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Similarweb ( (SMWB) ) has shared an update.
Similarweb on February 17, 2026 reported fourth-quarter and full-year 2025 results showing revenue growth but pressure on profitability as it invests to align its data platform with AI-driven demand. Q4 revenue rose 11% year-over-year to $72.8 million, marking a ninth straight quarter of positive free cash flow, while full-year revenue grew 13% to $282.6 million even as GAAP operating loss widened and non-GAAP profit margins narrowed.
Operational metrics highlighted deeper enterprise penetration and greater revenue visibility, with total customers up 11% to 6,128, large customers generating $100,000 or more in ARR rising 12% to 454, and multi-year subscriptions climbing to 60% of ARR; however, dollar-based net retention declined, reflecting slower expansion within the base. Similarweb is leaning into generative AI opportunities, launching its AI Studio conversational analytics product and signing a collaboration with Manus to embed its traffic data into autonomous AI agents, while also expanding distribution via Bloomberg’s alternative data platform.
Despite softer cash generation versus 2024, the company ended 2025 with $72.4 million in cash and continues to emphasize disciplined, profitable growth under new CFO Ran Vered, who joined during the fourth quarter. Management plans to discuss the results and strategic trajectory, including AI-led growth initiatives, on a February 18, 2026 conference call, underscoring the firm’s intent to strengthen its position as a key data supplier in the evolving AI and digital intelligence landscape.
The most recent analyst rating on (SMWB) stock is a Hold with a $4.50 price target. To see the full list of analyst forecasts on Similarweb stock, see the SMWB Stock Forecast page.
Spark’s Take on SMWB Stock
According to Spark, TipRanks’ AI Analyst, SMWB is a Neutral.
The score is held down primarily by weak financial quality (losses, leverage, and slowing free cash flow growth) and a strongly bearish technical setup. These are partly offset by a more favorable earnings-call outlook, including raised profit guidance, improving contract durability, and continued positive free cash flow.
To see Spark’s full report on SMWB stock, click here.
More about Similarweb
Similarweb Ltd., listed on the NYSE, is a digital data and analytics provider that supplies web and app traffic intelligence to help businesses identify opportunities, monitor competitors, refine strategy, and optimize customer acquisition and monetization. Its products are integrated into customers’ workflows and leverage proprietary, real-time digital datasets that are increasingly used to support AI and alternative data use cases.
The company’s platform underpins decision-making for clients ranging from marketers to investors, and its data is distributed both directly and via channels such as the Bloomberg terminal and AI partners. Similarweb positions itself as an AI-driven “digital data powerhouse,” aiming to be a foundational data layer for large language models and agentic AI tools as demand for high-quality, real-time digital intelligence grows.
Average Trading Volume: 451,380
Technical Sentiment Signal: Sell
Current Market Cap: $343.4M
Find detailed analytics on SMWB stock on TipRanks’ Stock Analysis page.