Consumer Internet Sector Median Falls 11% as AI Risks Weigh
Photo: TokenPost
The consumer internet sector’s median has fallen 11% this year as investors view online aggregator platforms as potential losers in an AI-agent economy, while the S&P 500 has gained 14%. An Oct. 12 U.S. emerging internet report outlined three potential paths for the sector in 2027: a reassessment of platform business models, faster revenue growth and stronger free cash flow. The sector’s median valuation is 22 times projected 2027 GAAP earnings and 18 times projected 2028 earnings. The coverage universe trades at about 20 times projected 2027 earnings and 14.5 times projected 2028 earnings.
Source: TokenPost
