The Trade Desk $TTD Shares Purchased by Barclays PLC

Barclays PLC boosted its stake in shares of The Trade Desk (NASDAQ:TTD) by 326.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,048,438 shares of the technology company’s stock after acquiring an additional 2,333,744 shares during the quarter. Barclays PLC’s holdings in Trade Desk were worth $149,404,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of TTD. Vanguard Group Inc. grew its stake in shares of Trade Desk by 27.7% during the 3rd quarter. Vanguard Group Inc. now owns 56,875,852 shares of the technology company’s stock worth $2,787,486,000 after purchasing an additional 12,321,000 shares during the period. Geode Capital Management LLC lifted its stake in shares of 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 Trade Desk during the second quarter worth $197,362,000. Viking Global Investors LP purchased a new stake in Trade Desk during the second quarter worth $192,524,000. Finally, Los Angeles Capital Management LLC acquired 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 and hedge funds.

Trade Desk Stock Down 1.7%

Shares of NASDAQ TTD opened at $29.28 on Friday. The firm has a market cap of $14.16 billion, a price-to-earnings ratio of 32.53, a price-to-earnings-growth ratio of 1.16 and a beta of 1.13. The company’s 50-day simple moving average is $31.16 and its 200-day simple moving average is $40.89. The Trade Desk has a 52-week low of $21.08 and a 52-week high of $91.45.

Trade Desk (NASDAQ:TTD) last released its quarterly earnings results on Wednesday, February 25th. The technology company reported $0.59 earnings per share for the quarter, hitting the consensus estimate of $0.59. The firm had revenue of $846.79 million during the quarter, compared to the consensus estimate of $840.56 million. Trade Desk had a net margin of 15.31% and a return on equity of 16.89%. The company’s revenue for the quarter was up 14.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.59 EPS. Equities research analysts anticipate that The Trade Desk will post 1.06 EPS for the current fiscal year.

Trade Desk declared that its board has authorized a stock repurchase plan on Wednesday, February 25th that permits the company to repurchase $350.00 million in outstanding shares. This repurchase authorization permits the technology company to buy up to 2.9% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s board of directors believes its stock is undervalued.

Trending Headlines about Trade Desk

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

• Positive Sentiment: OpenAI partnership reports pushed strong upside expectations for TTD, triggering an 18% rally as investors price in access to ChatGPT ad inventory and new AI-driven demand channels. The Trade Desk (TTD) Soars 18% on OpenAI Deal Buzz
• Positive Sentiment: CEO Jeff Green made a large insider purchase (~6M shares, reported ~$148M), which traders view as a confidence signal and helped amplify the rally. Trade Desk (TTD) Soars 20% after CEO’s Huge $148M Insider Purchase
• Positive Sentiment: The company launched the Ventura Ecosystem to unify CTV platforms and OS partners — a strategic move that could improve CTV monetization long term if adoption follows. The Trade Desk (TTD) Introduces Ventura Ecosystem for Connected TV Advertising
• Positive Sentiment: Some analysts remain constructive (Evercore reiterated Buy with a $35 target), arguing the OpenAI angle + insider buying and stretched sell-off leave upside. The Trade Desk: Buy Rated on OpenAI Ad Partnership Upside…
• Neutral Sentiment: Industry / sector rebound articles highlight TTD among software stocks that look attractive after the correction — supportive context but not an immediate catalyst. The Software Recovery Already Started: 5 Stocks to Buy Now
• Neutral Sentiment: Company presentation/transcript from the Morgan Stanley TMT conference is available; useful for modeling but no new financial guidance released in these materials. The Trade Desk, Inc. (TTD) Presents at Morgan Stanley…
• Negative Sentiment: Wedbush downgraded TTD to Underperform, saying the stock has rallied too far on OpenAI hype and that the partnership’s impact may be overstated; they set a $23 price target — a direct catalyst for selling pressure. Wedbush downgrades The Trade Desk, says OpenAI deal impact overestimated
• Negative Sentiment: Underlying fundamentals remain a concern: recent guidance misses and slowing revenue growth have forced a reset in growth/valuation expectations, which leaves the rally vulnerable to profit-taking and skeptical sell-side views. The Trade Desk Stock Dropped 5% on a Guidance Miss

Analyst Upgrades and Downgrades

TTD has been the subject of a number of recent analyst reports. Scotiabank reaffirmed a “sector perform” rating and issued a $32.00 price objective (down from $60.00) on shares of Trade Desk in a report on Thursday, February 26th. Cfra restated a “hold” rating and set a $40.00 target price on shares of Trade Desk in a research report on Tuesday, January 27th. Guggenheim restated a “buy” rating and issued a $50.00 price target (down from $55.00) on shares of Trade Desk in a research note on Monday, January 5th. Wolfe Research reaffirmed an “outperform” rating and issued a $45.00 price target (down from $60.00) on shares of Trade Desk in a report on Monday, January 5th. Finally, Zacks Research upgraded Trade Desk from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 11th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, fifteen have issued a Hold rating and five have given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $43.45.

Trade Desk Company Profile

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.