AI video start up Higgsfield just pulled in $400mn at a $5.4b valuation, with annualised revenue moving from $20mn to $700mn in roughly a year, and a bigger share now coming from corporate subscriptions. That level of funding and enterprise interest can influence how brands allocate their marketing budgets. This article looks at 3 stocks that could be positioned to benefit from that shift and outlines key points to consider when deciding whether they deserve a place on your watchlist.

The three stocks covered below are just a starting sample, and the full screen surfaced 36 more companies with equally compelling narratives that are not covered in this article. To identify potential high-conviction ideas for your own watchlist, head straight into the Digital Advertising & Creator-Economy Platforms screener.

Sprout Social (SPT)

Overview: Sprout Social runs a cloud-based platform that helps brands, agencies and public bodies manage all their social media in one place, from planning and publishing posts to handling customer messages, tracking performance and using AI tools for content, listening and analytics across major networks.

Operations: Sprout Social generates about $481.8 million of revenue from internet software and services, with around $384.3 million from the Americas, $74.6 million from EMEA and $23 million from Asia Pacific.

Market Cap: $599.3 million

Sprout Social sits at a point where the Higgsfield story matters for investors, since its platform is built to help nearly every type of organisation handle more complex, AI-driven social content without adding headcount. Investors see a company already using AI across creation, care and analytics, with management discussing new ways to price higher value features. Recent guidance and earnings show revenue above $490 million this year and losses narrowing. At the same time, the stock carries several questions, including reliance on external borrowing, slower forecast revenue growth than many software peers and sensitivity to social platform policies. For investors who believe AI video and social media budgets remain an area of focus, Sprout Social may warrant a closer look.

Sprout Social sits at the crossroads of AI content and social customer care, and the real story is how its growth, margins and financing fit together. Read the analysis report for Sprout Social

Build your own AI content and social media shortlist

Sprout Social and the two other stocks in this article all surfaced from our screener, but the real edge comes when you set the rules yourself. Use our flexible Screener to mix filters across valuation, future growth, risks and balance sheet strength, or start with any of our curated Investing Ideas.

Sprinklr (CXM)

Overview: Sprinklr is an enterprise software company that helps large brands manage customer interactions across social, messaging, video, voice and traditional channels on one unified, AI powered platform. Its tools cover customer service, social media management, marketing campaigns and consumer insights so companies can coordinate teams, monitor feedback and respond at scale.

Operations: Sprinklr generates about $871.2 million in revenue from software and programming, with roughly $436.4 million from the United States, $314.7 million from EMEA and the rest from other international markets.

Market Cap: $1.6 billion

Sprinklr sits squarely in the firing line of the AI content wave that Higgsfield reflects, since its platform already handles large volumes of social and video interactions for enterprise customers and is adding AI native tools like LLM Insights and video analytics. Investors see a company with positive earnings, a sizable buyback, new AI heavy board and commercial leadership, yet also facing slower revenue growth guidance, margin pressure from higher AI and cloud costs and reliance on a relatively concentrated enterprise customer base. If you think more brand spend shifts toward measurable, AI driven campaigns across social and video, Sprinklr is a stock that probably deserves a closer look before you decide whether it belongs on your watchlist.

Sprinklr’s mix of positive earnings, buybacks and heavier AI investment has many investors only seeing half the picture. To see how that trade off looks when you line up the full risk reward profile, read the 2 key rewards and 2 important warning signs

Viant Technology (DSP)

Overview: Viant Technology runs a cloud-based demand side platform that helps advertisers and agencies buy digital ads across connected TV, streaming audio, digital out of home, mobile and desktop, using its ViantAI tools, household level IDs and content level data to plan, target and measure campaigns.

Operations: Viant Technology generates about $388.5 million of revenue from internet information services, all of it currently coming from the United States.

Market Cap: $864.8 million

Viant Technology is tightly linked to the Higgsfield story, because a pure play DSP with ViantAI, Household ID and IRIS_ID sits exactly where rising AI video output meets the need for smarter ad buying across CTV and other channels. Analysts expect strong revenue and earnings growth, the stock screens as materially below some fair value estimates, and recent partnerships with premium CTV supply and news publishers show how deeply Viant is embedding its data tools. On the other hand, the company still reports small losses, relies on external borrowing, faces powerful rivals and has seen insider selling. Execution and client concentration remain key watchpoints. The real question for you is whether Viant’s AI heavy toolkit and CTV exposure justify that risk mix.

Viant Technology’s AI heavy DSP, CTV focus and US$864.8 million market cap set up an unusual mix of potential and doubt. To see how that balance of promise and pressure really stacks up, start with the 4 key rewards and 2 important warning signs

Seeking Fresh Alternatives Before Others Do

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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.