Latest news with #adtech
Yahoo
2 hours ago
- Business
- Yahoo
2 Ad Tech Stocks That Could Help Make You a Fortune
The streaming sector is regaining momentum after a post-pandemic lull. Roku just made a new deal with Amazon and is making progress toward profitability. The Trade Desk is seeing solid growth, but is trading at a significant discount. 10 stocks we like better than The Trade Desk › Artificial intelligence (AI) got the bulk of interest from tech investors in the past couple of years, but it's not the only tech sector with upside potential. One industry that is delivering solid growth and still has a long runway ahead of it is ad tech. Digital media has transformed advertising. Alphabet and Meta Platforms are the biggest winners in the industry, but there are others benefiting as well, including ad tech companies taking advantage of continued growth in areas such as connected TV, retail media, better ad targeting, and improvements enabled by AI. Keep reading for more details on two of these ad tech stocks that can make investors a fortune. There's no getting around it: Roku's (NASDAQ: ROKU) performance disappointed investors in recent years. Roku's stock price remains down more than 80% from its peak in 2021. That's when the pandemic-driven boom quickly faded as the economy reopened and the streaming industry's surging growth hit a wall. Roku was forced to do several rounds of layoffs, having overspent during the pandemic. But the business and the streaming industry more broadly underwent a reset and are prepared for growth. Netflix's stock soared to an all-time high recently as its ad tier has taken off. Walt Disney is now making a profit in its streaming division, and the stock recently hit a 52-week high, while Warner Bros. Discovery is splitting into two companies, one focused on studios and the other on streaming. Streaming services appear to be moving past their post-pandemic struggles, and Roku should benefit. Despite the stock's woes, the business continues to deliver solid growth, with revenue up 16% year over year in the first quarter to $1.02 billion, and its bottom line is improving as well. The company also expects to report an operating profit using generally accepted accounting principles (GAAP) metrics. There are also other signs of building momentum. The stock price jumped on Monday after the company announced an exclusive integration with Amazon's demand side platform, and it's also gaining share of listings on retail sites such as Amazon and Target, a sign that it's probably gaining market share as well. As the leading streaming distribution platform, Roku is well-positioned to capitalize on continued growth in connected TV, and at a market cap of $11 billion, the stock could easily double, triple, or better from here, especially if it hits its profit goal. As the leading independent demand-side ad tech platform, The Trade Desk (NASDAQ: TTD) has been a longtime winner on the stock market. The Trade Desk consistently innovates with new technology, including its AI platform Kokai, its Unified ID 2.0 cookieless tracking protocol, and its OpenPath supply path optimization program. Now looks like an especially good time to buy shares of the Trade Desk because they're on sale, trading down 50% from their peak late last year. That's partly due to a disappointing earnings report in February, when the ad tech company missed its own guidance for the first time since its IPO. At the time, CEO Jeff Green said a few internal errors contributed to the miss, rather than a competitive threat or macroeconomic weakness. In the first quarter, the company redeemed itself, reporting 25% year-over-year revenue growth to $616 million. The Trade Desk was one of the few digital advertising companies to continue to deliver strong growth, showing its ability to grow in any type of market environment. Looking ahead, The Trade Desk continues to gain support for its cookieless tracking solution, growing its larger customer ecosystem and making the platform even stronger. The Trade Desk looks well-positioned to continue delivering steady growth, and investors can capitalize on a rare discount in the stock right now. Before you buy stock in The Trade Desk, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and The Trade Desk wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $658,297!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $883,386!* Now, it's worth noting Stock Advisor's total average return is 992% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Jeremy Bowman has positions in Amazon, Meta Platforms, Netflix, Roku, Target, The Trade Desk, and Walt Disney. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, Netflix, Roku, Target, The Trade Desk, Walt Disney, and Warner Bros. Discovery. The Motley Fool has a disclosure policy. 2 Ad Tech Stocks That Could Help Make You a Fortune was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
6 hours ago
- Business
- Yahoo
Criteo S.A. (CRTO) Falls to 52-Week Low Amid Ad Tech Sector Uncertainty
Criteo S.A. (NASDAQ:CRTO) is one of the 10 best marketing stocks to buy right now. On June 13, 2025, Criteo S.A. (NASDAQ:CRTO) fell to its 52-week low of $24.87 amid ongoing uncertainty in the ad tech sector. This change, which is attributed to intense competition in the digital advertising sector and challenges like privacy regulations, reflects a drop of 35.27% in the past year. Amid these macroeconomic challenges and client transition concerns, Wall Street analysts have downgraded the company's stock. Meanwhile, Criteo is demonstrating its commitment to fighting these challenges. On June 13, 2025, the company announced a partnership with Dentsu, a leading marketing and advertising company operating globally. The partnership holds positive financial returns for the company as Criteo S.A. (NASDAQ:CRTO) will now be equipped with AI-enhanced audiences, buying tools, consultancy