The Trade Desk's $670M Trading Volume Surges 68% to 126th Market Rank Amid 5.15% Rally on Stifel's Walmart Pact Clarity

On August 28, 2025, The Trade Desk (TTD) saw a trading volume of $0.67 billion, a 68.1% increase from the previous day, ranking 126th in the stock market. The stock closed up 5.15% at $55.36, marking a modest rebound after a turbulent month that erased 37% of its value.

The upward movement was driven by Stifel’s analyst note clarifying The Trade Desk’s partnership with Walmart. The firm reiterated a “Buy” rating and a $90 price target, emphasizing that the company remains the sole DSP provider for Walmart in the U.S. with changes limited to the Mexican market. This addressed investor concerns about client relationships and alleviated recent selling pressure.

Broader market dynamics also influenced sentiment. Recent Federal Reserve signals of potential rate cuts had previously lifted tech stocks, including TTD, by 3.2% six days earlier. However, The Trade Desk’s year-to-date decline of 53.4% and its current price of $55.36—60.7% below its 52-week high—highlight ongoing challenges. Analysts noted that while the stock’s volatility (25 moves over 5% in the past year) reflects sensitivity to news, today’s rally does not signal a fundamental shift in its business outlook.

Competitive pressures persist, particularly from Amazon’s expanding ad business, which grew 23% in its latest quarter. Reports of Walmart distancing from The Trade Desk’s platform further fueled market anxiety. Despite these headwinds, the company’s Q2 results showed $694 million in revenue, a 24% year-over-year increase, and a 95% customer retention rate, underscoring underlying strength.

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