The Trade Desk fights back after stock plunge with bold pricing and Intuit deal
The Trade Desk Stock: Overreaction?
The Trade Desk responds to significant stock loss with aggressive pricing and a nypost data partnership with Intuit to compete against Amazon.
2025-12-08T01:24:16+00:00
finance, investing, business
The Trade Desk has seen a surge in institutional interest despite recent stock declines. Cathie Wood’s ARK Invest led the charge, buying nearly 205,000 shares worth $7.9 million. The move follows a broader trend of mixed investor sentiment, with some firms expanding holdings while others exit entirely.
The company’s valuation now sits at 16 times its projected 2027 earnings, drawing attention after a sharp price drop. Recent strategic shifts, including a new pricing model and a news today partnership with Intuit, have also sparked analyst optimism.
ARK Invest’s latest purchases were funded by selling shares in Meta Platforms and Tesla. The firm acquired 204,354 shares, reinforcing its confidence in The Trade Desk’s recovery. This bet aligns with the company’s newly launched share repurchase program, which aims to stabilise its stock.
Other institutional players have followed suit. CW Advisors LLC boosted its stake, while Brown Advisory expanded its position. Edgestream Partners entered as a new investor. However, not all are bullish—hedge funds have either trimmed or fully exited their holdings. Invesco, meanwhile, raised its stake by over 22%, contrasting with Formula Growth’s decision to reduce its exposure.
The Trade Desk has also adjusted its pricing structure to compete more effectively against Amazon’s growing ad dominance. A fresh partnership with Intuit further strengthens its data capabilities, granting access to small-business transaction insights while maintaining privacy standards. Analysts have responded positively, keeping buy ratings and price targets above the current share price of €34.42, suggesting the recent sell-off may have been excessive.
The Trade Desk’s stock now trades at a valuation that some investors find attractive after its decline. Institutional moves, from ARK Invest’s aggressive buying to Invesco’s increased stake, reflect divided but notable confidence. With a new pricing strategy and the Intuit collaboration in place, the company’s next steps will likely draw further market attention.
