This company has been acquired
The company may no longer be operating, as it has been acquired. Find out why through their latest events.
Salud financiera de hoja de balance de Semrush Holdings
Salud financiera controles de criterios 6/6
Semrush Holdings tiene un patrimonio de los accionistas total de $291.0M y una deuda total de $0.0, lo que sitúa su ratio deuda-patrimonio en 0%. Sus activos y pasivos totales son $454.1M y $163.1M respectivamente.
Información clave
0%
Ratio deuda-patrimonio
US$0
Deuda
| Ratio de cobertura de intereses | n/a |
| Efectivo | US$269.28m |
| Patrimonio | US$291.00m |
| Total pasivo | US$163.14m |
| Activos totales | US$454.14m |
Actualizaciones recientes sobre salud financiera
No hay actualizaciones
Recent updates
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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 AlphaActualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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 AlphaArtículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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 AlphaArtículo de análisis • 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 AlphaAnálisis de la situación financiera
Pasivos a corto plazo: Los activos a corto plazo ($324.8M) de SEMR superan a sus pasivos a corto plazo ($154.1M).
Pasivo a largo plazo: Los activos a corto plazo de SEMR ($324.8M) superan a sus pasivos a largo plazo ($9.1M).
Historial y análisis de deuda-patrimonio
Nivel de deuda: SEMR está libre de deudas.
Reducción de la deuda: SEMR no ha tenido ninguna deuda en los últimos 5 años.
Hoja de balance
Análisis de cash runway
En el caso de las empresas que de media han sido deficitarias en el pasado, evaluamos si tienen al menos 1 año de cash runway.
Cash runway estable: Aunque no es rentable SEMR tiene suficiente cash runway para más de 3 años si mantiene su actual nivel positivo de flujo de caja libre.
Pronóstico de cash runway: SEMR no es rentable pero tiene suficiente cash runway para más de 3 años, debido a que el flujo de caja libre es positivo y crece un 29.9% al año.
Descubre empresas con salud financiera
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/04/29 20:00 |
| Precio de las acciones al final del día | 2026/04/27 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Semrush Holdings, Inc. está cubierta por 7 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Adam Hotchkiss | Goldman Sachs |
| Surinder Thind | Jefferies LLC |
| Elizabeth Mary Elliott Porter | Morgan Stanley |