Similarweb Reports Q4 Results, Revenue Misses Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
Should l Buy SMWB?
Source: seekingalpha
Similarweb Ltd's stock fell sharply, crossing below its 5-day SMA, as the company reported its Q4 financial results. The firm posted a Non-GAAP EPS of $0.03, meeting expectations, but its revenue of $72.8 million fell short by $3.57 million, indicating challenges in revenue growth. Additionally, the GAAP operating loss widened to $23.6 million, reflecting ongoing pressure on cost control and a decline in the dollar-based net retention rate for high-value customers.
The disappointing revenue results and widening losses have raised concerns among investors, leading to a significant drop in the stock price. Despite a year-over-year revenue increase of 11% and a total customer count of 6,128, the challenges in maintaining high-value customer retention and the overall financial performance have overshadowed these positives.
As the market remains strong, with the Nasdaq-100 up 0.51%, Similarweb's decline appears to be a case of sector rotation, as investors react to the company's financial struggles amidst broader market gains.
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Analyst Views on SMWB
Wall Street analysts forecast SMWB stock price to rise
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 2.690
Low
10.00
Averages
12.50
High
14.00
Current: 2.690
Low
10.00
Averages
12.50
High
14.00
About SMWB
Similarweb Ltd is an Israel-based company, engaged primarily in the software sector. The Company is a global software development and data aggregation company that specializes in Web analytics, Web traffic, and digital world. The Company provides an online platform for digital intelligence, delivering a trusted, comprehensive and detailed view of the digital traffic. The platform collect, analyze and share the information with their clients to enable customers to be competitive in their markets. It presents estimated statistics of websites and mobile applications. The Company analyzes over 100 million websites and 8 million apps, offering a comprehensive view of digital traffic and market trends.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Technology-Driven: The company's products are integrated with advanced technology and based on comprehensive digital data, aimed at improving user workflow efficiency and driving business growth and market competitiveness.
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- AI and SaaS Relationship: HSBC believes that the development of artificial intelligence will benefit the software industry rather than replace the software-as-a-service (SaaS) sector, indicating an optimistic outlook for the industry's future.
- Challenges of In-House Development: HSBC points out that relying on AI for companies to develop their own software is neither practical nor cost-effective, and even if AI-driven 'vibe-coding' could produce superior or free software, replacing established vendors remains a significant challenge.
- Interaction Between Software and AI: HSBC emphasizes that 'software is already eating AI' and expects this trend to continue, highlighting the central role of software in the technological ecosystem.
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- Market Dynamics Tracking: Benzinga Pro provides the latest market dynamics and headlines, ensuring investors can access significant information that impacts the market in a timely manner, enhancing decision-making efficiency.
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- Customer Growth: As of December 31, 2025, Similarweb's customer count reached 6,128, an 11% year-over-year increase, with the number of customers generating annual recurring revenue (ARR) of over $100,000 growing 12% to 454, suggesting potential for further expansion in its customer base.
- Guidance Downgrade: Analyst Patrick Walravens downgraded FY2026 adjusted EPS estimates from 22 cents to 18 cents and FY2027 from 44 cents to 24 cents, reflecting a pessimistic outlook on the company's future performance, which could further weaken investor confidence.
- Technical Analysis: Similarweb's stock has declined by 71.80% over the past year, currently trading at $2.73, significantly below both the 20-day and 200-day moving averages, indicating a strong bearish trend, with technical indicators like the Relative Strength Index (RSI) and MACD suggesting a negative market sentiment.
See More
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- Market Reaction: While specific stocks are not mentioned, such rating changes typically influence investor decisions and may lead to price volatility in the affected stocks.
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- Information Source: A complete view of all analyst rating changes can be found on Benzinga's analyst ratings page, providing comprehensive market insights and data support.
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