services, and measurement capabilities. CRTO's Chief Revenue Officer made the following statement: 'We're thrilled to partner with dentsu and provide a holistic set of solutions that will propel commerce media momentum for its clients. An industry leading toolset, coupled with a comprehensive strategy, are crucial to maximize success in today's environment, and our partnership with dentsu is a testament to the value that holistic commerce-driven technology platforms provide.' This commitment toward making strategic collaborations, along with better-than-expected Q1 2025 financial performance, makes Criteo S.A. (NASDAQ:CRTO) one of the best advertising agency stocks to buy right now. Criteo S.A. (NASDAQ:CRTO) operates a leading digital marketing platform globally, helping customers maximize their return on advertising expenditure through its proprietary Shopper Graph data. While we acknowledge the potential of CRTO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Marketing Stocks to Buy Right Now and 12 Best Gold Stocks to Invest In According to Billionaires. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
10 hours ago
- Business
- Yahoo
Prediction: 2 Monster Growth Stocks Will Be Worth More Than Palantir Technologies by 2030
Palantir Technologies currently has a market value of $330 billion, but AppLovin and MercadoLibre could top that figure in no more than four years. AppLovin has developed a superior artificial intelligence (AI)-powered targeting engine called Axon, which helps brands optimize ad campaign performance. MercadoLibre is not only the largest e-commerce marketplace in Latin America, but also the leading retail advertising company in the region. 10 stocks we like better than AppLovin › Palantir Technologies (NASDAQ: PLTR) stock has advanced 450% in the past year, and its $330 billion market value makes its one of the 30 most valuable public companies in the world. But I think AppLovin (NASDAQ: APP) and MercadoLibre (NASDAQ: MELI) can top that figure in four years or less. Here's what that would mean for shareholders: AppLovin is worth $117 billion. The stock must increase 183% for its market value to hit $331 billion. MercadoLibre is worth $122 billion. The stock must increase 171% for its market value to hit $331 billion. Importantly, both stocks have topped those thresholds in the past. In the last three years, AppLovin and MercadoLibre shares advanced 925% and 275%, respectively. But these monster growth stocks can keep climbing higher. Here's why. AppLovin develops adtech software that helps developers market and monetize their applications across mobile and connected TV campaigns. Most advertising on its platform has traditionally focused on video games, but the company is attracting a broader variety of brands with its new e-commerce advertising product. AppLovin put a great deal of effort into building its Axon recommendation engine. It began acquiring game studios years ago to train the underlying machine learning models that optimize targeting, and the company has since released two major updates. The end result? Axon is superior to other campaign targeting engines as measured by return on ad spend, according to Morgan Stanley. AppLovin reported excellent first-quarter financial results. Total revenue increased 40% to $1.4 billion, as strong sales growth in the advertising segment offset a decline in the mobile games segment. Meanwhile, generally accepted accounting principles (GAAP) earnings climbed 149% to $1.67 per diluted share. And management guided for 69% advertising sales growth in the second quarter. Importantly, CEO Adam Foroughi recently discussed the success of its new e-commerce advertising product. He told analysts, "This opens up a massive opportunity, as there are over 10 million businesses who advertise online that could eventually use our platform profitably. By delivering incremental value, we position ourselves as an engine for growth." Wall Street expects AppLovin's earnings to increase at 49% annually over the next three to five years. That makes the current valuation of 62 times earnings look reasonable. Also, if the company maintains that pace for three years, its market value can hit $331 billion, while its price-to-earnings multiple falls to 54. AppLovin has carved out a strong presence in the adtech space due to its Axon recommendation engine. The company could surpass Palantir's current market value within three years, so patient investors should consider purchasing a small position in this monster growth stock today. MercadoLibre operates the largest online marketplace in Latin America. The company has consistently gained market share during the last three years, and that trend is expected to continue. One reason for that success is a network effect, whereby the platform becomes increasingly attractive to shoppers as more sellers list products, and increasingly attractive to sellers as more shoppers participate. MercadoLibre has reinforced and accelerated that network effect with adjacent solutions for fulfillment, advertising, financing, and payments. The company has built the fastest and most extensive delivery network in Latin America. It is the largest retail media advertiser in the region. And it owns the largest fintech platform in Argentina, Chile, and Mexico, and the second-largest in Brazil. MercadoLibre reported strong financial results in the first quarter. Revenue jumped 37% to $5.9 billion on especially strong sales growth in the fintech segment, which itself was due to adoption of credit cards, financing, and asset management products. Meanwhile, profit margin improved modestly, and GAAP net income increased 44% to $9.74 per diluted share. Wall Street estimates MercadoLibre's earnings will increase at 30% annually over the next three to five years. That makes the current valuation of 59 times earnings look reasonable. And if the company maintains that growth rate during the next four years, its market value can hit $331 billion, while its price-to-earnings multiple falls to 57. MercadoLibre enjoys a strong position in multiple growing markets, and the company could exceed what Palantir is worth today within four years. Regardless, patient investors should feel good about buying a few shares today. Before you buy stock in AppLovin, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and AppLovin wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $891,722!