This article highlights the Best Internet Content and Information Stocks to Buy.
In March 2026, Russian President Vladimir Putin expressed concerns that the US-Israel war on Iran could cause worldwide disruptions reminiscent of the COVID-19 pandemic, affecting industries tied to hydrocarbons, metals, and fertilizers. However, companies linked to internet content and information have little to no effect from the ongoing war, quite the opposite, with the sector gaining nearly 6% in the last month as of April 13. Year-to-date, the internet content and information sector has surged over 3.50% compared to the S&P 500’s 1.74% growth. The sector has soared over 96% in the last five years, compared to the S&P 500 gains of 64.50%.
The growing AI transition is accelerating user engagement among internet content and information providers. Especially for social media companies, AI has a greater role to play in automation and marketing.
“The combination of continued corporate AI adoption and growing concerns about the AI infrastructure complex has increased recent investor focus on the next beneficiaries of the ever-expanding AI trade,” Goldman Sachs Research analyst Ryan Hammond.
Goldman Sachs expects the information technology sector to grow its earnings per share by 44% in Q1 2026, accounting for approximately 87% of total S&P 500 earnings growth. The investment bank believes that AI infrastructure investment will account for 40% of S&P 500 earnings growth in 2026, indicating a strong outlook for internet content and information stocks that are increasingly expanding in AI infrastructure.
According to Techavio research, the digital content market size is expected to increase by $1.65 trillion between 2025 and 2030, growing at a compound annual growth rate of 19.9%. The increasing digital transformation across sectors will boost the digital content market, with AI playing a vital role in attracting users.
Advertising remains the main revenue stream for almost all of the internet content and information companies. As per JPMorgan Asset Management, for the companies investing in AI, subscription revenue remains the dominant aspect, but advertising and alternative pricing models are likely to emerge. According to Fortune Business Insights, the global digital ads market was valued at $573.05 billion in 2025 and is expected to reach $662.52 billion in 2026. It is expected to grow to $2.11 trillion by 2034, representing a CAGR of almost 15.61% between 2026 and 2034.
With that, let’s look at the 10 Best Internet Content and Information Stocks to Buy.
Photo by S O C I A L . C U T on Unsplash
Our Methodology
To create this list, we looked at the largest internet content and information companies widely held by hedge funds. We selected the top 10 internet content and information companies with positive analyst views and strong upside. Finally, we ranked these 10 stocks based on the number of hedge fund holders in each stock using the hedge fund data sourced from Insider Monkey’s database, as of Q4 2025.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
Note: All the data is as of market close on April 13, 2026.
10. Match Group, Inc. (NASDAQ:MTCH)
Number of Hedge Fund Holders: 48
Match Group, Inc. (NASDAQ:MTCH) is one of the best internet content and information stocks to buy.
Match Group solves a major problem on the internet, considering how underpenetrated digital dating still is worldwide. The company’s Tinder platform remains the most downloaded dating app in the world. Despite its recent struggles, Tinder dominates the market with 63.7 million app downloads in 2025, more than double that of its competitor Bumble, which had 29.2 million downloads.
Morgan Stanley’s Nathan Feather sees the recent Tinder event as the first-ever event that was the ‘most constructive’ in many years. On March 13, the analyst firm reiterated an Equal Weight rating on MTCH and a price target of $35. Feather pointed out that Match is experiencing ‘faster product innovation and budding green shoots.’ The analyst believes that Tinder is finally starting to evolve the product after years. Tinder Sparks coverage and user growth indicated continued improvement, and if Match’s product usage converts to MAUs acceleration, the stock can regain momentum over the next few quarters, added the analyst.
Match Group, Inc. (NASDAQ:MTCH) owns the largest portfolio of dating apps. The company operates through four segments, including Tinder, Hinge, Evergreen, Emerging, and Match Group Asia. The company provides a platform from around the world to connect and get to know each other. Match Group, Inc. was incorporated in 1986 and is based in Dallas, Texas.
9. IAC Inc. (NASDAQ:IAC)
Number of Hedge Fund Holders: 49
IAC Inc. (NASDAQ:IAC) is one of the best internet content and information stocks to buy.
Over the past six months, IAC Inc. (NASDAQ:IAC) has surged over 24%, and in the last month, the shares rose over 9.50%. Comparing the 19.50% return in the one-year period as of April 13, with the five-year negative returns of over 71% suggest modest positive momentum.
IAC is continuing to clean its portfolio and focus on its exposure around People Inc. and MGM Resorts stake. On March 2, IAC announced an agreement to sell its Care.com business to an affiliate of Pacific Avenue Capital Partners in an all-cash deal worth nearly $320 million. The transaction is expected to close during the second half of 2026.
For IAC, this is an intentional move as the CFO, Christopher Halpin, has been vocal about enhancing the operations of People Inc. and its MGM stake. The sale of Care.com sets IAC on its path to monetizing non-core assets to simplify the portfolio and create financial flexibility.
Care.com brings in cash proceeds of $320 million, which means that the company can strengthen its balance sheet, either return the capital to shareholders or invest in higher-conviction plans.
Out of 14 analysts covering IAC, 11 rate the stock as a Buy, while 3 have a Hold rating. The median price target of $46.50 indicates an upside potential of more than 13.80%.
IAC Inc. (NASDAQ:IAC), along with its subsidiaries, operates as a media and internet company worldwide. The company owns, operates, and builds over 150 digital products across media, the internet, and services. IAC Inc. was formerly known as IAC/InterActiveCorp. and is headquartered in New York.