Similarweb Q4 Financial Results Analysis
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy SMWB?
Source: seekingalpha
- Financial Overview: Similarweb reported a Q4 Non-GAAP EPS of $0.03, meeting expectations, but revenue of $72.8 million, up 11% year-over-year, fell short by $3.57 million, indicating challenges in revenue growth.
- Annual Financial Highlights: Total revenue for FY 2025 reached $282.6 million, a 13% increase from $249.9 million in FY 2024; however, GAAP operating loss widened to $23.6 million or 8% of revenue, reflecting pressure on cost control.
- Customer Growth Metrics: As of December 31, 2025, the total number of customers reached 6,128, an 11% increase year-over-year, with 454 customers generating annual recurring revenue (ARR) of $100,000 or more, up 12%, highlighting the appeal of high-value clients.
- Retention Rate Analysis: The dollar-based net retention rate for customers with ARR over $100,000 was 103% in Q4 2025, down from 112% in Q4 2024, indicating challenges in maintaining high-value customer retention.
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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: 3.980
Low
10.00
Averages
12.50
High
14.00
Current: 3.980
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.
Similarweb Q4 Financial Results Analysis
- Financial Overview: Similarweb reported a Q4 Non-GAAP EPS of $0.03, meeting expectations, but revenue of $72.8 million, up 11% year-over-year, fell short by $3.57 million, indicating challenges in revenue growth.
- Annual Financial Highlights: Total revenue for FY 2025 reached $282.6 million, a 13% increase from $249.9 million in FY 2024; however, GAAP operating loss widened to $23.6 million or 8% of revenue, reflecting pressure on cost control.
- Customer Growth Metrics: As of December 31, 2025, the total number of customers reached 6,128, an 11% increase year-over-year, with 454 customers generating annual recurring revenue (ARR) of $100,000 or more, up 12%, highlighting the appeal of high-value clients.
- Retention Rate Analysis: The dollar-based net retention rate for customers with ARR over $100,000 was 103% in Q4 2025, down from 112% in Q4 2024, indicating challenges in maintaining high-value customer retention.
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Figma, Nutanix Among Oversold Tech Stocks Presenting Buying Opportunities
- Figma Stock Performance: Figma's RSI stands at 26.9, indicating an oversold condition, with a 28% decline in stock price over the past month; analysts have lowered the price target from $65 to $48, reflecting cautious market sentiment regarding its future performance.
- Similarweb Rating Adjustment: Similarweb's RSI is at 29, nearing oversold territory, with a 10% drop in stock price over the past five days; analysts have reduced the price target from $12 to $10, indicating concerns about its short-term growth potential.
- Nutanix Downgrade: Nutanix's RSI is at 27.9, also indicating oversold status, with a 14% decline in stock price over the past five days; analysts have lowered the price target from $64 to $53, reflecting a reassessment of its future profitability.
- Market Rebound Signs: Despite recent declines in Figma and Nutanix's stock prices, both saw increases of 5% and 3.4% respectively on Thursday, suggesting potential rebound interest from the market, which may present buying opportunities for investors.
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- AI Competition: Google’s Gemini and OpenAI’s ChatGPT are positioned as major competitors in the artificial intelligence sector.
- Analyst Support: Cantor Fitzgerald analysts have upgraded their stock rating on Alphabet, expressing confidence in Google's potential to outperform in this AI battle.
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Alphabet Shares Receive Boost: Strategies for Google to Outperform ChatGPT.
- AI Competition: Google’s Gemini and OpenAI’s ChatGPT represent a significant rivalry in the artificial intelligence sector.
- Analyst Support: Cantor Fitzgerald analysts have upgraded their rating on Alphabet, Google's parent company, predicting it will outperform in this competition.
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SysAid Appoints Jason Schwartz as CFO to Fuel Next Growth Phase
- Leadership Enhancement: SysAid's appointment of Jason Schwartz as CFO aims to leverage his extensive experience in high-growth tech companies to support the company's accelerated growth strategy and achieve long-term scalability.
- Strategic Investment Confidence: Having served as CFO at Similarweb, where he successfully guided the company from startup to public status, Jason's decision to join SysAid underscores strong confidence in the company's strategy and market opportunities.
- AI-Driven Growth: SysAid is committed to redefining service management through its AI-first strategy, and Jason's leadership will drive innovation and optimization in IT service management, enhancing operational efficiency.
- Global Customer Base: With over 5,000 customers across 140 countries, Jason's leadership is expected to further solidify SysAid's position in the global market and drive business expansion.
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Google's Gemini Surges to 18.2% Market Share in Generative AI in One Year
- Market Share Surge: Google's Gemini has increased its generative AI web traffic share from 5.4% to 18.2% over the past year, indicating a rapid rise in market presence that has directly impacted OpenAI's ChatGPT, which saw its share drop from 87.2% to 68.0%, highlighting a significant shift in competitive dynamics.
- User Behavior Shift: The success of Gemini is attributed to its deep integration with platforms like Chrome, Android, and Workspace, making AI features more accessible in daily workflows, thereby enhancing user engagement and trust, which further solidifies Google's leadership in the AI sector.
