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15 handpicked stocks

Advertising's AI Revolution

This carefully selected group of stocks represents companies at the forefront of advertising's technological transformation. Our professional analysts have identified businesses providing the essential AI, data, and cloud technologies that are becoming the backbone of modern advertising campaigns.

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Han Tan | Market Analyst

Updated 1 day ago | Published at July 11

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

GOOGL

Alphabet Inc (Google)

GOOGL

Current price

$203.90

A dominant force in digital advertising, its cloud and AI platforms will be essential for advertising agencies looking to build and deploy advanced ma...

A dominant force in digital advertising, its cloud and AI platforms will be essential for advertising agencies looking to build and deploy advanced marketing solutions.

ADBE

Adobe Systems Inc.

ADBE

Current price

$354.85

Adobe's Experience Cloud and creative tools are integrating more AI features, making them indispensable for advertising agencies creating and managing...

Adobe's Experience Cloud and creative tools are integrating more AI features, making them indispensable for advertising agencies creating and managing digital campaigns.

TTD

Trade Desk, Inc. - Class A Shares

TTD

Current price

$52.12

As a leading independent demand-side platform, TTD will benefit directly as advertising agencies increase their spend on programmatic, data-driven ad ...

As a leading independent demand-side platform, TTD will benefit directly as advertising agencies increase their spend on programmatic, data-driven ad campaigns powered by AI.

About This Group of Stocks

1

Our Expert Thinking

WPP's appointment of a tech-focused CEO signals a major industry shift toward AI adoption. As advertising giants redirect budgets toward technological advancement, companies providing the infrastructure for AI-powered campaigns are positioned for significant growth.

2

What You Need to Know

This theme focuses on technology providers rather than traditional ad agencies. These companies offer programmatic platforms, data management, AI analytics, and cloud infrastructure that are becoming essential as the advertising industry undergoes a digital transformation.

3

Why These Stocks

These companies were specifically selected as key enablers of advertising's technological shift. They provide the critical tools and platforms that agencies need to create more targeted, efficient, and measurable campaigns in an increasingly AI-driven landscape.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+59.27%

Group Performance Snapshot

59.27%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 59.27% over the next year.

13 of 15

Stocks Rated Buy by Analysts

13 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚀

Industry In Transformation

WPP's tech CEO appointment is just the beginning. The entire advertising industry is pivoting to AI, creating a massive opportunity for companies that provide the essential technology infrastructure.

💰

Following The Money

Advertising giants are redirecting billions in spending toward AI and data technologies. These companies are positioned to capture that growing stream of revenue as the shift accelerates.

🧠

The Brains Behind The Ads

While traditional agencies get the spotlight, these tech companies power the intelligence that makes modern advertising work. They're the crucial backbone that enables targeted, efficient campaigns.

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