3 Adtech Stocks to Watch If Meta Earnings Reset AI Sentiment

The next few weeks in US ad-supported internet and digital advertising will be a stress test for the AI story that helped power tech through 2026. Meta’s earnings now sit at the center of that mood shift, and ripple effects could reward investors who position carefully or step aside. This article walks through 3 stocks exposed to that Meta-driven sentiment shock and explains why each one could matter for your portfolio decisions.

The three stocks in this article are a starting sample from a much broader set of US ad-supported internet and digital advertising platforms, and the full screen surfaced 9 more companies with equally detailed narratives that are not covered here. To see the whole field and focus on the ideas that fit your risk and return preferences, head straight into the US Ad-Supported Internet & Digital Advertising Platforms screener to identify, analyze, and rank potential high-conviction plays.

PubMatic (PUBM)

PubMatic plugs directly into the screener’s adtech theme, running the pipes that let digital publishers and advertisers trade programmatic inventory across formats like mobile, video and connected TV. All of its US$289 million in sales are tied to internet information services, and it has a market value around US$758 million.

PubMatic gives you exposure to the shift toward automated, data driven ad buying without having to own a giant social platform. The key question is how its sell side tools capture value as budgets move across channels.

"PubMatic is still exposed to the long running shift of ad budgets from traditional TV to digital channels such as connected TV, with management now reporting CTV at roughly 20% of revenue and growing faster than the company average."

The main swing factor is how one underappreciated pressure shapes the economics of those higher value formats over the next few years.

Those shifting economics are exactly what the full narrative for PubMatic unpacks, highlighting where PubMatic could see accelerating strength and where rising costs might quietly cap upside.

Sprinklr (CXM)

Sprinklr gives you indirect exposure to the US ad-supported internet theme by helping brands manage customer conversations and measure how campaigns perform across social, digital, and traditional channels.

Sprinklr runs an enterprise cloud platform for customer experience, with all US$872.9 million of revenue coming from software and programming, and the stock valued at about US$1.35b.

Sprinklr often shows up on investor shortlists when the focus shifts from pure ad inventory to the tools that help brands understand what their marketing is actually doing.

"Sprinklr's accelerated integration and deployment of advanced AI functionality across its Marketing, Insights, and CCaaS products is enabling customers to harness actionable insights from complex, unstructured data. This directly benefits from the broader enterprise demand for AI-powered analytics and automation."

What really moves the needle from here is how one subtle shift in the balance between AI driven demand and rising data costs filters through to future margins.

That margin tug of war is exactly where the full narrative for Sprinklr shows how Sprinklr’s AI push could accelerate operating leverage while also spelling out the key execution risks still in play.

Viant Technology (DSP)

Viant Technology plugs cleanly into the US Ad-Supported Internet & Digital Advertising Platforms theme as a pure-play demand-side platform, giving you exposure to how brands actually buy CTV and programmatic media rather than just where those ads appear.

Viant Technology runs a cloud-based DSP that lets advertisers programmatically buy CTV, audio, digital out-of-home, mobile and desktop inventory, earning all US$388 million of revenue from internet information providers, with the stock valued at about US$840 million.

"The accelerating migration of ad spend from linear TV, search and social budgets into Connected TV, where Viant Technology reports CTV at over 50% of total platform spend in recent quarters and sees industry CTV spend at about US$37b with US$51b still in linear TV, continues to expand the addressable market for its CTV focused DSP and can support higher contribution ex TAC and revenue over time."

What happens if one quiet shift in how large advertisers commit long term CTV budgets tilts the balance for Viant’s future margin profile?

That inflection point is exactly where the full narrative for Viant Technology shows how Viant Technology’s CTV mix, margins and advertiser behavior could be quietly decoupling from headline ad cycle noise.

Seeking Alternatives Before The Crowd?

Fresh breakout stories do not stay quiet for long. Momentum shifts fast, and the cleanest setups get caught quickly. Scan under-the-radar ideas while it matters and act now.

• Spot early movers with real balance sheet strength by scanning the list of solid balance sheet and fundamentals (25 results) that filters for businesses built to handle shocks while others are dropping.
• Review the 39 profitable AI stocks that aren't just burning cash to focus on cash-generating players instead of stories that are still burning through capital.
• Check the 36 elite gold producer stocks featuring producers prepared for potential changes in precious metal demand.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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