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U.S. Interactive Media and Services Industry Analysis

UpdatedFeb 11, 2026
DataAggregated Company Financials
Companies125
  • 7D-3.9%
  • 3M12.2%
  • 1Y35.0%
  • YTD1.1%

Over the last 7 days, the Interactive Media and Services industry has dropped 3.9%, driven by Alphabet declining 6.6%. Meanwhile, Baidu actually outperformed within the industry, gaining 5.2% in the last week. Over the past 12 months, the industry was up 35%. Looking forward, 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
Thu, 12 Feb 2026US$5.7tUS$674.6bUS$197.9b11.9x28.9x8.5x
Sat, 10 Jan 2026US$5.7tUS$643.2bUS$187.9b17.2x30.6x8.9x
Mon, 08 Dec 2025US$5.8tUS$642.9bUS$187.7b17.8x30.7x9x
Wed, 05 Nov 2025US$5.2tUS$642.9bUS$189.4b16.1x27.5x8.1x
Fri, 03 Oct 2025US$5.0tUS$618.0bUS$193.3b17x25.6x8x
Sun, 31 Aug 2025US$4.6tUS$617.9bUS$193.3b16.8x23.8x7.5x
Tue, 29 Jul 2025US$4.3tUS$609.9bUS$187.8b17.6x22.9x7.1x
Thu, 26 Jun 2025US$4.0tUS$598.3bUS$183.1b16x21.8x6.7x
Sat, 24 May 2025US$3.8tUS$598.4bUS$181.1b16.5x21.2x6.4x
Mon, 21 Apr 2025US$3.3tUS$582.8bUS$164.3b16.2x19.8x5.6x
Wed, 19 Mar 2025US$3.7tUS$583.1bUS$165.0b19.2x22.5x6.4x
Fri, 14 Feb 2025US$4.3tUS$582.5bUS$164.5b22.6x26x7.3x
Sun, 12 Jan 2025US$4.1tUS$572.0bUS$150.5b26.4x27.1x7.1x
Tue, 10 Dec 2024US$3.9tUS$572.5bUS$150.7b24.5x25.9x6.8x
Thu, 07 Nov 2024US$3.7tUS$572.6bUS$150.6b23.2x24.6x6.5x
Sat, 05 Oct 2024US$3.7tUS$542.5bUS$139.7b25x26.4x6.8x
Mon, 02 Sep 2024US$3.5tUS$542.3bUS$139.6b26.3x24.9x6.4x
Wed, 31 Jul 2024US$3.4tUS$534.1bUS$133.7b23.3x25.6x6.4x
Fri, 28 Jun 2024US$3.7tUS$523.9bUS$128.5b25.2x29.1x7.1x
Sun, 26 May 2024US$3.5tUS$522.8bUS$129.0b24.5x27.4x6.8x
Tue, 23 Apr 2024US$3.3tUS$503.5bUS$114.5b22.8x28.7x6.5x
Thu, 21 Mar 2024US$3.2tUS$503.7bUS$114.2b21.5x28.4x6.4x
Sat, 17 Feb 2024US$3.2tUS$502.8bUS$114.1b22.8x27.7x6.3x
Mon, 15 Jan 2024US$2.9tUS$490.6bUS$96.9b19.9x30.4x6x
Wed, 13 Dec 2023US$2.7tUS$490.6bUS$96.9b24.8x28x5.5x
Fri, 10 Nov 2023US$2.7tUS$490.1bUS$95.8b17.9x27.7x5.4x
Sun, 08 Oct 2023US$2.7tUS$476.7bUS$83.2b16.9x32.9x5.7x
Tue, 05 Sep 2023US$2.7tUS$476.8bUS$83.3b15.4x32.1x5.6x
Thu, 03 Aug 2023US$2.6tUS$477.0bUS$81.9b14.3x32.1x5.5x
Sat, 01 Jul 2023US$2.5tUS$468.7bUS$78.2b19.9x31.5x5.2x
Mon, 29 May 2023US$2.4tUS$469.4bUS$78.5b16.5x31.1x5.2x
Wed, 26 Apr 2023US$2.0tUS$467.1bUS$79.8b22x25.6x4.4x
Fri, 24 Mar 2023US$2.1tUS$467.6bUS$79.4b22.7x26.3x4.5x
Sun, 19 Feb 2023US$1.9tUS$468.8bUS$79.3b31.9x23.5x4x
Price to Earnings Ratio

23.5x


Total Market Cap: US$1.9tTotal Earnings: US$79.3bTotal Revenue: US$468.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Interactive Media and Services Industry Price to Earnings3Y Average 27x202420252026
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 27.0x.
  • The 3-year average PS ratio of 6.5x is lower than the industry's current PS ratio of 8.5x.
Past Earnings Growth
  • The earnings for companies in the Interactive Media and Services industry have grown 36% 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 Market0.99%
Telecom-2.35%
Interactive Media and Services-3.92%
Interactive Media and Services-3.92%
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
BIDU BaiduUS$145.125.2%
+US$2.5b		55.5%PE41x
BILI BilibiliUS$31.847.0%
+US$866.8m		70.0%PE118.5x
RUM RumbleUS$6.3311.6%
+US$223.8m		-43.3%PS20.7x
MTCH Match GroupUS$31.392.5%
+US$181.4m		-7.7%PE11.9x
WBTN WEBTOON EntertainmentUS$11.849.9%
+US$142.8m		9.5%PS1.1x

Latest News

WSHP
US$47.00
WeShop Holdings
7D
-20.3%
1Y
n/a
PINS
US$19.09
Pinterest
7D
-3.9%
1Y
-51.2%
CARG
US$27.51
CarGurus
7D
-5.0%
1Y
-30.0%

