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And It's Still Just $0.85 a Share | It's easy to see why 14,000+ investors and global giants are in on the action. Their AI software helps major brands pinpoint their perfect audience and predict what content drives action. | The proof is recurring seven-figure contracts with Fortune 1000 brands. | Think Google/Facebook-style targeting, but smarter, faster, and built for the next era of AI. Major brands across entertainment, healthcare, and gaming are already using RAD Intel, and the company has backing from multiple Fidelity funds and insiders from Meta, Google, and Amazon. | Here's the kicker: RAD Intel is still private – but you can invest right now at just $0.85 per share. | They've already reserved their Nasdaq ticker – $RADI – and the valuation has soared 5,000% in just 4 years*. | This is what getting "in" early feels like. Missed Nvidia? Missed Shopify? This is your second shot. Early shares are now available at $0.85 – but allocations are limited. | 👉 Secure Your Shares Today – 15% Bonus Now Available | | *This valuation has been set by RAD Intel. | DISCLOSURE: This is a paid advertisement for RAD Intel's made pursuant to Reg A+ offering and involves risk, including the possible loss of principal. Please read the offering circular and related risks at invest.radintel.ai. | | FEATURED ARTICLE | Top 5 Digital Advertising Stocks That Could Be Good Value | Follow the ad spend — without paying Mag 7 prices | While everyone's watching the game, Wall Street is watching something else: | the ad economy. | Super Bowl Sunday is the most visible reminder that advertising never stopped being a "real business." It just changed form. | Over the last few years, digital advertising has been reshaped by five forces: | CTV is swallowing linear TV (and bringing programmatic pricing with it). Retail media is growing (ads tied directly to purchase data). Privacy changes (cookies, mobile IDs) have made measurement harder—raising the value of identity/verification tools. AI optimization is turning ad buying into a performance arms race (creative testing, bidding, audience modeling). Macro sensitivity is real: when CEOs get nervous, brand budgets get trimmed first—especially on the open web.
| So today's "value" list isn't about the cheapest P/E on earth. | It's about platforms with durable positioning that the market has discounted because: | | Here are five non–Mag 7 digital marketing/programmatic names—each with concrete financials, analyst targets, and a clear bull/bear debate. | | 1) The Trade Desk (TTD) — the "open internet" demand-side pure play | What it is: A leading independent DSP helping brands buy ads across the open internet (including CTV), with heavy emphasis on measurement and data-driven targeting. | Why it's on the Cheaplist: The stock is priced like the open web is dying—yet the business is still growing and throwing off meaningful EBITDA. | Stock price: ~$27.04 Q3 2025 revenue: $739M, +18% YoY Q3 adjusted EBITDA: about $317M, ~43% margin Analyst average target: about $63.91
| What's changing (and why it matters):
TTD's bull case is basically: CTV goes programmatic and the open internet remains a huge addressable market. Their Kokai platform is positioned as the AI layer that makes ad buying smarter (better decisioning, better measurement, better outcomes). | What could go wrong:
TTD is more exposed to large-brand budgeting decisions than some peers. Management has previously warned macro uncertainty (like tariffs) can pressure brand spend. | Cheap Investor lens:
TTD looks "cheap" not because it's a traditional value stock—but because its target-implied upside is massive if open-internet demand stabilizes and CTV momentum continues. | | 2) AppLovin (APP) — the "AI performance ad engine" | What it is: A performance marketing platform (mobile-centric) that's leaned hard into AI-driven ad optimization. | Why it's on the Cheaplist: It's one of the most profitable businesses in ad tech, and despite that, it's still trading far below many analyst targets. | Stock price: ~$406.72 Q3 2025 revenue: $1.405B Q3 adjusted EBITDA: $1.158B Q4 2025 guide: revenue $1.57B–$1.60B, adj. EBITDA $1.29B–$1.32B Analyst average target: $691.23 (high cited $860)
| Why investors care right now:
AppLovin is effectively selling "outcome-based advertising"—ads that are optimized and measured for performance, not vibes. In a world where AI is changing how ads are created, targeted, and priced, performance platforms can win share even if brand budgets wobble. | What could go wrong:
