What did the William Blair downgrade say about the SMWB analyst rating?

William Blair downgraded Similarweb Ltd. (SMWB) to Market Perform on February 18, 2026, citing AI deal timing and guidance uncertainty. The action signals a neutral short-term view while management works on execution and revenue targets.

Did the downgrade include a new SMWB price target in the SMWB analyst rating note?

No. The William Blair downgrade to Market Perform did not include a public price target in the published note. Investors should track future analyst notes for any updated targets.

How should investors act after this SMWB analyst rating downgrade?

Treat the SMWB analyst rating downgrade as a cue to watch guidance, AI deal rollouts, and cash flow. Consider holding for clarity on execution or trimming exposure if your risk tolerance is low.

Analyst Ratings

SMWB Similarweb Ltd. downgraded to Market Perform by William Blair Feb 2026

ByDanny Kontos February 19, 2026February 19, 2026

William Blair downgraded Similarweb Ltd. (SMWB) to Market Perform on February 18, 2026. This SMWB analyst rating change followed the company’s Q4 2025 results and investor questions about AI deal timing. The downgrade moved the stock by 3.89% ($0.1) on the session noted and comes as the market weighs 2026 guidance and cash flow. Investors should view this SMWB analyst rating as a signal to reassess near-term growth assumptions and watch upcoming revenue trajectory and deal cadence closely.