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U.S. Interactive Media and Services Industry Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies125
  • 7D-6.1%
  • 3M-9.5%
  • 1Y34.5%
  • YTD-9.2%

Over the last 7 days, the Interactive Media and Services industry has dropped 6.1%, driven by Alphabet declining 6.6%. In the past year, the industry has gained 34%. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

Has the U.S. Interactive Media and Services Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 25 Mar 2026US$5.3tUS$674.5bUS$194.9b14.4x27.3x7.9x
Fri, 20 Feb 2026US$5.4tUS$674.7bUS$196.3b11.8x27.7x8.1x
Sun, 18 Jan 2026US$5.7tUS$641.6bUS$187.8b15.9x30.5x8.9x
Tue, 16 Dec 2025US$5.5tUS$643.0bUS$187.7b16.9x29.5x8.6x
Thu, 13 Nov 2025US$5.3tUS$643.4bUS$190.2b17.2x27.7x8.2x
Sat, 11 Oct 2025US$4.9tUS$617.9bUS$193.3b15.3x25.3x7.9x
Mon, 08 Sep 2025US$4.9tUS$617.9bUS$193.3b16.6x25.4x7.9x
Wed, 06 Aug 2025US$4.5tUS$617.3bUS$192.9b16.1x23.2x7.3x
Fri, 04 Jul 2025US$4.2tUS$598.3bUS$183.2b16.9x22.7x7x
Sun, 01 Jun 2025US$3.9tUS$598.2bUS$183.0b17x21.1x6.5x
Tue, 29 Apr 2025US$3.5tUS$592.5bUS$175.2b16.9x20x5.9x
Thu, 27 Mar 2025US$3.8tUS$582.9bUS$164.5b19.7x23.1x6.5x
Sat, 22 Feb 2025US$4.1tUS$582.8bUS$165.0b21.9x24.9x7x
Mon, 20 Jan 2025US$4.1tUS$572.0bUS$150.5b25.5x27.5x7.2x
Wed, 18 Dec 2024US$4.2tUS$572.3bUS$150.7b25.4x27.7x7.3x
Fri, 15 Nov 2024US$3.8tUS$572.5bUS$150.4b22.8x25.4x6.7x
Sun, 13 Oct 2024US$3.7tUS$542.4bUS$139.7b23.2x26.2x6.7x
Tue, 10 Sep 2024US$3.2tUS$542.2bUS$139.6b25.2x23.2x6x
Thu, 08 Aug 2024US$3.3tUS$541.9bUS$139.6b25.8x23.9x6.2x
Sat, 06 Jul 2024US$3.8tUS$523.9bUS$128.5b25.3x29.3x7.2x
Mon, 03 Jun 2024US$3.5tUS$522.7bUS$128.6b24.6x27.1x6.7x
Wed, 01 May 2024US$3.3tUS$522.4bUS$129.8b21.6x25.1x6.2x
Fri, 29 Mar 2024US$3.3tUS$503.5bUS$114.3b23.7x28.7x6.5x
Sun, 25 Feb 2024US$3.2tUS$502.8bUS$114.1b21.9x27.8x6.3x
Tue, 23 Jan 2024US$3.0tUS$490.5bUS$96.9b20.1x31x6.1x
Thu, 21 Dec 2023US$2.8tUS$492.0bUS$96.8b21x29.1x5.7x
Sat, 18 Nov 2023US$2.8tUS$490.3bUS$96.3b17.9x28.7x5.6x
Mon, 16 Oct 2023US$2.7tUS$476.7bUS$83.2b16.1x32.7x5.7x
Wed, 13 Sep 2023US$2.7tUS$476.7bUS$83.3b15.8x32.6x5.7x
Fri, 11 Aug 2023US$2.6tUS$476.3bUS$82.8b15.5x31.7x5.5x
Sun, 09 Jul 2023US$2.5tUS$468.7bUS$78.2b20.2x31.5x5.3x
Tue, 06 Jun 2023US$2.5tUS$469.2bUS$78.5b19.8x31.5x5.3x
Thu, 04 May 2023US$2.1tUS$469.7bUS$76.5b22.8x27.7x4.5x
Sat, 01 Apr 2023US$2.1tUS$467.5bUS$79.4b22.9x26.2x4.5x
Price to Earnings Ratio

26.2x


Total Market Cap: US$2.1tTotal Earnings: US$79.4bTotal Revenue: US$467.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Interactive Media and Services Industry Price to Earnings3Y Average 27.2x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Interactive Media and Services industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 27.2x.
  • The 3-year average PS ratio of 6.6x is lower than the industry's current PS ratio of 7.9x.
Past Earnings Growth
  • The earnings for companies in the Interactive Media and Services industry have grown 35% per year over the last three years.
  • Revenues for these companies have grown 13% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Telecom industry?

