Stocks · Theme
Ad tech & digital advertising stocks · 18 research notes
18 Ad tech & digital advertising stocks moving on the same story, each with a dated research note: thesis, kill line and next catalyst.
Active themeStage: saturated, as of 15 November 2026.
All 18 have a dated research note with a published kill line: the note's own test, stated in advance, of what would prove it wrong: a price level, a business fact, or both.
All stocksQNSTQuinStreetMedium QuinStreet's shares are more likely than not to beat the S&P 500 over three months after it beat guidance and raised its fiscal 2027 outlook on 4 November 2026; the early-February 2027 report shows whether insurance-carrier ad spending…UUnity SoftwareMedium Unity Software's advertising turnaround and reported takeover interest make the shares modestly more likely than not to beat the S&P 500 over three months; the fourth-quarter 2026 report, expected around 11 February 2027, settles whether…ZETAZeta Global HoldingsMedium Zeta Global's shares hold a modest edge over the S&P 500 after the company beat its third-quarter guide and raised 2026 revenue guidance to $1.853 billion–$1.857 billion on 9 November 2026; the fourth-quarter report, expected in February…APPAppLovinMedium AppLovin's third-quarter 2026 revenue rose 55% to $2.185 billion and put growth back on track. The fourth-quarter report, expected around February 2027, shows whether its partly rolled-out ad models hold growth above the guided 43–44%.EVCEntravision CommunicationMedium Entravision's ad-technology unit grew 133% in the third quarter, beating its own guide, and the shares have held the gain; the fourth-quarter report in early 2027 settles whether ATS growth stays above 100%.MGNIMagniteMedium Magnite's connected-TV growth beat guidance by a wide margin and lifted its 2026 outlook, giving the shares a modest edge over the S&P 500. The fourth-quarter report, estimated for late February 2027, shows whether growth holds once…PUBMPubMaticMedium PubMatic's Q3 2026 beat, with revenue up 17% to $79.6 million and connected TV growth above 30%, supports a revenue recovery the shares have nearly priced back to their 52-week high; Q4 revenue of at least the $91 million guidance floor…STGWStagwellMedium Stagwell's technology and data units are lifting profit faster than revenue, with third-quarter adjusted EBITDA up 25% on 10% revenue growth, giving the shares a modest edge. The February 2027 guidance, the first without election spending,…BIDUBaiduLow Baidu's shrinking search advertising still outweighs its fast-growing AI cloud, so the ADS is more likely to lag the S&P 500 over three months; the third-quarter report on 16 November 2026 shows whether the advertising decline narrows.CARSCars.comLow Cars.com's earnings are growing on cost cuts and buybacks while revenue stays flat, and the shares already trade near analyst targets, so they are more likely to lag the S&P 500 over three months; the late-February 2027 fourth-quarter…IBTAIbottaLow Ibotta's Q3 2026 beat is already in the price, and Koch's investment vehicle sold shares into the rally, so the stock is more likely to lag the S&P 500 over three months. The Q4 2026 report decides whether growth beats the $94–98 million…RDDTRedditLow Reddit, Inc. shares are more likely to lag the S&P 500: falling search traffic threatens its daily user count despite 53% revenue growth. The February 2027 fourth-quarter report settles it.APPSDigital TurbineLow Digital Turbine shares are more likely to lag the S&P 500: its 9 November 2026 report raised sales guidance but held profit guidance, showed gross margin down to 43% and disclosed a material weakness in controls. The fiscal third-quarter…CRTOCriteoLow Criteo's sales are still shrinking, so the shares are more likely to lag the S&P 500; the Q4 guide of $292–298 million in contribution ex-TAC, due around 15 February 2027, settles the call.DOCSDoximityLow Doximity's shares are more likely to lag the S&P 500 because AI spending has cut profit while revenue growth sits at 4%; the fiscal third-quarter report, expected in early February 2027, shows whether growth reaches the guided 6%.MNTNLow MNTN, Inc.'s shares are more likely to lag the S&P 500 over three months: a sales-force overhaul cut third-quarter revenue to $80.251 million and full-year guidance to $311–314 million. The fourth-quarter 2026 report, expected in early…SNAPLow Snap Inc.'s profit recovery is real, but 4% advertising growth and falling North American users make the shares more likely to lag the S&P 500 over three months; the fourth-quarter 2026 report, expected around February 2027, settles it.TBLATaboola.comLow Taboola's profit grew in Q3, but a second full-year guidance cut on 4 November 2026 broke the recovery case; the shares closed at $2.02 on 10 November 2026. The Q4 report, expected around February 2027, tests the $204.5–213.5 million…