TTD

Trade Desk, Inc.

Nasdaq · Services-Computer Programming, Data Processing, Etc. · Inc. NV · CIK 0001671933
$19.43 -2.61% $9.4B
3 New Institutional Positions3 Institutional ExitsCongressional Activity (2)
Vol
Market Cap$9.4B
Cap SizeMid Cap
Analyst ConsensusHold (42%)
Inst. Holders9 funds
Inst. Value$3.3B
Inst. Activity3 buys / 3 sells
Insider Activity0B / 2S
Insider Net $-$4.3M
Reddit Sentiment46° Neutral
SEC Reports5
Congressional8 trades
Exchange Nasdaq·Sector Services-Computer Programming, Data Processing, Etc.·Inc. NV·CIK 0001671933·Prev Close $19.95

Recent Activity

Jun 9, 2026 SEC
The Trade Desk appointed David Haddad to its board of directors, expanding the board from five to six members. Haddad br
8-K — Impact 2/10
Jun 1, 2026 SEC
The Trade Desk appointed Nate Olmstead as permanent CFO, effective July 9, 2026, replacing interim CFO Tahnil Davis who
8-K — Impact 2/10
May 28, 2026 Insider
Jacobson Samantha sold 53,681 shares
Director @ $21.14 ($1.1M)
May 24, 2026 Insider
Jacobson Samantha sold 12,477 shares
Director @ $0.00 ($0.00)
May 18, 2026 Insider
Jacobson Samantha sold 9,589 shares
Chief Strategy Officer @ $0.00 ($0.00)
May 18, 2026 dark_pool
Dark Pool: TTD — 14.5M shares, 177,626 trades
Week starting 2026-05-18. Total ATS volume: 14,530,797 shares across 177,626 trades.
May 8, 2026 SEC
Chief Strategy Officer Samantha Jacobson resigned effective May 18, 2026, but will remain on the board of directors. Thi
8-K — Impact 2/10
Inst.
MORGAN STANLEY — TRIM
7,298,353 shares ($277.0M)

Price Targets

$25.34 +27.4% upside Strong Buy
Current $19.89 Low $11.00 Median $24.50 High $47.00 32 analysts
$11.00 $47.00

Analyst Ratings

Hold42% buy · 43 analysts
5Strong Buy
13Buy
22Hold
3Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 28, 2026 Rothschild & Co INITIATE Sell
May 11, 2026 DA Davidson MAINTAIN Buy → Buy
May 11, 2026 HSBC DOWNGRADE Hold → Reduce
May 8, 2026 Benchmark MAINTAIN Buy → Buy
May 8, 2026 William Blair DOWNGRADE Outperform → Market Perform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.40 ▼ -13.2% $0.33 — $0.47 -2% YoY 21
Next Q $0.50 ▼ -9.4% $0.41 — $0.59 11% YoY 20
Current FY $1.85 ▼ -10.6% $1.56 — $2.10 5% YoY 23
Next FY $2.15 ▼ -10.3% $1.79 — $2.58 16% YoY 23

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$2.1BADD
MORGAN STANLEY$277.0MTRIM
TWO SIGMA INVESTMENTS, LP$237.8MDOUBLED
NORGES BANK$197.6MNEW
RENAISSANCE TECHNOLOGIES LLC$129.9MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
May 28, 2026Jacobson SamanthaSELL$1.1M
May 24, 2026Jacobson SamanthaA$0.00
May 18, 2026Jacobson SamanthaD$0.00
May 15, 2026Green JeffreyG$0.00
May 15, 2026Davis TahnilF$5.5K

