The Trade Desk, Inc. Class A (TTD)
The Trade Desk: Catching A Falling Knife Or Buying The Reset? (Rating Downgrade)
The Trade Desk, Inc. faces decelerating revenue growth, with Q1 guidance implying just 10% YoY growth and consensus expectations reset to conservative levels. My DCF analysis suggests TTD is undervalued by ~20%, but market-implied assumptions now price in only 5–7% CAGR and lower FCF margins. TTD's moat remains its objective platform and post-cookie positioning, but CPG and Automotive verticals—over 25% of business—are under pressure.
The Trade Desk downgraded by Wedbush amid OpenAI partnership concerns
The Trade Desk (NASDAQ:TTD) was downgraded to ‘Underperform' by Wedbush on Thursday, with analysts citing concerns that the potential value of a rumored partnership with OpenAI (Unlisted:OPAI) has been overstated. Shares traded at $29 on Friday afternoon, above the broker's 12-month price target of $23.
TTD Stock: Can Insider Buying And AI Buzz Break The 80% Downtrend?
The Trade Desk, a programmatic advertising technology platform, underwent an intense, high-volume rally, correcting a significant downtrend. This surge was fueled by reports late Wednesday regarding potential partnership discussions with OpenAI for managing its advertising business, alongside a reveal of a substantial stock purchase by CEO Jeff Green.
The Trade Desk, Inc. (TTD) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
The Trade Desk, Inc. (TTD) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
The Trade Desk: The OpenAI Deal Looks More Than Just Rumors
The Trade Desk, Inc. remains fundamentally strong, with robust profitability, premium growth, and a fortress balance sheet supporting a Strong Buy rating. TTD's Q4 showed 14.3% YoY revenue growth, FCF margin expansion to 30.5%, and an $866 million net cash position, enabling aggressive R&D investment. Potential partnership with OpenAI is a credible bullish catalyst, leveraging TTD's demand-side platform and deep integration with major advertisers.
Wall Street urges investors to dump this OpenAI-backed stock
The pre-market leading to the morning bell on March 5, as well as the day's regular session, saw the Trade Desk (NASDAQ: TTD) 18.36% from a preceding close at $25.17 to the stock's latest close at $29.79.
The Trade Desk Is Up 23.7% and the Debate Is Just Starting
When it comes to putting money where your mouth is, Jeff Green has put ~$148 million of his own money into The Trade Desk (NASDAQ:TTD) as a personal share purchase.
Back From the Dead: The Trade Desk Soars as Hope Is Resurrected
The Trade Desk ( NASDAQ:TTD ) had been largely left for dead by Wall Street investors over the past year.
Monster insider trade alert for Trade Desk stock
The Trade Desk, Inc. (NASDAQ: TTD) stock surged over 19% on March 5, 2026, following a monster insider trading report.
Trade Desk Stock Scores Major Rally on OpenAI Optimism
Trade Desk Inc (NASDAQ:TTD) stock is single-handedly keeping the software sector afloat today, last seen up 21.6% to trade at $30.60.
TTD Stock: Time To Buy The Dip?
The Trade Desk stock (NYSE: TTD) has decreased by 63% over the past twelve months and 33% just in 2026. This significant downturn requires an explanation — as well as a candid evaluation of whether the punishment is warranted.
Investors Heavily Search The Trade Desk (TTD): Here is What You Need to Know
Recently, Zacks.com users have been paying close attention to The Trade Desk (TTD). This makes it worthwhile to examine what the stock has in store.
