Fiverr stock cuts 30% of workforce, UBS maintains Neutral rating

Published 16/09/2025, 15:26
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Investing.com - Fiverr International Ltd. (NYSE:FVRR), currently generating $419 million in annual revenue with impressive gross profit margins of 81%, announced a significant workforce reduction, eliminating approximately 30% of its current employee base, while UBS maintained its Neutral rating and $25.00 price target on the stock. According to InvestingPro analysis, the company maintains a strong balance sheet with more cash than debt.

The headcount reduction is expected to generate approximately $30 million in gross cost savings, with $10-15 million net of reinvestments, according to UBS analyst commentary. Fiverr’s management reiterated both its Q3 and 2025 guidance despite the restructuring. InvestingPro data shows the company is expected to remain profitable this year, with analysts forecasting EPS of $2.90 for 2025.

The move appears to be driven by Fiverr’s desire to more rapidly pivot investments toward AI-related areas and to accelerate progress toward its 25% adjusted EBITDA margin target, which has been pulled forward from 2027 to 2026.

UBS noted that the restructuring will likely increase Street 2026 EBITDA estimates from the current $102 million to approximately $115 million, with the increased earnings largely translating into stronger cash flow for the company.

While UBS believes the narrative around Fiverr stock remains primarily tied to GMV trajectory, the firm indicated that stronger earnings and resulting cash flow should be incrementally positive for the company. InvestingPro analysis suggests the stock is currently undervalued, with 8 additional key insights available to subscribers through the comprehensive Pro Research Report.

In other recent news, Fiverr International Ltd . reported its Q2 2025 earnings, slightly surpassing analyst forecasts. The company achieved earnings per share of $0.69, above the predicted $0.67, and revenue reached $108.6 million, exceeding the expected $107.73 million. Despite these results, Fiverr has announced a significant restructuring, cutting approximately 250 jobs as it transitions to an AI-focused business model. This strategic move aims to create a more streamlined organization with fewer management layers and an AI-native infrastructure.

Oppenheimer responded to these developments by lowering its price target for Fiverr from $35.00 to $30.00, while maintaining an Outperform rating. JMP Securities reiterated its Market Perform rating, citing macroeconomic challenges and potential AI-related disruptions. Fiverr’s management has assured that these changes are not due to weakening demand and reaffirmed its guidance for the third quarter and full year 2025. These recent developments reflect Fiverr’s strategic shift and the market’s varied response to its evolving business model.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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