* Now, it's worth noting Stock Advisor's total average return is 995% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Trevor Jennewine has positions in MercadoLibre and Palantir Technologies. The Motley Fool has positions in and recommends AppLovin, MercadoLibre, and Palantir Technologies. The Motley Fool has a disclosure policy. Prediction: 2 Monster Growth Stocks Will Be Worth More Than Palantir Technologies by 2030 was originally published by The Motley Fool
Yahoo
11 hours ago
- Business
- Yahoo
Prediction: 2 Monster Growth Stocks Will Be Worth More Than Palantir Technologies by 2030
Palantir Technologies currently has a market value of $330 billion, but AppLovin and MercadoLibre could top that figure in no more than four years. AppLovin has developed a superior artificial intelligence (AI)-powered targeting engine called Axon, which helps brands optimize ad campaign performance. MercadoLibre is not only the largest e-commerce marketplace in Latin America, but also the leading retail advertising company in the region. 10 stocks we like better than AppLovin › Palantir Technologies (NASDAQ: PLTR) stock has advanced 450% in the past year, and its $330 billion market value makes its one of the 30 most valuable public companies in the world. But I think AppLovin (NASDAQ: APP) and MercadoLibre (NASDAQ: MELI) can top that figure in four years or less. Here's what that would mean for shareholders: AppLovin is worth $117 billion. The stock must increase 183% for its market value to hit $331 billion. MercadoLibre is worth $122 billion. The stock must increase 171% for its market value to hit $331 billion. Importantly, both stocks have topped those thresholds in the past. In the last three years, AppLovin and MercadoLibre shares advanced 925% and 275%, respectively. But these monster growth stocks can keep climbing higher. Here's why. AppLovin develops adtech software that helps developers market and monetize their applications across mobile and connected TV campaigns. Most advertising on its platform has traditionally focused on video games, but the company is attracting a broader variety of brands with its new e-commerce advertising product. AppLovin put a great deal of effort into building its Axon recommendation engine. It began acquiring game studios years ago to train the underlying machine learning models that optimize targeting, and the company has since released two major updates. The end result? Axon is superior to other campaign targeting engines as measured by return on ad spend, according to Morgan Stanley. AppLovin reported excellent first-quarter financial results. Total revenue increased 40% to $1.4 billion, as strong sales growth in the advertising segment offset a decline in the mobile games segment. Meanwhile, generally accepted accounting principles (GAAP) earnings climbed 149% to $1.67 per diluted share. And management guided for 69% advertising sales growth in the second quarter. Importantly, CEO Adam Foroughi recently discussed the success of its new e-commerce advertising product. He told analysts, "This opens up a massive opportunity, as there are over 10 million businesses who advertise online that could eventually use our platform profitably. By delivering incremental value, we position ourselves as an engine for growth." Wall Street expects AppLovin's earnings to increase at 49% annually over the next three to five years. That makes the current valuation of 62 times earnings look reasonable. Also, if the company maintains that pace for three years, its market value can hit $331 billion, while its price-to-earnings multiple falls to 54. AppLovin has carved out a strong presence in the adtech space due to its Axon recommendation engine. The company could surpass Palantir's current market value within three years, so patient investors should consider purchasing a small position in this monster growth stock today. MercadoLibre operates the largest online marketplace in Latin America. The company has consistently gained market share during the last three years, and that trend is expected to continue. One reason for that success is a network effect, whereby the platform becomes increasingly attractive to shoppers as more sellers list products, and increasingly attractive to sellers as more shoppers participate. MercadoLibre has reinforced and accelerated that network effect with adjacent solutions for fulfillment, advertising, financing, and payments. The company has built the fastest and most extensive delivery network in Latin America. It is the largest retail media advertiser in the region. And it owns the largest fintech platform in Argentina, Chile, and Mexico, and the second-largest in Brazil. MercadoLibre reported strong financial results in the first quarter. Revenue jumped 37% to $5.9 billion on especially strong sales growth in the fintech segment, which itself was due to adoption of credit cards, financing, and asset management products. Meanwhile, profit margin improved modestly, and GAAP net income increased 44% to $9.74 per diluted share. Wall Street estimates MercadoLibre's earnings will increase at 30% annually over the next three to five years. That makes the current valuation of 59 times earnings look reasonable. And if the company maintains that growth rate during the next four years, its market value can hit $331 billion, while its price-to-earnings multiple falls to 57. MercadoLibre enjoys a strong position in multiple growing markets, and the company could exceed what Palantir is worth today within four years. Regardless, patient investors should feel good about buying a few shares today. Before you buy stock in AppLovin, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and AppLovin wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $891,722!* Now, it's worth noting Stock Advisor's total average return is 995% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Trevor Jennewine has positions in MercadoLibre and Palantir Technologies. The Motley Fool has positions in and recommends AppLovin, MercadoLibre, and Palantir Technologies. The Motley Fool has a disclosure policy. Prediction: 2 Monster Growth Stocks Will Be Worth More Than Palantir Technologies by 2030 was originally published by The Motley Fool
