Similarweb Ltd.

NYSE:SMWB 주식 리포트

시가총액: US$276.8m

Similarweb 배당 및 자사주 매입

배당 기준 점검 0/6

Similarweb 배당금을 지급한 기록이 없습니다.

핵심 정보

n/a

배당 수익률

-2.3%

자사주 매입 수익률

총 주주 수익률-2.3%
미래 배당 수익률0%
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향n/a

최근 배당 및 자사주 매입 업데이트

업데이트 없음

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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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새로운 내러티브 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.
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 과거에 SMWB 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.

배당금 증가: SMWB 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.


배당 수익률 vs 시장

Similarweb 배당 수익률 vs 시장
SMWB의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (SMWB)n/a
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.3%
업계 평균 (Software)0.9%
분석가 예측 (SMWB) (최대 3년)0%

주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 SMWB 의 배당 수익률을 평가할 수 없습니다.

고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 SMWB 의 배당 수익률을 평가할 수 없습니다.


주주 대상 이익 배당

수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 SMWB 의 지급 비율을 계산하기에는 데이터가 부족합니다.


주주 현금 배당

현금 흐름 범위: SMWB 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/18 12:23
종가2026/05/15 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Similarweb Ltd.는 14명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Raimo LenschowBarclays
Ryan MacWilliamsBarclays
Tyler RadkeCitigroup Inc