Ticker
SMWB
Similarweb Ltd.
SMWB — smart-money forecast & insider signals
Forecast & smart-money signals — answered with data, not hype.
Four insiders bought ~$1M in 60 days; smart-money score is strong at 83/100.
A factual summary of what the smart money is doing — not a buy recommendation.
Risk flags the hype pages skip
🚀 Is it really the next 10x?
✓ What resembles it
- ✓Insider buying signals confidence in undervalued fundamentals or near-term catalysts.
- ✓High smart-money score (83/100) suggests institutional recognition of quality or opportuni
- ✓No major risk flags stored; clean balance sheet or execution profile.
✕ What's different
- ✕No whale 13F holder present—lacks the institutional firepower that fuels mega-runs.
- ✕Insider buys of $1M are modest; larger positions would signal deeper conviction.
- ✕SaaS/analytics is crowded; 10x requires market share capture or new moat.
Almost nothing becomes 10x—most stocks move 20–50%. This signal means smart money sees value and insiders believe in near-term upside, but that's not the same as explosive growth.
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Send me the picks →The thesis
SMWB is a small but growing player in digital intelligence – basically, tracking what people do online so businesses can make smarter decisions.[7] In Q1 2026, Similarweb posted $73.9M in revenue, up 10% from last year, and flipped to a $2.4M operating profit on an adjusted basis, with its tenth straight quarter of positive cash flow at $6.6M.[1][2] Annual recurring revenue has passed $300M, helped by two fresh multi‑year enterprise deals worth about $47M over three years.[1][3][7] New products like the Retail Intelligence suite launched in March 2026 cover 650+ online stores and marketplaces, aimed at ecommerce and Amazon-style sellers.[1][7] With guidance for 2026 revenue of $307–$315M and profit growing, plus a CEO succession process and a new chairman in Harel Beit‑On, this looks like a business quietly leveling up.[1][2][7]
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💡 Why this matters
If you believe the internet and AI will keep reshaping how companies sell and advertise, SMWB sits right in the middle of that shift.[7] Its tools help brands, investors, and even governments see real‑world web traffic, app usage, and online shopping patterns – like a “Google Analytics for the whole internet.”[7] As AI models need high‑quality data to get smarter, Similarweb’s dataset becomes more valuable, especially with launches like AI Studio and its Retail Intelligence suite.[7] You’re not just betting on one app; you’re betting on the plumbing behind online business and AI‑driven market research.[7]
▲ Catalysts
- + Q2 2026 results and earnings call, with revenue guided to $74.5–$76.5M and higher operating profit.[2]
- + Execution of $47M in multi‑year, seven‑figure annual contracts signed in June 2026.[1][7]
- + Adoption of Retail Intelligence, launched March 17, 2026, covering 650+ online stores and marketplaces.[1][7]
- + Rollout and customer uptake of AI Studio and expanded data partnership with Bloomberg.[7]
- + Ongoing CEO succession search and new chairman Harel Beit‑On potentially signaling a more mature, shareholder‑focused phase.[1][7]
▼ Risks
- ! Still losing money under official accounting, and growth is modest ~10% – the story could stall if sales slow.[1][2]
- ! Competes with big, well‑funded data and analytics players; customers could switch if rivals undercut pricing.[7]
- ! Leadership transition to a new CEO by mid‑2027 adds uncertainty around strategy and culture.[1][7]
- ! Stock has run hard in recent months; any earnings miss or contract hiccup could hit the share price quickly.[1][3]
🎯 One thing to take away
SMWB is a mid‑size, under‑the‑radar company that sells internet traffic and ecommerce insight to businesses that want to know what’s really happening online.[7] The numbers are heading the right way: steady 10%‑ish growth, a move into operating profit on an adjusted basis, and ten straight quarters of positive cash flow.[1][2] Big new multi‑year deals totaling about $47M and over $300M in subscription revenue locked in suggest customers aren’t just testing the product – they’re committing.[1][3][7] On top of that, they’re leaning into AI with tools like AI Studio and Retail Intelligence.[7] You still have accounting losses and leadership changes to watch, but if you’re hunting for a smaller name tied to data and AI rather than another headline tech giant, SMWB is worth putting on your research list.
Data sources & methodology
- [1] www.stocktitan.net/news/SMWB/
- [2] ir.similarweb.com/news-events/press-releases/detail/152/similarweb-ann…
- [3] tickernerd.com/stock/smwb-forecast/
- [4] www.zacks.com/stock/research/SMWB/earnings-calendar
- [5] ir.similarweb.com/news-events/press-releases/detail/150/similarweb-to-…
- [6] ir.similarweb.com/news-events/press-releases/detail/142/similarweb-to-…
- [7] ir.similarweb.com
- [8] www.google.com/finance/beta/quote/SMWB:NYSE
All figures derive from official, public-domain government filings. Read our methodology for how we collect, process and score this data. See the methodology →
TZ Researched & published by TradesZ Research
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