Q1 Earnings Release: Similarweb delivered first-quarter revenue of $73.9 million, up 10 percent from a year earlier, while posting normalized free cash flow of $6.6 million. Management raised full-year revenue guidance even as it signaled a softer second quarter tied to tough prior-year comparisons from large AI licensing deals.
Valuation and AI Ties: Investors noted the shares trade near 0.7 times enterprise value to sales after a post-earnings decline, with enterprise contracts shifting toward longer multi-year terms and new partnerships involving major AI platforms. Discussions highlighted how proprietary data could benefit from rising demand in model training without immediate disruption to the core business.
Recent Insider Activity: A director purchased 40,000 shares in the open market at an average price near $3.22, drawing attention to the company’s cash generation and 90 percent gross margins amid ongoing cost discipline.
Note: This discussion summary was generated from an AI condensation of post data.
Similarweb Insider Trading Activity
Similarweb insiders have traded $SMWB stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $SMWB stock by insiders over the last 6 months:
- TAMAR RAPAPORT-DAGIM purchased 40,000 shares for an estimated $128,880
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Similarweb Hedge Fund Activity
We have seen 48 institutional investors add shares of Similarweb stock to their portfolio, and 65 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PHOENIX FINANCIAL LTD. removed 4,068,882 shares (-94.9%) from their portfolio in Q1 2026, for an estimated $10,619,782
- MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. removed 3,106,157 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $8,107,069
- NUVEEN, LLC removed 1,520,398 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $3,968,238
- PENN CAPITAL MANAGEMENT COMPANY, LLC removed 1,228,314 shares (-77.3%) from their portfolio in Q1 2026, for an estimated $3,205,899
- BLACKROCK, INC. removed 849,010 shares (-86.9%) from their portfolio in Q1 2026, for an estimated $2,215,916
- NEW YORK STATE COMMON RETIREMENT FUND removed 834,141 shares (-97.8%) from their portfolio in Q1 2026, for an estimated $2,177,108
- MIRABELLA FINANCIAL SERVICES LLP added 792,664 shares (+inf%) to their portfolio in Q1 2026, for an estimated $2,068,853
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Similarweb Analyst Ratings
Wall Street analysts have issued reports on $SMWB in the last several months. We have seen 1 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
To track analyst ratings and price targets for Similarweb, check out Quiver Quantitative's $SMWB forecast page.
Similarweb 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 $4.0.
Here are some recent targets:
- Raimo Lenschow from Barclays set a target price of $5.0 on 04/21/2026
- Tyler Radke from Citigroup set a target price of $3.0 on 04/10/2026
- Ken Wong from Oppenheimer set a target price of $4.0 on 02/19/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
