Digital Ad Shakeup
This carefully selected group of stocks represents companies that could benefit from France's investigation into Meta's advertising practices. Our professional analysts have identified these businesses as potential winners if advertisers begin shifting budgets toward more transparent platforms and diverse ad channels.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
Alphabet Inc (Google)
GOOGL
Current price
$203.90
As Meta's primary competitor for digital ad dollars, Google is positioned to capture a significant share of any advertising budgets that are reallocat...
As Meta's primary competitor for digital ad dollars, Google is positioned to capture a significant share of any advertising budgets that are reallocated away from Facebook and Instagram.
Trade Desk, Inc. - Class A Shares
TTD
Current price
$52.12
The Trade Desk, a leading independent demand-side platform, directly benefits when advertisers diversify their spending away from 'walled gardens' lik...
The Trade Desk, a leading independent demand-side platform, directly benefits when advertisers diversify their spending away from 'walled gardens' like Meta and towards the open internet.
Magnite Inc.
MGNI
Current price
$23.70
As a large, independent sell-side advertising platform, Magnite gains when ad spending moves to the open internet, helping a wide range of publishers ...
As a large, independent sell-side advertising platform, Magnite gains when ad spending moves to the open internet, helping a wide range of publishers monetize their content.
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About This Group of Stocks
Our Expert Thinking
Regulatory pressure on Meta could trigger a major shift in how billions in advertising dollars are spent. As advertisers seek alternatives to avoid concentration risk, companies offering independent platforms, verification services, and strategic guidance are positioned for potential growth.
What You Need to Know
This collection includes a mix of ad-tech platforms, verification services, marketing agencies, and alternative advertising channels. These companies could benefit from a more competitive digital advertising landscape where spending is distributed across multiple platforms rather than concentrated with a few giants.
Why These Stocks
These companies were selected because they offer viable alternatives or crucial services in the digital advertising ecosystem. From independent trading platforms like The Trade Desk to verification specialists like DoubleVerify, each provides something valuable in a market potentially moving away from reliance on Meta.
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:
+243.52%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 243.52% over the next year.
Stocks Rated Buy by Analysts
11 of 15 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Regulatory Ripple Effects
The French probe into Meta could be just the beginning. As regulatory scrutiny intensifies, billions in advertising dollars might shift to alternative platforms, potentially boosting these companies' revenues.
Following the Money
Digital advertising is a $600+ billion industry. Even a small reallocation of ad budgets away from Meta could mean significant revenue growth for these alternative platforms and service providers.
Early Mover Advantage
Most investors haven't connected the dots between regulatory action and potential winners. Getting in before the market fully realizes the implications could position you for growth as this story unfolds.
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