Stocks · Theme
Ad tech & digital advertising stocks · 11 research notes
11 Ad tech & digital advertising stocks moving on the same story, each with a dated research note: thesis, kill line and next catalyst.
Active themeTracked as of 11 November 2026.
All 11 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 stocksUUnity Software Inc.freshMediumUnity Software's ad-led turnaround passed its Q3 test with $431.5 million of Strategic Grow revenue and a first GAAP profit; the Q4 report, guided to $515–520 million, settles whether the growth lasts, while the reported Silver Lake and…ZETAZeta Global Holdings Corp.freshMediumZeta Global's AI marketing platform beat its third-quarter revenue guide and raised full-year guidance to $1.853B–$1.857B on 9 November 2026, giving the shares a modest edge over the S&P 500. The fourth-quarter report, expected around…APPAppLovin CorporationfreshMediumAppLovin's third-quarter 2026 report put growth back on track: revenue rose 55% to $2.185 billion and beat its own guidance by about $100 million. The fourth-quarter report, expected around February 2027, shows whether its partly…MGNIMagnite, Inc.MediumMagnite's connected-TV growth beat guidance by a wide margin and lifted its 2026 outlook; the case rests on growth holding after political ad money fades. The fourth-quarter report, estimated for late February 2027, and the pending Google…PUBMPubMatic, Inc.freshMediumPubMatic's Q3 2026 beat, with revenue up 17% to $79.6 million and connected TV growth above 30%, supports a revenue recovery the shares gave back on 10 November 2026; Q4 revenue of at least the $91 million guidance floor settles it.EVCEntravision CommunicationMediumEntravision's ad-technology unit beat its own growth guide in the 5 November 2026 report, and the shares re-rated; fourth-quarter ATS growth above 100% and the TV exit from Univision settle whether it holds.APPSDigital Turbine, Inc.LowDigital Turbine's mobile-advertising recovery is intact on August's reported results, but a one-week delay to the second-quarter report for an accounting review raises the bar; the 9 November 2026 report settles whether guidance holds.CRTOCriteo S.A.LowCriteo met its Q3 guidance on 4 November 2026 (contribution ex-TAC $240 million, full-year outlook held) but revenue still fell, so the recovery is unproven; the Q4 guide of $292–298 million is the next test.MNTNMNTN, Inc.LowMNTN, Inc.'s connected-TV growth case broke on 4 November 2026 with a guidance cut and a CEO change; fourth-quarter revenue against the new $75–78 million guide settles whether the damage is contained.SNAPSnap Inc.LowSnap 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; the fourth-quarter 2026 report settles whether advertising growth rises.TBLATaboola.com Ltd.freshLowTaboola'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…