Internet Stocks to Rebound in 2026 with AI-Driven Growth and Profitability
ByAinvest
Thursday, Dec 18, 2025 1:00 pm ET1min read
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Internet stocks are expected to face challenges in 2026 due to execution missteps, intense AI competition, and uneven margins. Analyst Bryan Smilek of JP Morgan notes that the sector trailed the S&P 500 and Russell 2000 in 2025. To sustain valuations, companies must demonstrate real AI-driven growth and profitability. Smilek provides stock-specific views, upgrading Coursera to Overweight and downgrading Chegg to Underweight.
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