The Internet-Content industry faces headwinds from weak advertising spending, rising AI infrastructure costs, and regulatory pressures, with the sector ranking in the bottom 6% of industries. However, Similarweb and Perion Network are positioned for growth through AI-driven demand for digital data and accelerating adoption of advanced advertising platforms, respectively.

The Zacks Internet - Content industry faces headwinds from declining ad spending and regulatory pressures, with the sector ranking in the bottom 6% of industries. However, companies like Similarweb and Perion Network are capitalizing on AI demand and digital transformation, showing resilience through new enterprise contracts and expanding monetization strategies.

The global competitive intelligence tool market, valued at $6.46 billion in 2025, is expected to grow to $18.11 billion by 2035 at a CAGR of 11.08%. Growth is driven by AI-enabled analytics, cloud adoption, and increasing demand for real-time competitor monitoring. Software platforms dominate with 68% market share, while cloud-based solutions account for 60%. North America leads with 38.5% market share, with the U.S. market alone projected to reach $5.39 billion by 2035.

Aligned, an AI Deal Workspace platform, announced $60 million in Series B funding led by PeakSpan Capital, bringing total funding to $73.8 million. The platform, used by 70,000 sellers and 1 million buyers monthly, helps enterprise customers like Deel, SimilarWeb, and WordPress achieve 30% faster sales cycles and 15% higher win rates. The capital will fund agent-native execution, upmarket expansion, and go-to-market scaling.

Similarweb (NYSE: SMWB) reported Q4 sales of $72.758 million, missing the consensus estimate of $76.442 million. The company issued weak FY26 guidance of $305-315 million versus analyst expectations of $324.569 million. Multiple analysts downgraded the stock citing sales execution challenges and uncertainty around AI disruption. Despite the downgrades, shares traded up 10.12% on Friday, though the stock remains down 71.80% over the past year and trades significantly below its moving averages.

Similarweb reported Q3 earnings that beat analyst expectations but saw stock price drop due to concerns about pricing power, despite strong customer growth and raised operating profit forecast.

Goldman Sachs analyst sees better-than-feared Q1 results for small- and mid-cap software stocks, with companies offering essential functionality and AI monetization potential as top performers.

Similarweb, a leading digital intelligence company, announced the filing of its annual report for the fiscal year ended December 31, 2024, with the SEC.

Investors need to pay close attention to Similarweb (SMWB) stock based on the movements in the options market lately.

Barclays has decided to maintain its Overweight rating of Similarweb (NYSE:SMWB) and raise its price target from $8.00 to $9.00. Shares of Similarweb are trading up 6.61% over the last 24 hours, at $8.06 per share. A move to $9.00 would account for a 11.66% increase from the current share price. About Similarweb Similarweb Ltd provides a platform for digital intelligence, delivering a trusted, comprehensive, and detailed view of the digital world that empowers customers to accelerate their growth and become more competitive in the markets. Its proprietary technology analyzes billions of digital interactions and transactions every day from millions of websites and apps ...Full story available on Benzinga.com

DHI Group (DHX) delivered earnings and revenue surprises of -20% and 4.11%, respectively, for the quarter ended December 2023. Do the numbers hold clues to what lies ahead for the stock?

Airbnb, Perion Network and Similarweb are part of the Zacks Industry Outlook article.