of $23.0 on 02/24/2026
- Mark Zgutowicz from Benchmark set a target price of $40.0 on 02/23/2026
- Justin Patterson from Keybanc set a target price of $40.0 on 02/03/2026
- Youssef Squali from Truist Securities set a target price of $60.0 on 01/27/2026
- Ygal Arounian from Citigroup set a target price of $38.0 on 01/27/2026
- Barton Crockett from Rosenblatt set a target price of $53.0 on 01/27/2026
- Angelo Zino from CFRA set a target price of $40.0 on 01/27/2026
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.
