Update shared on06 Aug 2025
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.
- The company revised full-year 2025 revenue guidance to $443.0 million to $446.0 million, citing softer demand at the lower end of the market due to increased paid-search cost per click; this represents approximately 18% year-over-year growth at the midpoint.
- Semrush announced a share repurchase program of up to $150 million in Class A common stock with no expiration date.
- The Board of Directors authorized the buyback plan.
- The company is expected to report Q2 2025 results on August 6, 2025.
Valuation Changes
Summary of Valuation Changes for Semrush Holdings
- The Consensus Analyst Price Target has significantly fallen from $15.17 to $13.00.
- The Future P/E for Semrush Holdings has significantly fallen from 47.15x to 32.81x.
- The Net Profit Margin for Semrush Holdings has significantly risen from 9.44% to 11.77%.
Disclaimer
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