Semrush Holdings

AI-powered Search And LLM Interfaces Will Unlock Enterprise Potential

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

11 Sep 24

Updated

08 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-14.3%

7D

0.08%

Loading

1Y

-14.3%

7D

0.08%

You can edit this narrative until Dec 9 1:05 PM. Then, changes will post as Updates.

Author's Valuation

US$121.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 08 Dec 25

SEMR: Adobe Cash Deal Will Likely Cap Near-Term Upside At Current Levels

Analysts have modestly lifted their price target on Semrush Holdings to approximately $12.00 per share, reflecting the Adobe takeout valuation while acknowledging limited upside potential under the current acquisition terms. Analyst Commentary Analyst reactions to the Adobe agreement center on the balance between a guaranteed cash outcome and the foregone upside from Semrush's standalone growth story.

Shared on 24 Nov 25

Fair value Increased 11%

SEMR: Acquisition Will Face Limited Upside as Deal Approvals Approach

Analysts have raised their price target for Semrush Holdings from $10.83 to $12.00 per share. They cite the company's pending acquisition by Adobe and expectations that further competitive bids are unlikely.

Shared on 06 Aug 25

Fair value Decreased 29%

Semrush Holdings' consensus price target has declined to $13.00, as lower valuation multiples have outweighed improvement in profit margins. What's in the News Semrush provided Q3 2025 revenue guidance of $111.1 million to $112.1 million, representing approximately 15% year-over-year growth at the midpoint.

Shared on 30 Apr 25

Fair value Decreased 8.80%

Shared on 23 Apr 25

Fair value Decreased 2.58%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 4.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 15%

AnalystConsensusTarget has decreased profit margin from 11.5% to 10.0% and increased future PE multiple from 46.1x to 50.7x.

Shared on 11 Mar 25

Fair value Increased 1.11%

AnalystConsensusTarget Fair Value

US$12

1.3% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

13.55%

Software revenue growth rate

1.24%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.49%

Calculation

US$63.48m

Earnings '28

x

37.40x

PE Ratio '28

=

US$2.37b

Market Cap '28

US$2.37b

Market Cap '28

/

155.77m

No. shares '28

=

US$15.24

Share Price '28

US$15.24 Share Price '28

Discounted to 2025 @ 8.48% p.a.

=

US$11.94

Fair Value '25