Reddit Sentiment

46°
Neutral
Bearish Neutral Bullish
24 mentions 2 bullish 4 bearish

Congressional Trades

3 members: 4 buys, 4 sells
MemberPartyTypeAmount
Byron DonaldsRSELL$1,001 - $15,000
Byron DonaldsRSELL$1,001 - $15,000
Byron DonaldsRBUY$1,001 - $15,000
9 institutional holders with $3.3B total value (87,291,301 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, TWO.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC56,362,550$2.1B64.6%ADD +27.7%
2MORGAN STANLEY7,298,353$277.0M8.4%TRIM -33.6%
3TWO SIGMA INVESTMENTS, LP6,263,335$237.8M7.2%DOUBLED +180.2%
4NORGES BANK5,204,166$197.6M6.0%NEW
5RENAISSANCE TECHNOLOGIES LLC3,422,016$129.9M3.9%DOUBLED +203.5%
6BANK OF AMERICA CORP /DE/3,407,190$129.3M3.9%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,298,801$125.2M3.8%ADD +55.1%
8FMR LLC1,123,077$42.6M1.3%TRIM -52.0%
9WELLS FARGO & COMPANY/MN911,813$34.6M1.0%TRIM -36.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYTRIM10,988,8137,298,353-33.6%$277.0M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED2,235,5576,263,335+180.2%$237.8M2025-Q4
NORGES BANKNEW5,204,166$197.6M2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED1,127,6003,422,016+203.5%$129.9M2025-Q4
FMR LLCTRIM2,340,1471,123,077-52.0%$42.6M2025-Q4
WELLS FARGO & COMPANY/MNTRIM1,424,869911,813-36.0%$34.6M2025-Q4
VANGUARD GROUP INCADD44,554,85256,875,852+27.7%$2.8B2025-Q3
UBS Group AGDOUBLED1,618,0073,673,992+127.1%$180.1M2025-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD2,071,7033,213,755+55.1%$157.5M2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED67,6632,235,557+3204.0%$109.6M2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED105,5541,127,600+968.3%$55.3M2025-Q3
NORGES BANKEXIT2,741,5260-100.0%$0.002025-Q3
MORGAN STANLEYDOUBLED5,512,06412,635,040+129.2%$909.6M2025-Q2
NORGES BANKNEW2,741,526$197.4M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT1,284,900105,554-91.8%$7.6M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM190,22467,663-64.4%$4.9M2025-Q2
CITADEL ADVISORS LLCDOUBLED2,260,6456,775,138+199.7%$370.7M2025-Q1
MORGAN STANLEYTRIM16,609,0585,512,064-66.8%$301.6M2025-Q1
FMR LLCTRIM3,788,2852,128,364-43.8%$116.5M2025-Q1
UBS Group AGTRIM3,228,1812,087,500-35.3%$114.2M2025-Q1
RENAISSANCE TECHNOLOGIES LLCADD719,3001,284,900+78.6%$70.3M2025-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED21,500190,224+784.8%$10.4M2025-Q1
NORGES BANKEXIT4,460,0280-100.0%$0.002025-Q1
UBS Group AGDOUBLED1,591,1473,228,181+102.9%$379.4M2024-Q4
RENAISSANCE TECHNOLOGIES LLCADD526,800719,300+36.5%$84.5M2024-Q4
10 unique insiders with 2 transactions. Net insider value: -$4.3M ($0.00 bought, $4.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 28, 2026Jacobson SamanthaDirectorSELL53,681$21.14$1.1M
May 24, 2026Jacobson SamanthaDirectorA12,477$0.00$0.00
May 18, 2026Jacobson SamanthaChief Strategy OfficerD9,589$0.00$0.00
May 15, 2026Green Jeffrey TerryPresident and CEOG52,909$0.00$0.00
May 15, 2026Davis Tahnil R.CAO and Interim CFOF262$21.15$5.5K
May 15, 2026GRANT JAY RChief Legal OfficerF1,288$21.15$27.2K
May 15, 2026Kundra VivekChief Operating OfficerF6,194$21.15$131.0K
May 15, 2026Jacobson SamanthaChief Strategy OfficerF197$21.15$4.2K
May 4, 2026Cunningham Andrea LeeDirectorA6,110$0.00$0.00
May 4, 2026Cunningham Andrea LeeDirectorA11,051$0.00$0.00
May 4, 2026Tawakol OmarDirectorA12,220$0.00$0.00
May 4, 2026Vollero AndrewDirectorA12,220$0.00$0.00
Apr 29, 2026Green Jeffrey TerryPresident and CEOE1,330$0.00$0.00
Apr 3, 2026Cunningham Andrea LeeDirectorA31$25.57$792.67
Apr 3, 2026Cunningham Andrea LeeDirectorA58$13.81$800.98
Apr 3, 2026Rajaram GokulDirectorD1,226$0.00$0.00
Apr 3, 2026Vollero AndrewDirectorA11,341$0.00$0.00
Apr 1, 2026Cunningham Andrea LeeDirectorA17$25.79$438.43
Apr 1, 2026Cunningham Andrea LeeDirectorA32$13.93$445.76
Mar 23, 2026FALBERG KATHRYN EDirectorD1,226$0.00$0.00
Mar 5, 2026FALBERG KATHRYN EDirectorSELL102,828$30.45$3.1M
Mar 3, 2026Davis Tahnil R.CAO and Interim CFOA167,197$0.00$0.00
Mar 3, 2026Jacobson SamanthaChief Strategy OfficerA167,197$0.00$0.00
Mar 3, 2026Davis Tahnil R.CAO and Interim CFOA309,551$0.00$0.00
Mar 3, 2026Jacobson SamanthaChief Strategy OfficerA309,551$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (42% buy). Based on 43 analysts: 5 strong buy, 13 buy, 22 hold, 3 sell, 0 strong sell.

