Similarweb (SMWB)

• Market cap: $857M
• 1 day: 1.1%
• 5 days: 3.59%
• 1 month: 42.25%
• 3 months: 24.08%
• 6 months: 13.61%
• Year to date: -27.81%
• 1 year: 5.54%
• 5 years: -53.82%
• 10 years: -53.82%
• Sector: Technology
• Industry: Software - Application

About: Similarweb Ltd provides digital data and analytics that power critical business decisions. The group recognizes revenue from subscriptions to the platform and other subscription products on a straight-line basis over the term of the contract subscription period beginning on the date access to the platform is granted, provided all other revenue recognition criteria have been met. It has geographic presence in Israel, the United States, the United Kingdom, Asia Pacific, Europe, and Other. The group generates the majority of its revenue from the United States.

Employees: 1,085

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

64% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 28

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

1% more funds holding

Funds holding: 109 [Q1] → 110 (+1) [Q2]

4.47% less ownership

Funds ownership: 54.17% [Q1] → 49.7% (-4.47%) [Q2]

11% less capital invested

Capital invested by funds: $371M [Q1] → $330M (-$40.8M) [Q2]

20% less funds holding in top 10

Funds holding in top 10: 5 [Q1] → 4 (-1) [Q2]

21% less call options, than puts

Call options by funds: $6.59M | Put options by funds: $8.3M

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $11
• Avg. target: $12.5
• High target: $14

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Oppenheimer Ken Wong	$14	Outperform Maintained	18 Aug 2025
Citigroup Tyler Radke	$11	Buy Maintained	1 Aug 2025