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ad-tech: Archive

Vaishali Doshi

TTD Stock Looks Cheap: Should Investors Hold or Exit Now?

TTD trades at a steep P/E discount, but slowing growth, rising costs and competition cloud the outlook -should investors hold or wait for clarity?

AMZNPositive Net Change TTDPositive Net Change MGNINegative Net Change PUBMPositive Net Change

Subhasish Mukherjee

ROKU Slumps 12% YTD: Here's Why It Is Time to Buy the Stock

Roku stock drops 12% YTD due to competition and device losses, but strong platform growth, 90M+ users and global expansion point to upside ahead.

AMZNPositive Net Change AAPLNegative Net Change GOOGLNegative Net Change ROKUPositive Net Change

Subhasish Mukherjee

Is Roku's Advertising Platform Scale Driving Monetization Growth?

ROKU's expanding ad platform, AI-driven targeting and programmatic growth are accelerating monetization as its vast streaming reach fuels demand.

AMZNPositive Net Change DISNegative Net Change ROKUPositive Net Change

Kashvi Chandgothia

Can AI-Driven Advertising Growth Unlock Further Upside for MELI?

MercadoLibre's AI-powered ad tools are accelerating advertising growth and boosting spend, but intensifying competition may challenge how far this momentum can run.

AMZNPositive Net Change MELIPositive Net Change METANegative Net Change

Subhasish Mukherjee

Can NFLX's Content Strength Sustain User Engagement & Revenue Growth?

Netflix's content engine drives 96B hours viewed, boosts retention and pricing power, and supports 2026 revenue growth as ads and new formats scale.

AMZNPositive Net Change NFLXNegative Net Change DISNegative Net Change

Zacks Equity Research

Can Amazon's Advertising Revenue Momentum Drive Upside for AMZN Stock?

AMZN's advertising momentum strengthens with Prime Video expansion and robust demand, but rising competition and macro risks could test Amazon's upside.

AMZNPositive Net Change GOOGLNegative Net Change METANegative Net Change

Zacks Equity Research

Roku Brings Howdy to Prime Video: Will the Move Boost Subscriber Base?

ROKU bets on surging streaming, subscription growth and World Cup 2026 catalyst, as platform revenues and household expansion accelerate.

AMZNPositive Net Change NFLXNegative Net Change ROKUPositive Net Change