The most worthwhile internet stocks to buy right now

Investing.com – According to Piper Sandler’s analysis, as the momentum of digital advertising continues to strengthen into early 2026, internet stocks are demonstrating resilience.

The company’s latest analysis shows that digital market performance in January exceeded expectations by approximately 40 basis points compared to the previous month, while February’s market expectations were raised by about 190 basis points.

This positive trend reflects sustained strong advertising spending across major platforms, with performance exceeding expectations and upward revisions to guidance.

Meta

This social media giant ranks high in Piper Sandler’s list, with the cost per thousand impressions increasing in January.

Looking ahead to the first quarter of 2026, Meta shows signs of acceleration, despite a potential slight stagnation in impressions. The company’s Facebook Blue platform has demonstrated significant improvement in social traffic share.

Additionally, advertising units from Temu have decreased, which could benefit Meta’s competitive position in digital advertising.

Meta Platforms is facing an investigation by the Spanish government, with prosecutors being asked to look into allegations of AI-generated child abuse material being spread on its platform.

Reddit

Reddit also showed strong user growth metrics last month. Total user numbers demonstrated robust month-over-month performance, with 31 million monthly active users added in January.

This growth was mainly driven by the conversation feature, contributing 26 million users, while the feed added 5 million users. User expansion indicates upward potential for daily active users in the first quarter of 2026.

Although metrics like cost per click and cost per thousand impressions remain volatile, both showed increases during this period.

In recent developments, Reddit announced strong Q4 2025 results, with revenue up 70% year-over-year to $725.6 million and adjusted EBITDA up 112%. Following the earnings release, the company received updates from several analysts, including Needham reaffirming a buy rating and Truist Securities raising its target price.

Roku

This streaming platform ranks among the top three for stable advertising fundamentals. Ad pricing remains steady, with a cost of about $10 per thousand impressions. Pixel Helper users increased to approximately 724, indicating growing advertiser engagement.

Compared to initial expectations in December, Piper Sandler’s ad buyer survey for Q1 2026 raised expenditure estimates by 180 basis points, suggesting improving confidence among advertisers in the platform.

Roku’s Q4 performance was strong, with revenue and EBITDA exceeding market expectations by 3% and 17%, respectively. This performance prompted analysts to take positive actions, including Rosenblatt upgrading its rating to buy and Evercore ISI raising its target price.

These rankings reflect Piper Sandler’s assessment of internet stocks for Q1 2026 based on advertising performance metrics and user engagement trends.

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