Yahoo
a day ago
- Business
- Yahoo
History Says the Nasdaq Will Soar: 1 Brilliant AI Stock to Buy Now, According to Wall Street
The Nasdaq Composite has advanced 11% annually during the last four decades, which hints at significant upside in the years ahead. The Trade Desk is the largest independent demand-side platform in the adtech industry, and the company is leaning into artificial intelligence (AI). Adtech spending is forecast to grow at 14% annually through 2030, meaning The Trade Desk's earnings can grow even faster if it continues to gain market share. 10 stocks we like better than The Trade Desk › Earlier this year, the Nasdaq Composite (NASDAQINDEX: ^IXIC) dropped into market correction territory as investors reacted to the prospect of sweeping tariffs. However, the index has historically rebounded sharply following those incidences, producing an average 12-month return of 21% following corrections since 2010. More broadly, the Nasdaq Composite has returned 11% annually over the last four decades. That suggests the index is headed much higher in the future. Buying stock in The Trade Desk (NASDAQ: TTD) is a smart way for patient investors to lean into that possibility. Wall Street's median target price of $84 per share implies 23% upside from the current share price of $68. Here are the important details. The Trade Desk is an adtech company that operates the largest independent demand-side platform (DSP), software that helps businesses plan, measure, and optimize data-driven advertising campaigns across digital channels. The company has a particularly strong presence in two of the fastest-growing advertising verticals: connected TV (CTV) and retail media. The Trade Desk's independent business model -- meaning it does not own media content and has no reason to steer clients toward specific advertising inventory -- is an important advantage. It distinguishes the company from rivals like Alphabet's Google, Amazon, and Meta Platforms, all of which have an incentive to sell their own ad inventory to media buyers, whether or not it's the best option. Frost & Sullivan analysts recently recognized The Trade Desk as the most technologically sophisticated DSP on the market. The company has been building artificial intelligence (AI) into its software for years. Its 2023 launch of the Kokai platform introduced new AI features that let agencies manage budgets, prioritize ad impressions, and target consumers. CEO Jeff Green said Kokai adoption was "ahead of schedule" on the first-quarter earnings call, and he thinks all clients will be using the platform by year-end. The Trade Desk is monetizing AI in other ways as well. Its recent partnership with Rembrand will allow brands to use generative AI to create advertising content. That partnership expands its existing generative AI marketplace. Meanwhile, the company recently reorganized its sales teams to build direct relationships with larger brands rather than working solely with advertising agencies. It also restructured its engineering teams to ship smaller updates more frequently. Those changes have already had an impact on its financial performance. In the first quarter, the Trade Desk reported a 25% increase in sales and a 27% increase in non-GAAP (generally accepted accounting principles) earnings. Importantly, The Trade Desk stock fell sharply after the company missed its fourth-quarter revenue guidance. Investors worried that increased competition from Amazon could pose a serious problem for the company, but I think the market overreacted. The Trade Desk has built trust with clients due to its independent business model, something that Amazon lacks. Indeed, Baron Capital analysts believe the competitive landscape remains quite favorable for The Trade Desk, saying in the firm's first-quarter report: "The market has shown a strong preference for independent and objective platforms that are not vertically integrated with media owners. We believe large advertisers will continue to value The Trade Desk's independence, transparency, and neutrality." With that in mind, The Trade Desk is well positioned to grow its business. Adtech spending is forecast to increase at 14.4% annually through 2030, according to Grand View Research. That should translate into slightly stronger earnings growth as the company continues to gain market share, which makes the current valuation of 40 times adjusted earnings look reasonable. Before you buy stock in The Trade Desk, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and The Trade Desk wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $658,297!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $883,386!* Now, it's worth noting Stock Advisor's total average return is 992% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Trevor Jennewine has positions in Amazon and The Trade Desk. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, and The Trade Desk. The Motley Fool has a disclosure policy. History Says the Nasdaq Will Soar: 1 Brilliant AI Stock to Buy Now, According to Wall Street was originally published by The Motley Fool
