This company has been acquired
Semrush Holdings (SEMR) Aktienübersicht
Semrush Holdings, Inc. bietet zusammen mit seinen Tochtergesellschaften eine Software-as-a-Service-Plattform für Online-Sichtbarkeitsmanagement und Content-Marketing in den Vereinigten Staaten, Großbritannien und international an. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 2/6 |
| Künftiges Wachstum | 5/6 |
| Vergangene Leistung | 0/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
SEMR Community Fair Values
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Analyst Price Targets
Semrush Holdings, Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$12.00 |
| 52-Wochen-Hoch | US$12.01 |
| 52-Wochen-Tief | US$6.56 |
| Beta | 1.5 |
| 1 Monat Veränderung | 0.50% |
| 3 Monate Veränderung | 0.76% |
| 1 Jahr Veränderung | 16.73% |
| 3 Jahre Veränderung | 28.76% |
| 5 Jahre Veränderung | -38.46% |
| Veränderung seit IPO | 6.95% |
Aktuelle Nachrichten und Updates
Recent updates
SEMR: Merger Vote And ChatGPT Integration Will Shape Fairly Balanced Outlook
Analysts have kept their $12.00 price target on Semrush Holdings steady, citing largely unchanged assumptions on fair value, revenue, profit margin and discount rate, with only a slight adjustment in the future P/E outlook. What's in the News Semrush scheduled a Special and Extraordinary Shareholders Meeting for February 3, 2026, at 10:00 US Eastern Standard Time to vote on an Agreement and Plan of Merger with Adobe Inc.SEMR: Adobe Cash Offer Will Steady Trading As Neutral Views Broaden
Analysts now see Semrush’s fair value at about $12.00 per share, in line with Adobe’s agreed $12 cash offer, with updated models reflecting slightly adjusted discount rate and P/E assumptions after recent rating downgrades related to the pending acquisition. Analyst Commentary Bullish Takeaways Bullish analysts see the agreed US$12 per share cash offer as providing valuation support, since it broadly aligns with current fair value estimates and reduces uncertainty around Semrush’s standalone execution risk.SEMR: Adobe Cash Offer Will Anchor Trading As Deal Risk Persists
Analysts now frame Semrush Holdings around a US$12.00 reference value, in line with Adobe’s agreed all cash offer and reflecting recent downgrades that cite limited upside to the proposed takeout price. Analyst Commentary Recent research views Semrush primarily through the lens of the US$12.00 cash offer, with most of the debate now focused on whether that price fairly reflects stand alone value and execution risk compared with the certainty of the deal.SEMR: Adobe Cash Offer Will Set Trading Range With Limited Upside Potential
Analysts now anchor their price expectations for Semrush at about US$12.00 per share, aligning with the announced Adobe takeout price. This reflects a view that the agreed cash offer sets the reference point for value while leaving limited room for upside unless a higher bid emerges.SEMR: Adobe Cash Offer Will Likely Define Risk And Upside Profile
Analysts have modestly raised their fair value estimate for Semrush Holdings to $12.00 per share, reflecting the announced $12.00 cash acquisition offer and a broadly held view that, while the takeout valuation is relatively low, the competitive sale process limits upside potential from higher bids. Analyst Commentary Street research commentary around the Adobe transaction highlights a mixed backdrop, with investors balancing the certainty of a cash deal against longer term growth and valuation considerations.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.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.Semrush: Too Cheap To Ignore, Even Amid Choppy Execution
Summary Semrush offers an attractive opportunity as a beaten-down small-cap, trading at low valuation multiples, despite maintaining ~20% growth in a large TAM. SEMR recently cut full-year revenue guidance, reflecting a strategic shift away from costly small customers to focus on more profitable enterprise clients. The company’s strong balance sheet, with $258.5 million in cash and no debt, supports its resilience and ability to weather near-term growth stumbles. I reiterate a "Buy" rating on SEMR, favoring its risk-reward profile over expensive large-cap stocks in today’s market environment. Read the full article on Seeking AlphaAI-powered Search And LLM Interfaces Will Unlock Enterprise Potential
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.Market Still Lacking Some Conviction On Semrush Holdings, Inc. (NYSE:SEMR)
Semrush Holdings, Inc.'s ( NYSE:SEMR ) price-to-sales (or "P/S") ratio of 3.4x might make it look like a buy right now...Semrush Holdings, Inc.'s (NYSE:SEMR) Intrinsic Value Is Potentially 65% Above Its Share Price
Key Insights Semrush Holdings' estimated fair value is US$15.86 based on 2 Stage Free Cash Flow to Equity Current share...Semrush Holdings: Valuation Has Become Too Cheap
Summary Enterprise momentum has clearly accelerated, with 144 Enterprise SEO customers contributing $9M in ARR and 82% y/y growth in $50K+ accounts—validating the upmarket shift and boosting long-term revenue quality. Customer monetization and retention trends remain strong, with average revenue per customer rising ~13% y/y and business/agency cohorts maintaining NRR >120%. AIO rollout adds a new growth lever, as Semrush enters beta for its enterprise AI product, positioning itself early to help businesses rank within AI-generated search results. Read the full article on Seeking AlphaSemrush Holdings: AI-Driven Marketing SaaS Positioned For Long-Term Success
