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SMSMWB

Similarweb Ltd.

$SMWB·$731M·Software - Application·Technology
$8.35-5.0%YTD+1.3%1Y-4.2%
Price updated 19h ago·X counts updated 6d ago
SMSMWB
$SMWBSimilarweb Ltd.
$8.35-5.01%1 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SMWB on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1X posts · last 7 days
Sep 29Oct 11
Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-08-19

Similarweb (SMWB) sentiment is loudly bullish. Q2 revenue $77.2M (+9% YoY, vs $75.5M est), adj EPS $0.06 (vs $0.03 est, +500% YoY), GAAP Operating Profit $0.7M — 'landmark quarter securing its first-ever GAAP profitability.' SMWB delivered a modest beat and raise for 2026 with bullish conference call commentary on Q2 bookings. Bulls anchor on massive AI deals driving GAAP profitability and guidance raise. The Q1 write-up 'has worked out better than I could have imagined; the stock is up over 150% since.' COGS growing much slower than the topline as SMWB moves up in complexity solved. Zero material bearish voice.

Read what X is saying about $SMWB

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SMWB — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Similarweb just hit first-ever GAAP profitability on an AI-deal mix — adj EPS +500% YoY on a beat and raise.

Similarweb is the web and app analytics SaaS platform — the business supplies market and traffic insights to marketers, product teams, and increasingly AI-training customers.

  • The business inflection is specific: Q2 revenue $77.2M (+9% YoY, versus $75.5M est), adj EPS $0.06 beat $0.03 (+500% YoY), and GAAP Operating Profit $0.7M — the first-ever GAAP profitability, with a modest beat-and-raise for 2026.
  • The AI angle is specific: bulls anchor on massive AI deals driving the GAAP profitability inflection — tangible AI-customer monetization that supports the beat-and-raise framing.
  • 52-week range position is 81% with vol at 87% of average — upper range on normal volume, consolidating ahead of Nov 17 earnings.

Nov 17 Q3 is the gate — any continued AI-customer deal momentum plus visible GAAP profit growth extends the move. A revenue deceleration or margin reversion and the stock gives back some gain.

Agrees with X sentimentThe thread has substantive drivers — specific Q2 revenue $77.2M (+9%, beat $75.5M est), adj EPS $0.06 vs $0.03 est (+500% YoY), GAAP OP $0.7M landmark first-ever profitability, bullish Q2 bookings commentary, massive AI deals framing — all grounded.

What to watch: Nov 17 Q3 — ARR growth, AI-customer deal count, operating-margin trajectory, GAAP profit sustainability, and FY27 guide. A revenue deceleration is the clear invalidator.

On the calendar: 2026-11-17 — Q3 earnings

Read the AI verdict on $SMWB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Digital intelligence platform providing web traffic data and competitive benchmarking tools to marketers and business analysts.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $SMWB.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $SMWB

Direct beneficiary — Digital intelligence platform providing web traffic data and competitive benchmarking tools to marketers and business analysts.; AI model training and inference workloads run on top of data platforms, making data cloud the required infrastructure.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%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
-25.1How 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
-24.9%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
-6.1%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
1.1%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
2.7Same 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
-130%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
79.4%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
1.9Total 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 2026Aug 12, 2026$0.06$0.03+93.7%
Q1 2026May 13, 2026$0.01$0.010.0%
Q4 2025Feb 17, 2026$0.03$0.02+60.1%
Q3 2025Nov 11, 2025$0.05$0.02+150.0%
Next earningsTue, Nov 17·consensus EPS $0.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$73.9M+10.1%78.8%-4.4%$-0.07$-71K
Q4 FY25$72.8M+10.9%79.4%-6.5%$-0.09$3.0M
Q3 FY25$71.8M+10.9%79.7%-3.7%$-0.05$3.0M
Q2 FY25$71.0M+17.0%79.9%-9.7%$-0.14$2.7M

Forward consensus

4-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$316.5M$316.3M – $316.9M$0.21$0.19 – $0.225
FY27$351.3M$347.2M – $354.9M$0.31$0.28 – $0.345
FY28$393.3M$376.4M – $411.6M$0.45$0.45 – $0.473
FY29$504.0M$496.1M – $513.1M$0.00$0.00 – $0.001

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.0.8×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.84%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.-0.5%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.+54.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 52.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% 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.β1.305-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

SellSep 24Or OfferCEO114.3K sh$879KSellSep 23Or OfferCEO28.4K sh$242KSellSep 22Or OfferCEO34.5K sh$289KSellSep 21Or OfferCEO32.2K sh$271KSellSep 18Or OfferCEO37.5K sh$309KSellSep 17Or OfferCEO30.4K sh$254KSellSep 16Or OfferCEO45.7K sh$384KSellSep 15Or OfferCEO80.1K sh$683KSellSep 14Or OfferCEO158.7K sh$1.4MSellSep 11Or OfferCEO59.0K sh$475K
1–10 of 22
+ 3 other (3 exempts) in window

See when $SMWB 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
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SEC filings

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

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 8 other (8 6-Ks) in window

Recent news

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

Reviewing Viant Technology (NASDAQ:DSP) & Similarweb (NYSE:SMWB)defenseworld.net·6d agoZacks Industry Outlook Similarweb and Perionzacks.com·9d ago2 Internet Content Stocks to Buy From a Challenging Industryzacks.com·10d agoSimilarweb: Enterprise Push Is Taking Rootseekingalpha.com·21d agoSimilarweb Names Michael Akkerman as New Chief Executive Officerbusinesswire.com·23d ago

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Voices on X · last 7 days

No standout posts about $SMWB on X in the last 7 days.

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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