TTDCommunication Services · Advertising AgenciesThe 36 Wall Street analysts covering The Trade Desk, Inc. hold a median 12-month price target of $13 — -2.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 41 of 100 as at 20 Aug 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores The Trade Desk, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Value (90): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Momentum (1): The shares have been drifting down relative to others.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on TTD, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits −2.4% from it.
Of the 20 most recent actions, 0 moved their price target up and 14 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 10 Aug 2026 | DA Davidson | Downgrade | Neutral | $29 → $16 |
| 10 Aug 2026 | HSBC | Downgrade | Reduce | $10 |
| 8 Aug 2026 | Scotiabank | Maintains | Sector Perform | — |
| 7 Aug 2026 | Benchmark | Maintains | Buy | $30 → $20 |
| 7 Aug 2026 | Cantor Fitzgerald | Maintains | Neutral | $20 → $14 |
| 7 Aug 2026 | Citigroup | Downgrade | Sell | $21 → $11 |
| 7 Aug 2026 | Evercore ISI Group | Downgrade | In-Line | $27 → $13 |
| 7 Aug 2026 | Guggenheim | Downgrade | Neutral | $25 → $12 |
| 7 Aug 2026 | Needham | Maintains | Buy | $25 → $19 |
| 7 Aug 2026 | Raymond James | Downgrade | Underperform | — |
| 7 Aug 2026 | Rosenblatt | Maintains | Neutral | $24 → $12 |
| 7 Aug 2026 | Scotiabank | Maintains | Sector Perform | $20 → $12 |
| 7 Aug 2026 | Susquehanna | Downgrade | Neutral | $34 → $14 |
| 7 Aug 2026 | Truist Securities | Downgrade | Hold | $35 → $16 |
| 7 Aug 2026 | UBS | Maintains | Buy | $28 → $16 |
| 7 Aug 2026 | Wells Fargo | Maintains | Equal-Weight | $20 → $12 |
| 13 July 2026 | UBS | Maintains | Buy | — |
| 13 July 2026 | UBS | Maintains | Buy | $31 → $28 |
| 8 July 2026 | HSBC | Upgrade | Hold | — |
| 8 July 2026 | HSBC | Upgrade | Hold | $20 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. TTD appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 46% of US stocks
Cheaper than 52% of US stocks
Cheaper than 39% of US stocks
Cheaper than 47% of US stocks
Higher than 34% of US stocks
Higher than 16% of US stocks
Higher than 87% of US stocks
Higher than 71% of US stocks
Higher than 76% of US stocks
Higher than 75% of US stocks
Higher than 82% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own The Trade Desk, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The Trade Desk issued a cautious Q3 outlook reflecting macroeconomic pressure. The report notes that connected TV, retail media, and AI present long-term growth opportunities for the company.
Why it matters — TTD watchers would care because the cautious near-term guidance signals macro headwinds, while the identified growth areas point to the company's longer-term prospects.
A Seeking Alpha project tracking poorly performing S&P 500 stocks since Thanksgiving 2025 found that most have lagged the index, while The Trade Desk has continued to fall sharply and is on track to be one of the S&P 500's worst-performing stocks of 2026.
Why it matters — TTD watchers would care because the stock has underperformed significantly and may rank among the index's worst performers of 2026.
The Trade Desk's Chief Legal Officer sold 13,355 shares, valued at approximately $188,840 as of August 15, 2026, reducing the insider's direct equity holdings by 4%. The sale occurred amid a declining share price.
Why it matters — A TTD watcher would care because insider selling can signal management sentiment about the company's stock, particularly when it occurs as the share price falls.
The Trade Desk shares fell again on Monday afternoon, extending what the article describes as one of the worst runs in large-cap software this year. The decline was part of broader weakness in demand-side ad tech, with AppLovin also slipping.
Why it matters — The continued share decline signals persistent negative market sentiment around demand-side ad tech, which TTD watchers would track closely given The Trade Desk's position in that sector.
The Trade Desk's stock fell to a seven-year low, following weak financial results reported earlier this month. A Wall Street analyst has reportedly suggested it is time to sell the stock.
Why it matters — TTD watchers would care because the sharp decline signals deteriorating financial performance and rising negative sentiment among Wall Street analysts.
The 36 Wall Street analysts covering The Trade Desk, Inc. have a median 12-month price target of $13, with estimates ranging from $9 to $20. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 36 analysts covering The Trade Desk, Inc., 5 rate it a Buy, 23 a Hold and 8 a Sell. Ticker Nerd's systematic factor model ranks The Trade Desk, Inc. 41 out of 100 across roughly 4,600 US stocks as at 20 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 20 Aug 2026, The Trade Desk, Inc. ranks 41 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (90 of 100).
No one can know that. What the data says: the median 12-month target from 36 analysts implies -2.4% from the last close, and Ticker Nerd's factor model ranks The Trade Desk, Inc. 41 out of 100 as at 20 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering The Trade Desk, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TTD are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $9 to $20 over the next 12 months.
The Trade Desk, Inc. returned -74.6% over the 12 months to 20 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
The Trade Desk, Inc. Class A represents equity in a global technology company specializing in digital advertising.
The most recent item we track (Zacks Investment Research, 21 Aug 2026): "Trade Desk's Weak Q3 Outlook Raises Concerns: What's Ahead?". The Trade Desk issued a cautious Q3 outlook reflecting macroeconomic pressure. The report notes that connected TV, retail media, and AI present long-term growth opportunities for the company.
The Trade Desk, Inc. Class A represents equity in a global technology company specializing in digital advertising. The Trade Desk operates an independent, cloud-based demand-side platform that enables advertisers and agencies to plan, buy, and optimize data-driven campaigns across the open internet. Its platform is used to access and manage ad inventory across channels such as connected TV, online video, display, audio, mobile apps, podcasts, and digital news, with a strong focus on precise audience targeting and real-time bidding. The Trade Desk’s core role in the market is to provide transparent, programmatic media buying tools that help brands and agencies make smarter, data-informed decisions, integrate third-party data, and measure campaign performance across devices. Headquartered in Ventura, California and founded in 2009, the company serves advertisers worldwide through a self-service interface and enterprise APIs, positioning itself as one of the leading independent platforms for digital advertising on the open internet today.
CEO Mr. Jeffrey Terry Green · 3,843 employees · United States · https://www.thetradedesk.com