Analyst Price Targets

$25.34 mean target +27.4% upside Strong Buy (2.50)
$11.00 Low $47.00 High
MetricValue
Current Price$19.89
Target Low$11.00
Target Mean$25.34
Target Median$24.50
Target High$47.00
# Analysts32
RecommendationStrong Buy (2.50)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.40 $0.33 $0.47 -2.2% -13.2% 0↑ 18↓ $0.8B 8.3% 21
Next Q
2026-09-30
$0.50 $0.41 $0.59 10.9% -9.4% 1↑ 16↓ $0.8B 8.7% 20
Current FY
2026-12-31
$1.85 $1.56 $2.10 4.5% -10.6% 2↑ 19↓ $3.2B 9.8% 23
Next FY
2027-12-31
$2.15 $1.79 $2.58 16.2% -10.3% 1↑ 20↓ $3.5B 10.5% 23

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.401
7d ago$0.404-0.003
30d ago$0.462-0.061
60d ago$0.462-0.061
90d ago$0.486-0.085
26 analyst firms have rated this stock: 1 upgrades, 10 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 28, 2026 Rothschild & Co INITIATE Sell
May 11, 2026 DA Davidson MAINTAIN Buy Buy
May 11, 2026 HSBC DOWNGRADE Hold Reduce
May 8, 2026 Benchmark MAINTAIN Buy Buy
May 8, 2026 William Blair DOWNGRADE Outperform Market Perform
May 8, 2026 RBC Capital MAINTAIN Outperform Outperform
May 8, 2026 Truist Securities MAINTAIN Buy Buy
May 8, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 8, 2026 Wedbush MAINTAIN Neutral Neutral
May 8, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
May 8, 2026 Guggenheim MAINTAIN Buy Buy
May 8, 2026 Keybanc DOWNGRADE Overweight Sector Weight
May 8, 2026 Rosenblatt MAINTAIN Neutral Neutral
May 8, 2026 Needham MAINTAIN Buy Buy
May 8, 2026 Oppenheimer DOWNGRADE Outperform Perform
May 4, 2026 Wedbush UPGRADE Underperform Neutral
Apr 21, 2026 UBS MAINTAIN Buy Buy
Apr 6, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Mar 19, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Mar 18, 2026 Rosenblatt DOWNGRADE Buy Neutral
Mar 18, 2026 Stifel DOWNGRADE Buy Hold
Mar 6, 2026 Wedbush DOWNGRADE Neutral Underperform
Mar 2, 2026 Piper Sandler REITERATE Neutral Neutral
Mar 2, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 26, 2026 DA Davidson MAINTAIN Buy Buy
Feb 26, 2026 UBS MAINTAIN Buy Buy
Feb 26, 2026 Scotiabank MAINTAIN Sector Perform Sector Perform
Feb 26, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Feb 26, 2026 BMO Capital MAINTAIN Outperform Outperform
Feb 26, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 26, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 26, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 26, 2026 Stifel MAINTAIN Buy Buy
Feb 26, 2026 Truist Securities MAINTAIN Buy Buy
