This company has been acquired
The company may no longer be operating, as it has been acquired. Find out why through their latest events.
Semrush Holdings Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 0/6
Die Gewinne von Semrush Holdings sind jährlich um durchschnittlich 16.9% gestiegen, während die Gewinne der Branche Software jährlich um gewachsen um 22.5% gestiegen sind. Die Umsätze sind jährlich um gewachsen 22.5% gestiegen.
Wichtige Informationen
16.92%
Wachstumsrate der Gewinne
19.28%
EPS-Wachstumsrate
| Software Wachstum der Industrie | 17.33% |
| Wachstumsrate der Einnahmen | 22.49% |
| Eigenkapitalrendite | -6.70% |
| Netto-Marge | -4.27% |
| Letzte Ertragsaktualisierung | 31 Dec 2025 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Narrativ-Update • Feb 25
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.Narrativ-Update • Feb 09
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.Narrativ-Update • Jan 24
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.Narrativ-Update • Jan 10
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.Narrativ-Update • Dec 23
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.Narrativ-Update • Dec 08
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.Narrativ-Update • Nov 24
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.Seeking Alpha • Sep 30
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 AlphaNarrativ-Update • Aug 06
AI-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.Analyseartikel • Jun 17
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...Analyseartikel • May 27
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...Seeking Alpha • Apr 10
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 AlphaSeeking Alpha • Mar 31
Semrush 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 AlphaAnalyseartikel • Mar 11
Semrush 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...Analyseartikel • Mar 05
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...Analyseartikel • Jan 18
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...Seeking Alpha • Jan 15
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 AlphaAnalyseartikel • Dec 14
Why 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...Seeking Alpha • Dec 03
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 AlphaAufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Semrush Holdings Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 31 Dec 25 | 444 | -19 | 283 | 97 |
| 30 Sep 25 | 429 | -5 | 261 | 93 |
| 30 Jun 25 | 414 | -1 | 249 | 89 |
| 31 Mar 25 | 396 | 7 | 233 | 85 |
| 31 Dec 24 | 377 | 8 | 223 | 80 |
| 30 Sep 24 | 358 | 12 | 214 | 74 |
| 30 Jun 24 | 339 | 15 | 206 | 66 |
| 31 Mar 24 | 323 | 13 | 203 | 61 |
| 31 Dec 23 | 308 | 1 | 204 | 57 |
| 30 Sep 23 | 293 | -20 | 210 | 55 |
| 30 Jun 23 | 280 | -33 | 208 | 51 |
| 31 Mar 23 | 268 | -41 | 204 | 47 |
| 31 Dec 22 | 254 | -34 | 190 | 41 |
| 30 Sep 22 | 239 | -24 | 172 | 35 |
| 30 Jun 22 | 223 | -15 | 156 | 31 |
| 31 Mar 22 | 205 | -7 | 140 | 27 |
| 31 Dec 21 | 188 | -3 | 124 | 24 |
| 30 Sep 21 | 171 | -1 | 109 | 23 |
| 30 Jun 21 | 154 | -2 | 98 | 21 |
| 31 Mar 21 | 137 | -4 | 89 | 19 |
| 31 Dec 20 | 125 | -7 | 84 | 18 |
| 31 Dec 19 | 92 | -10 | 64 | 14 |
Qualität der Erträge: SEMR ist derzeit unrentabel.
Wachsende Gewinnspanne: SEMR ist derzeit unrentabel.
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: SEMR ist unrentabel, hat aber in den letzten 5 Jahren die Verluste mit einer Rate von 16.9% pro Jahr reduziert.
Beschleunigtes Wachstum: Das Gewinnwachstum des letzten Jahres kann nicht mit dem 5-Jahres-Durchschnitt von SEMR verglichen werden, da das Unternehmen derzeit nicht profitabel ist.
Erträge im Vergleich zur Industrie: SEMR ist unrentabel, was einen Vergleich des Gewinnwachstums des letzten Jahres mit der Branche Software (11.7%) erschwert.
Eigenkapitalrendite
Hohe Eigenkapitalrendite: SEMR hat eine negative Eigenkapitalrendite (-6.7%), da es derzeit unrentabel ist.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse 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 |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* 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 |