Trade Desk (NASDAQ:TTD) Cut to Strong Sell at Arete Research

Posted by Brian Himes on Jul 1st, 2026

Trade Desk (NASDAQ:TTD – Get Free Report) was downgraded by analysts at Arete Research from a “hold” rating to a “strong sell” rating in a report released on Tuesday,Zacks.com reports.

Other equities analysts also recently issued research reports about the stock. Royal Bank Of Canada set a $33.00 price objective on shares of Trade Desk and gave the stock an “outperform” rating in a research note on Friday, May 8th. William Blair lowered Trade Desk from an “outperform” rating to a “market perform” rating in a research report on Friday, May 8th. Citigroup restated a “neutral” rating on shares of Trade Desk in a research note on Friday, May 8th. Stifel Nicolaus set a $21.00 price objective on Trade Desk in a research report on Friday, May 8th. Finally, Benchmark reiterated a “buy” rating on shares of Trade Desk in a research note on Tuesday, June 16th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, twenty have issued a Hold rating and six have assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $33.52.

Get Our Latest Stock Analysis on TTD

Trade Desk Price Performance

NASDAQ:TTD opened at $18.08 on Tuesday. Trade Desk has a 1-year low of $16.98 and a 1-year high of $91.45. The company has a 50-day moving average of $21.03 and a 200 day moving average of $26.43. The firm has a market cap of $8.50 billion, a PE ratio of 20.55, a price-to-earnings-growth ratio of 0.90 and a beta of 1.05.

Trade Desk (NASDAQ:TTD – Get Free Report) last posted its earnings results on Thursday, May 7th. The technology company reported $0.08 EPS for the quarter, missing analysts’ consensus estimates of $0.32 by ($0.24). Trade Desk had a net margin of 14.57% and a return on equity of 16.91%. The business had revenue of $688.86 million for the quarter, compared to analysts’ expectations of $678.87 million. During the same period last year, the business posted $0.33 EPS. The company’s revenue for the quarter was up 11.8% on a year-over-year basis. Sell-side analysts anticipate that Trade Desk will post 1.17 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director Samantha Jacobson sold 53,681 shares of the stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $21.14, for a total value of $1,134,816.34. Following the transaction, the director owned 13,099 shares in the company, valued at approximately $276,912.86. This represents a 80.38% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 11.41% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. State Street Corp lifted its position in Trade Desk by 271.1% during the third quarter. State Street Corp now owns 36,354,274 shares of the technology company’s stock valued at $1,781,723,000 after purchasing an additional 26,559,005 shares during the period. Invesco Ltd. grew its position in Trade Desk by 101.0% during the 3rd quarter. Invesco Ltd. now owns 6,807,971 shares of the technology company’s stock worth $333,659,000 after purchasing an additional 3,421,074 shares during the period. Renaissance Technologies LLC raised its stake in shares of Trade Desk by 59.0% during the 1st quarter. Renaissance Technologies LLC now owns 5,440,541 shares of the technology company’s stock valued at $123,446,000 after buying an additional 2,018,525 shares during the last quarter. Norges Bank purchased a new position in shares of Trade Desk during the 4th quarter valued at about $197,550,000. Finally, Federated Hermes Inc. raised its stake in shares of Trade Desk by 1,041.1% during the 4th quarter. Federated Hermes Inc. now owns 4,710,847 shares of the technology company’s stock valued at $178,824,000 after buying an additional 4,298,009 shares during the last quarter. Hedge funds and other institutional investors own 67.77% of the company’s stock.

More Trade Desk News

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

Negative Sentiment: Arete downgraded The Trade Desk to Sell, warning that the company may be losing share as it shifts its business model and faces mounting competitive and structural challenges. Arete Sees Trade Desk Losing Share as It Shifts Business Models
Negative Sentiment: The new $11.60 target suggests roughly 38% downside, reinforcing concerns that the stock could have further room to fall if investors accept the analyst’s thesis. Arete Sees Trade Desk Losing Share as It Shifts Business Models
Neutral Sentiment: Recent coverage also noted that The Trade Desk’s latest earnings were mixed: revenue beat estimates, but EPS fell well below expectations, leaving investors focused on the company’s ability to translate growth into stronger profits. Trade Desk stock and earnings details

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.