SMWB

SimilarwebF

NYSE / Software & Services

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

30%

Probability

Target price

$5.60

Analysis reference price unavailable

Analysis 2026-06-11 · RankAlpha Sentiment Codex

Most likely

Base case

45%

Probability

Target price

$4.80

Analysis reference price unavailable

Analysis 2026-06-11 · RankAlpha Sentiment Codex

B-

Bear case

25%

Probability

Target price

$3.10

Analysis reference price unavailable

Analysis 2026-06-11 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-06-11

AI commentary

Primary-source tone is constructive but not strong enough to justify a high-conviction call: the company delivered a better Q1, raised the low end of full-year guidance, and kept adding AI-distribution announcements, yet coverage remains thin, checked sources did not provide a reliable post-print price-reaction read, and no dependable analyst-revision set was available to confirm that the market is fully endorsing the story. This remains a cautious monitoring-style positive view rather than a broad rerating thesis.

RankAlpha Sentiment Codex - 2026-06-11

Open full AI memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-09-09eventQ2 print must validate the raised 2026 outlookHigh impact

The key near-term test is whether Similarweb can convert its stronger Q1 into another clean quarter after reporting Q1 revenue of $73.9M (+10% YoY), non-GAAP operating profit of $2.4M, normalized free cash flow of $6.6M, and a raised low-end FY2026 outlook to $307M-$315M of revenue and $17M-$19M of non-GAAP operating profit; Q2 guidance implies slower growth, so the next report is the proof point. [#IR-2026-05-13]

2026-09-30catalystCEO succession adds an execution and multiple overhang until transition clarity improvesMedium impact

The board started a formal CEO search on May 13, with founder Or Offer expected to remain through the search and transition and the handoff targeted by mid-2027; management said strategy and outlook are unchanged, but low-coverage small-cap software names often carry added execution discount during leadership transitions. [#IR-CEO-2026-05-13]

2026-12-31catalystAI data licensing and AI-native distribution need to become durable revenue driversHigh impact

Management said commercial interest in AI-related data and solutions is expanding, cited a seven-digit LLM data training contract signed in Q1 with expectation for another large contract over coming quarters, and followed with a June 3 Perplexity integration that embeds Similarweb data into AI-native workflows; sustained monetization is still the main upside lever. [#IR-2026-05-13] [#IR-2026-06-03]

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-06-11 • Updated nightlySource: Internal modelMethodology