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Similarweb (SMWB)
NYSE:SMWB
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Similarweb (SMWB) Price & Analysis

493 Followers

SMWB Stock Chart & Stats

$6.29
$0.54(8.59%)
At close: 4:00 PM EDT
$6.29
$0.54(8.59%)

Bulls Say, Bears Say

Bulls Say
Revenue Scale & High Gross MarginsSustained revenue scaling alongside ~78–80% gross margins indicates durable unit economics typical of data‑heavy SaaS. High gross margins support reinvestment in data, R&D and go‑to‑market, enabling long‑term product depth and competitive moat if revenue growth and retention hold.
Improving Cash Generation & FCFConsecutive years of positive operating and free cash flow provide a durable funding source for product development and AI investments without immediate reliance on equity dilution or heavy new debt. Improved cash generation increases optionality for strategic initiatives and execution over the next several quarters.
AI Momentum And Strategic PartnershipsDeepening AI integrations and a closed LLM data‑training deal broaden the addressable market into AI training and enterprise LLM use cases. Strategic partnerships (Claude, ChatGPT, Manus) and new GenAI products can create differentiated offerings, stronger enterprise deals and durable upsell channels.
Bears Say
Ongoing GAAP LossesDespite strong top‑line and gross margins, persistent GAAP losses and a ~-11.7% net margin limit retained earnings and long‑term return on equity. Continued negative GAAP results constrain capital allocation, reduce buffer for downturns, and mean sustained conversion to true operating profitability is still required.
Constrained Balance Sheet & LeverageElevated debt‑to‑equity and a relatively thin equity base reduce financial flexibility for acquisitions, R&D cadence or absorbing shocks. Even absent immediate distress, leverage this size increases the cost of capital and limits the firm's ability to opportunistically invest without materially changing capital structure.
Net Revenue Retention Under 100%Overall NRR below 100% signals existing customers are not yet generating consistent expansion to offset churn, making growth more dependent on new customer acquisition and large enterprise deals. Structurally, improving product stickiness and expansion within mid/SMB cohorts is necessary for predictable ARR growth.

Similarweb News

SMWB FAQ

What was Similarweb’s price range in the past 12 months?
Similarweb lowest stock price was $2.22 and its highest was $10.75 in the past 12 months.
    What is Similarweb’s market cap?
    Similarweb’s market cap is $628.10M.
      When is Similarweb’s upcoming earnings report date?
      Similarweb’s upcoming earnings report date is Aug 12, 2026 which is in 3 days.
        How were Similarweb’s earnings last quarter?
        Similarweb released its earnings results on May 13, 2026. The company reported $0.01 earnings per share for the quarter, missing the consensus estimate of $0.017 by -$0.007.
          Is Similarweb overvalued?
          According to Wall Street analysts Similarweb’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Similarweb pay dividends?
            Similarweb does not currently pay dividends.
            What is Similarweb’s EPS estimate?
            Similarweb’s EPS estimate is 0.03.
              How many shares outstanding does Similarweb have?
              Similarweb has 87,600,540 shares outstanding.
                What happened to Similarweb’s price movement after its last earnings report?
                Similarweb reported an EPS of $0.01 in its last earnings report, missing expectations of $0.017. Following the earnings report the stock price went down -8.654%.
                  Which hedge fund is a major shareholder of Similarweb?
                  Currently, no hedge funds are holding shares in SMWB
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Similarweb

                    Similarweb Ltd. specializes in providing a comprehensive digital intelligence platform with a global reach spanning the United States, Europe, Asia Pacific, the United Kingdom, and Israel, among other international markets. Their array of solutions includes: Digital Research Intelligence: Empowering senior leaders, strategy, business intelligence, and consumer insights teams to benchmark their performance against competitors, analyze prevailing market trends, conduct in-depth investigations into specific companies, and dissect audience behaviors. Digital Marketing Solutions: Designed for marketing leaders, SEO and content managers, PPC and performance marketers, affiliate marketers, and media buyers, providing insights into competitors' online customer acquisition tactics across every digital marketing channel. Shopper Intelligence Solutions: Equipping digital commerce leaders, as well as category and product managers, to map customer digital journeys, track consumer demand, enhance brand visibility in search results, and fine-tune conversion rates during the purchase process at both category and product levels. Sales Intelligence Solutions: Empowering sales management, operations teams, sales representatives, and account managers by providing access to critical buying signals and digital insights on their prospective customers, thereby accelerating lead generation. Investor Intelligence Solution: Granting portfolio managers, investment professionals, data scientists, and research analysts a comprehensive, end-to-end perspective on market, sector, or individual company performance, facilitating the identification and monitoring of investment opportunities, market forecasting, and diligent due diligence. The company's diverse clientele spans various sectors, including retail, consumer packaged goods (CPG), travel, consumer finance, business-to-business (B2B) software, and logistics. It also serves consultancies, marketing and advertising agencies, media and publishing firms, payment processors, and institutional investors. Established in 2009, Similarweb Ltd. maintains its headquarters in Tel Aviv, Israel.

                    Similarweb (SMWB) Earnings & Revenues

                    SMWB Company Deck

                    SMWB Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call emphasized multiple positive operational and financial trends — top‑end revenue delivery (+10% YoY), return to non‑GAAP profitability, sustained positive free cash flow, stronger multiyear contract coverage (64% of ARR), improving sales productivity, and accelerating AI revenue and strategic integrations (Claude, ChatGPT, Manus). Offsetting items include overall NRR still under 100% (98%), sequential customer count decline driven by self‑service churn, reliance on additional large LLM deals for back‑half acceleration, currency headwinds, and an announced CEO succession process. Overall, the positive financial execution, raised guidance, durable cash generation, and clear AI momentum outweigh the identified challenges.View all SMWB earnings summaries

                    SMWB Stock 12 Month Forecast

                    Average Price Target

                    $5.85
                    ▼(-7.00% Downside)
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<div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 11,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":8.55,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 9,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":7.74,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 8,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":7.49,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 8,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":5.21,"date":1769904000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n         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                    Ownership Overview

                    18.03%2.39%2.80%76.17%
                    18.03% Insiders
                    2.80% Other Institutional Investors
                    76.17% Public Companies and
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