Added to YB: 2026-05-07
Pitch date: 2026-05-05
SMWB [neutral]
Similarweb Ltd.
-3.76%
current return
Author Info
No bio for this author
Company Info
Similarweb Ltd. provides digital data and analytics for power critical business decisions in the United States, Europe, the Asia Pacific, the United Kingdom, Israel, and internationally.
Market Cap
$264.5M
Pitch Price
$3.19
Price Target
N/A
Dividend
N/A
EV/EBITDA
-34.12
P/E
-7.78
EV/Sales
0.83
Sector
Software
Category
turnaround
SEO Was One Surface. GEO Is Six. - Similarweb Ltd.
SMWB (watchlist): Digital intelligence platform trades 0.8x rev vs SemRush bought by Adobe at 4.3x. GEO (AI-driven search) market potentially larger than SEO as complexity multiplies across ChatGPT/Claude/Gemini/Grok/Perplexity/DeepSeek surfaces. Already tracking 6+ AI platforms; Bloomberg Terminal integration. Risks: 98% NRR, sales culture issues, winner-take-all dynamics, privacy regulation. $72M cash, no debt.
Read full article (10 min)