Market research firm eMarketer predicts the following digital ad revenue growth for the leading online firms from Snap (SNAP) to Facebook (FB) to Alphabet (GOOG)(GOOGL) that are all predicted to have strong growth rates. On the opposite end are Baidu (BIDU), Twitter (TWTR) and Yelp (YELP) that have struggled recently. https://twitter.com/eMarketer/status/865192985054633984!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0],p=/^http:/.test(d.location)?'http':'https';if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=p+"://platform.twitter.com/widgets.js";fjs.parentNode.insertBefore(js,fjs);}}(document,"script","twitter-wjs"); The value exists in these laggards where either eMarketer expects Baidu to return from negative ad revenue in 2016 to eventually reach beyond 20% growth in 2019. Twitter is forecast to rebound to 6% growth in 2018 and Yelp is suppose to dip down to 16% growth in 2019 though the recent sell off in the stock suggested the consumer review site wasn't even growing. All three of these stocks are undervalued. Both Baidu and Yelp aren't trading as if the stocks are going to generate 15% growth. While Twitter probably provides the most upside to forecasts as the social media platform is already generating 14% DAU growth and has signed up thousands of additional hours of premium live video that combined should lead the company back to 20%+ growth. Snap remains the company with the biggest downside risk to estimates. User growth has stalled suggesting the estimates of 90% digital ad revenue growth in 2018 and 85% in 2019 are too positive. Which company has the biggest upside to expectations? Disclosure: Long BIDU, TWTR, YELP