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. 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. 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., 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.
8. Snap Inc. (NYSE:SNAP)
Number of Hedge Fund Holders: 52
Snap Inc. (NYSE:SNAP) is one of the best internet content and information stocks to buy.
Snap Inc. has been in the AI and augmented reality space longer than almost any consumer tech company. It remains underappreciated among the social media platforms, considering its extensive user base of over 946 million monthly active users (MAUs), on its way to achieving 1 billion MAUs. Moreover, on top of the company’s core Snapchat+ subscription, the company’s revenue model is backed by paid versions of Lens+, Snapchat Platinum, and Memories Storage Plans.
Over the past month, SNAP shares have soared nearly 13%, indicating growing market conviction. Roth Capital named Snap a positive tactical trade idea following an activist investor letter highlighting how the stock can be an AI winner and see its price potentially increase sevenfold to $26. On April 1, Roth Capital maintained its $7 price target on SNAP and its Buy rating.
Roth believes that Snap has the team to execute on a profitable growth plan by 2027, expecting the company’s increasingly diversified revenue base to be a game-changer after years of vulnerability to a single revenue stream. The management response to the activist letter is perceived as a more catalyst-rich setup ahead.
The stock is trading around $5, and Roth sees a possible revival of the Perplexity partnership and a potential launch of AI glasses that could fuel the stock price in the near future.
Snap Inc. is a technology company operating in North America, Europe, and internationally. The company offers Snapchat, which is a visual messaging application with various tabs, such as camera, visual messaging, snap map, stories, and spotlight.
7. Pinterest, Inc. (NYSE:PINS)
Number of Hedge Fund Holders: 53
Pinterest, Inc. (NYSE:PINS) is one of the best internet content and information stocks to buy.
Pinterest holds its unique position from being a social discovery platform to offering a high-intent AI-driven visual shopping engine. The company reached an all-time high monthly active users in Q4 2025, with 619 million users globally. This was a 12% growth from a year ago, driven by AI product discovery as its core growth catalyst. Pinterest is now portraying itself as a visual search engine with a commercial focus, while improving shopping behavior and simultaneously working on increasing monetization.
However, analysts have slight concerns over the market competitiveness. On April 7, Wells Fargo’s Alec Brondolo cut Pinterest’s price target from $27 to $25, while keeping an Overweight rating. The $25 price target implies an upside of over 38% as of April 13, which is higher than the median upside of just over 16.50%. Even though the analyst expects mixed first-quarter results, with a positive engagement outlook as engagement will continue to accelerate, Brondolo sees market giants such as Meta and Google Search progressing in Ads. This could create a tough environment for smaller platforms as macro remains uncertain.
Another key point to ponder while thinking of Pinterest as an investment option is its shifting valuation. The stock has plunged over 30% year-to-date. In addition, the recent $1 billion strategic investment from Elliot Investment Management in Pinterest could lift the valuation. The company will use the proceeds to fund a $1 billion accelerated share repurchase, with Pinterest’s board approving a new $3.5 billion share buyback program to replace the current program. The attractive valuation is a strong consideration for Pinterest’s place among our best internet content and information stocks.
Pinterest Inc. is a pinboard-style photo-sharing website, headquartered in San Francisco, California, and founded in October 2008 by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp.
6. Baidu, Inc. (NASDAQ:BIDU)
Number of Hedge Fund Holders: 57
Baidu, Inc. (NASDAQ:BIDU) is one of the best internet content and information stocks to buy.
Baidu is one of the leading companies that is investing in the future. On March 11, the company, which operates one of the largest Chinese browsers, announced its latest zero-deployment service, DuClaw. Baidu AI Cloud is operating the DuClaw project that allows users to access the OpenClaw agent from the platform. Users can currently access the AI platform through a web interface. There are plans to integrate DuClaw with enterprise collaboration platforms such as WeCom, DingTalk, and Feishu. DuClaw’s zero-deployment approach allows users to instantly adopt the network without any technical barrier, such as no need to select system images, configure servers, or connect model API keys.
Moreover, apart from its search business, Baidu is massively investing in autonomous driving through its Apollo Go platform. Baidu’s Apollo business is aggressively expanding its commercial driverless cars business globally. The company operates over 1,000 fully driverless vehicles, completing over 20 million rides.
On March 31, Baidu, Inc. launched its first international commercial driverless service in Dubai. Through its autonomous ride-hailing platform, Apollo Go, Baidu is entering the commercial global driverless market in collaboration with the Roads and Transport Authority (RTA).
The company mentioned that it is the first and only one-stop proprietary platform to provide driverless services in Dubai. Apollo Go is focused on the growth of its business in the region and is practicing a dual-track business strategy for its operations to improve the coverage and everyday convenience.
Baidu Inc. provides internet search, online entertainment, and online marketing services, including search-based, feed-based, and other services. It is headquartered in Beijing, China.
5. Zillow Group, Inc. (NASDAQ:Z)
Number of Hedge Fund Holders: 70
Zillow Group, Inc. (NASDAQ:Z) is one of the best internet content and information stocks to buy.
