Similarweb Inkomsten in het verleden
Verleden criteriumcontroles 0/6
Similarweb is de winst gegroeid met een gemiddeld jaarlijks percentage van 23%, terwijl de Software industrie de winst jaarlijks groeide met 27.4%. De inkomsten zijn gegroeid met een gemiddelde van 17.6% per jaar.
Belangrijke informatie
23.00%
Groei van de winst
42.94%
Groei van de winst per aandeel
| Software Groei van de industrie | 17.33% |
| Inkomstengroei | 17.55% |
| Rendement op eigen vermogen | -144.23% |
| Nettomarge | -10.38% |
| Volgende winstupdate | 12 Aug 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Narratiefupdate • 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.
Narratiefupdate • 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
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...
Nieuw narratief • 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.Analyse-artikel • 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 AlphaAnalyse-artikel • 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...Analyse-artikel • 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 AlphaOpbrengsten en kosten
Opbrengsten en kosten
Hoe Similarweb geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 31 Mar 26 | 289 | -30 | 176 | 74 |
| 31 Dec 25 | 283 | -33 | 176 | 73 |
| 30 Sep 25 | 275 | -31 | 167 | 68 |
| 30 Jun 25 | 268 | -29 | 165 | 65 |
| 31 Mar 25 | 258 | -18 | 157 | 60 |
| 31 Dec 24 | 250 | -11 | 149 | 56 |
| 30 Sep 24 | 241 | -9 | 142 | 54 |
| 30 Jun 24 | 231 | -12 | 139 | 54 |
| 31 Mar 24 | 224 | -20 | 140 | 55 |
| 31 Dec 23 | 218 | -29 | 144 | 56 |
| 30 Sep 23 | 213 | -41 | 153 | 57 |
| 30 Jun 23 | 208 | -57 | 159 | 57 |
| 31 Mar 23 | 202 | -70 | 166 | 60 |
| 31 Dec 22 | 193 | -84 | 168 | 60 |
| 30 Sep 22 | 182 | -92 | 166 | 61 |
| 30 Jun 22 | 168 | -89 | 158 | 57 |
| 31 Mar 22 | 153 | -82 | 144 | 50 |
| 31 Dec 21 | 138 | -69 | 127 | 44 |
| 30 Sep 21 | 124 | -52 | 110 | 37 |
| 30 Jun 21 | 113 | -41 | 95 | 31 |
| 31 Mar 21 | 102 | -29 | 79 | 26 |
| 31 Dec 20 | 93 | -23 | 70 | 22 |
| 31 Dec 19 | 71 | -18 | 50 | 16 |
Kwaliteitswinsten: SMWB is momenteel verliesgevend.
Groeiende winstmarge: SMWB is momenteel verliesgevend.
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: SMWB is verlieslatend, maar heeft de verliezen de afgelopen 5 jaar met een snelheid van 23% per jaar verminderd.
Versnelling van de groei: Het is niet mogelijk om de winstgroei van SMWB over het afgelopen jaar te vergelijken met het gemiddelde over de afgelopen vijf jaar, omdat het bedrijf momenteel verliesgevend is.
Winst versus industrie: SMWB is verlieslatend, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de Software industrie ( 23.1% ).
Rendement op eigen vermogen
Hoge ROE: SMWB heeft een negatief Return on Equity ( -144.23% ), omdat het momenteel verliesgevend is.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/09 01:53 |
| Aandelenkoers aan het einde van de dag | 2026/08/07 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Similarweb Ltd. wordt gevolgd door 13 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Raimo Lenschow | Barclays |
| Ryan MacWilliams | Barclays |
| Tyler Radke | Citigroup Inc |