Feb 26, 2026 Rosenblatt MAINTAIN Buy Buy
Feb 26, 2026 Needham MAINTAIN Buy Buy
Feb 26, 2026 Loop Capital DOWNGRADE Buy Hold
Feb 24, 2026 Wedbush MAINTAIN Neutral Neutral
Feb 23, 2026 Benchmark MAINTAIN Buy Buy
Feb 3, 2026 Keybanc MAINTAIN Overweight Overweight
Jan 27, 2026 CFRA DOWNGRADE Buy Hold
Jan 27, 2026 Citigroup MAINTAIN Neutral Neutral
Jan 27, 2026 Truist Securities MAINTAIN Buy Buy
Jan 27, 2026 Rosenblatt MAINTAIN Buy Buy
Jan 23, 2026 Stifel MAINTAIN Buy Buy
Jan 23, 2026 Citizens DOWNGRADE Market Outperform Market Perform
Jan 20, 2026 UBS MAINTAIN Buy Buy
Jan 20, 2026 B of A Securities MAINTAIN Underperform Underperform
Jan 13, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 12, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026513223042%
May 1, 2026715181152%
Apr 1, 2026715181152%
Mar 1, 2026815164053%
Feb 1, 2026815164053%
Jan 1, 2026817125060%
Strong BuyBuyHoldSellStrong Sell
3 members of Congress traded this stock: 4 buys, 4 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 20, 2026Byron DonaldsRHOUSESELL$1,001 - $15,000The Trade Desk IncApr 9, 2026 (21d)
Mar 20, 2026Byron DonaldsRHOUSESELL$1,001 - $15,000The Trade Desk IncApr 9, 2026 (21d)
Feb 10, 2026Byron DonaldsRHOUSEBUY$1,001 - $15,000The Trade Desk IncMar 9, 2026 (28d)
Feb 10, 2026Byron DonaldsRHOUSEBUY$1,001 - $15,000The Trade Desk IncMar 9, 2026 (28d)
Feb 3, 2026Anthony WiedRHOUSEBUY$50,001 - $100,000The Trade Desk IncMar 12, 2026 (38d)
Jan 9, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000The Trade Desk IncFeb 16, 2026 (39d)
Jan 8, 2026Byron DonaldsRHOUSESELL$1,001 - $15,000The Trade Desk IncFeb 13, 2026 (37d)
Jan 8, 2026Byron DonaldsRHOUSESELL$1,001 - $15,000The Trade Desk IncFeb 13, 2026 (37d)
46°
Neutral
Bearish Neutral Bullish
24 mentions 2 bullish 4 bearish 24 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 9, 2026150° Neutral001
Jun 9, 2026150° Neutral001
Jun 4, 2026150° Neutral001
Jun 3, 2026150° Neutral001
Jun 3, 2026140° Cool011
Jun 3, 2026140° Cool011
Jun 3, 2026150° Neutral001
Jun 3, 2026150° Neutral001
Jun 1, 2026150° Neutral001
Jun 1, 2026150° Neutral001
Jun 1, 2026160° Warm101
Jun 1, 2026160° Warm101
May 9, 2026150° Neutral001
May 9, 2026150° Neutral001
Apr 29, 2026150° Neutral001
Apr 28, 2026150° Neutral001
Apr 8, 2026140° Cool011
Apr 8, 2026140° Cool011
Apr 6, 2026150° Neutral001
Apr 6, 2026150° Neutral001
Mar 6, 2026150° Neutral001
Mar 5, 2026150° Neutral001
Mar 5, 2026150° Neutral001
Feb 17, 2026150° Neutral001

