MNTN Stock And 2 Media Picks Riding The Streaming Ad Shift
Omnicom Group Inc OMC | 0.00 |
The 2026 World Cup in Spain did more than crown a new champion; it pulled sports, music, politics, and global media into the same spotlight. That mix can shift where advertising dollars, streaming audiences, and sponsorship budgets flow, which in turn can matter for sports and entertainment media stocks exposed to this news. This article looks at 3 stocks from our Sports and Entertainment Media Companies screener that appear positively positioned around this event, helping you decide whether any of them deserve a closer look or a spot on your watchlist as the post tournament story unfolds.
Newsmax (NMAX)
Overview: Newsmax is a multi platform media company that runs 24/7 cable and streaming news channels alongside online, print, and subscription products covering politics, business, health, and lifestyle, with brands such as Newsmax, Newsmax2 and World at War.
Operations: Newsmax generates about US$160.9 million from Broadcasting and US$34.8 million from Digital, with total revenue of roughly US$195.6 million coming entirely from the United States.
Market Cap: US$1.08b
Investors looking at sports and entertainment media around the World Cup may find Newsmax interesting because it already runs multi platform news and content channels that can directly benefit from higher advertising demand tied to major live events. The company is still loss making, but recent results show revenue at US$51.66 million for Q1 2026 and a much smaller net loss than a year earlier. Management is guiding to full year revenue of US$212 million to US$216 million and discussing structural drivers such as affiliate fee growth and digital monetization rather than one off political cycles. At the same time, the stock carries higher risk, with an elevated P/S ratio, a young board and share price volatility. This means investors may want to look closely at both the potential upside and the execution hurdles before focusing on the World Cup angle around Newsmax.
Newsmax’s push toward higher affiliate fees and digital monetization, along with a smaller recent loss, hints at a story investors may be underestimating. The full picture, including an important risk, sits in the analyst forecasts for Newsmax
Omnicom Group (OMC)
Overview: Omnicom Group is a global advertising and marketing company that helps brands plan, create, and run campaigns across media, digital, public relations, healthcare, sports, and live events in markets across North America, Europe, Asia Pacific, Latin America, the Middle East, and Africa.
Operations: Omnicom generates about US$19.8b from advertising, marketing and corporate communications services, supported by broad geographic exposure led by the United States at roughly US$10.8b, Europe at US$5.2b and the Asia Pacific region at about US$2.1b.
Market Cap: US$23.3b
Omnicom Group is notable in the World Cup context because it sits at the crossroads of global sports, entertainment, and data driven advertising, with recent wins such as Adidas and IBM and partnerships with Netflix, Disney, and NBCUniversal for AI powered, personalized ads. The company is managing a large Interpublic integration and higher debt, and recent earnings included a sizeable one off loss that affects reported margins and profit trends, so execution risk is present. At the same time, investors are evaluating a business with a 3.92% dividend yield, strong free cash flow, and a stock that some models and analyst targets suggest may be trading well below estimated value. This leaves more to assess regarding whether any perceived valuation gap could change as sponsorship and media spending linked to events such as the World Cup continues to attract attention.
Omnicom Group’s mix of a 3.92% dividend yield, strong free cash flow, and talk of a stock trading well below some estimates raises a clear question about mispricing that the 2 key rewards and 5 important warning signs (1 is major!)
MNTN (MNTN)
Overview: MNTN is a Connected TV advertising company whose self serve platform is built to let brands run TV campaigns with the same kind of measurable, performance focused approach they use in search and social, aiming to drive trackable conversions, revenue and site visits from premium streaming inventory.
Operations: MNTN generates about US$299.3 million in revenue from Internet Software & Services, all of it currently from the United States.
Market Cap: US$660.9 million
MNTN sits directly in the slipstream of the World Cup shift toward premium streaming and live sports because its Performance TV platform is already making World Cup content available to advertisers while still keeping the focus on return on ad spend rather than one off media events. The company has become profitable, raised full year 2026 revenue guidance to US$347 million to US$357 million, and is rolling out products such as QuickFrame AI 3.0 and a HubSpot integration that could deepen spend from both small businesses and agencies. At the same time, the stock reflects elevated funding risk, a volatile share price and a recent one off loss that complicates the earnings picture. The key consideration is how investors weigh those risks against the company’s growth plans and the index inclusion story now taking shape.
MNTN’s push into profitable, performance focused Connected TV with products like QuickFrame AI 3.0 and a HubSpot integration looks like an underappreciated shift, and the analyst forecasts for MNTN may highlight a twist in that story that investors are not yet pricing in
The three stocks in this article are just a starting point, and the full screener surfaced 15 more Sports and Entertainment Media companies with equally compelling narratives you have not seen yet in the Sports and Entertainment Media Companies screener. Use Simply Wall St to identify, filter, and analyze the specific catalysts and storylines that matter to you so you can focus on the highest conviction ideas in this corner of the market.
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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.
