Similarweb (SMWB) Aperçu de l'action
Similarweb Ltd. fournit des données numériques et des analyses permettant de prendre des décisions commerciales cruciales aux États-Unis, en Europe, dans la région Asie-Pacifique, au Royaume-Uni, en Israël et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 6/6 |
| Croissance future | 4/6 |
| Performances passées | 0/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
SMWB Community Fair Values
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Analyst Price Targets
Similarweb Ltd. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$8.04 |
| Plus haut sur 52 semaines | US$10.35 |
| Plus bas sur 52 semaines | US$2.22 |
| Bêta | 1.21 |
| Variation sur 1 mois | 8.36% |
| Variation sur 3 mois | 90.07% |
| Variation sur 1 an | -18.46% |
| Variation sur 3 ans | 39.58% |
| Variation sur 5 ans | -63.22% |
| Évolution depuis l'introduction en bourse | -63.24% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Sep 03
SMWB: Multi Year Enterprise Contracts Will Drive A Constructive Narrative Shift
Similarweb's updated analyst price target rises by about $5, with analysts pointing to larger multi year enterprise contracts, a growing deal pipeline, and what they describe as a "narrative shift" in the business as key supports for the change. Analyst Commentary Analysts covering Similarweb are reacting to recent results and contract wins with a mix of optimism on growth execution and some restraint on valuation and risk.
Mise à jour du récit • Aug 19
SMWB: Large Enterprise Contracts And AI Ads Rollout Will Test Execution
Analysts have lifted their average price target on Similarweb to about $9, pointing to what they describe as a stronger large deal pipeline, repeat multi year contracts, and a recent shift in the company’s growth narrative following Q2 results. Analyst Commentary Recent Street research on Similarweb shows a wide range of views, with several firms lifting price targets following the latest Q2 update and contract wins.Recent updates
Mise à jour du récit • Sep 03
SMWB: Multi Year Enterprise Contracts Will Drive A Constructive Narrative Shift
Similarweb's updated analyst price target rises by about $5, with analysts pointing to larger multi year enterprise contracts, a growing deal pipeline, and what they describe as a "narrative shift" in the business as key supports for the change. Analyst Commentary Analysts covering Similarweb are reacting to recent results and contract wins with a mix of optimism on growth execution and some restraint on valuation and risk.Mise à jour du récit • Aug 19
SMWB: Large Enterprise Contracts And AI Ads Rollout Will Test Execution
Analysts have lifted their average price target on Similarweb to about $9, pointing to what they describe as a stronger large deal pipeline, repeat multi year contracts, and a recent shift in the company’s growth narrative following Q2 results. Analyst Commentary Recent Street research on Similarweb shows a wide range of views, with several firms lifting price targets following the latest Q2 update and contract wins.Mise à jour du récit • Aug 05
SMWB: Larger Enterprise Wins Will Test Execution And Margin Improvement Hopes
Analysts have raised their Similarweb price target to $7, up from a previous range of $3 to $4, citing recent large enterprise wins, updated revenue estimates through FY26, and a higher assumed future P/E multiple in their models. Analyst Commentary Recent research on Similarweb reflects a mix of optimism about the business and caution around execution and valuation.Mise à jour du récit • Jul 22
SMWB: Large Enterprise Contracts Will Highlight Concentration Risk Over The Next Few Years
Analysts have lifted their price targets on Similarweb to $7, citing the company surpassing $300M ARR through recent multi year enterprise wins and expressing greater confidence in its outlook. This improvement feeds into a higher fair value estimate alongside updated revenue growth and P/E assumptions.Seeking Alpha • Jul 13
Similarweb: Large LLM Contracts Represent A New Era For This Analytics Company
Summary Similarweb is poised for further upside as market leadership shifts to overlooked small- and mid-cap names. Recent seven-figure, multi-year deals totaling $47 million TCV signal a step-change in SMWB's growth trajectory. The company's data is increasingly valuable for LLM training, supporting sustainable demand and competitive differentiation. Despite a recent rally, SMWB's valuation remains attractive given its 80% gross margins and under 1% TAM penetration. Read the full article on Seeking Alpha
Mise à jour du récit • Jul 08
SMWB: ARR Milestone And Enterprise Wins Will Support Future Re Rating Potential
Similarweb's analyst price target has been raised to $7 from $4, with analysts pointing to the company's move past $300M in ARR and recent multi year enterprise wins as support for a higher fair value and updated profitability and growth assumptions. Analyst Commentary Recent research on Similarweb highlights a mix of views, but the latest price target increase to US$7 points to a more constructive tone among bullish analysts who are focused on execution and contract wins.Mise à jour du récit • Jun 24
