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U.S. Internet Services and Infrastructure Industry Analysis

UpdatedFeb 03, 2026
DataAggregated Company Financials
Companies44
  • 7D-5.5%
  • 3M-16.2%
  • 1Y6.9%
  • YTDn/a

Over the last 7 days, the Internet Services and Infrastructure industry has dropped 3.8%, driven by a pullback from Snowflake of 9.7%. This takes the industry's 12 month performance to a gain of 5.4%. Earnings are forecast to grow by 31% annually.

Industry Valuation and Performance

Has the U.S. Internet Services and Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 03 Feb 2026US$455.0bUS$41.7b-US$167,510,710.4259.6x-2716.4x10.9x
Thu, 01 Jan 2026US$503.4bUS$41.5b-US$257,270,754.6364.8x-1956.8x12.1x
Sat, 29 Nov 2025US$496.7bUS$41.0b-US$322,597,995.6262.1x-1539.6x12.1x
Mon, 27 Oct 2025US$573.4bUS$43.7bUS$431.4m93.5x1329.1x13.1x
Wed, 24 Sep 2025US$548.3bUS$43.9bUS$398.8m96.7x1374.9x12.5x
Fri, 22 Aug 2025US$457.5bUS$43.3bUS$362.5m109.6x1262x10.6x
Sun, 20 Jul 2025US$451.6bUS$36.5b-US$1,336,641,772.15123.7x-337.9x12.4x
Tue, 17 Jun 2025US$414.6bUS$36.5b-US$1,337,041,076.6493.3x-310.1x11.4x
Thu, 15 May 2025US$363.2bUS$35.2b-US$1,302,790,668.2771.3x-278.8x10.3x
Sat, 12 Apr 2025US$304.5bUS$38.9b-US$6,704,466.9856.2x-45412.1x7.8x
Mon, 10 Mar 2025US$333.5bUS$37.4b-US$629,422.6172.6x-529827.7x8.9x
Wed, 05 Feb 2025US$344.3bUS$31.7b-US$1,902,243,818.20111.4x-181x10.9x
Fri, 03 Jan 2025US$300.8bUS$31.7b-US$1,757,030,077.88100.5x-171.2x9.5x
Sun, 01 Dec 2024US$320.7bUS$32.0b-US$1,564,503,155.1077.2x-205x10x
Tue, 29 Oct 2024US$240.3bUS$30.6b-US$1,655,296,040.5368x-145.2x7.8x
Thu, 26 Sep 2024US$239.1bUS$30.7b-US$1,678,680,030.0158x-142.4x7.8x
Sat, 24 Aug 2024US$228.8bUS$30.4b-US$1,769,695,757.8136.6x-129.3x7.5x
Mon, 22 Jul 2024US$237.9bUS$33.9b-US$1,616,357,367.4322.9x-147.2x7x
Wed, 19 Jun 2024US$235.8bUS$33.9b-US$1,622,246,023.8121.5x-145.4x7x
Fri, 17 May 2024US$251.5bUS$33.5b-US$1,599,095,738.0923.6x-157.2x7.5x
Sun, 14 Apr 2024US$254.7bUS$28.6b-US$3,374,184,616.5564.4x-75.5x8.9x
Tue, 12 Mar 2024US$262.7bUS$28.6b-US$2,610,108,421.2230.4x-100.6x9.2x
Thu, 08 Feb 2024US$287.2bUS$27.6b-US$4,017,033,060.8118.4x-71.5x10.4x
Sat, 06 Jan 2024US$269.5bUS$29.0b-US$3,577,791,173.0020.4x-75.3x9.3x
Mon, 04 Dec 2023US$275.0bUS$28.9b-US$3,633,964,409.0020.6x-75.7x9.5x
Wed, 01 Nov 2023US$205.9bUS$27.7b-US$4,957,155,540.0021.5x-41.5x7.4x
Fri, 29 Sep 2023US$222.0bUS$27.7b-US$4,958,189,961.0020.5x-44.8x8x
Sun, 27 Aug 2023US$224.3bUS$27.4b-US$5,127,921,403.0020.8x-43.7x8.2x
Tue, 25 Jul 2023US$248.8bUS$27.5b-US$5,292,718,072.0019.9x-47x9.1x
Thu, 22 Jun 2023US$240.3bUS$27.5b-US$5,240,443,179.0018.8x-45.8x8.8x
Sat, 20 May 2023US$226.4bUS$27.3b-US$5,314,236,712.0017.6x-42.6x8.3x
Mon, 17 Apr 2023US$205.6bUS$31.1b-US$8,346,949,190.0024.6x-24.6x6.6x
Wed, 15 Mar 2023US$194.6bUS$31.0b-US$8,247,668,908.0021.4x-23.6x6.3x
Fri, 10 Feb 2023US$210.6bUS$30.0b-US$8,005,465,916.0026.6x-26.3x7x
Price to Earnings Ratio

