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

482 Followers

SMWB Stock Chart & Stats

$3.12
-$0.10(-0.67%)
At close: 4:00 PM EST
$3.12
-$0.10(-0.67%)

Bulls Say, Bears Say

Bulls Say
Contract Durability / RPOA rising share of multiyear contracts (64% of ARR) and an 18% increase in RPO to ~$298M materially raise revenue visibility and reduce renewal volatility. This structural shift supports predictable recurring cash flows and smoother year‑to‑year growth while enabling more efficient sales/resource planning.
High Gross Margins And Revenue ScaleConsistently strong gross margins (~78–80%) coupled with multi‑year revenue scale indicate durable unit economics. High gross margins mean incremental revenue largely drops to the contribution line, enabling operating leverage as sales productivity and multiyear contracting improve over time.
Improving Cash GenerationSustained positive free cash flow over multiple quarters and a cash balance with no debt materially strengthen financial resilience. Improved cash conversion reduces reliance on external capital, funds product and AI investments, and gives management the flexibility to execute growth initiatives without immediate financing pressure.
Bears Say
Ongoing GAAP LossesDespite non‑GAAP improvements, persistent GAAP losses and a roughly -11.7% net margin indicate the company has not yet converted strong top‑line and gross economics into sustainable GAAP profitability. Continued losses can limit returns to shareholders and constrain strategic investments if not fully closed.
Elevated Leverage / Thin Equity BaseA relatively high debt-to-equity ratio and a thin equity cushion reduce balance‑sheet flexibility. With limited equity and ongoing net losses, the company is more sensitive to cash flow swings or adverse shocks, which could pressure financing options and limit ability to pursue opportunistic M&A or heavier R&D spending.
Retention And Self-Service ChurnNet revenue retention below 100% and sequential customer declines in self‑service segments signal structural retention challenges. If churn in low‑touch cohorts persists, the company must rely more on upsells or large LLM deals to offset base contraction, raising execution risk for sustained organic ARR growth.

Similarweb News

SMWB FAQ

What was Similarweb Ltd.’s price range in the past 12 months?
Similarweb Ltd. lowest stock price was $2.22 and its highest was $10.75 in the past 12 months.
    What is Similarweb Ltd.’s market cap?
    Similarweb Ltd.’s market cap is $383.69M.
      When is Similarweb Ltd.’s upcoming earnings report date?
      Similarweb Ltd.’s upcoming earnings report date is Aug 11, 2026 which is in 69 days.
        How were Similarweb Ltd.’s earnings last quarter?
        Similarweb Ltd. 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 Ltd. overvalued?
          According to Wall Street analysts Similarweb Ltd.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Similarweb Ltd. pay dividends?
            Similarweb Ltd. does not currently pay dividends.
            What is Similarweb Ltd.’s EPS estimate?
            Similarweb Ltd.’s EPS estimate is 0.03.
              How many shares outstanding does Similarweb Ltd. have?
              Similarweb Ltd. has 87,600,540 shares outstanding.
                What happened to Similarweb Ltd.’s price movement after its last earnings report?
                Similarweb Ltd. 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 Ltd.?
                  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 Ltd.

                    Similarweb Ltd. provides a platform for digital intelligence in the United States, Europe, Asia Pacific, the United Kingdom, Israel, and internationally. It offers digital research intelligence solutions that allow senior leaders, strategy, business intelligence, and consumer insights teams to benchmark performance against competitors and market leaders, analyze trends in the market, conduct deeper research into specific companies, and analyze audience behavior; and digital marketing solutions, which enable marketing leaders, search engine optimization, and content managers, pay-per-click, performance marketers, affiliate marketers, and media buyers to understand their competitors' online acquisition strategies in each marketing channel. The company also provides shopper intelligence solutions that allows digital commerce leadership, and category and product managers to analyze a view of their customers' digital journeys, monitor consumer demand, increase brand visibility in the search process, and optimize category and product level conversion in the purchase process; and sales intelligence solutions, which enables sales management and operations, sales representatives, and account management teams to access relevant buying signals and digital insights of their customers in to generate leads quickly. In addition, it offers investor intelligence solution that allows portfolio managers, investment professionals, data scientists, and research analysts to access an end-to-end view of market, sector or company performance to ideate and monitor investment opportunities, forecast market performance, and perform due diligence. The company serves retail, consumer packaged goods, travel, consumer finance, business-to-business software, and logistics companies; and consultancies, marketing and advertising agencies, media and publishers, payment processors, and institutional investors. Similarweb Ltd. was incorporated in 2009 and is headquartered 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

                    $4.13
                    ▲(32.21% Upside)
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                    Ownership Overview

                    18.03%3.62%35.47%41.57%
                    18.03% Insiders
                    35.47% Other Institutional Investors
                    41.57% Public Companies and
                    Individual Investors

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