SMWB: Enterprise Contracts And AI Integrations Will Shape Balanced Medium Term Outlook
Analysts have raised their average price target on Similarweb to $7 from $4, citing the company surpassing $300M ARR with new multi year enterprise deals that have led to higher estimates and reinforced confidence in its stated FY26 outlook. Analyst Commentary Recent research on Similarweb highlights a mix of enthusiasm around the company crossing $300M in annual recurring revenue and caution around execution risk and valuation, especially after the new multi year enterprise deals.Mise à jour du récit • Jun 06
SMWB: LLM Data Agreements And Efficiency Gains Will Drive Future Re Rating Potential
Analysts have reduced their price targets on Similarweb by $2, reflecting slightly lower assumptions for fair value, profit margins and future P/E, following recent rating and target changes at major firms. Analyst Commentary Recent research has centered on how adjustments to fair value assumptions, profit margins and future P/E feed into price targets for Similarweb, with some investors focusing less on the downgrade headlines and more on what the updated models imply for long term execution.Mise à jour du récit • May 22
SMWB: Cooler Street Tone Will Pressure Execution And Margin Improvement Hopes
Analysts have reduced their price target on Similarweb by $2. This change reflects updated assumptions of slightly lower revenue growth and profit margins, partly offset by a modestly lower discount rate and a higher future P/E multiple.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...
Nouveau récit • 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.Article d’analyse • 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...Rendement pour les actionnaires
| SMWB | US Software | US Marché | |
|---|---|---|---|
| 7D | -8.2% | -0.7% | -0.2% |
| 1Y | -18.5% | -9.0% | 14.8% |
Rendement vs Industrie: SMWB a sous-performé le secteur US Software qui a rapporté -9 % au cours de l'année écoulée.
Rendement vs marché: SMWB a sous-performé le marché US qui a rapporté 14.8 % au cours de l'année écoulée.
Volatilité des prix
| SMWB volatility | |
|---|---|
| SMWB Average Weekly Movement | 12.1% |
| Software Industry Average Movement | 9.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Cours de l'action stable: Le cours de l'action de SMWB a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de SMWB ( 12% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2009 | 1,000 | Or Offer | www.similarweb.com |
Similarweb Ltd. fournit des données numériques et des analyses permettant de prendre des décisions stratégiques aux États-Unis, en Europe, dans la région Asie-Pacifique, au Royaume-Uni, en Israël et à l’échelle internationale. La société propose à ses clients des solutions de veille web leur permettant de comparer leurs performances à celles de leurs concurrents, d’analyser les tendances du marché, de mener des recherches approfondies sur des entreprises spécifiques et d’étudier le comportement de leur audience ; elle leur fournit également des solutions leur permettant de comprendre les stratégies d’acquisition numérique de leurs concurrents sur divers canaux marketing et d’optimiser leurs propres stratégies. Elle fournit également des solutions d’intelligence applicative qui permettent à ses clients d’identifier les tendances et de suivre l’utilisation et les performances des applications mobiles, ainsi que de comparer leurs performances à celles de leurs concurrents tout au long du parcours client, depuis les téléchargements sur les boutiques d’applications jusqu’à l’utilisation et la fidélisation ; des solutions d’intelligence commerciale permettant à ses clients d’accéder à des signaux d’achat pertinents et à des informations numériques sur leurs clients afin de générer rapidement des prospects ; ainsi que des solutions d’intelligence de vente au détail pour analyser le parcours numérique de leurs clients, suivre la demande des consommateurs, accroître la visibilité de la marque dans le processus de recherche et optimiser la conversion au niveau des catégories et des produits dans le processus d’achat.
Similarweb Ltd. Résumé des fondamentaux
| SMWB statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$739.52m |
| Bénéfices(TTM) | -US$21.78m |
| Recettes(TTM) | US$295.61m |
2.4x
Ratio P/S-32.6x
Ratio P/ELe site SMWB est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| SMWB compte de résultat (TTM) | |
|---|---|
| Recettes | US$295.61m |
| Coût des recettes | US$59.66m |
| Marge brute | US$235.95m |
| Autres dépenses | US$257.73m |
| Les revenus | -US$21.78m |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -0.25 |
| Marge brute | 79.82% |
| Marge bénéficiaire nette | -7.37% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de SMWB?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/09 17:11 |
| Cours de l'action en fin de journée | 2026/09/09 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Similarweb Ltd. est couverte par 13 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Raimo Lenschow | Barclays |
| Ryan MacWilliams | Barclays |
| Tyler Radke | Citigroup Inc |