As AI reshapes the digital economy, ad tech is emerging as a key sector for investors to watch.

Global digital marketing spend continues to expand as businesses shift budgets toward measurable, data-driven channels. At the same time, companies are under increasing pressure to maximize return on ad spend (ROAS) and improve marketing efficiency.

This convergence of rising digital advertising investment is positioning AI-powered ad tech companies at the center of the marketing ecosystem. Rather than relying on speculative AI ventures, many established advertising firms are already leveraging automation and data analytics to deliver tangible financial results.

In this article, we highlight three profitable AI-powered advertising stocks - Eva Live (GOAI ) , DoubleVerify (DV), and Stagwell (STGW) - from our Advertising Companies Leveraging AI and Automation screener. Each company offers a unique way to gain exposure to the growing ad tech landscape, combining real revenue models with the transformative potential of artificial intelligence.

1. Eva Live (NASDAQ:GOAI)

Overview: Eva Live is an LA-based ad tech company operating AI-driven platforms that automatically buy and manage digital advertising campaigns across multiple channels. Its proprietary NeuroServer technology is purpose-built for digital advertising, using a custom neural architecture trained on real campaign decisions rather than relying on off-the-shelf AI models.

Operations: Eva Live currently generates all of its US$17 million in revenue from advertising services in the United States.

Market Cap: US$124.7 million - the smallest in this list.

Eva Live differentiates itself through its proprietary NeuroServer platform, a custom AI architecture trained on real advertising decisions rather than generic off-the-shelf models. This specialization enables more efficient campaign optimization and performance.

Financially, the company has demonstrated early signs of success, generating US$17 million in revenue and US$8.13 million in net income in 2025 , alongside an impressive 83.8% return on equity. The recent Nasdaq uplisting and a relatively low price-to-earnings ratio compared to the broader U.S. market further enhance its investment appeal.

~46% undervalued: Adding further context to the investment case, a Simply Wall St community narrative estimates Eva Live’s fair value at US$7.43 per share , indicating that the stock may be approximately 45.6% undervalued based on the author’s assumptions. This valuation reflects expectations that even moderate commercial adoption of NeuroServer could support meaningful revenue and earnings growth over time.

Nasdaq:GOAI Revenue & Earnings Breakdown as at Apr 2026

2. DoubleVerify Holdings (DV)

Overview: DoubleVerify helps advertisers make sure their digital ads are actually seen by real people, in suitable environments, and in the right place, while using AI tools like Scibids to automatically optimize campaigns across formats such as connected TV, social media, and retail media.

Operations: DoubleVerify currently generates all of its US$748.3 million in revenue from data processing services.

Market Cap: US$1.59b

DoubleVerify may be of interest to investors seeking AI-driven exposure to streaming and digital advertising in a picks and shovels business model that sits across platforms rather than concentrating on a single media owner. Its tools verify ad quality and use AI to improve performance across channels, and the company has also announced share buybacks of up to US$300 million, which some investors view as a potential indicator of capital discipline.

At the same time, the business relies heavily on large walled garden platforms for data access and recently reported net income of US$50.7 million on US$748.3 million of revenue. Investors may wish to consider how its product offering and recurring revenue profile relate to evolving privacy and platform risks.

NYSE:DV Earnings & Revenue History as at Apr 2026

3. Stagwell (STGW)

Overview: Stagwell is an NY-based marketing group that helps brands run global campaigns by combining creative, research, media buying, and communications with AI driven data and marketing cloud tools across digital and physical channels.

Operations: Stagwell generates most of its revenue from Marketing Services at US$1.13b and Media & Commerce at US$690.7 million, with additional contributions from Communications, Digital Transformation and Marketing Cloud, and the bulk of sales coming from the United States at US$2.25b.

Market Cap: US$1.66b

Stagwell provides broad exposure to AI-driven marketing through its integrated platform spanning creative, media, and data services. With US$2.91 billion in revenue, the company is leveraging AI tools like Stagwell Search+ and its Marketing Cloud to enhance client engagement and operational efficiency.

Strategic leadership appointments and a US$725 million buyback program underscore management’s commitment to scaling AI capabilities. However, execution risks tied to acquisitions and leverage remain key considerations for investors.

The real question is what the analyst forecasts for Stagwell might be quietly signaling about how that effort reshapes its risk reward profile next.

NasdaqGS:STGW Earnings & Revenue History as at Apr 2026

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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. Simply Wall St may provide the securities issuer or related entities with website advertising services or promotional placement of content on our platform for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business and the content we host.