Purchasing a house is an energy-draining process if you don’t get the right platform. Zillow Group is trying to change that through its latest AI model. On March 25, Zillow Group, Inc. announced the launch of its first AI model, creating Zillow AI mode. The AI mode is a conversational AI experience built directly into the platform to provide customer support, guiding buyers, renters, and sellers through every step of the housing journey.
Photo by Campaign Creators on Unsplash
Why is Zillow AI mode more than just a chatbot? It is because of the data sitting behind the real estate platform. Zillow operates across a comprehensive range of services, from search and touring to financing, agent connections, and closing. Zillow AI mode will assist its users from browsing listings to scheduling tours and linking them with real estate agents.
CEO Jeremy Wacksman added that AI will make housing journeys more accessible by converting data into real-world action. The AI mode is embedded into Zillow’s live listings data, which allows users to ask specific questions. For instance, the AI will answer such highly specific questions, “Can I afford this apartment if I move in June?” or a buyer can ask, “Find similar homes within my budget that are closer to light rail” – the kind of queries that previously required endless filters and multiple tools to reach a satisfactory answer.
Currently, the model is in beta phase for a limited group of users, while the broader rollout is planned throughout 2026.
Zillow’s median share price target is set at $75, which implies an upside potential of over 85% as of April 13. Out of 33 analysts covering the stock, 16 rate it as a Buy while 17 have a Hold rating.
Zillow Group, Inc. is a real estate internet content and information company. The company operates a real estate application and website that connects customers with agents and provides digital solutions. Zillow operates through four categories: Residential, Mortgages, Rentals, and Other.
4. Reddit, Inc. (NYSE:RDDT)
Number of Hedge Fund Holders: 82
Reddit, Inc. (NYSE:RDDT) is one of the best internet content and information stocks to buy.
Reddit, Inc. has made its name as one of the internet’s most trusted sources of real-time, human-generated information. Ads remain the main source of revenue for the social media platform, but the company is notably monetizing its platform in new ways, which signals a broader shift in how Reddit perceives its business model moving ahead.
Reddit is expanding its shopping advertising capabilities with the addition of new tools such as Collection Ads, Community and Deal overlays, and a Shopify integration. In a news release on March 24, the company reported that it is targeting to capture more retail ad spend. A Fospha study mentioned Reddit as the most undervalued channel in the retail media mix, highlighting a notable monetization opportunity that the market has yet to fully price in.
The Shopify integration into Reddit will lower the barrier for new advertisers, streamlining catalog and pixel setup. This will make it easier for businesses to achieve Dynamic Product Ads (DPA) campaigns. Reddit mentioned that it has observed high-intent shopping conversations. During Q4 2025, Reddit’s DPA saw a 91% higher Return on Advertising Spend (ROAS).
Truist Financial reduced the price target on Reddit, Inc. from $275 to $260; however, it retains its Buy rating, showing confidence in the stock. On April 7, TheFly reported the rating update and mentioned that despite the reduction in price target, the analyst firm sees Reddit’s valuation as compelling after a 40% year-to-date drop in share price.
Youssef Squali from Truist calls Reddit the fastest-growing and one of the most profitable Ad platforms in its coverage universe. The analyst also pointed out the company’s role as the most consistently referenced source for both ChatGPT and Gemini. The analyst remains positive on Reddit’s user growth and engagement amid Google’s latest algorithm changes in March, and sees further upside from AI disintermediation.
Out of 32 analysts covering RDDT, 21 rate the stock as a Buy, 10 rate it as a Hold, and one rate it as a Sell. The stock has an average price target of $250, representing an upside potential of almost 67% as of April 13.
Reddit, Inc. operates a digital community across the United States and globally. Its platform allows users to research new hobbies, engage in conversations, create new communities & experiences, explore passions, exchange goods & services, find belongings, and share laughs.
3. Spotify Technology S.A. (NYSE:SPOT)
Number of Hedge Fund Holders: 121
Spotify Technology S.A. (NYSE:SPOT) is one of the best internet content and information stocks to buy. Spotify Technology S.A.
Spotify Technology S.A. continues to remain a dominating force in music streaming. The company holds solid ground with a global music streaming subscriber market share between 31% to 32.9%, way ahead of its peers. In 2025, Spotify retained its position as the highest-paying retailer globally, paying the music industry over $11 billion.
Analysts are also bullish on the music streamer with Daiwa initiating coverage on Spotify Technology S.A. on March 25. Daiwa’s Jonathan Kees gave an Outperform rating to SPOT and set the price target at $535, pointing out the company’s dominant position in the audio streaming market and robust growth outlook.
The analyst sees a broad set of drivers to support Spotify’s ability to maintain its high-growth revenue trajectory with catalysts such as stable subscriber additions, improving Ad revenue, ongoing price increases, and the continued extension into audiobooks, podcasts, and new verticals.
