Similarweb- where is the love.....

$250m in revenue, yet there doesn’t seem to be much love for $SMWB stock. 14% year-over-year growth isn’t crazy, but I think the main thing about Similarweb that isn’t appreciated is its data asset. The monetization opportunities are endless. The positioning needs to be improved. The website needs to be redone. The AI story needs to be told. The brand recognition, the stickiness of the product- it’s there. Ask anyone in and around the data space, they think it’s a gem. Ask any user of the product- they love it. Competition? Real competition for Similarweb- I can’t think of anyone.

So why no love? I think it needs to be better understood and better positioned. I think Wall Street does it no favors on how it positions it and the peer group. I think it needs to make some exciting data acquisitions. I think we need to hear more from the $SMWB executive team or we need to have someone from the board helping better tell the story. If not I think it is a real opportunity that someone is going to make an acquisition offer. Or a PE firm is going to try to take it private. Or we are going to see a small activist fund step in and get involved.

$250m in revenue and the market cap is around $864m as of Feb 13th. If this was in the private markets, with the right story, and a revamped growth story, this would get a much higher valuation.

I think the time is now to make some moves. And move quickly. With urgency!

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