Summary Semrush Holdings basically offers an AI-enhanced SaaS platform for digital marketing, with products spanning SEO, PPC, content, and social media management. They’ve had relatively strong enterprise growth of 40% YoY, even though their net revenue retention declined slightly due to SMBs' weakness. Still, I think AI features like ContentShake and SocialContent AI will pay off as growth levers, particularly through recurring upgrade revenue streams. I also like their freemium and product-led model because it reduces customer acquisition costs, and seems well suited for even weaker economic outlooks. So, after the recent 51% pullback, I feel SEMR makes sense as a DCA “Buy” at these levels. Read the full article on Seeking AlphaSemrush Holdings, Inc.'s (NYSE:SEMR) Share Price Is Still Matching Investor Opinion Despite 46% Slump
Semrush Holdings, Inc. ( NYSE:SEMR ) shareholders won't be pleased to see that the share price has had a very rough...Semrush Holdings (NYSE:SEMR) Is Looking To Continue Growing Its Returns On Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Semrush Holdings, Inc. (NYSE:SEMR) Looks Just Right With A 26% Price Jump
Semrush Holdings, Inc. ( NYSE:SEMR ) shares have had a really impressive month, gaining 26% after a shaky period...Semrush Holdings: Positioned To Benefit From Recovering Digital Ad Spending (Rating Upgrade)
Summary I upgraded Semrush Holdings stock to a buy rating due to bullish growth outlook, driven by a better macro environment and renewed digital advertising investments. SEMR's massive TAM and successful cross-selling strategy, evidenced by 13% y/y ARR growth, support robust long-term growth potential. International growth is a significant upside, with over 50% of revenue from outside the US, and localized content enhancing global reach. Risks include AI advancements potentially reducing SEMR's relevance and macroeconomic headwinds impacting short-term growth, but improving conditions should drive digital ad spend recovery. Read the full article on Seeking AlphaWhy Semrush Holdings, Inc. (NYSE:SEMR) Could Be Worth Watching
While Semrush Holdings, Inc. ( NYSE:SEMR ) might not have the largest market cap around , it received a lot of...Semrush: Strong Growth, But Risks Loom Large
Summary Semrush's impressive 24% YoY ARR growth and enterprise pivot highlight potential, but fundamentals like a 170x P/E ratio and low ROE raise concerns. Enterprise accounts now make up 55% of ARR with high retention, and AI-powered tools drive growth, but R&D costs could squeeze margins. Margins are improving, hitting 12.4% non-GAAP operating margins, but high R&D and sales expenses leave little room for error. Despite promising growth, Semrush's current valuation seems disconnected from fundamentals; I'd wait for better efficiency and margin targets before investing. Read the full article on Seeking AlphaAktionärsrenditen
| SEMR | US Software | US Markt | |
|---|---|---|---|
| 7D | 0.2% | 0.7% | 1.1% |
| 1Y | 16.7% | -6.6% | 28.7% |
Rendite im Vergleich zur Industrie: SEMR übertraf die Branche US Software , die im vergangenen Jahr eine Rendite von -6.6 erzielte.
Rendite vs. Markt: SEMR hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 28.7 erzielte.
Preisvolatilität
| SEMR volatility | |
|---|---|
| SEMR Average Weekly Movement | 0.4% |
| Software Industry Average Movement | 9.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: SEMR hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: SEMRDie wöchentliche Volatilität der Aktie ist im vergangenen Jahr von 12% auf 0% zurückgegangen.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 2008 | 1,567 | Bill Wagner | www.semrush.com |
Semrush Holdings, Inc. bietet zusammen mit seinen Tochtergesellschaften eine Software-as-a-Service-Plattform für Online-Sichtbarkeitsmanagement und Content-Marketing in den Vereinigten Staaten, im Vereinigten Königreich und international an. Das Unternehmen bietet Semrush One an, eine Visibility-Intelligence-Lösung, die SEO-Funktionen mit fortschrittlicher KI-Suchverfolgung in einen einzigen Workflow integriert. Darüber hinaus bietet es SEO-Lösungen für Unternehmen an, darunter Enterprise AIO, eine Unternehmenslösung, die Unternehmen die Tools zur Verfolgung, Kontrolle und Optimierung der Markenpräsenz auf KI-gesteuerten Suchplattformen zur Verfügung stellt; AI Toolkit, eine KI-gesteuerte All-in-One-Plattform, die aus AI Visibility, AI PR, SEO, Content, Advertising, Traffic and Market, Social und Local Toolkits besteht und Unternehmen optimierte Workflows, zentralisierte Marketing-Tools und die Möglichkeit bietet, eine messbare Leistung zu erzielen; und Enterprise Site Intelligence für den technischen Zustand von Websites.
Semrush Holdings, Inc.'s Grundlagenzusammenfassung
| SEMR grundlegende Statistiken | |
|---|---|
| Marktanteil | US$1.80b |
| Gewinn(TTM) | -US$18.96m |
| Umsatz(TTM) | US$443.64m |
Ist SEMR zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| SEMR Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$443.64m |
| Kosten der Einnahmen | US$86.31m |
| Bruttogewinn | US$357.34m |
| Sonstige Ausgaben | US$376.29m |
| Gewinn | -US$18.96m |
Zuletzt gemeldete Gewinne
Dec 31, 2025
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | -0.13 |
| Bruttomarge | 80.55% |
| Nettogewinnspanne | -4.27% |
| Schulden/Eigenkapital-Verhältnis | 0% |
Wie hat sich SEMR auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/04/29 03:51 |
| Aktienkurs zum Tagesende | 2026/04/27 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Semrush Holdings, Inc. wird von 7 Analysten beobachtet. 3 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Adam Hotchkiss | Goldman Sachs |
| Surinder Thind | Jefferies LLC |
| Elizabeth Mary Elliott Porter | Morgan Stanley |