Fiverr International (NYSE:FVRR) Posts Quarterly Earnings Results, Beats Expectations By $0.10 EPS

Fiverr International (NYSE:FVRR) issued its quarterly earnings data on Wednesday. The company reported $0.86 earnings per share for the quarter, topping the consensus estimate of $0.76 by $0.10, FiscalAI reports. Fiverr International had a net margin of 5.23% and a return on equity of 13.53%. The firm had revenue of $107.17 million for the quarter, compared to analysts’ expectations of $108.98 million. During the same period in the prior year, the firm earned $0.64 earnings per share. The company’s quarterly revenue was up 3.4% compared to the same quarter last year.

Here are the key takeaways from Fiverr International’s conference call:

• Fiverr closed 2025 with accelerating revenue growth (10% YoY), record Adjusted EBITDA of $92M (+23%) and a 21% margin; Q4 Adjusted EBITDA margin was 25% with $21.8M free cash flow and the $460M convertible note was repaid.
• 2026 guidance calls for revenue of $380M–$420M (‑12% to ‑3% YoY) and Adjusted EBITDA of $60M–$80M, and management expects ~200 bps of EBITDA pressure this year from transformational investments and noted elevated guidance uncertainty.
• Management outlined a multi‑year transformation into an AI‑native talent platform focused on four pillars (matching, product, go‑to‑market, operations), will deprioritize low‑end transactions, and expects tangible impact in 4–6 quarters with re‑acceleration aimed for 2027.
• Marketplace trends show buyers are upgrading — spend per buyer +13% YoY, buyers spending >$10k +7%, and GMV from projects >$1k +23% — and services revenue grew 18% (33% of total), supporting growth in Managed Services, Dynamic Matching and AI‑native channels.

Fiverr International Stock Down 7.1%

Shares of NYSE FVRR traded down $0.93 during trading hours on Wednesday, hitting $12.17. The company had a trading volume of 3,752,624 shares, compared to its average volume of 1,443,872. Fiverr International has a 1-year low of $10.25 and a 1-year high of $35.40. The company has a quick ratio of 1.33, a current ratio of 1.33 and a debt-to-equity ratio of 0.05. The firm’s 50 day moving average is $17.77 and its 200-day moving average is $20.94. The stock has a market capitalization of $436.19 million, a P/E ratio of 20.62 and a beta of 1.31.

Key Headlines Impacting Fiverr International

Here are the key news stories impacting Fiverr International this week:

• Positive Sentiment: Q4 EPS beat and stronger per‑share profit: Fiverr reported $0.86 EPS vs. $0.76 consensus and $0.64 a year ago, showing margin improvement and profit expansion. Fiverr International (FVRR) Beats Q4 Earnings Estimates
• Positive Sentiment: Strong full‑year execution and cash generation: 2025 revenue grew 10.1% to $430.9M, Adjusted EBITDA margin hit a record ~21.3%, and free cash flow improved materially — evidence the upmarket shift is boosting profitability. Fiverr Announces Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Leadership and organizational changes: Management promoted Esti Levy Dadon to CFO, created a CBO role, and repositioned Ofer Katz to focus on strategy and M&A — continuity but also a sign of a multi‑year execution phase. Fiverr Announces Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Strategy shift to higher‑value work and AI investments: Management is executing an intentional upmarket transformation and plans foundational AI/product investments with measurable progress expected over 4–6 quarters — this supports long‑term upside but increases short‑term execution risk. Earnings Snapshot: Fiverr International disappointing 2026 revenue outlook overshadows Q4 profit beat
• Negative Sentiment: Guidance well below Street: FY‑2026 revenue guide of $380–$420M (vs. ~$455.5M consensus) and Q1 guide $100–$108M came in under expectations — the conservative ranges signal near‑term top‑line pressure and are the main driver of the stock decline. Earnings Snapshot: Fiverr International disappointing 2026 revenue outlook overshadows Q4 profit beat
• Negative Sentiment: Marketplace user metrics weakened: Annual active buyers declined ~13.6% YoY and marketplace revenue declined modestly in Q4 — a shrinking buyer base increases risk that volume recovery will lag improvements in spend per buyer. Fiverr Announces Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: Q4 revenue roughly flat/missed expectations: Q4 revenue was $107.17M (slightly below some estimates) — the combination of a modest top‑line miss plus weak guidance magnifies investor concern about growth momentum. Listen to Conference Call

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Weiss Ratings restated a “sell (d+)” rating on shares of Fiverr International in a research report on Thursday, January 29th. Zacks Research downgraded Fiverr International from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 5th. Seven equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $32.22.

Institutional Investors Weigh In On Fiverr International

A number of institutional investors and hedge funds have recently modified their holdings of FVRR. Engineers Gate Manager LP boosted its holdings in Fiverr International by 33.7% in the 4th quarter. Engineers Gate Manager LP now owns 136,640 shares of the company’s stock valued at $2,700,000 after purchasing an additional 34,447 shares during the period. Boothbay Fund Management LLC bought a new stake in shares of Fiverr International in the fourth quarter valued at approximately $992,000. Quantedge Capital Pte Ltd acquired a new stake in Fiverr International during the fourth quarter worth approximately $958,000. Jump Financial LLC increased its stake in Fiverr International by 58.4% during the 4th quarter. Jump Financial LLC now owns 231,994 shares of the company’s stock worth $4,584,000 after acquiring an additional 85,529 shares during the period. Finally, California State Teachers Retirement System raised its holdings in Fiverr International by 8.4% in the 4th quarter. California State Teachers Retirement System now owns 33,612 shares of the company’s stock valued at $664,000 after acquiring an additional 2,591 shares in the last quarter. 59.00% of the stock is owned by institutional investors.

Fiverr International Company Profile

Fiverr International Ltd. operates an online marketplace that connects businesses and individuals with freelance talent across a wide range of professional services. Through its platform, Fiverr enables clients to procure work such as graphic design, digital marketing, writing and translation, video and animation, programming and tech, and business services. By offering a streamlined interface for ordering and delivering gig-based work, the company seeks to simplify the procurement of specialized skills on a project-by-project basis.

Founded in 2010 and headquartered in Tel Aviv, Israel, Fiverr serves clients and freelancers around the globe, with a particularly strong presence in North America and Europe.