Overview
Freelance services platform's Q4 revenue rose 3.4% yr/yr but missed analyst expectations
Adjusted EBITDA margin for Q4 improved to 24.7% from 20% yr/yr
Company is executing a transformation plan focusing on high-value projects
Outlook
Fiverr expects Q1 2026 revenue between $100 mln and $108 mln
Company projects FY 2026 revenue between $380 mln and $420 mln
Fiverr anticipates FY 2026 adjusted EBITDA between $60 mln and $80 mln
Result Drivers
HIGH-VALUE PROJECTS - Co's focus on high-value projects led to increased spend per buyer and growth in GMV from transactions over $1,000
TRANSFORMATION PLAN - Co is executing a transformation plan to scale trust, quality, and AI capabilities, aiming for long-term growth
DISCIPLINED EXECUTION - Co attributed 10.1% annual revenue growth to disciplined execution and financial discipline
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Miss | $107.17 mln | $109.05 mln (10 Analysts) |
Q4 EPS | $0.31 | ||
Q4 Net Income | $11.46 mln | ||
Q4 Pretax Profit | Miss | $9.80 mln | $30.04 mln (3 Analysts) |
Q4 Gross Profit | $88.30 mln | ||
Q4 Operating Income | $5.90 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the online services peer group is "buy"
Wall Street's median 12-month price target for Fiverr International Ltd is $32.00, about 144.3% above its February 17 closing price of $13.10
The stock recently traded at 4 times the next 12-month earnings vs. a P/E of 8 three months ago
Press Release: ID:nGNXbnMxkg
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)