- Competitive Comparison: Despite Microsoft's Copilot being embedded in Windows and Edge, its market share has only slightly decreased from 1.5% to 1.2%, underscoring the importance of product trust, as Gemini effectively converts its extensive reach into habitual usage, reflecting Google's advantage in user trust.
- Strong Stock Performance: Alphabet's Class C shares have risen 65.59% year-to-date and 60.16% over the past year, significantly outperforming the Nasdaq 100 index's gains of 22.31% and 17.86%, demonstrating strong market confidence in Google's growth potential.
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Similarweb Q4 Financial Results Analysis
- Financial Overview: Similarweb reported a Q4 Non-GAAP EPS of $0.03, meeting expectations, but revenue of $72.8 million, up 11% year-over-year, fell short by $3.57 million, indicating challenges in revenue growth.
- Annual Financial Highlights: Total revenue for FY 2025 reached $282.6 million, a 13% increase from $249.9 million in FY 2024; however, GAAP operating loss widened to $23.6 million or 8% of revenue, reflecting pressure on cost control.
- Customer Growth Metrics: As of December 31, 2025, the total number of customers reached 6,128, an 11% increase year-over-year, with 454 customers generating annual recurring revenue (ARR) of $100,000 or more, up 12%, highlighting the appeal of high-value clients.
- Retention Rate Analysis: The dollar-based net retention rate for customers with ARR over $100,000 was 103% in Q4 2025, down from 112% in Q4 2024, indicating challenges in maintaining high-value customer retention.
See More
Figma, Nutanix Among Oversold Tech Stocks Presenting Buying Opportunities
- Figma Stock Performance: Figma's RSI stands at 26.9, indicating an oversold condition, with a 28% decline in stock price over the past month; analysts have lowered the price target from $65 to $48, reflecting cautious market sentiment regarding its future performance.
- Similarweb Rating Adjustment: Similarweb's RSI is at 29, nearing oversold territory, with a 10% drop in stock price over the past five days; analysts have reduced the price target from $12 to $10, indicating concerns about its short-term growth potential.
- Nutanix Downgrade: Nutanix's RSI is at 27.9, also indicating oversold status, with a 14% decline in stock price over the past five days; analysts have lowered the price target from $64 to $53, reflecting a reassessment of its future profitability.
- Market Rebound Signs: Despite recent declines in Figma and Nutanix's stock prices, both saw increases of 5% and 3.4% respectively on Thursday, suggesting potential rebound interest from the market, which may present buying opportunities for investors.
See More
Alphabet Shares Receive Boost: Google’s Gemini Set to Outperform ChatGPT.
- AI Competition: Google’s Gemini and OpenAI’s ChatGPT are positioned as major competitors in the artificial intelligence sector.
- Analyst Support: Cantor Fitzgerald analysts have upgraded their stock rating on Alphabet, expressing confidence in Google's potential to outperform in this AI battle.
See More
Alphabet Shares Receive Boost: Strategies for Google to Outperform ChatGPT.
- AI Competition: Google’s Gemini and OpenAI’s ChatGPT represent a significant rivalry in the artificial intelligence sector.
- Analyst Support: Cantor Fitzgerald analysts have upgraded their rating on Alphabet, Google's parent company, predicting it will outperform in this competition.
See More
SysAid Appoints Jason Schwartz as CFO to Fuel Next Growth Phase
- Leadership Enhancement: SysAid's appointment of Jason Schwartz as CFO aims to leverage his extensive experience in high-growth tech companies to support the company's accelerated growth strategy and achieve long-term scalability.
- Strategic Investment Confidence: Having served as CFO at Similarweb, where he successfully guided the company from startup to public status, Jason's decision to join SysAid underscores strong confidence in the company's strategy and market opportunities.
- AI-Driven Growth: SysAid is committed to redefining service management through its AI-first strategy, and Jason's leadership will drive innovation and optimization in IT service management, enhancing operational efficiency.
- Global Customer Base: With over 5,000 customers across 140 countries, Jason's leadership is expected to further solidify SysAid's position in the global market and drive business expansion.
See More
Google's Gemini Surges to 18.2% Market Share in Generative AI in One Year
- Market Share Surge: Google's Gemini has increased its generative AI web traffic share from 5.4% to 18.2% over the past year, indicating a rapid rise in market presence that has directly impacted OpenAI's ChatGPT, which saw its share drop from 87.2% to 68.0%, highlighting a significant shift in competitive dynamics.
- User Behavior Shift: The success of Gemini is attributed to its deep integration with platforms like Chrome, Android, and Workspace, making AI features more accessible in daily workflows, thereby enhancing user engagement and trust, which further solidifies Google's leadership in the AI sector.
- Competitive Comparison: Despite Microsoft's Copilot being embedded in Windows and Edge, its market share has only slightly decreased from 1.5% to 1.2%, underscoring the importance of product trust, as Gemini effectively converts its extensive reach into habitual usage, reflecting Google's advantage in user trust.
- Strong Stock Performance: Alphabet's Class C shares have risen 65.59% year-to-date and 60.16% over the past year, significantly outperforming the Nasdaq 100 index's gains of 22.31% and 17.86%, demonstrating strong market confidence in Google's growth potential.
See More
