Update shared on 12 Dec 2025
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.
What's in the News
- Expanded Generative AI intelligence suite helps brands track and benchmark their visibility in AI search and chatbot answers across platforms like ChatGPT, Gemini, and Perplexity, including new citation analysis and GenAI brand visibility reports (company product announcement).
- Enterprise customers can now inject Similarweb's digital intelligence data into their own AI-powered applications for marketing, competitive intelligence, and planning, which is intended to improve decision speed and competitive edge (company product announcement).
- Launched Web Intelligence 4.0, a next generation competitive intelligence platform designed to map digital markets, compare performance across categories and regions, and integrate SEO-focused capabilities to identify growth opportunities (company product announcement).
- Introduced enhancements to App Intelligence and Shopper Intelligence, including combined iOS and Android user metrics, AI driven review analysis, Amazon sales benchmarking, and AI powered Amazon keyword discovery tools (company product announcement).
- Issued 2025 revenue guidance of $285 million to $288 million, described by the company as implying roughly 15 percent year over year growth at the midpoint and reflecting management’s stated confidence in continued demand for its digital intelligence offerings (company guidance).
Valuation Changes
- Fair Value Estimate is unchanged at $12.63 per share, indicating no revision to the intrinsic value assessment.
- The Discount Rate has risen slightly from 10.82 percent to 10.92 percent, reflecting a modest increase in the required return applied to future cash flows.
- Revenue Growth is effectively unchanged at about 14.81 percent, with only a negligible numerical adjustment that does not alter the growth outlook.
- Net Profit Margin is effectively unchanged at about 1.61 percent, with an immaterial rounding difference versus the prior assumption.
- The Future P/E has risen slightly from 247.7x to 248.4x, suggesting a marginally higher valuation multiple applied to projected earnings.
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AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.