The big risk is headline risk: short-seller claims, regulatory scrutiny narratives, platform policy shifts. Even when fundamentals are strong, the market can punish uncertainty. | Cheap Investor lens:
APP is "value" only if you believe the profitability and growth are sustainable. The numbers are enormous; the stock is priced like the market is still debating whether the model deserves that premium. | | 3) Magnite (MGNI) — the CTV supply-side lever | What it is: A major SSP (supply-side platform) helping publishers (especially CTV publishers) monetize ad inventory programmatically. | Why it's on the Cheaplist: CTV is growing, Magnite is producing real EBITDA, and yet the stock still trades like a structurally broken ad-tech middleman. | Stock price: ~$11.29 Q3 2025 revenue: about $179.5M Q3 adjusted EBITDA: $57.2M, +13% YoY, ~34% margin Analyst average target: about $27.00
| Why this works in a Super Bowl context:
Big-brand budgets are shifting to streaming and CTV. SSPs that sit in the pipes of CTV monetization can benefit as more "TV" becomes biddable inventory—especially if pricing improves. | What could go wrong: | CTV ad pricing softens in a recession publishers consolidate and squeeze fees competition increases (SSPs can be a knife fight)
| Cheap Investor lens:
MGNI is a classic "pipes trade"—less glamour, more operating leverage if CTV keeps scaling. The target gap suggests analysts think the market is over-discounting it. | | 4) PubMatic (PUBM) — the "profit discipline" SSP | What it is: Another SSP, with a reputation for infrastructure discipline and publisher focus. | Why it's on the Cheaplist: The stock is priced like growth is dead, but the company is still generating meaningful adjusted EBITDA and leaning into faster-growing segments like CTV. | Stock price: ~$6.49 Q3 2025 revenue: $68.0M Q3 adjusted EBITDA: $11.2M Company highlighted CTV growth over 50% YoY in Q3 commentary. Analyst average target: $12.44
| Why it matters:
In digital advertising, "growth at any cost" got punished. PUBM tends to be positioned as the opposite: build durable infrastructure, stay rational, survive cycles. | What could go wrong: | If CTV growth isn't enough to offset weakness elsewhere If pricing pressure compresses take rates If the market keeps rewarding only the largest scaled platforms
| Cheap Investor lens:
PUBM is "cheap" in the purest sense: low share price, heavy skepticism, and a meaningful gap to Street targets—if the business stabilizes. | | 5) DoubleVerify (DV) — the verification & measurement toll booth | What it is: Ad verification and measurement: fraud detection, viewability, brand safety—tools that matter more as budgets tighten and advertisers demand proof. | Why it's on the Cheaplist: When ad dollars get scrutinized, measurement gets more valuable. Yet DV trades like a "nice-to-have," not a "must-have." | Stock price: ~$9.34 Street target (avg): $16.41 DV guided Q4 2025 revenue to $207M–$211M and adj. EBITDA $77M–$81M (~38% margin at midpoint). Full-year 2025 expectation included ~14% revenue growth and ~33% adj. EBITDA margin.
| Why it fits 2026 advertising:
AI is making it easier to generate creative… and easier for junk traffic and fraud to hide in the noise. Verification is the "trust layer" advertisers increasingly pay for. | What could go wrong: | If advertisers bundle verification into larger platform deals If pricing pressure hits measurement vendors If a big customer internalizes certain tools
| Cheap Investor lens:
DV is a "picks-and-shovels" bet on advertisers demanding accountability. If the market is pricing it as optional while margins stay strong, that can create value. | | The Cheap Investor "Super Bowl Sunday" takeaway | Super Bowl ads are flashy. But the investable lesson is boring: | Advertising is still a massive, measurable machine—and the pipes matter. | If you want a practical way to approach these names: | A simple, non-hype allocation framework | Core compounders (higher quality): TTD, DV Higher beta upside (more cyclical): MGNI, PUBM High-growth, headline risk (but huge numbers): APP
| What to watch this week | Any post-Super Bowl notes on CTV demand and brand spend tone Management commentary about budget scrutiny (good for DV-type names) Signs that "open internet" spend is stabilizing (good for TTD) Any AI-driven shifts in ad creation/measurement expectations (good for platforms with defensible data/optimization)Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investing involves risk, including the potential loss of principal. Always do your own research before making investment decisions.
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