• Fiverr International recently underperformed the broader market over the past week as investors shifted attention to its upcoming February 18, 2026 earnings release, with consensus pointing to an 18.75% year-over-year EPS increase.
• This earnings report is being watched closely as a key test of whether Fiverr’s current valuation discount versus peers aligns with its evolving business mix and profitability path.
• We’ll now examine how heightened focus on the upcoming earnings report could influence Fiverr’s investment narrative around AI-driven services and margin expansion.

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Fiverr International Investment Narrative Recap

To own Fiverr today, you really have to believe that AI-enhanced, higher-value freelance work can offset pressure on simpler gigs and support a more profitable marketplace over time. The recent share pullback around the February 18 earnings date mainly heightens attention on that near term earnings catalyst and whether expected EPS growth is enough to justify the current valuation gap, but it does not fundamentally change the biggest risk, which is still sluggish marketplace revenue and buyer growth.

The upcoming Q4 2025 earnings release, pre-announced on January 28, is the key announcement tying directly to this setup, because it will show how Fiverr’s revenue mix and profitability are evolving against guidance of US$428.0 million to US$436.0 million for 2025. With shares already underperforming, any upside or downside to those numbers, especially around AI-driven services like Fiverr Go and margin trends, could sharply influence how investors view both the discount to peers and the durability of the business model.

Yet investors should also keep in mind the risk that growing dependence on higher value clients and complex projects could magnify volatility if those customers pull back or shift spend elsewhere...

Fiverr International's narrative projects $533.3 million revenue and $60.0 million earnings by 2028. This requires 8.4% yearly revenue growth and an earnings increase of about $41.8 million from $18.2 million today.

Uncover how Fiverr International's forecasts yield a $32.56 fair value, a 125% upside to its current price.

Exploring Other Perspectives

Some of the most optimistic analysts were expecting Fiverr’s revenue to reach about US$598.1 million and earnings of roughly US$94.0 million by 2028, which is far more upbeat than consensus and leans heavily on AI tools like Fiverr Go to lift spend per buyer. In light of the recent share drop and upcoming earnings, it is worth recognizing that these bullish forecasts might need to be revisited, and that your own view could end up somewhere very different along that spectrum.

Explore 9 other fair value estimates on Fiverr International - why the stock might be worth just $31.73!

Build Your Own Fiverr International Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Fiverr International research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Fiverr International research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Fiverr International's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.