The Trade Desk jumps 5.4% as beaten-down shares rebound amid near-term catalysts

The Trade Desk (TTD) is up 5.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The move looks most consistent with a rebound/short-covering rally after an extended drawdown, with investors rotating back into oversold ad-tech names. The stock has been under heavy pressure following recent governance/leadership headlines and agency scrutiny, so even modestly improved sentiment can drive an outsized one-day bounce. This could also be aided by positioning ahead of upcoming shareholder and earnings-related dates.

Details:

A recent proxy filing set the company’s virtual annual meeting for May 4, 2026, and indicated proxy materials would begin mailing around April 15, 2026, putting the stock back on some investors’ near-term calendars.

Last week brought fresh attention to leadership turnover, with multiple senior executives departing amid broader controversy around transparency and agency relationships, which had weighed on sentiment and may now be getting “priced in.”

The shares have been characterized as among the S&P 500’s weakest performers after a prolonged selloff, increasing the odds of sharp counter-trend rallies when selling pressure eases.

With the next quarterly report approaching (expected May 7, 2026), traders may be positioning for incremental updates on demand trends, product execution, and any fallout from agency actions.

Sources:

U.S. SEC, eMarketer, Bloomberg, StockStory, Benzinga

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$TTD Insider Trading Activity

$TTD insiders have traded $TTD stock on the open market 6 times in the past 6 months. Of those trades, 4 have been purchases and 2 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.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$TTD Hedge Fund Activity

We have seen 367 institutional investors add shares of $TTD stock to their portfolio, and 585 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.

$TTD Congressional Stock Trading

Members of Congress have traded $TTD stock 9 times in the past 6 months. Of those trades, 4 have been purchases and 5 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 6 times. They made 2 purchases worth up to $30,000 on 02/10 and 4 sales worth up to $60,000 on 03/20, 01/08.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 03/13, 01/09 and 1 sale worth up to $15,000 on 02/10.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$TTD Analyst Ratings

Wall Street analysts have issued reports on $TTD in the last several months. We have seen 10 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

B of A Securities issued a "Underperform" rating on 01/20/2026
UBS issued a "Buy" 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
Susquehanna issued a "Positive" rating on 11/07/2025
Rosenblatt issued a "Buy" rating on 11/07/2025
Needham issued a "Buy" rating on 11/07/2025

To track analyst ratings and price targets for $TTD, check out Quiver Quantitative's $TTD forecast page.

$TTD Price Targets

Multiple analysts have issued price targets for $TTD recently. We have seen 27 analysts offer price targets for $TTD in the last 6 months, with a median target of $38.0.

Here are some recent targets:

Alec Brondolo from Wells Fargo set a target price of $24.0 on 04/06/2026
Mark Mahaney from Evercore ISI Group set a target price of $32.0 on 03/19/2026
Mark Kelley from Stifel set a target price of $26.0 on 03/18/2026
Barton Crockett from Rosenblatt set a target price of $25.0 on 03/18/2026
Alicia Reese from Wedbush set a target price of $23.0 on 03/06/2026
Justin Patterson from Keybanc set a target price of $35.0 on 03/02/2026
Thomas Champion from Piper Sandler set a target price of $28.0 on 03/02/2026

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.