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Whether tech is in a bubble or not, internet companies always provide investors with an exciting opportunity due to the possibility of high reward. But to some, tech is just too high of a risk. Today we focused on mitigating the risk of internet companies by looking only at those that are on a strong growth trajectory, and that have positive backing by analysts. Keeping these ideas in mind, we ran a screen to arrive at a pretty interesting list of companies.

EPS growth (earnings per share growth) illustrates the growth of earnings per share over time. The 5-Year Expected EPS Growth Rate is a long term annual growth estimate, where the growth projections are made by analysts, the company or other credible sources.

We first looked for internet stocks. From here, we then looked for companies that are considered high-growth, with 5-year projected EPS growth above 25%. We then screened for businesses that analysts rate as "Buy" or "Strong Buy" (mean recommendation < 3). We did not screen out any market caps.

Do you think these stocks should be priced higher? Please use our list to assist with your own analysis.

1) CafePress Inc. (PRSS)

Sector:Technology
Industry:Internet Information Providers
Market Cap:$254.00M
Beta:-

CafePress Inc. has a 5-Year Projected Earnings Per Share Growth Rate of 32.50%, and a Analysts' Rating of 1.40. The short interest was 0.54% as of 07/01/2012. CafePress Inc. operates an e-commerce platform enabling customers to create, buy, and sell various customized and personalized products worldwide. The company operates a portfolio of branded Websites, including CafePress.com and CanvasOnDemand.com, among others.

2) HomeAway, Inc. (AWAY)

Sector:Technology
Industry:Internet Information Providers
Market Cap:$1.79B
Beta:-

HomeAway, Inc. has a 5-Year Projected Earnings Per Share Growth Rate of 32.75%, and a Analysts' Rating of 2.50. The short interest was 9.26% as of 07/01/2012. HomeAway, Inc., together with its subsidiaries, operates an online marketplace for the vacation rental industry worldwide. Its vacation rental properties consist of homes, condominiums, villas, and cabins to the public on a nightly, weekly or monthly basis. The company's online vacation rental property marketplace enables property owners and managers to market properties available for rental to vacation travelers who rely on its Websites to search for and find available properties.

3) Shutterfly, Inc. (SFLY)

Sector:Technology
Industry:Internet Information Providers
Market Cap:$1.10B
Beta:1.45

Shutterfly, Inc. has a 5-Year Projected Earnings Per Share Growth Rate of 30.13%, and a Analysts' Rating of 1.80. The short interest was 27.37% as of 07/01/2012. Shutterfly, Inc. provides an Internet-based social expression and personal publishing service that enables consumers to share, print, and preserve their digital photos through the medium of photography in the United States. It offers a range of personalized photo-based products and services for consumers to upload, edit, enhance, organize, find, share, create, print, and preserve their memories. The company produces and sells photo books, greeting and stationery cards, personalized calendars, and other photo-based merchandise, including calendars, mugs, canvas prints, mouse pads, magnets, and puzzles.

*Company profiles were sourced from Finviz. Financial data was sourced from Finviz and Google Finance.

Source: 3 Analyst-Backed Internet Small Caps With +30% EPS Growth