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FVFVRR

Fiverr International Ltd.

$FVRR·$339M·Internet Content & Information·Communication Services
$9.01-0.1%YTD-51.2%1Y-59.1%
Mentions · last 7 days
2026-08-08: 0 posts2026-08-09: 1 posts2026-08-10: 2 posts2026-08-11: 3 posts2026-08-12: 5 posts2026-08-13: 2 posts2026-08-14: 3 posts16+56%
Price updated 23h ago·X counts updated 22h ago
FVFVRR
$FVRRFiverr International Ltd.
$9.01-0.11%16 posts+56%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FVRR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storySelling offAI verdict · as of 2026-08-15

Falling on heavy selling — points lower unless it turns around.

Fiverr just slashed FY26 guide to -15% YoY as 'rapid AI adoption' decimates the low-value gig core — down 51% YTD and 83% net cash to market cap is the only support.

Fiverr International is the freelance-services digital marketplace connecting task-based service providers with clients — the specific franchise that pioneered $5-starting task-based freelancing and has expanded to enterprise Fiverr Business plus adjacent services. It's down 51% year-to-date and 59% over twelve months as AI is disintermediating the low-value gig core faster than expected.

Where it stands:

  • The FY26 guide reset is decisive — management slashed FY26 guidance to $356-372M (a -15.5% year-over-year midpoint) from prior $380-420M, and Q3 guidance implies -18% to -26% year-over-year — the guide reset explicitly cites 'rapid AI adoption' decimating the low-value gig core, which is the specific structural threat the multiple can't rationalize away.
  • The unit-economics are collapsing — active buyers plunged 21.9% year-over-year from 3.4M to 2.7M, and the Services growth engine collapsed from +30% to +2% — the twin declines say the platform is losing users AND losing engagement per user, which is the specific double-hit pattern that broken-marketplace stocks show.
  • The 83% net cash to market cap is the only support — Fiverr trades at essentially cash-plus-a-real-business-worth-nothing, so the balance-sheet floor is meaningful, but the 'lots of risk' and '2-year uncertain transition' framing captures the honest bull risk-reward: if Fiverr can pivot to higher-value enterprise services within 2 years, the cash-plus-recovery is a meaningful upside; if not, this becomes a real melting-ice-cube.

Q3 earnings Nov 4 is the read — a print with any specific enterprise-services growth acceleration or successful AI-tool-monetization commentary starts a real transition story; another guide cut or continued active-buyer decline and the 2%-of-52w-range tape tests multi-year lows. AI-adoption trajectory and the specific gig-economy category evolution are the underappreciated multi-year structural drivers.

Agrees with X sentimentX's decisively bearish read is fair — the Q2 revenue -10% YoY, FY26 guide slash to $356-372M from $380-420M, Q3 guide -18% to -26% YoY, active buyers -21.9%, Services growth from +30% to +2%, and the 'rapid AI adoption decimating the low-value gig core' framing all match the operational reality. The bull note on 83% net cash to market cap with 'lots of risk' and 2-year transition captures the actual value setup.

What to watch: Q3 earnings Nov 4 — a print with any specific enterprise-services growth acceleration or successful AI-tool-monetization commentary starts a real transition story; another guide cut or continued active-buyer decline and the 2%-of-52w-range tape tests multi-year lows. AI-adoption trajectory and the specific gig-economy category evolution are the multi-year drivers.

On the calendar: 2026-11-04 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bearish sentiment5 posts analyzed · as of 2026-08-05

Decisively bearish - Fiverr Q2 revenue fell 10% YoY as management slashed FY26 guide to $356-372M (-15.5% YoY midpoint, down from $380-420M) and Q3 to -18% to -26% YoY, explicitly citing 'rapid AI adoption' decimating the low-value gig core. Active buyers plunged 21.9% YoY from 3.4M to 2.7M and the Services growth engine collapsed from +30% to +2%. Bulls note it trades at cash with 83% net cash to market cap, but acknowledge 'lots of risk' and a 2-year uncertain transition.

