Advertisement United States / Software / NYSE: SMWB Is Similarweb (SMWB) Quietly Recasting Its Moat Around AI Marketing Intelligence With Manus Integration? January 23, 2026 In early January 2026, Manus announced a partnership with Similarweb, enabling its autonomous AI agents to access Similarweb’s web traffic and digital marketing intelligence through the Model Context Protocol (MCP). Alongside Similarweb’s recent Digital 100 reports highlighting fast-growing, AI-driven platforms, this collaboration emphasizes the growing importance of trusted, granular data as a foundation for outcome-focused AI business tools. This article explores how the focus on AI-powered marketing intelligence, combined with Manus integration, could influence Similarweb’s broader investment appeal. What Is Similarweb's Investment Narrative? Similarweb’s investment thesis depends on whether its digital intelligence can integrate deeply into AI-native business workflows beyond traditional marketing. The Manus partnership directly supports this narrative by embedding Similarweb data into an autonomous agent with significant annual recurring revenue (ARR), reinforcing the idea that precise traffic and marketing signals are becoming essential infrastructure for AI-enabled execution. In the near term, this partnership acts more as a pipeline and strategic positioning catalyst rather than delivering immediate financial impact, especially considering the recent share price decline and current guidance. It may strengthen the case for Similarweb’s AI offerings—such as MCP server and generative AI visibility tools—to drive future monetization. However, risks remain, including ongoing losses, executing on AI product development, and ensuring partnerships like Manus translate into durable, higher-quality revenue. Investors should recognize the risk in how quickly AI partnerships can drive profitable growth. Although Similarweb’s shares have pulled back, they may still trade approximately 42% above fair value. Exploring Other Perspectives Valuations from nine Simply Wall St community members range between roughly $9. 78 and $16. 15 per share, illustrating diverse opinions on Similarweb’s upside potential. The recent AI product initiatives and Manus integration highlight why investors should consider multiple viewpoints before deciding their comfort level with the execution risks tied to its AI-data ambitions. - Some investors believe the stock could be worth more than twice its current price. Build Your Own Similarweb Narrative If you disagree with this assessment, remember that extraordinary returns often come from contrarian views.

A recommended starting point for further research is our detailed analysis that may influence your investment decisions. Our fundamental analysis is visually summarized through the “Snowflake, ” which simplifies evaluating Similarweb's overall financial health. Ready to Explore Other Investment Styles? Timeliness matters. These free stock picks are attracting attention early—discover them before the mainstream does. The best AI investment opportunities might lie beyond giants like Nvidia and Microsoft; find emerging innovators in machine learning, automation, and data intelligence that could fuel your long-term portfolio growth. Note: This article by Simply Wall St is general information based on historical data and analyst forecasts using an unbiased methodology. It does not constitute financial advice or a recommendation to buy or sell securities and does not consider individual financial circumstances. Our analysis may not include latest company announcements or qualitative factors. Simply Wall St holds no positions in mentioned stocks. New: Manage All Your Stock Portfolios in One Place Our free portfolio tool lets you: • Connect unlimited portfolios and view totals in one currency • Receive alerts on warning signs or risks via email or mobile • Track fair value of your holdings Try a free demo portfolio today. Questions or feedback?Contact us directly or email editorial-team@simplywallst. com About NYSE: SMWB—Similarweb Similarweb provides digital data and analytics for critical business decisions globally, including the US, Europe, Asia Pacific, UK, and Israel. The company is viewed as undervalued with high growth potential. Advertisement Weekly Picks and Popular Narratives • Andre Santos on Ferrari (Fair Value: €243. 56; 18. 5% overvalued) – 24 followers, 7 likes • TibiT on Costco Wholesale (Fair Value: $726. 29; 34. 4% overvalued) – 23 followers, 10 likes • OOO97 on Neo Performance Materials (Fair Value: CA$25. 33; 22. 7% undervalued) – 56 followers, 15 likes Popular Narratives: • WealthAP on PayPal Holdings (Fair Value: $82; 30. 3% undervalued) – 79 followers, 34 likes • AnalystConsensusTarget on NVIDIA (Fair Value: $253. 02; 26. 9% undervalued) – 1035 followers, 30 likes • OOO97 again on Neo Performance Materials – see above details This concludes the summary and rewrite of the original article with near-full content retention.