Similarweb Bilan de santé
Santé financière contrôle des critères 5/6
Similarweb possède un total de capitaux propres de $20.8M et une dette totale de $0.0, ce qui porte son ratio d'endettement à 0%. Son actif total et son passif total sont $257.1M et de $236.3M.
Informations clés
0%
Ratio d'endettement
US$0
Dette
| Ratio de couverture des intérêts | n/a |
| Argent liquide | US$65.26m |
| Fonds propres | US$20.83m |
| Total du passif | US$236.25m |
| Total des actifs | US$257.08m |
Mises à jour récentes de la santé financière
Pas de mise à jour
Recent updates
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.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 AlphaMise 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...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 AlphaArticle d’analyse • 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...Article d’analyse • 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 AlphaSeeking 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 AlphaArticle d’analyse • 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 AlphaAnalyse de la situation financière
Passif à court terme: Les actifs à court terme de SMWB ( $138.6M ) ne couvrent pas ses passifs à court terme ( $193.2M ).
Passif à long terme: Les actifs à court terme de SMWB ( $138.6M ) dépassent ses passifs à long terme ( $43.0M ).
Historique et analyse du ratio d'endettement
Niveau d'endettement: SMWB est sans dette.
Réduire la dette: SMWB n'a actuellement aucune dette, mais nous ne pouvons pas comparer avec il y a 5 ans car nous n'avons pas de données pour cette période.
Bilan
Analyse des pistes de trésorerie
Pour les entreprises qui ont été en moyenne déficitaires dans le passé, nous évaluons si elles disposent d'au moins un an de trésorerie.
Piste de trésorerie stable: Bien que non rentable SMWB dispose d'une piste de trésorerie suffisante pour plus de 3 ans si elle maintient son niveau actuel de flux de trésorerie disponible positif.
Prévisions de trésorerie: SMWB n'est pas rentable mais dispose d'une marge de trésorerie suffisante pour plus de 3 ans, grâce à un flux de trésorerie disponible positif et en croissance de 39.9 % par an.
Découvrir des entreprises saines
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/21 23:40 |
| Cours de l'action en fin de journée | 2026/05/21 00:00 |
| Les revenus | 2026/03/31 |
| 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 |
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
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| Principaux développements | 10 ans |
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* 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 expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale 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 14 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 |