Similarweb stock jumps after JMP reiterates Market Outperform rating

Published 13/08/2025, 10:20
© Rotem Cnaani, SimilarWeb PR

Investing.com - Similarweb Ltd (NYSE:SMWB) shares jumped approximately 18% in after-hours trading following better-than-expected second-quarter results for 2025 and a reiterated Market Outperform rating from JMP Securities. According to InvestingPro data, the company maintains impressive gross profit margins of 78.3% and shows strong revenue growth of 15% over the last twelve months.

JMP maintained its $17.00 price target on the stock, which had declined 50% year-to-date prior to the earnings announcement, compared to a 9% increase for the Russell 3000 during the same period. InvestingPro analysis suggests the stock is currently undervalued, with additional insights available in the comprehensive Pro Research Report covering this and 1,400+ other US stocks.

Similarweb reported non-GAAP earnings per share of $0.01, exceeding consensus estimates of $0.00, and non-GAAP operating income of $2.4 million, surpassing consensus expectations of ($0.8 million).

The company posted revenue of $71.0 million, above consensus estimates of $68.8 million, representing 17% year-over-year growth and an acceleration from 14% growth in the previous quarter.

Billings growth reached 26% year-over-year, significantly outpacing consensus expectations of 13% and marking a substantial improvement from 2% growth in the first quarter, while current remaining performance obligations (cRPO) grew 15%.

In other recent news, Similarweb Ltd. reported second-quarter earnings that surpassed analyst expectations. The company achieved an adjusted earnings per share of $0.07, significantly beating the consensus estimate of $0.00. Revenue for the quarter reached $71 million, exceeding the anticipated $68.84 million and marking a 17% increase from $60.6 million in the same period last year. This robust performance was partly attributed to the company’s expanding involvement in the AI sector. Revenues from Gen AI and LLM training-related activities contributed nearly 8% to the total revenue for the quarter. These developments highlight Similarweb’s positive momentum in its business operations.

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