CARG: Data Tools And Listings Model Will Benefit From Gradual Amazon Autos Expansion

Narrative Update Analysts have trimmed their price target for CarGurus by about $0.58, reflecting slightly lower fair value and P/E assumptions. They also note that Amazon Autos currently operates a third party model more comparable to listings platforms like CarGurus than to vertically integrated used car retailers.
GOOGL
US$310.96
Alphabet
7D
-6.6%
1Y
69.4%
RDDT
US$139.29
Reddit
7D
-8.8%
1Y
-35.7%
SNAP
US$4.99
Snap
7D
-15.6%
1Y
-53.5%

SNAP: AI And Ad Platform Execution Will Support Future Upside

Analysts have trimmed their fair value estimate for Snap from about $9.78 to $8.38. This reflects a mix of slightly higher discount rate assumptions, modestly updated growth and margin inputs, and a move toward lower future P/E multiples in line with the recent wave of reduced price targets, punctuated by only a few upgrades.
JOYY
US$64.63
JOYY
7D
4.4%
1Y
44.0%

JOYY: Advertising Upswing And Capital Returns Will Support Future Equity Upside

Analysts have raised their price targets on JOYY to a range of about $66 to $70, citing updated forecasts that indicate a more positive outlook for the advertising business and expectations of stronger Q4 advertising momentum. Analyst Commentary Bullish analysts are leaning into a more constructive view on JOYY, pointing to advertising as the key driver behind recent target price increases and a firmer valuation for the core business.
META
US$668.69
Meta Platforms
7D
-0.04%
1Y
-7.8%

META: AI Infrastructure Spending Will Shape Long Term Earnings Power

Analysts increased their implied fair value estimate for Meta Platforms by about US$94 to US$1,002, citing Street research that reflects stronger assumed revenue growth, a slightly higher future P/E, and mixed views on margins and risk as firms frequently revisited and adjusted their price targets in recent reports. Analyst Commentary Recent Street research on Meta Platforms shows a cluster of price target revisions and rating changes that point to an active debate around how to value the company, especially as it increases spending on artificial intelligence, data centers, and related infrastructure.
MTCH
US$31.40
Match Group
7D
1.8%
1Y
-7.7%
BILI
US$31.84
Bilibili
7D
7.0%
1Y
70.0%

BILI: Higher Fair Value Hinges On Recovering Q4 Gaming Revenue

Analysts have nudged their fair value estimate for Bilibili higher from about US$34.62 to US$38.81, citing a recent Street target move to US$27, a view that Q3 was "decent," and expectations for slightly recovering gaming revenue in Q4, along with a higher assumed future P/E multiple and updated margin outlook. Analyst Commentary Recent Street research reflects a more constructive tone on Bilibili, with some bullish analysts adjusting their numbers higher while still acknowledging valuation questions.
BIDU
US$145.12
Baidu
7D
5.2%
1Y
55.5%
RUM
US$6.15
Rumble
7D
7.5%
1Y
-43.0%

RUM: Northern Data All‑Share Deal Will Drive Future Upside Potential

Analysts kept their fair value target for Rumble steady at US$22.00, pointing to essentially unchanged assumptions on discount rate, revenue growth, profit margin and future P/E that together indicate a stable view of the company’s risk and earnings potential. What's in the News Rumble is moving forward with an all share offer to acquire Northern Data in a deal reported to value the target at less than its current market capitalization of US$894m, with an agreement that could be announced in the coming days (Bloomberg) Rumble entered an exclusive video and live streaming distribution agreement with The Dan Bongino Show, with the program set to relaunch on February 2, 2026 and stream weekdays from 10:00 a.m. to 12:00 p.m. ET exclusively on Rumble, while audio is distributed across major podcast platforms (company announcement) Rumble and Tether launched Rumble Wallet, a non custodial crypto wallet integrated into the Rumble platform that supports Tether (USDT), Tether Gold (XAUt), and Bitcoin (BTC), allowing users to tip creators in crypto and move between crypto and traditional payment methods through MoonPay (company announcement) Rumble announced that the "MF Mania: The Fight Before Christmas" Misfits Boxing match between Chase DeMoor and Andrew Tate will be livestreamed exclusively on Rumble Premium on December 20, 2025, available to viewers with an annual Rumble Premium subscription (company announcement) Rumble agreed to provide Rumble Cloud infrastructure services, including video cloud storage, to the Cleveland Browns under a new partnership (company announcement) Valuation Changes Fair Value: Kept steady at US$22.00 per share, pointing to an unchanged central valuation anchor.
WBTN
US$11.84
WEBTOON Entertainment
7D
9.9%
1Y
9.5%
SY
US$3.70
So-Young International
7D
25.4%
1Y
295.7%

SY: Interim CFO Move And Steady Outlook Will Support Future Upside

Analysts have modestly adjusted their price target on So-Young International, reflecting small tweaks to inputs such as a slightly lower discount rate, steady fair value at about $7.74, and a marginally revised future P/E assumption based on their latest review of the company’s risk and growth profile. What's in the News Chief financial officer Hui Zhao has submitted his resignation from So-Young International, with his role ending on December 31, 2025, citing personal reasons (Key Developments).
ATHM
US$21.77
Autohome
7D
4.9%
1Y
-23.9%

ATHM: Neutral Reset And Cash Returns Will Drive Future Shareholder Upside

Analysts trimmed their price target on Autohome to US$28, keeping fair value, growth, margin and future P/E inputs relatively unchanged, as they reassessed the balance of risk and reward reflected in recent research updates. Analyst Commentary JPMorgan shifted its stance on Autohome to Neutral with a US$28 price target, which signals a more balanced view of risk and reward rather than a clearly positive or negative call.
DJT
US$11.06
Trump Media & Technology Group
7D
-11.2%
1Y
-63.7%