Similarweb (NYSE:SMWB) Cut to “Market Perform” at Northland Securities

Similarweb (NYSE:SMWB) was downgraded by analysts at Northland Securities from an “outperform” rating to a “market perform” rating in a research report issued to clients and investors on Wednesday, Marketbeat.com reports. They currently have a $5.00 target price on the stock. Northland Securities’ price target would suggest a potential upside of 25.63% from the company’s current price.

Other research analysts have also recently issued reports about the company. Wall Street Zen raised Similarweb from a “hold” rating to a “buy” rating in a research note on Saturday, December 20th. Citizens Jmp lowered Similarweb from an “outperform” rating to a “market perform” rating in a research report on Wednesday. Weiss Ratings reissued a “sell (d-)” rating on shares of Similarweb in a research note on Monday, December 29th. Needham & Company LLC reaffirmed a “buy” rating and issued a $14.00 price target on shares of Similarweb in a research note on Monday, November 17th. Finally, Oppenheimer lowered their price objective on shares of Similarweb from $10.00 to $7.00 and set an “outperform” rating for the company in a research report on Wednesday, February 4th. Four research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Similarweb has a consensus rating of “Hold” and a consensus price target of $9.36.

Similarweb Price Performance

Shares of Similarweb stock opened at $3.98 on Wednesday. The business has a fifty day simple moving average of $6.16 and a 200 day simple moving average of $7.81. The stock has a market cap of $337.78 million, a PE ratio of -10.76 and a beta of 1.09. Similarweb has a 12 month low of $3.66 and a 12 month high of $10.84.

Similarweb (NYSE:SMWB) last released its quarterly earnings data on Tuesday, February 17th. The company reported $0.03 earnings per share for the quarter, topping the consensus estimate of $0.01 by $0.02. The business had revenue of $72.76 million for the quarter, compared to analyst estimates of $76.45 million. Similarweb had a negative net margin of 11.20% and a negative return on equity of 78.25%. Analysts expect that Similarweb will post -0.24 EPS for the current fiscal year.

Hedge Funds Weigh In On Similarweb

Several hedge funds have recently modified their holdings of SMWB. Larson Financial Group LLC acquired a new stake in shares of Similarweb in the third quarter valued at about $25,000. Wexford Capital LP acquired a new position in shares of Similarweb during the 3rd quarter worth approximately $64,000. Brooklyn Investment Group bought a new stake in shares of Similarweb during the 4th quarter worth approximately $85,000. Boothbay Fund Management LLC bought a new stake in shares of Similarweb during the 4th quarter worth approximately $90,000. Finally, Fullcircle Wealth LLC acquired a new stake in shares of Similarweb in the 3rd quarter valued at approximately $140,000. Institutional investors own 57.59% of the company’s stock.

More Similarweb News

Here are the key news stories impacting Similarweb this week:

• Positive Sentiment: EPS beat and profitability improvements: Similarweb reported $0.03 EPS vs. the $0.01 consensus and showed narrower operating losses and higher gross profit, signaling improving unit economics that could support future margins. Similarweb (SMWB) Q4 Earnings Beat Estimates
• Positive Sentiment: Revenue grew year‑over‑year (~11% in Q4) and cash balance increased vs. prior year, supporting runway as the company scales. Similarweb Ltd. (SMWB) stock falls on Q4 2025 Earnings
• Neutral Sentiment: Company released formal Q4 earnings press release, slide deck and shareholder letter for investor review — useful for digging into customer metrics and product traction. View Press Release / Slide Deck
• Neutral Sentiment: Analyst coverage remains constructive (several buy/outperform ratings and mid‑range price targets), which can limit downside if execution steadies. Analyst Ratings and Targets
• Negative Sentiment: Revenue missed expectations: Q4 revenue of $72.8M came in below consensus (~$76–78M), and management gave FY‑2026 and Q1 revenue guidance ($305–315M FY; $72–74M Q1) below street estimates — the guidance cut is the main driver of the stock decline. Similarweb: Q4 Earnings Snapshot
• Negative Sentiment: Operating cash flow weakened and liabilities increased year‑over‑year; while cash on hand rose, lower free cash flow and higher leverage raise execution risk if growth slows. Similarweb Ltd. (SMWB) stock falls on Q4 2025 Earnings
• Negative Sentiment: Short interest increased (up ~23% in January), which can amplify downward pressure on the stock after disappointing results. Similarweb Ltd. (NYSE:SMWB) Short Interest Up 23.1% in January

About Similarweb

Similarweb Ltd. (NYSE: SMWB) is a digital intelligence company that provides insights into website and mobile app performance. Its cloud-based platform aggregates and analyzes data on global web traffic, user engagement, and referral sources, enabling businesses to benchmark their digital presence against competitors. The company’s core offering includes metrics on audience behavior, traffic acquisition channels, and industry trends, which are designed to inform strategic decisions in marketing, sales, and product development.

Similarweb’s platform delivers a suite of tools for market research, competitor analysis, and performance optimization.