Atlantic Union Bankshares Corp Sells 24,512 Shares of The Trade Desk $TTD

Atlantic Union Bankshares Corp lowered its stake in shares of The Trade Desk (NASDAQ:TTD) by 69.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,995 shares of the technology company’s stock after selling 24,512 shares during the quarter. Atlantic Union Bankshares Corp’s holdings in Trade Desk were worth $539,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of TTD. Geode Capital Management LLC grew its stake in Trade Desk by 52.1% in the 2nd quarter. Geode Capital Management LLC now owns 12,314,817 shares of the technology company’s stock valued at $884,860,000 after purchasing an additional 4,218,975 shares during the period. Norges Bank purchased a new stake in shares of Trade Desk during the second quarter worth $197,362,000. Viking Global Investors LP bought a new position in shares of Trade Desk in the second quarter worth $192,524,000. Jennison Associates LLC raised its position in shares of Trade Desk by 17.9% in the second quarter. Jennison Associates LLC now owns 14,267,457 shares of the technology company’s stock worth $1,027,114,000 after buying an additional 2,169,252 shares in the last quarter. Finally, Los Angeles Capital Management LLC bought a new stake in Trade Desk during the second quarter valued at $68,641,000. 67.77% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several analysts have weighed in on the company. DA Davidson lowered their price target on Trade Desk from $80.00 to $54.00 and set a “buy” rating on the stock in a report on Monday, November 10th. Truist Financial set a $60.00 target price on shares of Trade Desk and gave the company a “buy” rating in a research report on Monday, January 26th. Jefferies Financial Group set a $40.00 target price on shares of Trade Desk and gave the stock a “hold” rating in a research report on Thursday, December 11th. Cfra restated a “hold” rating and set a $40.00 price target on shares of Trade Desk in a research report on Tuesday, January 27th. Finally, Susquehanna cut their price objective on Trade Desk from $135.00 to $85.00 and set a “positive” rating for the company in a report on Friday, November 7th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, eighteen have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, Trade Desk currently has an average rating of “Hold” and a consensus price target of $63.91.

Trade Desk Price Performance

Shares of TTD stock opened at $26.24 on Friday. The business has a 50-day moving average of $36.33 and a 200 day moving average of $48.15. The Trade Desk has a 1-year low of $26.01 and a 1-year high of $125.80. The stock has a market capitalization of $12.69 billion, a PE ratio of 30.16, a P/E/G ratio of 1.07 and a beta of 1.10.

Trade Desk (NASDAQ:TTD) last announced its quarterly earnings data on Thursday, November 6th. The technology company reported $0.45 earnings per share for the quarter, beating the consensus estimate of $0.44 by $0.01. Trade Desk had a return on equity of 16.00% and a net margin of 15.72%.The firm had revenue of $739.43 million during the quarter, compared to the consensus estimate of $719.11 million. During the same quarter in the previous year, the company posted $0.41 earnings per share. The business’s revenue was up 17.7% on a year-over-year basis. Analysts anticipate that The Trade Desk will post 1.06 EPS for the current year.

Trade Desk declared that its Board of Directors has initiated a share repurchase plan on Thursday, November 6th that allows the company to buyback $500.00 million in outstanding shares. This buyback authorization allows the technology company to reacquire up to 2.1% of its stock through open market purchases. Stock buyback plans are often an indication that the company’s board of directors believes its shares are undervalued.

Trade Desk News Summary

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

• Positive Sentiment: Analysts see big upside if Trade Desk can navigate competitive pressures and execution risks; MarketBeat notes a consensus price target (~$63.91) implying substantial upside and highlights that TTD is trading near multi‑year lows ahead of earnings. Analysts Love These 3 Stocks Trading Near 52-Week Lows—Here’s Why (TTD)
• Positive Sentiment: Some retail-focused commentary (The Motley Fool) argues the post‑drop price could present a buying opportunity for long‑term investors if valuation and growth outlooks prove resilient. Should You Buy The Trade Desk After Its 67% Slump in 2025?
• Neutral Sentiment: Zacks flagged increased investor attention on TTD and summarizes factors that could shape near‑term performance (competition, AI impact, and upcoming earnings), useful context but not a clear directional catalyst. The Trade Desk (TTD) is Attracting Investor Attention
• Neutral Sentiment: Preview/earnings calendar notices remind investors TTD is due to report soon, creating a potential volatility point that could swing sentiment either way depending on guidance. Trade Desk (TTD) Projected to Post Quarterly Earnings on Wednesday
• Neutral Sentiment: Analysis pieces (Yahoo Finance) discussing recent shifts in expectations suggest the narrative around TTD is evolving — worth monitoring for signs that advertiser demand or product positioning is stabilizing. How Recent Shifts In Expectations Are Rewriting The Story For Trade Desk (TTD)
• Negative Sentiment: Investor worry over an abrupt executive resignation sparked a sharp selloff last month; leadership instability (multiple CFO changes) is cited as a key driver of the recent slump. Why The Trade Desk Stock Slumped 20% Last Month
• Negative Sentiment: KeyBanc cut its target and the note triggered further selling; coverage downgrades/target cuts are pressuring price and intensifying downside momentum. Trade Desk Extends Losses After KeyBanc Slashes Target
• Negative Sentiment: Prominent bearish commentary (Jim Cramer and bearish op-eds) and long‑form critiques argue AI apps and Amazon’s ad platform are eroding TTD’s addressable market, increasing perceived execution and competitive risk. Jim Cramer on Trade Desk: “I Think It’s Just Not Worth the Risk”
• Negative Sentiment: Deeply bearish analyses argue AI changes user behavior and Amazon competition are structural threats that could materially reduce open‑internet ad dollars, supporting the view TTD faces prolonged pressure. Trade Desk: From Market Darling To The Garbage Bin

About Trade Desk

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.