US Market-2.29%
Telecom-5.02%
Interactive Media and Services-6.07%
Interactive Media and Services-6.07%
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
CARG CarGurusUS$34.834.2%
+US$134.2m		9.7%PE16.9x
ZD Ziff DavisUS$43.813.5%
+US$55.4m		4.6%PE34.8x
TRIP TripadvisorUS$9.722.2%
+US$24.1m		-36.6%PE27.9x
CARS Cars.comUS$8.425.0%
+US$23.5m		-31.2%PE24.6x
IAC IACUS$38.800.7%
+US$20.8m		-21.5%PS1.2x

Latest News

META
US$592.92
Meta Platforms
7D
-4.8%
1Y
-5.3%
TRIP
US$9.72
Tripadvisor
7D
2.2%
1Y
-36.6%

TRIP: Activist Board Shake Up Will Likely Fail To Offset Structural Headwinds

Analysts have reduced Tripadvisor's price target by several dollars to a range of $11 to $14. This reflects updated sum-of-the-parts valuations for the core business, Viator and TheFork, along with ongoing concerns about pressures in legacy segments and competitive momentum in Experiences.
BILI
US$23.44
Bilibili
7D
-12.4%
1Y
21.4%

BILI: AI Spending Will Support Engagement While Execution Risk And Pricing Persist

Analysts have slightly reduced Bilibili's fair value estimate while maintaining a relatively high future P/E assumption. This reflects a modestly lower blended price target after BofA's $1 cut and JPMorgan's upgrade to $35, based on increased AI investment and anticipated support for user engagement and advertising revenue.
DHX
US$2.70
DHI Group
7D
8.4%
1Y
90.1%

DHX: Share Repurchases Will Support Future Upside In Tech Recruiting Platform

Analysts have kept their $5.25 price target on DHI Group unchanged, citing relatively stable assumptions around the discount rate, revenue growth, profit margin, and future P/E as the key drivers behind this steady view. What's in the News Dice, a DHI Group brand, is partnering with GlossaryTech to provide recruiters with instant, plain language definitions of technical terms directly within the Dice Recruiter Hub at no additional cost to clients (Client Announcement).
SNAP
US$4.36
Snap
7D
-6.2%
1Y
-54.7%

SNAP: High Margin Perplexity Revenue Will Drive Future Upside Repricing

Analysts have trimmed their average price target on Snap to $6.50 from $9.50, reflecting ongoing questions about the timing of high margin Perplexity related revenue and Snap's position relative to larger digital ad platforms. Analyst Commentary Recent research on Snap reflects a mix of caution and selective optimism, with price target resets clustering around the new US$6.50 average and a few upgrades signaling some confidence in execution and risk reward at current levels.
ZD
US$43.81
Ziff Davis
7D
3.5%
1Y
4.6%

ZD: Extended Buybacks And Stable Margins Will Support Balanced Future Upside Potential

Analysts have kept their price target for Ziff Davis steady at $43.43, citing largely unchanged assumptions around revenue growth, profit margins, and future P/E multiples that continue to underpin their valuation view. What's in the News From October 1, 2025 to December 31, 2025, Ziff Davis repurchased 1,746,876 shares for $61.19 million, representing 4.37% of its shares under the existing buyback program (Key Developments).
WB
US$8.71
Weibo
7D
-9.9%
1Y
-12.1%
IAC
US$38.80
IAC
7D
0.7%
1Y
-21.5%

IAC: Share Repurchases And Portfolio Execution Will Support Future Upside

Analysts have adjusted their outlook on IAC, with the average price target moving higher by a mid single digit dollar amount. They cite recent target increases of $6 from Citi and $3 from UBS as support for the updated view.
RDDT
US$136.12
Reddit
7D
-5.7%
1Y
8.5%

RDDT: Future Upside Will Rely On AI Data Licensing Economics

Reddit's updated fair value estimate has been trimmed from $252.39 to $232.05 as analysts factor in slightly lower revenue growth assumptions, a more moderate future P/E, and survey backed views on monetization potential that still highlight advertiser reach and low funnel targeting as key positives. Analyst Commentary Street research on Reddit has become more balanced, with many firms trimming price targets while still highlighting meaningful upside drivers in engagement, monetization, and data licensing.
AREN
US$2.50
Arena Group Holdings
7D
13.6%
1Y
48.8%
BIDU
US$112.53
Baidu
7D
-6.8%
1Y
18.0%

BIDU: AI Transition Will Likely Lag Persistent Weakness In Legacy Advertising

Analysts have nudged Baidu's fair value estimate higher to about $110 as they update price targets, citing the ongoing shift toward AI driven businesses, including chips and related products, while still accounting for pressure in the legacy online marketing segment. Analyst Commentary Recent Street research on Baidu reflects a mix of optimism around its AI pivot and caution around execution risk and the health of its legacy businesses.
GOOGL
US$290.44
Alphabet
7D
-6.6%
1Y
70.3%

GOOGL: AI Partnerships And Compute Capacity Will Support Long Term Upside

Analysts have slightly increased their price target for Alphabet to about $377, reflecting broad Street support for the company's position in AI data, distribution, and compute, as well as recent partnership momentum around Gemini with major technology and retail platforms. Analyst Commentary Recent research points to a clear skew toward optimism on Alphabet, especially around its AI positioning, cloud trajectory, and a growing set of high profile partnerships.
CARS
US$8.42
Cars.com
7D
5.0%
1Y
-31.2%

CARS: Future Dealer Tech Investments Will Support Long Term Margin Expansion

Analysts have trimmed their price expectations for Cars.com, with the consolidated target moving lower into a roughly $10 to $20 range. They cited softer EBITDA guidance, reduced 2026 estimates and limited visibility on a growth inflection.
KNRX
US$1.39
Knorex
7D
26.4%
1Y
n/a
CARG
US$34.83
CarGurus
7D
4.2%
1Y
9.7%

CARG: Dealer Data And Buybacks Will Offset AI And Margin Investment Concerns

CarGurus' blended analyst price target has edged down by about $0.83 as analysts factor in 2026 guidance, which combines expected revenue growth with planned margin investment and ongoing debate around the impact of AI disruption narratives on the business. Analyst Commentary Street research around CarGurus' 2026 outlook clusters around how the company balances revenue growth targets with margin investment and the AI disruption narrative that has pressured sentiment.
DJT
US$8.78
Trump Media & Technology Group
7D
-10.5%
1Y
-61.6%