Seaport Res Ptn Decreases Earnings Estimates for Trade Desk

The Trade Desk, Inc. (NASDAQ:TTD - Free Report) - Equities researchers at Seaport Res Ptn dropped their Q4 2025 earnings estimates for shares of Trade Desk in a note issued to investors on Thursday, February 13th. Seaport Res Ptn analyst A. Kessler now expects that the technology company will post earnings per share of $0.46 for the quarter, down from their previous forecast of $0.53. The consensus estimate for Trade Desk's current full-year earnings is $1.06 per share. Seaport Res Ptn also issued estimates for Trade Desk's FY2026 earnings at $1.49 EPS.

Trade Desk (NASDAQ:TTD - Get Free Report) last announced its quarterly earnings results on Wednesday, February 12th. The technology company reported $0.36 earnings per share for the quarter, missing analysts' consensus estimates of $0.57 by ($0.21). Trade Desk had a return on equity of 16.38% and a net margin of 16.08%.

A number of other analysts have also recently issued reports on TTD. Needham & Company LLC reissued a "buy" rating and set a $145.00 target price on shares of Trade Desk in a research note on Thursday, February 13th. Truist Financial reduced their price target on shares of Trade Desk from $155.00 to $130.00 and set a "buy" rating for the company in a report on Thursday, February 13th. Wells Fargo & Company dropped their price objective on shares of Trade Desk from $142.00 to $101.00 and set an "overweight" rating on the stock in a report on Friday, February 14th. Benchmark reaffirmed a "sell" rating and issued a $57.00 target price on shares of Trade Desk in a research note on Friday, November 8th. Finally, BTIG Research lifted their price target on Trade Desk from $114.00 to $142.00 and gave the company a "buy" rating in a research note on Wednesday, October 30th. One equities research analyst has rated the stock with a sell rating, five have assigned a hold rating, twenty-three have issued a buy rating and one has assigned a strong buy rating to the company. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $119.45.

Trade Desk Price Performance

Shares of Trade Desk stock traded down $1.02 during trading hours on Monday, hitting $75.73. The company's stock had a trading volume of 13,527,966 shares, compared to its average volume of 7,074,483. The company has a market capitalization of $37.38 billion, a PE ratio of 97.09, a price-to-earnings-growth ratio of 3.28 and a beta of 1.45. The stock has a 50 day moving average of $117.64 and a 200 day moving average of $115.23. Trade Desk has a 12 month low of $74.10 and a 12 month high of $141.53.

Trade Desk declared that its board has approved a share repurchase program on Wednesday, February 12th that allows the company to buyback $564.00 million in shares. This buyback authorization allows the technology company to buy up to 0.9% of its shares through open market purchases. Shares buyback programs are generally a sign that the company's board believes its shares are undervalued.

Insider Activity at Trade Desk

In other news, insider Samantha Jacobson sold 4,298 shares of the company's stock in a transaction on Tuesday, January 28th. The stock was sold at an average price of $118.56, for a total transaction of $509,570.88. Following the completion of the sale, the insider now directly owns 90,709 shares in the company, valued at approximately $10,754,459.04. This represents a 4.52 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Jay R. Grant sold 18,524 shares of the company's stock in a transaction on Monday, December 30th. The shares were sold at an average price of $119.35, for a total value of $2,210,839.40. Following the sale, the insider now owns 169,464 shares of the company's stock, valued at approximately $20,225,528.40. The trade was a 9.85 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 41,029 shares of company stock worth $5,004,296 in the last ninety days. 9.72% of the stock is owned by company insiders.

Institutional Trading of Trade Desk

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

About Trade Desk

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.