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Published
22 Apr 25
Updated
22 Jul 26
Views
348
Not Invested
SimilarwebSMWB
SMWB logo
Fair Value
US$5.8
Share price22 Jul
US$8.7851.4% overvalued intrinsic discount
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1Y-9.58%
7D-1.68%

AI And Digital Analytics Will Unlock New Opportunities

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AnalystConsensusTarget
AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published
22 Apr 25
Updated
22 Jul 26
Views
348
Not Invested
Fair ValueUS$5.8
Share priceUS$8.78
51.4% overvalued intrinsic discount
Narrative
Updates10

Shared on 22 Jul 26

Fair value Increased 22%

SMWB: Large Enterprise Contracts Will Highlight Concentration Risk Over The Next Few Years

Similarweb is landing bigger multi-year deals and crossing a key recurring-revenue milestone, which has some analysts feeling more confident about what comes next. But that same shift toward a few very large customers also raises the risk of relying too much on a handful of contracts.
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9 viewsusers have viewed this narrative update

Shared on 24 Jun 26

Fair value Decreased 12%

SMWB: Enterprise Contracts And AI Integrations Will Shape Balanced Medium Term Outlook

Similarweb lands big, multi-year enterprise deals and starts plugging its data directly into AI tools, which could make its sales feel more predictable. But analysts still split on whether the company can execute and keep customers renewing, especially as expectations for long-term profits soften.
Read more
3 viewsusers have viewed this narrative update

Shared on 22 Mar 26

Fair value Decreased 12%

SMWB: AI Data Deals And Web Metrics Partnerships Will Support Future Upside

Similarweb's updated fair value estimate moves lower by around $0.75 per share as analysts trim price targets, citing softer Q4 revenue tied to delayed large language model data deals, slower core growth, and ongoing sales execution challenges. Analyst Commentary Street research has turned more cautious on Similarweb following Q4 revenue and bookings that came in below consensus and softer FY26 guidance, but there are still some pockets of optimism on the valuation and product opportunity.
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20 viewsusers have viewed this narrative update

Shared on 22 Feb 26

Fair value Decreased 50%

SMWB: AI Data Deals And Web Metrics Integration Will Support Future Upside

Analysts have sharply reduced their average price target on Similarweb, with recent cuts to $8.50, $7.50, $7, $5 and $4. These moves point to ongoing concerns around softer revenue, lumpy AI data deals, execution challenges and uncertain timing for growth reacceleration.
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10 viewsusers have viewed this narrative update

Shared on 10 Jan 26

SMWB: AI Intelligence And Web Platform Expansion Will Support Future Upside Potential

Analysts now hold their average price target for Similarweb steady at US$12.38, reflecting only minor tweaks to assumptions around discount rate, long term growth, profit margin, and future P/E, rather than a change in overall conviction. What's in the News Similarweb rolled out an expanded Generative AI intelligence suite that tracks how brands appear in AI search and chatbot answers across platforms such as ChatGPT, Gemini and Perplexity, including new citation analysis tools to show which sources dominate AI responses and how frequently brands are mentioned for key prompts (Key Developments).
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27 viewsusers have viewed this narrative update

Shared on 26 Dec 25

Fair value Decreased 1.98%

SMWB: Expanded AI Intelligence Suite Will Drive Strong Future Competitive Advantage

Analysts have slightly lowered their average price target on Similarweb by 2.0 percent to approximately $12.38, reflecting more conservative assumptions for long term revenue growth, partially offset by improved profitability and a lower expected future valuation multiple. What's in the News Rolled out a major expansion of Generative AI intelligence tools, enabling brands to track, benchmark, and optimize how they appear in AI search and chatbot answers across platforms like ChatGPT, Gemini, and Perplexity (company announcement) Introduced new Gen AI Brand Visibility features, including citation and prompt analysis, to monitor Generative Engine Optimization and strengthen share of voice in AI generated responses (company announcement) Enhanced App Intelligence and Shopper Intelligence with AI driven reviews analysis, consumer journey insights, Amazon sales benchmarking, and an AI Amazon Keyword Agent to surface high intent search terms (company announcement) Launched Web Intelligence 4.0, a competitive intelligence platform designed to map digital markets, compare performance across products and regions, and integrate competitive intelligence with SEO capabilities (company announcement) Provided 2025 revenue guidance of $285 million to $288 million, implying roughly 15 percent year over year growth at the midpoint (company guidance) Valuation Changes Fair Value Estimate edged down slightly from $12.63 to $12.38 per share, reflecting modestly more conservative expectations.
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17 viewsusers have viewed this narrative update

Shared on 12 Dec 25

SMWB: Expanded AI Intelligence Capabilities Will Drive Long-Term Competitive Edge

Narrative Update on Analyst Price Target Analysts have maintained their price target for Similarweb at $12.63. This reflects continued confidence in the company’s long term growth prospects and margin trajectory, despite only marginal updates to underlying model assumptions.
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7 viewsusers have viewed this narrative update

Shared on 28 Nov 25

Fair value Decreased 0.98%

SMWB: Expansion Of AI Intelligence Tools Will Drive Competitive Advantage

Analysts have slightly lowered their price target for Similarweb from $12.75 to $12.63, citing modest adjustments to revenue growth and profit margin projections. What's in the News Major expansion of Generative AI intelligence tools, enabling businesses to track and enhance brand performance in AI search and chatbot answers.
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3 viewsusers have viewed this narrative update

Shared on 14 Nov 25

Fair value Decreased 4.67%

SMWB: Rising Profit Margins And Leadership Changes Will Drive Future Momentum

Analysts have lowered their price target for Similarweb from $13.38 to $12.75 per share. They cite more moderate expectations for revenue growth, even though there have been improvements in projected profit margins and a reduced future price-to-earnings ratio.
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15 viewsusers have viewed this narrative update

Shared on 01 May 25

Fair value Decreased 2.73%
Read more
4 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$5.8
vs US$8.7851.4% overvalued intrinsic discount
PastFuture-89m382m2019202120232025202620272029Revenue US$382.0mEarnings US$8.5m
9.7%
Revenue growth
2.2%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Similarweb

  • Fair value estimate changes
  • Narrative and analyst updates
  • Key company announcements

Company analysis

Very undervalued with excellent balance sheet.

Market capUS$819.8m
PB34.0x
Estimated Growth11.3%
Dividend YieldN/A
Full analysis

CEO & management

Or Offer
CEO
2.4yrs
CEO Tenure

Provides digital data and analytics for power critical business decisions in the United States, Europe, the Asia Pacific, the United Kingdom, Israel, and internationally.

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