Similarweb Ltd. (SMWB) stock falls on Q4 2025 Earnings

Similarweb Ltd. (SMWB) reported fourth-quarter 2025 results highlighting top-line growth and improving profitability metrics.

Revenue of $72.8 million, up 10.93% year-over-year and below the consensus estimate of $78.0 million.

Gross profit rose 14.99% to $57.8 million.

Operating loss narrowed to -$4.7 million, an improvement of 31.94% year-over-year.

Net loss attributable to common shareholders was -$7.5 million, an improvement of 38.32% year-over-year; diluted earnings per share were -$0.09 versus an estimate of $0.03.

Balance sheet and cash-flow highlights:

Cash from operating activities of $1.5 million, down 56.64% year-over-year.

Purchases of property, plant and equipment totaled -$0.3 million, up 21.12% year-over-year.

Cash and cash equivalents stood at $72.4 million, up 13.39% year-over-year.

Total liabilities were $237.8 million, up 10.41% year-over-year.

Cost of sales declined 2.37% to $15.0 million.

Shares moved -19.23% since market close following the release.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Similarweb Ltd. Hedge Fund Activity

We have seen 47 institutional investors add shares of Similarweb Ltd. stock to their portfolio, and 63 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

PHOENIX FINANCIAL LTD. added 4,285,786 shares (+inf%) to their portfolio in Q4 2025, for an estimated $32,100,537
WELLINGTON MANAGEMENT GROUP LLP added 1,525,230 shares (+163.6%) to their portfolio in Q3 2025, for an estimated $14,184,639
MENORA MIVTACHIM HOLDINGS LTD. added 807,100 shares (+25.2%) to their portfolio in Q4 2025, for an estimated $6,045,179
PORTOLAN CAPITAL MANAGEMENT, LLC removed 686,139 shares (-58.2%) from their portfolio in Q4 2025, for an estimated $5,139,181
CITADEL ADVISORS LLC removed 619,396 shares (-70.4%) from their portfolio in Q3 2025, for an estimated $5,760,382
SCALAR GAUGE MANAGEMENT, LLC removed 441,742 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $3,308,647
ESSEX INVESTMENT MANAGEMENT CO LLC removed 380,793 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $2,852,139

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Similarweb Ltd. Analyst Ratings

Wall Street analysts have issued reports on $SMWB in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Oppenheimer issued a "Outperform" rating on 12/17/2025
Needham issued a "Buy" rating on 11/17/2025

To track analyst ratings and price targets for Similarweb Ltd., check out Quiver Quantitative's $SMWB forecast page.

Similarweb Ltd. Price Targets

Multiple analysts have issued price targets for $SMWB recently. We have seen 3 analysts offer price targets for $SMWB in the last 6 months, with a median target of $10.0.

Here are some recent targets:

Ken Wong from Oppenheimer set a target price of $7.0 on 02/04/2026
Raimo Lenschow from Barclays set a target price of $10.0 on 01/12/2026
Scott Berg from Needham set a target price of $14.0 on 11/17/2025