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Semrush Holdings Community
NYSE:SEMR Community
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Semrush Holdings
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Semrush Holdings
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Rising Privacy Risks Will Pressure Market Share But Spark Resilience
Key Takeaways Expanding AI and analytics drive growth among large clients, but rising privacy rules, platform shifts, and competition threaten data collection, pricing power, and feature relevance. Heavy reliance on SMBs and traditional SEO faces risk from market stagnation and evolving consumer search habits, challenging user growth and long-term product differentiation.
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US$12.00
FV
24.5% undervalued
intrinsic discount
19.18%
Revenue growth p.a.
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5 days ago
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Semrush Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expansion Into AI-driven Optimization Will Attract More Customers And Expand Services
Key Takeaways Expansion into AI-driven optimization and enterprise features aims to increase revenue by attracting high-value customers and upselling existing ones. Focus on product development and AI integration may enhance efficiency and profitability, targeting high-margin segments and improving net margins.
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US$16.73
FV
45.8% undervalued
intrinsic discount
19.53%
Revenue growth p.a.
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5 days ago
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Semrush Holdings
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Digital Transformation And AI Will Expand Online Marketing Opportunities
Key Takeaways Growing demand for digital marketing analytics and AI-powered solutions is fueling increased customer acquisition, retention, and recurring revenue for Semrush. Expansion into enterprise markets and innovative product offerings position the company for higher margins, pricing power, and sustained profit growth.
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US$18.00
FV
49.7% undervalued
intrinsic discount
21.20%
Revenue growth p.a.
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8 days ago
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Your Valuation for
SEMR
SEMR
Semrush Holdings
Your Fair Value
US$
Current Price
US$9.06
25.4% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-41m
824m
2015
2018
2021
2024
2025
2027
2030
Revenue US$824.0m
Earnings US$14.5m
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