Similarweb Ltd.

Informe acción NYSE:SMWB

Capitalización de mercado: US$276.8m

Similarweb Dividendos y recompras

Dividendo controles de criterios 0/6

Similarweb no tiene historial de pago de dividendo.

Información clave

n/a

Rentabilidad por dividendo

-2.3%

Rendimiento de la recompra

Rendimiento total para el accionista-2.3%
Rendimiento futuro de los dividendos0%
Crecimiento de los dividendosn/a
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pagon/a

Últimas actualizaciones de dividendos y recompras

No hay actualizaciones

Recent updates

Actualización de narrativa May 06

SMWB: Margin Gains Will Offset Lumpy AI Data Deal Execution Risks

Analysts have reduced their average price target for Similarweb by $0.50 to reflect lower fair value assumptions, as well as Street concerns about softer recent revenue trends, execution challenges, and less certain large language model data deal timing. Analyst Commentary Recent Street research has leaned cautious on Similarweb, with several bearish analysts cutting price targets and moving to more neutral ratings after the company reported Q4 revenue below consensus and issued softer FY26 guidance.
Actualización de narrativa Apr 20

SMWB: LLM Data Deal Timing Will Drive Future Re Rating Potential

Analysts have sharply reduced the implied fair value for Similarweb from about $17.00 to roughly $7.00, citing lower price targets, softer near term revenue expectations, execution issues, and less aggressive future P/E assumptions following recent downgrades and cautious commentary on LLM deal timing and core growth. Analyst Commentary Recent research has turned more cautious on Similarweb, with several firms cutting ratings, removing price targets, or reducing existing targets.
Actualización de narrativa Apr 05

SMWB: Higher Margin Outlook Will Support Lumpy AI Data Deal Upside

Narrative Update on Similarweb Analysts have pulled back their price targets on Similarweb, with several cuts into a broad $4 to $8.50 range after Q4 revenue missed expectations on delayed large language model data deals, softer guidance for 2026, and repeated concerns around sales execution and the pace of core business growth. Analyst Commentary Recent Street research on Similarweb has turned more cautious, with a cluster of price target cuts and several rating downgrades following the Q4 revenue miss, softer long term guidance, and concerns around sales execution and the consistency of large language model data deals.
Actualización de narrativa Mar 22

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.
Actualización de narrativa Mar 08

SMWB: Higher Margin Outlook Will Offset Lumpy AI Data Deal Concerns

Analysts have cut their average price targets on Similarweb by several dollars, with estimates now clustered in the $4 to $8.50 range, as they factor in softer revenue trends, sales execution challenges, and less predictable large language model data deals into their updated fair value and growth assumptions. Analyst Commentary Across recent research updates, Bearish analysts have generally shifted to more cautious stances on Similarweb, cutting price targets and, in several cases, downgrading ratings after the latest Q4 results and guidance.
Actualización de narrativa Feb 22

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.
Seeking Alpha Feb 19

Similarweb: Elongated Sales Cycles A Worry Amid AI/SaaS Scare

Summary Similarweb (SMWB) faces elongated sales cycles and increased R&D intensity as it pivots toward AI-driven offerings amid shifting digital marketing and search landscapes. AI-related revenues now comprise 11% of sales, but overall revenue missed expectations due to delayed LLM deals and in our opinion self-cannibalization from transitioning customers more to GEO from SEO. Multi-year contracts rose to 60% of ARR, with large customer net retention above 100%, but company-wide NRR slipped to 98%, reflecting top-of-funnel challenges. Despite trading at a significant discount to Semrush, SMWB's cautious growth guidance and frictions caused by adapting to AI are an issue amid the AI-scare trade. Read the full article on Seeking Alpha
Actualización de narrativa Feb 07

SMWB: Higher Margin Outlook Will Offset Concerns On Core Demand Trends

Analysts have trimmed their price expectations for Similarweb, with the latest update reflecting a shift in the implied fair value from about $7.50 to $7.00 as they weigh concerns about growth reacceleration against recent Street target cuts to $7.50 and $10. Analyst Commentary Recent Street commentary around Similarweb points to a more cautious tone, with attention on execution risk around growth and what that could mean for valuation over the next couple of years.
Artículo de análisis Feb 02

Why Investors Shouldn't Be Surprised By Similarweb Ltd.'s (NYSE:SMWB) 27% Share Price Plunge

To the annoyance of some shareholders, Similarweb Ltd. ( NYSE:SMWB ) shares are down a considerable 27% in the last...
Actualización de narrativa Jan 24

SMWB: Higher Margin Outlook Will Offset Cautious Growth Expectations

Analysts have revised their fair value estimate for Similarweb to $7.50 from $10, citing slower expected revenue growth, a higher discount rate and a lower assumed future P/E, partly offset by an improved profit margin outlook. Analyst Commentary Recent Street research highlights a shift toward more cautious sentiment on Similarweb, with attention on growth durability and the level of execution needed to support prior valuation assumptions.
Actualización de narrativa Jan 10

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).
Actualización de narrativa Dec 26

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.
Artículo de análisis Dec 18

Similarweb Ltd.'s (NYSE:SMWB) Business And Shares Still Trailing The Industry

Similarweb Ltd.'s ( NYSE:SMWB ) price-to-sales (or "P/S") ratio of 2.2x might make it look like a strong buy right now...
Actualización de narrativa Dec 12

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.
Actualización de narrativa Nov 28

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.
Actualización de narrativa Nov 14

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.
Artículo de análisis Aug 31

Improved Revenues Required Before Similarweb Ltd. (NYSE:SMWB) Stock's 31% Jump Looks Justified

