Wells Fargo & Company Issues Pessimistic Forecast for Trade Desk (NASDAQ:TTD) Stock Price

Trade Desk (NASDAQ:TTD) had its price objective lowered by investment analysts at Wells Fargo & Company from $25.00 to $24.00 in a note issued to investors on Monday,Benzinga reports. The brokerage presently has an “equal weight” rating on the technology company’s stock. Wells Fargo & Company‘s price target suggests a potential upside of 15.94% from the stock’s previous close.

TTD has been the subject of a number of other reports. Bank of America lowered their price target on shares of Trade Desk from $49.00 to $40.00 and set an “underperform” rating for the company in a report on Tuesday, January 20th. Citigroup lowered their price target on shares of Trade Desk from $50.00 to $38.00 and set a “neutral” rating for the company in a report on Tuesday, January 27th. Wedbush reaffirmed an “underperform” rating and set a $23.00 price target on shares of Trade Desk in a report on Friday, March 6th. Guggenheim reaffirmed a “buy” rating and set a $50.00 price target (down from $55.00) on shares of Trade Desk in a report on Monday, January 5th. Finally, DA Davidson set a $32.00 price target on shares of Trade Desk in a report on Thursday, March 5th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, eighteen have given a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $41.91.

Trade Desk Stock Down 6.8%

Trade Desk stock opened at $20.70 on Monday. Trade Desk has a 52-week low of $20.38 and a 52-week high of $91.45. The firm has a fifty day moving average of $25.47 and a 200-day moving average of $36.73. The firm has a market capitalization of $9.85 billion, a P/E ratio of 23.00, a PEG ratio of 0.87 and a beta of 1.18.

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

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

Insider Buying and Selling

In other Trade Desk news, Director Kathryn E. Falberg sold 102,828 shares of the stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $30.45, for a total transaction of $3,131,112.60. Following the transaction, the director directly owned 1,946 shares in the company, valued at $59,255.70. This represents a 98.14% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 10.00% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in TTD. Brighton Jones LLC boosted its stake in Trade Desk by 3.8% during the 4th 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 last quarter. Bison Wealth LLC boosted its stake in Trade Desk by 24.3% during the 4th 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 last quarter. Woodline Partners LP boosted its stake in Trade Desk by 75.5% during the 1st 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 last quarter. Quantbot Technologies LP bought a new position in Trade Desk during the 2nd quarter valued at $676,000. Finally, Marshall Wace LLP boosted its stake in Trade Desk by 427.9% during the 2nd quarter. Marshall Wace LLP now owns 444,471 shares of the technology company’s stock valued at $31,997,000 after acquiring an additional 360,277 shares during the last quarter. 67.77% of the stock is currently owned by institutional investors.

Key Trade Desk News

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

• Positive Sentiment: CEO and insiders buying stock — CEO Bill Demas (and insiders) are purchasing roughly $150 million of company stock, signaling management confidence after a steep multi-quarter decline. Why The Trade Desk CEO Is Putting $150 Million Into His Own Stock
• Positive Sentiment: Some bullish analyst/market commentary — TTD is still cited in screens for “affordable growth” and has supporters saying it could be a buy at lower levels, giving a potential floor to the stock. Is Trade Desk (TTD) One Of The Best Affordable Growth Stocks Right Now?
• Neutral Sentiment: Valuation looks inexpensive on forward P/E — Multiple outlets highlight a low forward P/E vs. peers, which supports a longer‑term watch/accumulate case if fundamentals stabilize. TTD Stock Looks Cheap: Should Investors Hold or Exit Now?
• Neutral Sentiment: Product strategy shifts and trading-mode rollout create mixed signals — New automated Trading Modes change pricing and go-to-market; they could boost efficiency long term but add near-term execution risk amid leadership changes. A Look At Trade Desk (TTD) Valuation As New Trading Modes And Leadership Changes Reshape The Story
• Negative Sentiment: Sudden departures of several senior executives — Reports cite multiple top-level exits, which raised concerns about execution and stability and directly pressured investor sentiment. Here’s Why The Trade Desk Stock (TTD) Fell 6.8% Today, 4/7/26
• Negative Sentiment: Regulatory/legal scrutiny — A shareholder‑oriented law firm has opened an investigation into the company’s officers and directors over prior financial disclosures, adding litigation risk and uncertainty. Trade Desk Investigation Initiated: Kahn Swick & Foti, LLC Investigates the Officers and Directors of The Trade Desk, Inc. – TTD
• Negative Sentiment: Analyst/watch‑list actions and industry pushback — Wells Fargo trimmed its price target and industry press notes a buyer/backlash dynamic that could pressure margins and new business. Wells Fargo price target cut / coverage DSP-ite The Trade Desk Backlash, Buyers Aren’t Budging…

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.