Zacks Flags 3 Internet Delivery Stocks as Industry Rank Sinks to Bottom 8%
Updated
Updated · TradingView · Jun 9
Zacks Flags 3 Internet Delivery Stocks as Industry Rank Sinks to Bottom 8%
1 articles · Updated · TradingView · Jun 9
Summary
GoDaddy, Vipshop and Asure Software were singled out as stocks to watch even as Zacks said the Internet-Delivery Services group faces weak near-term demand and margin pressure.
Ranked No. 227 out of nearly 250 industries, the group sits in the bottom 8%, with its 2026 earnings estimate cut 2.5% over the past 12 months.
The industry has plunged 45.7% in the past year, badly trailing the S&P 500's 26.8% gain, as inflation, high rates, tariffs and Middle East war risks weigh on spending.
Valuation remains depressed at 0.87 times forward sales versus 5.10 for the S&P 500, while Zacks argues smartphone adoption, online migration and tech upgrades still leave room for long-term growth.
Zacks pointed to company-specific support: GoDaddy's 2026 EPS estimate rose to $7.17, Vipshop's current-year view to $2.66, and Asure's 2026 forecast to $0.87.