CenterBook Partners LP Has $10.98 Million Stock Position in Similarweb Ltd. $SMWB

CenterBook Partners LP reduced its stake in Similarweb Ltd. (NYSE:SMWB) by 18.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,180,966 shares of the company’s stock after selling 260,844 shares during the quarter. CenterBook Partners LP’s holdings in Similarweb were worth $10,983,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. MQS Management LLC acquired a new position in shares of Similarweb in the second quarter valued at approximately $125,000. Fox Run Management L.L.C. bought a new position in Similarweb in the 2nd quarter valued at about $129,000. ANTIPODES PARTNERS Ltd raised its position in Similarweb by 8.3% during the second quarter. ANTIPODES PARTNERS Ltd now owns 17,510 shares of the company’s stock valued at $137,000 after purchasing an additional 1,344 shares in the last quarter. Fullcircle Wealth LLC bought a new stake in shares of Similarweb during the 3rd quarter worth $140,000. Finally, Nebula Research & Development LLC acquired a new stake in shares of Similarweb in the 2nd quarter valued at approximately $146,000. Institutional investors own 57.59% of the company’s stock.

Similarweb Stock Performance

Similarweb stock opened at $3.98 on Wednesday. The stock has a market capitalization of $337.78 million, a price-to-earnings ratio of -10.76 and a beta of 1.09. Similarweb Ltd. has a 52-week low of $3.66 and a 52-week high of $10.84. The stock’s 50 day moving average price is $6.16 and its two-hundred day moving average price is $7.81.

Similarweb (NYSE:SMWB) last released its earnings results on Tuesday, February 17th. The company reported $0.03 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.01 by $0.02. The company had revenue of $72.76 million for the quarter, compared to the consensus estimate of $76.45 million. Similarweb had a negative net margin of 11.20% and a negative return on equity of 78.25%. On average, equities research analysts forecast that Similarweb Ltd. will post -0.24 EPS for the current year.

Similarweb News Roundup

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

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on SMWB shares. Weiss Ratings restated a “sell (d-)” rating on shares of Similarweb in a report on Monday, December 29th. Oppenheimer lowered their price objective on Similarweb from $10.00 to $7.00 and set an “outperform” rating for the company in a research report on Wednesday, February 4th. Barclays cut their price objective on Similarweb from $12.00 to $10.00 and set an “overweight” rating on the stock in a research note on Monday, January 12th. Northland Securities downgraded shares of Similarweb from an “outperform” rating to a “market perform” rating and set a $5.00 target price for the company. in a research report on Wednesday. Finally, Needham & Company LLC restated a “buy” rating and issued a $14.00 price target on shares of Similarweb in a research report on Monday, November 17th. Four research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Similarweb presently has an average rating of “Hold” and a consensus price target of $9.36.

Similarweb Company Profile

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.