SEC EDGARSEP 141 min read$SMWB

Offer Or sold $952K of SMWB

Offer Or (Chief Executive Officer) sold 118,200 shares of SIMILARWEB LTD. (SMWB) at an average of $8.06 ($8.05–$8.06, $0.95M total) across 2 trades over 2026-09-10 to 2026-09-11 under a Rule 10b5-1 trading plan.

Original reporting

SEC EDGAR · Offer Or

Published Sep 14, 2026, 1:07 PM UTC

Analysis

AlphAI AI DeskAI-generated

Added to AlphAI Sep 14, 2026, 1:41 PM UTC. Informational, not investment advice.

How this was made

AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

About AlphAI AI Desk Scoring methodology Report an issue

AlphAI market briefInsider activity

Primary signal

$SMWB

Bearish

medium confidence

Mentioned

$SMWB

Relevance

4/10

AlphAI data visualization · based on SEC EDGAR

Decision brief

The 30-second read

$SMWBBearishLow

Why it matters

The disclosed sale provides fresh data on insider holdings, useful for short-term positioning.

Market read

Insider sale could influence SimilarWeb stock perception and short-term price action.

What to watch

CEO may be diversifying personal portfolio; fundamentals unchanged.

Relevance 4/10Novelty 6/10Timing: post-market today

Background

Form 4 filing reveals insider transaction by SimilarWeb CEO.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$SMWBBearishMedium confidence

Context

CEO Offer Or sold 118,200 shares of SimilarWeb for $952,244, reducing his holdings to 4,333,091 shares.

Expected impact

possible short-term downside of 1-2% as market digests the sale.

Evidence & confidence

CEO sale of nearly $1M worth of stock under a 10b5-1 plan suggests planned liquidity, but market may view it as a negative signal.

Market effects

Sector

May weigh on digital analytics sector sentiment.

Regional

US equity market.

Global

Limited to investors tracking insider activity.

Counterpoint

What could challenge this read

Sale could be routine liquidity planning, not a bearish sign.

Key entities

person
Offer Or
Chief Executive Officer of SimilarWeb Ltd.
company
SimilarWeb Ltd.
Digital market intelligence provider listed on NYSE under SMWB.

Read at source ← All news

SEP 24

$SMWBMed

Similarweb stock falls after naming new CEO

SimilarWeb Ltd (NYSE:SMWB) shares dropped 7% after naming Michael Akkerman as CEO, effective November 2, 2026. Akkerman succeeds founder Or Offer, who announced his departure in May 2026. The company assured no changes to strategy, operations, or financial outlook. Akkerman previously held roles at Cardlytics, Uber, and Pinterest.

investing.com2 min

SEP 16

$UNPMed

This Union Pacific Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday - Ulta Beauty (NASDAQ:ULT

Analysts upgraded several companies: Needham upgraded Similarweb (SMWB) to Buy with a $11 target, Wolfe Research upgraded Paychex (PAYX) to Peer Perform, Needham upgraded Rocket Pharmaceuticals (RCKT) to Buy with a $9 target, UBS upgraded Union Pacific (UNP) to Buy with a $339 target, and Barclays upgraded Alvotech (ALVO) to Overweight with a $8 target.

benzinga.com2 min

SEP 16

$SMWBMed

Similarweb rallies after Needham points to strong sales potential (SMWB:NYSE)

Needham upgraded Similarweb (SMWB) to Buy from Hold, citing strong sales potential. Analyst Scott Berg met with Similarweb's CFO and IR VP, leading to the upgrade.

seekingalpha.com1 min

AUG 29

$METAHighAI 8/10

Meta Settlement Puts Privacy Safe Ad Stocks In Focus

Meta's potential $18B settlement highlights privacy-safe ad platforms. NIQ Global Intelligence (market cap $5.6B, revenue $4.4B) offers AI-driven data for contextual advertising. Xperi (market cap $296M, revenue $456.8M) focuses on TV and in-car ads. Similarweb (market cap $811M, revenue $295.6M) provides web/app analytics for privacy-conscious ad targeting.

simplywall.st4 min

AUG 19

$SMWBHighAI 8/10

Similarweb (SMWB) Q2 2026 Earnings Call Transcript

Similarweb (SMWB) reported Q2 2026 revenue of $77.2M, up 9% YoY, and its first GAAP operating profit of $0.7M. AI-related revenue grew to 13% of total revenue. The company signed multiyear contracts totaling over $60M and expects revenue growth to accelerate in H2. Q3 revenue guidance is $80.5M-$82.5M, with FY 2026 revenue guidance raised to $314M-$318M.

fool.com2 min

AUG 12