Despite an already strong run, Similarweb Ltd. ( NYSE:SMWB ) shares have been powering on, with a gain of 31% in the...
Artículo de análisis Aug 21

Why We Think Similarweb Ltd.'s (NYSE:SMWB) CEO Compensation Is Not Excessive At All

NYSE:SMWB 1 Year Share Price vs Fair Value Explore Similarweb's Fair Values from the Community and select yours Key...
Artículo de análisis May 15

US$13.75: That's What Analysts Think Similarweb Ltd. (NYSE:SMWB) Is Worth After Its Latest Results

Investors in Similarweb Ltd. ( NYSE:SMWB ) had a good week, as its shares rose 3.0% to close at US$7.67 following the...
Artículo de análisis Apr 28

An Intrinsic Calculation For Similarweb Ltd. (NYSE:SMWB) Suggests It's 40% Undervalued

Key Insights Similarweb's estimated fair value is US$12.89 based on 2 Stage Free Cash Flow to Equity Similarweb's...
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Nueva narrativa Apr 22

Data Integration With Bloomberg Will Unlock Gen AI Opportunities

Strategic investments in R&D and market teams aim to leverage AI opportunities and capture demand for increased revenue growth and innovation.
Artículo de análisis Mar 12

Benign Growth For Similarweb Ltd. (NYSE:SMWB) Underpins Stock's 48% Plummet

Similarweb Ltd. ( NYSE:SMWB ) shareholders won't be pleased to see that the share price has had a very rough month...
Seeking Alpha Jan 13

Similarweb: Price Gains Are Just The Beginning For This DaaS

Summary I maintain my 'Buy' rating for Similarweb stock due to their re-accelerating revenue growth and improved net dollar retention metrics. Similarweb's share price has surged from $9 to nearly $15, showcasing stellar performance well above sector medians. The company reported $64.7M in Q3 revenue, marking an 18% year-over-year increase and four consecutive quarters of growth acceleration. Despite significant price appreciation, Similarweb remains undervalued compared to peers like ZoomInfo, with stronger growth and retention metrics justifying a higher valuation multiple. Read the full article on Seeking Alpha
Artículo de análisis Jan 07

When Should You Buy Similarweb Ltd. (NYSE:SMWB)?

While Similarweb Ltd. ( NYSE:SMWB ) might not have the largest market cap around , it received a lot of attention from...
Artículo de análisis Dec 12

Similarweb Ltd. (NYSE:SMWB) Surges 28% Yet Its Low P/S Is No Reason For Excitement

Despite an already strong run, Similarweb Ltd. ( NYSE:SMWB ) shares have been powering on, with a gain of 28% in the...
Seeking Alpha Nov 22

Similarweb: Rating Downgrade As Upside Is Not Attractive Anymore

Summary Downgrade from buy to hold due to valuation; recommend locking in gains (~69% over 4 months) as upside is now limited. 3Q24 earnings: 18% revenue growth, 470 bps adj EBIT margin expansion, adj EPS of $0.05, beating estimates. Fundamentals strong: 101% net retention rate, focus on large enterprise accounts, and multiyear deals driving revenue visibility. Promising AI growth: SMWB's data used for AI model training, highlighting potential monetization opportunities from AI adoption. Read the full article on Seeking Alpha
Seeking Alpha Oct 06

Similarweb: Rating Upgrade Fueled By Improved Revenue Retention

Summary Upgrading Similarweb to ‘Buy’ due to improved revenue quality, net revenue retention, and margin profile, despite competitive pressures and modest revenue growth. Similarweb’s operating expenses have stabilized, indicating a shift to sustainable growth. Competitive pressures from rivals like Semrush remain a concern, but Similarweb’s focus on high-ticket, high-retention customers could drive future revenue and valuation multiples. Read the full article on Seeking Alpha
Artículo de análisis Sep 03

Similarweb Ltd. (NYSE:SMWB) Shares Fly 53% But Investors Aren't Buying For Growth

Similarweb Ltd. ( NYSE:SMWB ) shareholders would be excited to see that the share price has had a great month, posting...
Seeking Alpha Aug 11

Similarweb: The Market Under Appreciates On-Going Performance Improvements

Summary Similarweb's business continues to improve with strong free cash flow and profitability. Similarweb guided to much higher profits and slightly increased revenue, showing good prospects despite general market concerns about IT spending. The company's potential to become non-cyclical in a recession could provide additional upside surprises, along with delivering digital data for big tech large language models. Read the full article on Seeking Alpha

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: No hay datos suficientes para determinar si los dividendos por acción de SMWB han sido estables en el pasado.

Dividendo creciente: Datos insuficientes para determinar si los pagos de dividendos de SMWB han aumentado.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Similarweb vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de SMWB con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (SMWB)n/a
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.3%
Media de la industria (Software)0.9%
Analista de previsiones (SMWB) (hasta 3 años)0%

Dividendo destacado: No es posible evaluar la rentabilidad por dividendo de SMWB en comparación con el 25% inferior de los pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.

Alto dividendo: No es posible evaluar la rentabilidad por dividendo de SMWB en comparación con el 25% de los principales pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.


Pago de beneficios a los accionistas

Cobertura de los beneficios: No hay datos suficientes para calcular el ratio de pago de SMWB para determinar si sus pagos de dividendos están cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: No es posible calcular la sostenibilidad de los dividendos, ya que SMWB no ha comunicado ningún pago.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/18 17:31
Precio de las acciones al final del día2026/05/15 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Similarweb Ltd. está cubierta por 14 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Raimo LenschowBarclays
Ryan MacWilliamsBarclays
Tyler RadkeCitigroup Inc