Fiverr International (NYSE:FVRR) Issues Quarterly Earnings Results, Beats Expectations By $0.10 EPS

Fiverr International (NYSE:FVRR) announced its earnings results on Wednesday. The company reported $0.86 earnings per share for the quarter, beating analysts’ consensus estimates of $0.76 by $0.10, FiscalAI reports. Fiverr International had a net margin of 5.23% and a return on equity of 13.53%. The business had revenue of $107.17 million during the quarter, compared to analyst estimates of $108.98 million. During the same period in the previous year, the business earned $0.64 EPS. The company’s quarterly revenue was up 3.4% compared to the same quarter last year.

Here are the key takeaways from Fiverr International’s conference call:

• Fiverr closed 2025 with accelerating revenue growth (10% YoY), record Adjusted EBITDA of $92M (+23%) and a 21% margin; Q4 Adjusted EBITDA margin was 25% with $21.8M free cash flow and the $460M convertible note was repaid.
• 2026 guidance calls for revenue of $380M–$420M (‑12% to ‑3% YoY) and Adjusted EBITDA of $60M–$80M, and management expects ~200 bps of EBITDA pressure this year from transformational investments and noted elevated guidance uncertainty.
• Management outlined a multi‑year transformation into an AI‑native talent platform focused on four pillars (matching, product, go‑to‑market, operations), will deprioritize low‑end transactions, and expects tangible impact in 4–6 quarters with re‑acceleration aimed for 2027.
• Marketplace trends show buyers are upgrading — spend per buyer +13% YoY, buyers spending >$10k +7%, and GMV from projects >$1k +23% — and services revenue grew 18% (33% of total), supporting growth in Managed Services, Dynamic Matching and AI‑native channels.

Fiverr International Trading Down 6.4%

FVRR stock traded down $0.84 during midday trading on Wednesday, reaching $12.26. The company’s stock had a trading volume of 3,531,584 shares, compared to its average volume of 1,433,639. The company has a debt-to-equity ratio of 0.05, a quick ratio of 1.33 and a current ratio of 1.33. The firm has a market capitalization of $439.45 million, a price-to-earnings ratio of 20.66 and a beta of 1.31. The stock has a fifty day simple moving average of $17.77 and a two-hundred day simple moving average of $20.94. Fiverr International has a 1 year low of $10.25 and a 1 year high of $35.40.

Analysts Set New Price Targets

Several research firms have weighed in on FVRR. Weiss Ratings reiterated a “sell (d+)” rating on shares of Fiverr International in a research report on Thursday, January 29th. Zacks Research lowered Fiverr International from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 5th. Seven investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Fiverr International has an average rating of “Moderate Buy” and an average target price of $32.22.

Institutional Trading of Fiverr International

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Danske Bank A S purchased a new position in Fiverr International during the 3rd quarter worth $437,000. LPL Financial LLC increased its holdings in Fiverr International by 162.5% in the 4th quarter. LPL Financial LLC now owns 22,618 shares of the company’s stock worth $447,000 after buying an additional 14,001 shares during the period. Nuveen LLC raised its holdings in shares of Fiverr International by 28.6% during the fourth quarter. Nuveen LLC now owns 25,589 shares of the company’s stock worth $506,000 after purchasing an additional 5,698 shares during the last quarter. Geode Capital Management LLC lifted its holdings in shares of Fiverr International by 4.7% in the 4th quarter. Geode Capital Management LLC now owns 28,593 shares of the company’s stock valued at $564,000 after buying an additional 1,291 shares during the period. Finally, Wells Fargo & Company MN boosted its stake in shares of Fiverr International by 452.8% in the fourth quarter. Wells Fargo & Company MN now owns 30,609 shares of the company’s stock worth $605,000 after buying an additional 25,072 shares during the last quarter. Institutional investors own 59.00% of the company’s stock.

Key Headlines Impacting Fiverr International

Here are the key news stories impacting Fiverr International this week:

• Positive Sentiment: Q4 EPS beat and stronger per‑share profit: Fiverr reported $0.86 EPS vs. $0.76 consensus and $0.64 a year ago, showing margin improvement and profit expansion. Fiverr International (FVRR) Beats Q4 Earnings Estimates
• Positive Sentiment: Strong full‑year execution and cash generation: 2025 revenue grew 10.1% to $430.9M, Adjusted EBITDA margin hit a record ~21.3%, and free cash flow improved materially — evidence the upmarket shift is boosting profitability. Fiverr Announces Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Leadership and organizational changes: Management promoted Esti Levy Dadon to CFO, created a CBO role, and repositioned Ofer Katz to focus on strategy and M&A — continuity but also a sign of a multi‑year execution phase. Fiverr Announces Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Strategy shift to higher‑value work and AI investments: Management is executing an intentional upmarket transformation and plans foundational AI/product investments with measurable progress expected over 4–6 quarters — this supports long‑term upside but increases short‑term execution risk. Earnings Snapshot: Fiverr International disappointing 2026 revenue outlook overshadows Q4 profit beat
• Negative Sentiment: Guidance well below Street: FY‑2026 revenue guide of $380–$420M (vs. ~$455.5M consensus) and Q1 guide $100–$108M came in under expectations — the conservative ranges signal near‑term top‑line pressure and are the main driver of the stock decline. Earnings Snapshot: Fiverr International disappointing 2026 revenue outlook overshadows Q4 profit beat
• Negative Sentiment: Marketplace user metrics weakened: Annual active buyers declined ~13.6% YoY and marketplace revenue declined modestly in Q4 — a shrinking buyer base increases risk that volume recovery will lag improvements in spend per buyer. Fiverr Announces Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: Q4 revenue roughly flat/missed expectations: Q4 revenue was $107.17M (slightly below some estimates) — the combination of a modest top‑line miss plus weak guidance magnifies investor concern about growth momentum. Listen to Conference Call

Fiverr International Company Profile

Fiverr International Ltd. operates an online marketplace that connects businesses and individuals with freelance talent across a wide range of professional services. Through its platform, Fiverr enables clients to procure work such as graphic design, digital marketing, writing and translation, video and animation, programming and tech, and business services. By offering a streamlined interface for ordering and delivering gig-based work, the company seeks to simplify the procurement of specialized skills on a project-by-project basis.

Founded in 2010 and headquartered in Tel Aviv, Israel, Fiverr serves clients and freelancers around the globe, with a particularly strong presence in North America and Europe.