In other news, on March 3, Spotify Technology S.A. announced that it is increasing its investment in Australia’s music ecosystem. The music company is focused on local engagement and artist monetization in the region. Almost half of the Australians use Spotify, with local fans streaming Australian artists 223 million more times year-over-year in 2025.
The company paid approximately AUD $330 million to Australian music rightsholders in 2025, indicating a 7% growth from a year ago. As both the streaming views and artists’ pay-per-view increase, the company is turning its focus on increasing investments in initiatives such as Turn Up Aus, RADAR, and EQUAL. Moreover, Spotify has announced an AUD $200,000 multi-year partnership between Turn Up and The Push to support emerging talent.
Spotify Technology S.A. is a leading digital music streaming platform. The company is based in Luxembourg and was founded in December 2006 by Daniel Ek and Martin Lorentzon.
2. Alphabet Inc. (NASDAQ:GOOG)
Number of Hedge Fund Holders: 203
Alphabet Inc. (NASDAQ:GOOG) is one of the best internet content and information stocks to buy.
Alphabet Inc. is making strides in AI spending along with its counterparts. The company plans to target a Capex of $175 billion to $185 billion in 2026, up from $91.45 billion in 2025, far surpassing analyst estimates of over $115 billion. CEO Sundar Pichai has expressed his motive that AI investments and infrastructure are the key strategic moves for Alphabet as they are driving revenue and growth across the board.
On March 31, Google announced the launch of the latest version of its AI video model, Veo 3.1 Lite. This is Google’s most cost-effective video generation model, which is now available for developers through the Gemini API and Google AI Studio. The Veo AI model family offers more flexibility to developers based on needs. Veo 3.1 Lite is priced at $0.05/sec at 720p and $0.08/sec at 1080p, which costs significantly less than Veo 3.1 Fast’s current $0.15/sec rate. Despite the price difference, Veo 3.1 Lite matches Fast’s speed, supporting Text-to-Video and Image-to-Video in landscape and portrait formats with adjustment durations of 4, 6, and 8 seconds.
Google is also embedding AI across its product ecosystem. In other news, on March 11, Google announced a major expansion of its Gemini AI tool capabilities across its tools, including Docs, Sheets, Slides, and Drive. This positions Gemini as a core layer for content creation and data workflows with Google’s Workspace ecosystem. The latest Gemini features enhance the overall performance across Google content tools. For instance, Google mentioned a 70.48% success rate on SpreadsheetBench and over 9x faster data population for 100-cell tasks. The updated features are initially available to Gemini Alpha business and AI Pro & Ultra subscribers.
Alphabet Inc. is a holding company that operates Google services such as search engines, ad platforms, Internet browsers, devices, mapping software, app stores, video streaming, and more. The company also provides cloud infrastructure and platform services, collaboration tools, and other services for enterprise customers, as well as healthcare-related services and internet services.
1. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 256
Meta Platforms, Inc. (NASDAQ:META) is one of the best internet content and information stocks to buy.
Meta Platforms, Inc. is investing heavily in AI like the other Big Techs. During the Q4 2025 earnings release, Meta mentioned its AI-related Capex to reach between $115 billion and $135 billion in 2026, almost twice its Capex in 2025.
Considering its strong AI-centric policy, on March 31, Meta Platforms launched a new line of AI-powered prescription glasses under its Ray-Ban Meta lineup. The company is expanding its smart eyewear as the sales of its glasses have crossed millions. In 2025, the Meta glasses sales growth tripled year-over-year, exceeding 7 million units.
Meta’s AI glasses, in partnership with EssilorLuxottica, have entered a new phase, ‘Ray-Ban Meta Optics Styles.’ Meta glasses will now support all prescriptions and feature improved comfort design elements. The U.S. pre-orders will be available for retail from April 14, with pricing starting at $499.
Along with hardware upgrades, Meta mentioned software and AI upgrades, including deeper interactions across social media apps, WhatsApp message summaries with on-device processing and encryption, and nutrition tracking through voice or image input.
Continuing to strengthen its position as a social media giant, Meta has acquired Moltbook, a social networking platform for AI agents. On March 10, Axios reported that Meta completed the acquisition of Moltbook. With the acquisition, Meta will onboard Moltbook’s co-founders Matt Schlicht and Ben Parr into the company’s Superintelligence Labs, led by Alexander Wang. Meta’s acquisition of Moltbook signifies the growing competition among leading tech companies to scale AI talent and capabilities around autonomous AI agents. Moltbook is described as a Reddit-style platform where AI bots interact and share code. The platform is built using AI tools to perform real-time tasks.
A total of 72 analysts are covering META, with 65 rating the stock a Buy, while 7 have given it a Hold rating. The average price target of $850 implies an upside potential of almost 34% as of April 13.
Meta Platforms, Inc. is a world-leading internet content and technology company that develops products to connect people through mobile phones, computers, virtual reality headsets, and AI glasses. The company operates through two segments, including Family of Apps (FoA) and Reality Labs (RL).
