3 Stocks That Could Gain Big If TikTok Is Banned in the U.S.

3 Stocks That Could Gain Big If TikTok Is Banned in the U.S.

With reports suggesting TikTok could be removed from U.S. app stores as soon as Sunday, Wall Street analysts have identified three companies poised to benefit significantly from a potential ban: Meta Platforms, Snap, and Alphabet.

The extent of their gains will depend on how effectively these companies capture TikTok users' screen time and convert it into advertising revenue.

Meta Platforms (META)

Meta is projected to be the biggest beneficiary. Analysts at Morgan Stanley estimate that for every 10% of TikTok users' time redirected to Meta’s platforms, the company could add $0.60 to its earnings per share (EPS), potentially boosting its 2026 EPS estimate to $30. Capturing even half of TikTok’s screen time could result in a 9% increase in EPS.

"Meta remains the largest winner of a TikTok ban, given its massive user base, robust data set, and improving content distribution," Morgan Stanley noted.

Snap (SNAP)

Deutsche Bank analysts see the highest upside for Snap due to its growing ad business and improving monetization strategies. If Snap captures 30% of TikTok users' time, it could achieve a 142% boost to earnings. Even a 10% share would result in 57% EBITDA growth.

However, Morgan Stanley cautioned that Snap needs to improve ad performance and scalability to sustain long-term gains beyond an initial boost.

Alphabet (GOOGL)

Alphabet stands to gain from YouTube's short-form video features. Morgan Stanley estimates that if YouTube captures 10% of TikTok users’ time, it could generate an additional $750 million in revenue, representing a 2% upside to YouTube’s 2026 ad revenue.

These companies are well-positioned to capitalize on a TikTok ban, but their success will depend on their ability to attract and retain displaced users while enhancing ad revenue strategies.