The Trade Desk Stock (TTD) Opinions on Recent Earnings Guidance and Market Decline

By: Quiver DiscussionTracker

Posted: 48 minutes ago / Sept. 6, 2026 5:33 p.m. UTC

Market Drop: Social media chatter around The Trade Desk stock has centered on its steep decline, with shares falling nearly 90 percent from peak levels amid broader shifts in the advertising sector. Analysts and observers note the impact of disappointing guidance and compressed margins following recent quarterly results.

Guidance Concerns: Discussions highlight a cautious outlook after the company projected lower revenue growth, prompting some to suggest trimming positions in the near term. Others point to ongoing restructuring efforts, including workforce reductions, as potential steps toward stabilization in programmatic and connected TV advertising.

Turnaround Hopes: A segment of the conversation remains focused on the firm’s strong cash position and high customer retention rates, framing it as a high-beta play that could rebound if execution improves. Overall sentiment appears bearish.

Note: This discussion summary was generated from an AI condensation of post data.

The Trade Desk Insider Trading Activity

The Trade Desk insiders have traded $TTD stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $TTD stock by insiders over the last 6 months:

To track insider transactions, check out Quiver Quantitative’s insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

The Trade Desk Revenue

The Trade Desk had revenues of $715.1M in Q2 2026. This is an increase of 3.03% from the same period in the prior year.

You can track TTD financials on Quiver Quantitative’s TTD stock page.

You can access data on TTD stock through the Quiver Quantitative API.

The Trade Desk Congressional Stock Trading

Members of Congress have traded $TTD stock 6 times in the past 6 months. Of those trades, 2 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $TTD stock by members of Congress over the last 6 months:

To track congressional stock trading, check out Quiver Quantitative’s congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

The Trade Desk Hedge Fund Activity

We have seen 327 institutional investors add shares of The Trade Desk stock to their portfolio, and 670 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• BAILLIE GIFFORD & CO removed 22,305,995 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $403,292,389
• STATE STREET CORP removed 13,647,546 shares (-30.4%) from their portfolio in Q2 2026, for an estimated $246,747,631
• JERICHO CAPITAL ASSET MANAGEMENT L.P. added 9,395,296 shares (+inf%) to their portfolio in Q2 2026, for an estimated $169,866,951
• D. E. SHAW & CO., INC. added 6,069,407 shares (+306.6%) to their portfolio in Q2 2026, for an estimated $109,734,878
• ALYESKA INVESTMENT GROUP, L.P. added 5,490,854 shares (+97.5%) to their portfolio in Q2 2026, for an estimated $99,274,640
• INVESCO LTD. added 5,380,249 shares (+64.2%) to their portfolio in Q2 2026, for an estimated $97,274,901
• BLACKROCK, INC. removed 4,853,328 shares (-12.9%) from their portfolio in Q2 2026, for an estimated $87,748,170

To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

The Trade Desk Analyst Ratings

Wall Street analysts have issued reports on $TTD in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

• Needham issued a “Buy” rating on 05/08/2026

To track analyst ratings and price targets for The Trade Desk, check out Quiver Quantitative’s $TTD forecast page.

The Trade Desk Price Targets

Multiple analysts have issued price targets for $TTD recently. We have seen 14 analysts offer price targets for $TTD in the last 6 months, with a median target of $25.5.

Here are some recent targets:

• Mohammed Khallouf from HSBC set a target price of $20.0 on 07/08/2026
• Bianca Dallal from Rothschild & Co set a target price of $11.0 on 05/28/2026
• Tom White from DA Davidson set a target price of $29.0 on 05/11/2026
• Mark Mahaney from Evercore ISI Group set a target price of $27.0 on 05/08/2026
• Mark Zgutowicz from Benchmark set a target price of $30.0 on 05/08/2026
• Youssef Squali from Truist Securities set a target price of $35.0 on 05/08/2026
• Matthew Swanson from RBC Capital set a target price of $33.0 on 05/08/2026

This article is not financial advice. See Quiver Quantitative’s disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.