On one site I work with, I've seen traffic go from 10K visits/day to 40K. The additional traffic looks human at first glance - it is captured by Google Analytics, It comes from diverse consumer IPs in the US and Europe (but not Asia), and the bounce rate is high but one out of ten visits or so loads another page.
On the non-human side, we have all of the traffic coming with no referrer, and it is all focused on a few pages that are hardly viral linkbait and would get one or two views on a good day. It's all IE (spread among 6 - 9), and a range of screen resolutions that look unusually aged (e.g., 1024x768).
Anecdotally, I've heard of a few other sites seeing this kind of traffic, but nobody knows what the purpose might be. It's not scraping, as it's the same pages that get hit. It's not intense enough to be an attack to take the site down, nor is the site likely to be the target of miscreants.
The level of traffic has gone up and down, but it's still happening.
Are any of your sites seeing this, and do you have any theories?
Any thoughts on screening this out of Analytics? It totally blows up time period comparisons.