Similarweb Ltd.

Report azionario NYSE:SMWB

Capitalizzazione di mercato: US$361.8m

Similarweb Dividendi e riacquisti

Criteri Dividendo verificati 0/6

Similarweb non ha registrato alcun pagamento di dividendi.

Informazioni chiave

n/a

Rendimento del dividendo

-1.8%

Rendimento del riacquisto

Rendimento totale per gli azionisti-1.8%
Rendimento futuro dei dividendi0%
Crescita dei dividendin/a
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazionen/a

Aggiornamenti recenti su dividendi e riacquisti

Nessun aggiornamento

Recent updates

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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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Nuova narrazione 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.
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: Dati insufficienti per determinare se i dividendi per azione di SMWB siano rimasti stabili in passato.

Dividendo in crescita: Dati insufficienti per determinare se i pagamenti dei dividendi di SMWB siano aumentati.


Rendimento dei dividendi rispetto al mercato

Similarweb Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di SMWB rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (SMWB)n/a
Fondo del 25% del mercato (US)1.4%
Top 25% del mercato (US)4.2%
Media del settore (Software)0.9%
Analista previsionale (SMWB) (fino a 3 anni)0%

Dividendo notevole: Impossibile valutare il rendimento dei dividendi di SMWB rispetto al 25% inferiore dei pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.

Dividendo elevato: Impossibile valutare il rendimento dei dividendi di SMWB rispetto al 25% dei maggiori pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.


Distribuzione degli utili agli azionisti

Copertura degli utili: Dati insufficienti per calcolare il payout ratio di SMWB per determinare se i suoi pagamenti di dividendi sono coperti dagli utili.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Impossibile calcolare la sostenibilità dei dividendi poiché SMWB non ha segnalato alcun pagamento.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 10:53
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Similarweb Ltd. è coperta da 14 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Raimo LenschowBarclays
Ryan MacWilliamsBarclays
Tyler RadkeCitigroup Inc