-26.3x


Total Market Cap: US$210.6bTotal Earnings: -US$8,005,465,916.00Total Revenue: US$30.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Internet Services and Infrastructure Industry Price to Earnings3Y Average -1763.6x202420252026
Current Industry PE
  • Investors are optimistic on the American Internet Services and Infrastructure industry, and appear confident in long term growth rates.
  • The 3-year average PS ratio of 9.3x is lower than the industry's current PS ratio of 10.9x.
Past Earnings Growth
  • The earnings for companies in the Internet Services and Infrastructure industry have improved over the last three years.
  • Revenues for these companies have grown 12% per year.
  • This means that more sales are being generated by these companies overall, and subsequently losses are decreasing too.

Industry Comparison

How does U.S. Internet Services and Infrastructure compare with similar industries?

US Market-0.35%
Tech-1.75%
IT-2.02%
Internet Services and Infrastructure-5.55%
IT Consulting1.12%
Data Processing Services-4.75%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
KC Kingsoft Cloud HoldingsUS$13.632.2%
+US$87.1m		-10.0%PS3.2x
DOCN DigitalOcean HoldingsUS$59.811.5%
+US$79.6m		48.6%PE21.7x
VNET VNET GroupUS$10.920.4%
+US$10.8m		51.2%PS2.1x
CXDO CrexendoUS$7.310.6%
+US$1.2m		27.6%PE51.5x
DTST Data StorageUS$4.719.8%
+US$910.2k		8.5%PE8.4x

Latest News

SNOW
US$190.68
Snowflake
7D
-9.7%
1Y
4.5%
OKTA
US$88.13
Okta
7D
-3.5%
1Y
-5.5%
GDDY
US$100.16
GoDaddy
7D
-5.5%
1Y
-52.9%
SHOP
US$132.20
Shopify
7D
-3.0%
1Y
15.6%
NET
US$182.42
Cloudflare
7D
-3.7%
1Y
33.3%
DOCN
US$59.81
DigitalOcean Holdings
7D
1.5%
1Y
48.6%
KC
US$13.63
Kingsoft Cloud Holdings
7D
2.2%
1Y
-10.0%

KC: Higher Profitability Assumptions Will Support Future Upside Potential

Analysts have nudged their fair value estimate for Kingsoft Cloud Holdings slightly higher to US$18.14 from US$18.04, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E expectations. What's in the News A board meeting is scheduled for November 19, 2025, to review and approve the unaudited third quarter results for Kingsoft Cloud Holdings, its subsidiaries, and consolidated affiliated entities for the three months ended September 30, 2025, and to consider their publication (Key Developments).
VNET
US$10.92
VNET Group
7D
0.4%
1Y
51.2%

VNET: Private REIT Project Will Support Future Data Center Expansion

Analysts have nudged their price target on VNET Group higher, lifting fair value from about US$14.74 to roughly US$15.07, citing updated assumptions for revenue growth, profit margins and future P/E levels. What's in the News VNET Group raised its full year 2025 earnings guidance, with total net revenues now expected in the range of RMB 9,550m to RMB 9,867m, described as representing 16% to 19% year over year growth (Key Developments).
MDB
US$372.68
MongoDB
7D
-9.4%
1Y
38.6%

MDB: Atlas And AI Adoption Will Support Upcoming Leadership Transition

Analysts have modestly raised their implied outlook on MongoDB, with price targets now clustering in the US$405 to US$500 range. They cite stronger Atlas momentum, improving profitability, and confidence in the company’s AI positioning and new leadership.
TWLO
US$120.00
Twilio
7D
-10.4%
1Y
-18.1%

TWLO: Improved Execution And Partnerships Are Expected To Support Stronger Future Returns

Twilio's updated fair value estimate has inched up to US$194.38 from US$192.44 as analysts incorporate slightly higher long term growth and margin assumptions, reflected in recent price target increases and more constructive post earnings commentary. Analyst Commentary Bullish analysts are framing the recent fair value move in the context of a more constructive view on Twilio's execution and longer term growth path, citing recent price target changes and post earnings commentary.
CRWV
US$88.94
CoreWeave
7D
-9.5%
1Y
n/a
CXDO
US$7.31
Crexendo
7D
0.6%
1Y
27.6%

Crexendo: The Use Of AI And International Expansion To Drive Growth

Dec 23
DTST
US$4.71
Data Storage
7D
9.8%
1Y
8.5%