Recent Reddit Threads

r/investing Neutral 16h 36m ago
Goal is to have 100k, Each 5000$ on these companies.
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 6d 12h ago
YOLO $TTD
▲ 1 💬 0 ⚡ 0.5
r/stocks Bearish 6d 17h ago
Trade Desk is down 67% from its high while still growing revenue.
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 6d 20h ago
$TTD YOLO
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 8d 18h ago
$TTD. I am long this stock.
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 8d 19h ago
Why TTD will rally soon and I'm putting 250k in calls
▲ 1 💬 0 ⚡ 0.2
r/wallstreetbets Neutral 1mo ago
$TTD poised to 5x in the next 2 years
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 1mo ago
TTD - is the bottom here?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 2mo ago
Why SaaS stocks will crash hard and TTD will be the first to go to 0
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 2mo ago
$500 into TTD or SNDK
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 2mo ago
Why you should sell Trade Desk and buy Datavault.
▲ 0 💬 0
r/stocks Bearish 2mo ago
The Trade Desk Failed 3rd Party Audit - Deceptive Pricing
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 2mo ago
The Trade Desk Failed 3rd Party Audit - Deceptive Pricing
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 3mo ago
Why Is Insider Trading Allowed for Some People?
▲ 1 💬 1 ⚡ 0.5
r/stocks Bearish 3mo ago
The Trade Desk (TTD) CEO's $148M purchase is the 8th largest ever
▲ 1 💬 0 ⚡ 0.5
r/stockmarket Neutral 3mo ago
Trade Desk (TTD) CEO buys $148M of the stock
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 3mo ago
TTD (The Trade Desk) up ~19% pre-market, anyone watching this?
▲ 1 💬 0 ⚡ 0.5
May 18, 2026
dark_pool
Dark Pool: TTD — 14.5M shares, 177,626 trades
Week starting 2026-05-18. Total ATS volume: 14,530,797 shares across 177,626 trades.
May 11, 2026
dark_pool
Dark Pool: TTD — 14.5M shares, 168,740 trades
Week starting 2026-05-11. Total ATS volume: 14,523,193 shares across 168,740 trades.
May 7, 2026
earnings_calendar
TTD Q1 2026 Earnings After Market Close — 2026-05-07
May 7, 2026
short_volume
Short Volume: TTD — 61.3% short (7.7M / 12.5M)
Short: 7,660,628 | Exempt: 26,166 | TRF Vol: 12,493,913 | Short Ratio: 61.3% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: TTD — 56.4% short (4.3M / 7.7M)
Short: 4,316,891 | Exempt: 5,846 | TRF Vol: 7,651,123 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: TTD — 19.4M shares, 187,143 trades
Week starting 2026-05-04. Total ATS volume: 19,426,962 shares across 187,143 trades.
Apr 30, 2026
short_volume
Short Volume: TTD — 56.8% short (3.3M / 5.8M)
Short: 3,303,058 | Exempt: 2,486 | TRF Vol: 5,818,413 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: TTD — 14.3M shares, 169,483 trades
Week starting 2026-04-27. Total ATS volume: 14,251,933 shares across 169,483 trades.
Apr 20, 2026
dark_pool
Dark Pool: TTD — 13.5M shares, 153,511 trades
Week starting 2026-04-20. Total ATS volume: 13,510,142 shares across 153,511 trades.
Apr 17, 2026
short_volume
Short Volume: TTD — 59.4% short (5.0M / 8.5M)
Short: 5,031,187 | Exempt: 8,301 | TRF Vol: 8,472,233 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: TTD — 13.6M shares, 151,049 trades
Week starting 2026-04-13. Total ATS volume: 13,551,780 shares across 151,049 trades.
Apr 10, 2026
short_volume
Short Volume: TTD — 55.9% short (3.0M / 5.3M)
Short: 2,985,356 | Exempt: 16,528 | TRF Vol: 5,344,553 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
Apr 7, 2026
short_volume
Short Volume: TTD — 58.6% short (5.1M / 8.8M)
Short: 5,142,481 | Exempt: 4,601 | TRF Vol: 8,781,178 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
dark_pool
Dark Pool: TTD — 14.9M shares, 147,376 trades
Week starting 2026-04-06. Total ATS volume: 14,937,925 shares across 147,376 trades.
Mar 30, 2026
dark_pool
Dark Pool: TTD — 14.5M shares, 153,419 trades
Week starting 2026-03-30. Total ATS volume: 14,486,642 shares across 153,419 trades.