Analysts Set The Trade Desk (NASDAQ:TTD) Price Target at $41.38

Posted by Shane Hupp on May 13th, 2026

Shares of The Trade Desk (NASDAQ:TTD – Get Free Report) have received an average rating of “Hold” from the thirty-eight ratings firms that are presently covering the firm, Marketbeat reports. Four research analysts have rated the stock with a sell rating, twenty-one have given a hold rating, twelve have given a buy rating and one has issued a strong buy rating on the company. The average 12 month price objective among analysts that have updated their coverage on the stock in the last year is $36.2941.

Several research firms have recently weighed in on TTD. Morgan Stanley set a $26.00 target price on shares of Trade Desk in a research note on Friday. Wedbush set a $21.00 price objective on shares of Trade Desk and gave the company a “neutral” rating in a research report on Friday. Cfra restated a “hold” rating and issued a $40.00 price objective on shares of Trade Desk in a research report on Tuesday, January 27th. New Street Research lowered shares of Trade Desk from a “neutral” rating to a “sell” rating and set a $17.00 price objective for the company. in a research report on Thursday, February 26th. Finally, BMO Capital Markets cut their price objective on shares of Trade Desk from $98.00 to $55.00 and set an “outperform” rating for the company in a research report on Thursday, February 26th.

Check Out Our Latest Analysis on TTD

Insider Activity at Trade Desk

In other news, Director Kathryn E. Falberg sold 102,828 shares of the firm’s stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $30.45, for a total value of $3,131,112.60. Following the completion of the transaction, the director directly owned 1,946 shares in the company, valued at approximately $59,255.70. This trade represents a 98.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 11.41% of the company’s stock.

Hedge Funds Weigh In On Trade Desk

A number of large investors have recently modified their holdings of TTD. Brighton Jones LLC boosted its position in shares of Trade Desk by 3.8% in the fourth quarter. Brighton Jones LLC now owns 4,586 shares of the technology company’s stock valued at $539,000 after acquiring an additional 169 shares during the period. Bison Wealth LLC boosted its position in shares of Trade Desk by 24.3% in the fourth quarter. Bison Wealth LLC now owns 2,480 shares of the technology company’s stock valued at $291,000 after acquiring an additional 485 shares during the period. Woodline Partners LP boosted its position in shares of Trade Desk by 75.5% in the first quarter. Woodline Partners LP now owns 5,275 shares of the technology company’s stock valued at $289,000 after acquiring an additional 2,269 shares during the period. Cerity Partners LLC boosted its position in shares of Trade Desk by 46.6% in the second quarter. Cerity Partners LLC now owns 59,785 shares of the technology company’s stock valued at $4,304,000 after acquiring an additional 19,015 shares during the period. Finally, AXA S.A. lifted its position in Trade Desk by 14.7% during the second quarter. AXA S.A. now owns 42,819 shares of the technology company’s stock valued at $3,083,000 after purchasing an additional 5,487 shares during the last quarter. 67.77% of the stock is currently owned by institutional investors.

Trade Desk Stock Down 1.8%

TTD opened at $21.14 on Wednesday. The company has a market capitalization of $10.06 billion, a price-to-earnings ratio of 24.02, a PEG ratio of 0.96 and a beta of 1.10. The firm has a 50-day moving average price of $23.59 and a 200-day moving average price of $32.19. Trade Desk has a twelve month low of $19.74 and a twelve month high of $91.45.

Trade Desk (NASDAQ:TTD – Get Free Report) last posted its earnings results on Thursday, May 7th. The technology company reported $0.08 earnings per share for the quarter, missing the consensus estimate of $0.32 by ($0.24). The business had revenue of $688.86 million during the quarter, compared to analysts’ expectations of $678.87 million. Trade Desk had a return on equity of 16.91% and a net margin of 14.57%.Trade Desk’s revenue for the quarter was up 11.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.33 EPS. On average, sell-side analysts expect that Trade Desk will post 1.27 earnings per share for the current fiscal year.

Trade Desk declared that its board has approved a share repurchase plan on Wednesday, February 25th that permits the company to repurchase $350.00 million in shares. This repurchase authorization permits the technology company to purchase up to 2.9% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s management believes its shares are undervalued.

Trade Desk News Roundup

Here are the key news stories impacting Trade Desk this week:

Positive Sentiment: The Trade Desk delivered Q1 revenue of $688.9 million, up 11.8% year over year and slightly above expectations, showing the business is still growing despite macro headwinds. TTD Q1 Deep Dive: AI Strategy, Macro Headwinds Shape Mixed Quarter for The Trade Desk
Positive Sentiment: Some coverage still argues the stock may be worth reconsidering after its steep one-year selloff, suggesting long-term investors may see valuation support at current levels. Is It Time To Reconsider Trade Desk (TTD) After A 70% One Year Share Price Fall
Neutral Sentiment: BMO Capital initiated a Buy rating, showing that not all analysts are turning bearish on the name. Trade Desk (TTD) Receives a Buy from BMO Capital
Negative Sentiment: Investors were disappointed by Q1 non-GAAP earnings of $0.28 per share and Q2 revenue guidance of about $750 million, which came in below Wall Street’s expectations and reinforced concerns about slower momentum. Why The Trade Desk (TTD) Shares Are Sliding Today
Negative Sentiment: Wall Street sentiment weakened further after multiple analyst downgrades, including HSBC’s move to Reduce with a $20 price target, adding to pressure on TTD shares. Trade Desk Just Got Hit Again: HSBC Downgrades to Reduce With $20 Price Target
Negative Sentiment: Commentary points to slowing ad-tech spending, macroeconomic pressure, and rising competition as key risks to The Trade Desk’s near-term outlook. Should TTD Stock Be Part of Your Portfolio Post Q1 Earnings Miss?

About Trade Desk

(Get Free Report)

The Trade Desk, Inc (NASDAQ: TTD) is a technology company that provides a demand-side platform (DSP) for programmatic digital advertising. Its platform enables advertisers, agencies and other buyers to plan, purchase and measure ad inventory across digital channels, including display, video, mobile, audio, native and connected TV. By centralizing real?time bidding, audience targeting and inventory access, the company aims to help clients optimize media spend and reach audiences at scale across publishers and ad exchanges.

Founded in 2009 by Jeff Green and Dave Pickles, The Trade Desk grew from a focus on programmatic display into a global ad?tech provider.