Trade Desk Shares Surge 18.4% Amid OpenAI Talks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 06 2026
0mins
Should l Buy TTD?
Source: stocktwits
- Significant Stock Surge: Trade Desk shares rose 18.4% on Thursday, marking the best performance in 10 months, driven primarily by CEO Jeff Green's record $148 million stock purchase, which signals strong confidence in the company's future prospects.
- Record Insider Trading: Green's stock purchase represents the largest insider transaction in the ad-tech company's history, complemented by nearly 300,000 restricted shares and about 737,000 stock options as compensation, further bolstering investor confidence and indicating executive optimism about the company's outlook.
- Increased Market Buzz: The stock saw a more than 700% surge in message volume on Stocktwits over the past 24 hours, reflecting strong retail investor interest, with many traders adding the stock to their watchlists, indicating positive market sentiment regarding its future performance.
- Analysts Optimistic: Evercore ISI analysts maintained an 'Outperform' rating on Trade Desk with a $35 price target, suggesting that potential collaboration with OpenAI could generate additional revenue, although opinions among analysts are mixed, with 19 out of 38 recommending 'Buy'.
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Analyst Views on TTD
Wall Street analysts forecast TTD stock price to rise
28 Analyst Rating
15 Buy
12 Hold
1 Sell
Moderate Buy
Current: 21.980
Low
38.00
Averages
53.33
High
85.00
Current: 21.980
Low
38.00
Averages
53.33
High
85.00
About TTD
The Trade Desk, Inc. is a global advertising technology company. The Company offers a self-service, cloud-based ad-buying platform that empowers its clients to plan, manage, optimize and measure more expressive data-driven digital advertising campaigns. Its platform allows clients to execute integrated campaigns across ad formats and channels, including connected television (CTV) and other video, display, audio, and native, on a multitude of devices, such as televisions, streaming devices, mobile devices, computers and digital-out-of-home devices. Its platform’s integrations with inventory, publisher and data partners provide ad buyers reach and decisioning capabilities, and its enterprise application programming interfaces (APIs) enable its clients to customize and expand platform functionality. Its platform provides auto-optimization features that allow buyers to automate their campaigns and support them with computer-generated modeling and decision-making.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Rising Treasury Yields: The 10-year and 30-year Treasury yields are climbing due to war-driven inflation expectations, impacting borrowing costs and exacerbating investor panic, particularly for long-term investors facing a challenging environment.
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- Value Investment Opportunity: The Trade Desk's current stock price of $21.73 and a market cap of $10 billion indicate it is trading significantly below its intrinsic value, with analysts suggesting it could potentially double by year-end, highlighting its undervalued status.
- Reasons for Growth Slowdown: Once a darling of growth stocks with quarterly revenue growth exceeding 20%, The Trade Desk has seen a slowdown due to platform complexity and negative audits from Publicis, leading to diminished investor confidence.
- Future Growth Expectations: Revenue is expected to grow 14% year-over-year in Q4 2025, with a forecast of 10% growth in the next quarter; while this is below historical levels, a return to mid-teens growth could see the stock price rebound.
- Strategic Adjustments Needed: The Trade Desk must address its relationship issues with Publicis and expedite its collaboration with OpenAI to capture market share in generative AI advertising, which is essential for achieving its goal of doubling the stock price.
See More
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- Growth Slowdown: The Trade Desk's revenue growth was only 14% year-over-year in Q4 2025, with expectations of a further decline to 10% next quarter, a stark contrast to its previous growth rates exceeding 20%, leading to diminished investor confidence.
- Client Relationship Crisis: The decision by Publicis to no longer recommend The Trade Desk as an advertising partner highlights a trust crisis following a failed internal audit, which could further impact its market share and customer base.
- Valuation Struggles: The Trade Desk trades at a forward P/E of 10.8, significantly lower than the S&P 500's 20.6, indicating that despite its growth being on par with market averages, its valuation does not reflect its potential value, limiting stock price appreciation.
- Uncertain Future Outlook: While the partnership with OpenAI could drive advertising growth, the stock's potential to double remains uncertain until the company addresses the allegations from Publicis and improves its customer relationships.
See More
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- Customer Base Expansion: The number of Braze's customers grew by 14% to 2,609, with those generating annual recurring revenue (ARR) of at least $500,000 increasing by 35% to 333, indicating the company's growing appeal among high-value clients.
- Surge in Operating Income: Adjusted operating income soared by 83% to $14.5 million, reflecting effective management in cost control and revenue growth, further solidifying its market position.
- Optimistic Future Outlook: Management expects revenue for fiscal 2027 to rise to between $884 million and $889 million, up from $738 million in fiscal 2026, while adjusted operating income is projected to reach $69 million to $73 million, showcasing strong commercial momentum and the fastest product delivery pace in the company's history.
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