Read the AI verdict + X sentiment for $FVRR

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Online freelance marketplace connecting buyers with digital service providers across 550+ categories including design, marketing, and tech.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $FVRR.

Internet Content & Information · Communication Services

No material change from last week — AI-enhanced ad targeting sustains META and GOOGL digital advertising pricing while LLM-based search agents remain a medium-term displacement risk to search revenue. Digital advertising continues to outperform traditional media as brand budgets follow eyeballs to social and search platforms.

What this means for $FVRR

Partial — Online freelance marketplace connecting buyers with digital service providers across 550+ categories including design, marketing, and tech; partial earnings exposure to internet content & information demand dynamics through its product portfolio.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+6.4%YTD
+7.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
13.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
2.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
26.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
7.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
81.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$0.50$0.52-3.8%
Q1 2026Apr 29, 2026$0.62$0.63-1.6%
Q4 2025Feb 18, 2026$0.86$0.76+13.2%
Q3 2025Nov 5, 2025$0.77$0.70+10.0%
Next earningsWed, Nov 4·consensus EPS $0.29

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$105.5M-1.6%82.1%8.1%$0.24$21.0M
Q4 FY25$107.2M+3.4%82.4%5.5%$0.32$24.3M
Q3 FY25$107.9M+8.3%81.7%0.1%$0.15$32.6M
Q2 FY25$108.6M+14.8%81.2%-1.8%$0.09$25.3M

Forward consensus

3-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$365.5M$361.4M – $369.5M$1.62$1.56 – $1.755
FY27$318.6M$318.4M – $318.9M$1.27$1.23 – $1.376
FY28$331.0M$321.4M – $350.7M$1.56$1.50 – $1.682

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.2%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-12.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-34.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 30.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.395-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 27Yael GartenDirector1.1K sh$12KSellJul 15Nir ZoharDirector5.0K sh$56KSellJul 10Levy Dadon EstherCFO2.0K sh$22KSellJun 15Nir ZoharDirector5.0K sh$50KSellJun 15Fisher Adam RalphDirector— sh—SellJun 11Levy Dadon EstherCFO2.0K sh$20KSellJun 11Fisher Adam RalphDirector— sh—SellJun 9Fisher Adam RalphDirector— sh—SellJun 5Fisher Adam RalphDirector— sh—SellJun 3Fisher Adam RalphDirector— sh—
1–10 of 16
+ 9 other (8 awards · 1 exempt) in window

See when $FVRR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3/ANew insider — initial holdingsJun 83/A
AI summary

Adam Ralph Fisher (Fiverr International director through his role at Bessemer Venture Partners) filed an amended Form 3 with event date March 18, 2026; Bessemer Venture Partners funds collectively hold approximately 561,426 ordinary shares of Fiverr; Fisher disclaimed beneficial ownership except to the extent of his pecuniary interest. Corrective amendment to the original April 17, 2026 Form 3 disclosing Bessemer's fund positions in Fiverr as required by Fisher's director role.

3New insider — initial holdingsApr 173
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 12 other (3 13Gs · 3 6-Ks · 3 3s · 2 S-8s) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Gig Economy Stocks to Monitor Amid the Theme's Rising Popularityzacks.com·11d agoHere Are Wednesday’s Top Wall Street Analyst Research Calls: Bloom Energy, Dave, Fiverr, Humana, Las Vegas Sands, Lemonade, Procter & Gamble, SK hynix, Wix.com, and More247wallst.com·17d agoFiverr International Q2 Earnings Call Highlightsmarketbeat.com·17d agoFiverr International Ltd. (FVRR) Q2 2026 Earnings Call Transcriptseekingalpha.com·17d agoFiverr stock today: Freelance marketplace's collapse proves AI is decimating the gig economyfastcompany.com·17d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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