Q4 EPS Estimates for Trade Desk Cut by Seaport Res Ptn

The Trade Desk, Inc. (NASDAQ:TTD) – Seaport Res Ptn lowered their Q4 2025 EPS estimates for Trade Desk in a research note issued on Thursday, February 13th. Seaport Res Ptn analyst A. Kessler now forecasts that the technology company will post earnings per share of $0.46 for the quarter, down from their previous estimate of $0.53. The consensus estimate for Trade Desk’s current full-year earnings is $0.87 per share. Seaport Res Ptn also issued estimates for Trade Desk’s FY2026 earnings at $1.49 EPS.

Several other research analysts have also issued reports on TTD. Wells Fargo & Company dropped their price target on shares of Trade Desk from $142.00 to $101.00 and set an “overweight” rating for the company in a research report on Friday, February 14th. Needham & Company LLC reissued a “buy” rating and issued a $145.00 price target on shares of Trade Desk in a research report on Thursday, February 13th. BMO Capital Markets dropped their price target on shares of Trade Desk from $160.00 to $115.00 and set an “outperform” rating for the company in a research report on Thursday, February 13th. Truist Financial dropped their price target on shares of Trade Desk from $155.00 to $130.00 and set a “buy” rating for the company in a research report on Thursday, February 13th. Finally, Morgan Stanley dropped their price target on shares of Trade Desk from $145.00 to $132.00 and set an “overweight” rating for the company in a research report on Thursday, February 13th. One research analyst has rated the stock with a sell rating, five have issued a hold rating, twenty-three have given a buy rating and one has issued a strong buy rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $120.97.

Trade Desk Stock Performance

NASDAQ TTD opened at $80.03 on Monday. The firm has a 50-day simple moving average of $119.84 and a 200 day simple moving average of $115.53. Trade Desk has a twelve month low of $76.12 and a twelve month high of $141.53. The stock has a market cap of $39.50 billion, a PE ratio of 131.20, a PEG ratio of 3.63 and a beta of 1.45.

Trade Desk (NASDAQ:TTD) last released its earnings results on Wednesday, February 12th. The technology company reported $0.36 earnings per share for the quarter, missing the consensus estimate of $0.57 by ($0.21). Trade Desk had a net margin of 13.34% and a return on equity of 13.17%.

Institutional Trading of Trade Desk

A number of hedge funds have recently modified their holdings of the company. Focus Financial Network Inc. raised its stake in Trade Desk by 2.2% during the 4th quarter. Focus Financial Network Inc. now owns 3,877 shares of the technology company’s stock worth $456,000 after buying an additional 84 shares during the period. CAP Partners LLC increased its holdings in shares of Trade Desk by 1.4% in the third quarter. CAP Partners LLC now owns 6,403 shares of the technology company’s stock worth $702,000 after acquiring an additional 86 shares in the last quarter. RMR Wealth Builders raised its position in shares of Trade Desk by 0.8% during the fourth quarter. RMR Wealth Builders now owns 10,613 shares of the technology company’s stock worth $1,247,000 after purchasing an additional 89 shares during the period. Quotient Wealth Partners LLC lifted its holdings in shares of Trade Desk by 4.2% during the 4th quarter. Quotient Wealth Partners LLC now owns 2,347 shares of the technology company’s stock valued at $276,000 after purchasing an additional 94 shares in the last quarter. Finally, TFB Advisors LLC grew its position in shares of Trade Desk by 2.6% in the 4th quarter. TFB Advisors LLC now owns 3,759 shares of the technology company’s stock valued at $442,000 after purchasing an additional 94 shares during the period. 67.77% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Trade Desk news, insider Samantha Jacobson sold 4,298 shares of the firm’s stock in a transaction that occurred on Tuesday, January 28th. The shares were sold at an average price of $118.56, for a total value of $509,570.88. Following the transaction, the insider now directly owns 90,709 shares of the company’s stock, valued at approximately $10,754,459.04. This trade represents a 4.52 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Jeffrey Terry Green sold 18,207 shares of Trade Desk stock in a transaction on Tuesday, January 7th. The stock was sold at an average price of $125.44, for a total transaction of $2,283,886.08. Following the sale, the chief executive officer now directly owns 704,229 shares of the company’s stock, valued at $88,338,485.76. This represents a 2.52 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 41,029 shares of company stock worth $5,004,296 over the last three months. 9.72% of the stock is currently owned by company insiders.

Trade Desk announced that its Board of Directors has approved a stock repurchase program on Wednesday, February 12th that authorizes the company to buyback $564.00 million in outstanding shares. This buyback authorization authorizes the technology company to repurchase up to 0.9% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s board believes its stock is undervalued.

Trade Desk Company Profile

The Trade Desk, Inc operates as a technology company in the United States and internationally. The company offers a self-service cloud-based platform that allows buyers to plan, manage, optimize, and measure data-driven digital advertising campaigns across various ad formats and channels, including video, display, audio, digital-out-of-home, native, and social on various devices, such as computers, mobile devices, televisions, and streaming devices.