Trade Desk
About: The Trade Desk provides a self-service platform that helps advertisers and ad agencies programmatically find and purchase digital ad inventory (display, video, audio, and social) on devices like computers, smartphones, and connected TVs. It uses data in an iterative manner to optimize the performance of ad impressions purchased. The firm's platform is referred to as a demand-side platform in the digital ad industry, and it generates revenue from fees based on a percentage of what its clients spend on advertising.
Employees: 3,522
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 15 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
24% more repeat investments, than reductions
Existing positions increased: 422 | Existing positions reduced: 341
11% more call options, than puts
Call options by funds: $1,000M | Put options by funds: $905M
3.34% less ownership
Funds ownership: 78.71% [Q4 2024] → 75.36% (-3.34%) [Q1 2025]
14% less funds holding
Funds holding: 1,184 [Q4 2024] → 1,017 (-167) [Q1 2025]
50% less first-time investments, than exits
New positions opened: 143 | Existing positions closed: 288
55% less capital invested
Capital invested by funds: $41.9B [Q4 2024] → $18.6B (-$23.2B) [Q1 2025]
64% less funds holding in top 10
Funds holding in top 10: 25 [Q4 2024] → 9 (-16) [Q1 2025]
Research analyst outlook
15 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$63
7%
downside
Avg. target
$84
23%
upside
High target
$100
47%
upside
15 analyst ratings
15 positive
100%
0 neutral
0%
0 negative
0%
Rosenblatt Barton Crockett | 15%upside $78 | Buy Maintained | 6 Jun 2025 |
Needham Laura Martin | 24%upside $84 | Buy Reiterated | 6 Jun 2025 |
Macquarie Tim Nollen | 35%upside $92 | Outperform Maintained | 19 May 2025 |
Oppenheimer Jason Helfstein | 18%upside $80 | Outperform Maintained | 9 May 2025 |
Guggenheim Michael Morris | 32%upside $90 | Buy Maintained | 9 May 2025 |
Financial journalist opinion
Based on 26 articles about TTD published over the past 30 days
Neutral
The Motley Fool
2 days ago
Don't Miss This Incredible Opportunity: 1 Growth Stock Down 48% to Buy Now
While the S&P 500 has mostly recovered from its drop earlier this year, most analysts have adjusted their earnings expectations lower due to rising trade tensions and economic uncertainty. As a result, many stocks still look expensive in today's market.
Positive
Zacks Investment Research
3 days ago
TTD, CART Deepen Alliance to Transform Retail Media on Open Internet
The Trade Desk strengthens its Instacart partnership, unlocking real-time sales data and agile targeting for CPG advertisers on the open Internet.
Positive
Zacks Investment Research
3 days ago
The Trade Desk (TTD) Is a Trending Stock: Facts to Know Before Betting on It
The Trade Desk (TTD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Positive
Zacks Investment Research
4 days ago
The Trade Desk Transforms Digital Advertising With Deal Desk
By unveiling a new component of its Kokai platform - Deal Desk, TTD is set to bolster programmatic advertising with transparency, AI and strategic innovation.
Neutral
PRNewsWire
4 days ago
Advertisers Gain Real-Time Customizable Audiences and Always-On Measurement with Instacart and The Trade Desk
Expanded Partnership Helps Advertisers Unlock Closed-Loop Measurement on the Open Internet with Seamless Access to Instacart Retail Data, In-Flight Optimization SAN FRANCISCO , June 10, 2025 /PRNewswire/ -- Instacart (Nasdaq: CART), the leading grocery technology company in North America, today announced an expanded partnership with The Trade Desk (Nasdaq: TTD), a global advertising technology leader, to improve programmatic campaign performance on the open internet with retail media data. Instacart is the first U.S. retail media network to integrate its grocery selection with The Trade Desk platform for streamlined self-service use cases, enabling approved advertisers and agencies to build first-party custom audiences based on specific product criteria for programmatic campaigns.
Neutral
Business Wire
4 days ago
EDO and The Trade Desk Bring New CTV Measurement Approach to Programmatic Media Buying
NEW YORK--(BUSINESS WIRE)--EDO, the TV outcomes company, today announced the integration of its Convergent TV measurement with global advertising technology leader The Trade Desk (NASDAQ: TTD). The partnership marks the first time advertisers on The Trade Desk platform can access EDO's investment-grade data across all brand categories. The new solution empowers advertisers to measure and optimize their convergent TV investments within existing workflows. Agency and brand marketers can now seaml.
Neutral
Business Wire
5 days ago
The Trade Desk to Launch Deal Desk – A Revolutionary Approach to Understanding and Managing Digital Advertising Deal Performance
VENTURA, Calif.--(BUSINESS WIRE)--Global advertising technology leader The Trade Desk (NASDAQ:TTD) today announced Deal Desk, a transformational new pillar of its Kokai platform that enables advertisers to manage their strategic one-to-one deals and upfront commitments with publishers. Deal Desk gives both advertisers and publishers unprecedented transparency and insight into the performance, quality, and pacing of their deals, and showcases premium internet alternatives when deals underperform.
Positive
The Motley Fool
5 days ago
2 AI Stocks Down 49% and 86% to Buy Before They Soar, According to Certain Wall Street Analysts
Certain Wall Street analysts see The Trade Desk (TTD 0.46%) and Upstart (UPST 5.82%) as no-brainer buying opportunities at their current prices, as detailed below:
Neutral
The Motley Fool
6 days ago
Is The Trade Desk Still a Long-Term Winner?
Stock prices can do irrational things from day to day, or even for a few years. But if you look at more extended periods, you'll see that the market is pretty good at sniffing out winning and losing companies.
Neutral
Zacks Investment Research
1 week ago
Wall Street Analysts See The Trade Desk (TTD) as a Buy: Should You Invest?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
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