Similarweb Ltd.

NYSE:SMWB Aktierapport

Börsvärde: US$236.5m

Similarweb Tidigare resultatutveckling

Tidigare kriterier kontrolleras 0/6

Similarweb har ökat intäkterna med en genomsnittlig årlig takt på 18.8%, medan Software -branschen såg intäkterna växande på 21.4% årligen. Intäkterna har varit växande med en genomsnittlig takt på 19% per år.

Viktig information

18.80%

Tillväxttakt i vinsten

42.18%

Tillväxttakt för EPS

Software Tillväxt i branschen17.33%
Intäkternas tillväxttakt18.95%
Avkastning på eget kapital-141.20%
Nettomarginal-11.65%
Senaste uppdateringen av resultatet31 Dec 2025

Senaste uppdateringar av tidigare prestationer

Recent updates

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.

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.

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.

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.

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.

Similarweb: Elongated Sales Cycles A Worry Amid AI/SaaS Scare

Feb 19

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.

Why Investors Shouldn't Be Surprised By Similarweb Ltd.'s (NYSE:SMWB) 27% Share Price Plunge

Feb 02
Why Investors Shouldn't Be Surprised By Similarweb Ltd.'s (NYSE:SMWB) 27% Share Price Plunge

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.

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).

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.

Similarweb Ltd.'s (NYSE:SMWB) Business And Shares Still Trailing The Industry

Dec 18
Similarweb Ltd.'s (NYSE:SMWB) Business And Shares Still Trailing The Industry

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.

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.

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.

Improved Revenues Required Before Similarweb Ltd. (NYSE:SMWB) Stock's 31% Jump Looks Justified

Aug 31
Improved Revenues Required Before Similarweb Ltd. (NYSE:SMWB) Stock's 31% Jump Looks Justified

Why We Think Similarweb Ltd.'s (NYSE:SMWB) CEO Compensation Is Not Excessive At All

Aug 21
Why We Think Similarweb Ltd.'s (NYSE:SMWB) CEO Compensation Is Not Excessive At All

US$13.75: That's What Analysts Think Similarweb Ltd. (NYSE:SMWB) Is Worth After Its Latest Results

May 15
US$13.75: That's What Analysts Think Similarweb Ltd. (NYSE:SMWB) Is Worth After Its Latest Results

An Intrinsic Calculation For Similarweb Ltd. (NYSE:SMWB) Suggests It's 40% Undervalued

Apr 28
An Intrinsic Calculation For Similarweb Ltd. (NYSE:SMWB) Suggests It's 40% Undervalued
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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.

Benign Growth For Similarweb Ltd. (NYSE:SMWB) Underpins Stock's 48% Plummet

Mar 12
Benign Growth For Similarweb Ltd. (NYSE:SMWB) Underpins Stock's 48% Plummet

Similarweb: Price Gains Are Just The Beginning For This DaaS

Jan 13

When Should You Buy Similarweb Ltd. (NYSE:SMWB)?

Jan 07
When Should You Buy Similarweb Ltd. (NYSE:SMWB)?

Similarweb Ltd. (NYSE:SMWB) Surges 28% Yet Its Low P/S Is No Reason For Excitement

Dec 12
Similarweb Ltd. (NYSE:SMWB) Surges 28% Yet Its Low P/S Is No Reason For Excitement

Similarweb: Rating Downgrade As Upside Is Not Attractive Anymore

Nov 22

Similarweb: Rating Upgrade Fueled By Improved Revenue Retention

Oct 06

Similarweb Ltd. (NYSE:SMWB) Shares Fly 53% But Investors Aren't Buying For Growth

Sep 03
Similarweb Ltd. (NYSE:SMWB) Shares Fly 53% But Investors Aren't Buying For Growth

Similarweb: The Market Under Appreciates On-Going Performance Improvements

Aug 11

Similarweb: Leading Player In The Market Intelligence Space

Jul 03

Fördelning av intäkter och kostnader

Hur Similarweb tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

NYSE:SMWB Intäkter, kostnader och resultat (USD Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
31 Dec 25283-3317673
30 Sep 25275-3116768
30 Jun 25268-2916565
31 Mar 25258-1815760
31 Dec 24250-1114956
30 Sep 24241-914254
30 Jun 24231-1213954
31 Mar 24224-2014055
31 Dec 23218-2914456
30 Sep 23213-4115357
30 Jun 23208-5715957
31 Mar 23202-7016660
31 Dec 22193-8416860
30 Sep 22182-9216661
30 Jun 22168-8915857
31 Mar 22153-8214450
31 Dec 21138-6912744
30 Sep 21124-5211037
30 Jun 21113-419531
31 Mar 21102-297926
31 Dec 2093-237022
31 Dec 1971-185016

Kvalitetsintäkter: SMWB är för närvarande olönsam.

Växande vinstmarginal: SMWB är för närvarande olönsam.


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: SMWB är olönsam, men har minskat förlusterna under de senaste 5 åren med en hastighet av 18.8% per år.

Accelererande tillväxt: Det går inte att jämföra SMWB s intäktstillväxt under det senaste året med dess 5-åriga genomsnitt eftersom det för närvarande är olönsamt

Resultat vs industri: SMWB är olönsam, vilket gör det svårt att jämföra det senaste årets vinsttillväxt med Software branschen ( 16% ).


Avkastning på eget kapital

Hög ROE: SMWB har en negativ avkastning på eget kapital ( -141.2% ), eftersom det för närvarande är olönsamt.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/04/29 06:42
Aktiekurs vid dagens slut2026/04/29 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Similarweb Ltd. bevakas av 13 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Raimo LenschowBarclays
Ryan MacWilliamsBarclays
Tyler RadkeCitigroup Inc