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The Trade Desk Gains as Product Expansion and a Bullish Analyst Stance Lift Sentiment

Investivoq PriceTracker

The Trade Desk (TTD) is up 6.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely drivers were a fresh vote of confidence from UBS, which kept a Buy rating while trimming its target, and a new connected-TV ad launch that expanded The Trade Desk’s premium inventory in Italy. This could also be a rebound move after a long stretch of weakness, with traders reacting positively to signs that the company is still adding products and partnerships.

Details:

  • UBS maintained a Buy rating on October 14, even after lowering its price target to $15 from $16, which may have reassured investors that at least one major firm still sees upside.
  • The Trade Desk announced on October 13 that it is offering Skydance Pause Ads in Italy on HBO Max and discovery+, adding another connected-TV format to its platform.
  • The new format is available through Programmatic Guaranteed, giving advertisers access to premium paused-screen inventory in a non-interruptive setting.
  • The company’s latest quarterly results page shows investors are still weighing a weaker 2026 backdrop, so today’s rally may reflect bargain-hunting as positive incremental news emerged.

    • Sources:

    The Trade Desk Press Room, The Trade Desk Investor Relations, MarketScreener

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $TTD Insider Trading Activity

    TTD Insider Trades

    $TTD 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:

    • SAMANTHA JACOBSON sold 53,681 shares for an estimated $1,134,816

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

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    $TTD Hedge Fund Activity

    We have seen 308 institutional investors add shares of $TTD stock to their portfolio, and 450 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
    • 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
    • GOLDMAN SACHS GROUP INC added 4,739,259 shares (+54.3%) to their portfolio in Q2 2026, for an estimated $85,685,802

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

    $TTD Congressional Stock Trading

    Members of Congress have traded $TTD stock 5 times in the past 6 months. Of those trades, 3 have been purchases and 2 have been sales.

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

    • REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 5 times. They made 3 purchases worth up to $45,000 on 08/18, 07/17, 05/15 and 2 sales worth up to $30,000 on 09/18, 06/16.

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

    $TTD 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 $TTD, check out Investivoq's $TTD forecast page.

    $TTD Price Targets

    Multiple analysts have issued price targets for $TTD recently. We have seen 13 analysts offer price targets for $TTD in the last 6 months, with a median target of $25.0.

    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
    • Barton Crockett from Rosenblatt set a target price of $24.0 on 05/08/2026
    • Laura Martin from Needham set a target price of $25.0 on 05/08/2026
    • Alec Brondolo from Wells Fargo set a target price of $20.0 on 05/08/2026
    • Alicia Reese from Wedbush set a target price of $21.0 on 05/08/2026

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