Group 1 - The company Similarweb (SMWB) reported a decent set of results, but there is a rising intensity in R&D due to significant changes in the environment since the last coverage [2] - The company continues to offer its core SEO-oriented data suite, indicating a focus on maintaining its primary product offerings [2] Group 2 - The Value Lab is an investment group that focuses on long-only value ideas, aiming for a portfolio yield of about 4% and has performed well over the last five years [1] - The Valkyrie Trading Society is another team of analysts that shares high conviction and obscure developed market ideas, targeting downside-limited investments likely to generate non-correlated and outsized returns [2]

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: TD Cowen upgraded Medpace (MEDP) to Hold from Sell with a price target of $419, down from $462. The shares have re-rated from a peak multiple and now reflect fair value, the firm tells investors in a research note.Citizens upgraded Rush Street Interactive (RSI) to Outperform from Market Perform with a $24 price ta ...

Similarweb (NYSE:SMWB) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsAdam Hotchkiss - Vice President of Emerging Software Equity ResearchArjun Bhatia - Co-Group Head of Technology, Media, and CommunicationsMaoz Lakovski - Chief Business OfficerOr Offer - CEO and Co-FounderPatrick Walravens - Managing Director and Director of Technology ResearchRaimo Lenschow - Managing DirectorRami Myerson - VP of Investor RelationsRan Vered - CFOConference Call ParticipantsKen Wong - Managing Dire ...

Similarweb (NYSE:SMWB) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsAdam Hotchkiss - Vice President of Emerging Software Equity ResearchArjun Bhatia - Co-Group Head of Technology, Media, and CommunicationsKincaid LaCorte - Equity Research AssociateMaoz Lakovski - Chief Business OfficerOr Offer - CEO and Co-FounderRaimo Lenschow - Managing DirectorRami Myerson - VP of Investor RelationsRan Vered - CFOConference Call ParticipantsKen Wong - Managing Director and Senior AnalystLuke Ho ...

Similarweb (NYSE:SMWB) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Speaker7Please note this conference is being recorded. I will now turn the conference over to Rami Myerson, Vice President, Investor Relations. Thank you. You may begin.Speaker10Thank you, operator. Welcome everyone to our fourth quarter, 2025 earnings conference call. Joining me today are our CEO and co-founder, Or Offer, our Chief Financial Officer, Ran Vered, who started with us in late December 2025, and Maoz Lakovski, our Chief ...

INVESTOR PRESENTATION Q4 2025 INVESTOR PRESENTATION INVESTOR PRESENTATION Q4 2025 Q4 2025 1 NOTES REGARDING THIS PRESENTATION This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, or the Securities Act, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements include statements relating to the expected performance of our business, future financial results, strategy, long-term growth and overa ...

At 7:00 a.m. ET on Wednesday, premarket trading is seeing notable activity in several stocks, with early price movements signaling potential opportunities before the opening bell.For active traders, premarket trading offers a head start in spotting potential breakouts, reversals, or sharp price swings. These early moves often indicate where momentum may carry into the regular session, making premarket analysis a key part of the trading day.In the Green - Premarket GainersThe following stocks are trading hi ...

Similarweb (SMWB) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to a loss of $0.03 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +347.76%. A quarter ago, it was expected that this digital intelligence company would post earnings of $0.02 per share when it actually produced earnings of $0.05, delivering a surprise of +150%.Over the last four quarter ...

TEL AVIV, Israel--(BUSINESS WIRE)--Similarweb Ltd. (NYSE: SMWB) ("Similarweb" or the "Company"), a leading digital data and analytics company powering critical business decisions, today announced financial results for its fourth quarter and full year ended December 31, 2025. The Company published a letter to shareholders from management discussing these results, which can be accessed at the link: https://ir.similarweb.com/financials/quarterly-results, located on the Company's investor relations. ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] Industry Overview - Wall Street is investing hundreds of billions into AI technologies, but there is a critical question regarding the energy supply needed to sustain this growth [2] - AI is described as the most electricity-intensive technology, with data centers consuming energy equivalent to that of small cities [2] - The demand for energy is expected to increase significantly as AI technologies advance, leading to potential strain on power grids and rising electricity prices [2] Company Insights - A specific company is highlighted as a key player in the energy sector, positioned to benefit from the increasing energy demands of AI [3][6] - This company owns critical nuclear energy infrastructure assets, making it central to America's future power strategy [7] - It is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewables [7] - The company is debt-free and has a significant cash reserve, amounting to nearly one-third of its market capitalization [8] - It also holds a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities [9] Market Position - The company is described as undervalued, trading at less than seven times earnings, which is attractive given its ties to both AI and energy sectors [10] - It is positioned to capitalize on the onshoring trend driven by tariffs, as well as the surge in U.S. LNG exports [14][5] - The company is gaining attention from Wall Street as it benefits from various market tailwinds without the high valuations typical of many energy firms [8]