These stocks could benefit most from possible antitrust action against Google

Google competitors have long wished for the day U.S. regulators would sue the tech giant on antitrust grounds and that day could reportedly come as soon as this month.

If Google sees antitrust action in the U.S., it's most likely to fall within one or more of three distinct areas of its business: search, digital advertising and its Android mobile operating system. CNBC spoke with three internet analysts about which companies would stand to benefit if Google were forced to change its behavior or divest parts of its business.

Alphabet CEO Sundar Pichai gestures during a session at the World Economic Forum annual meeting in Davos, on January 22, 2020.

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Google faces grilling on ad business before U.S. Senate antitrust panelAlphabet Inc's Google will be questioned about its ad business in a hearing on Tuesday, with a particular focus expected on whether it misused its dominance in online advertising to drive profits. It is for campaign footage.
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