This company has been acquired
Semrush Holdings (SEMR) Panoramica del titolo
Semrush Holdings, Inc. insieme alle sue consociate, fornisce una piattaforma software-as-a-service per la gestione della visibilità online e il content marketing negli Stati Uniti, nel Regno Unito e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 5/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
SEMR Community Fair Values
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Analyst Price Targets
Concorrenti di Semrush Holdings, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$12.00 |
| Massimo di 52 settimane | US$12.01 |
| Minimo di 52 settimane | US$6.56 |
| Beta | 1.5 |
| Variazione di 1 mese | 0.50% |
| Variazione a 3 mesi | 0.76% |
| Variazione di 1 anno | 16.73% |
| Variazione a 3 anni | 28.76% |
| Variazione a 5 anni | -38.46% |
| Variazione dall'IPO | 6.95% |
Notizie e aggiornamenti recenti
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 AlphaRendimenti per gli azionisti
| SEMR | US Software | US Mercato | |
|---|---|---|---|
| 7D | 0.2% | -0.3% | -0.1% |
| 1Y | 16.7% | -11.6% | 11.9% |
Ritorno vs Industria: SEMR ha superato il US Software che ha restituito -11.6 % nell'ultimo anno.
Rendimento vs Mercato: SEMR ha avuto una performance inferiore al mercato US che ha registrato un rendimento 11.9 % nell'ultimo anno.
Volatilità dei prezzi
| SEMR volatility | |
|---|---|
| SEMR Average Weekly Movement | 0.4% |
| Software Industry Average Movement | 9.4% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.1% |
| 10% least volatile stocks in US Market | 2.9% |
Prezzo delle azioni stabile: SEMR non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale di SEMR è diminuita da 12% a 0% nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2008 | 1,567 | Bill Wagner | www.semrush.com |
Semrush Holdings, Inc. insieme alle sue consociate, fornisce una piattaforma di gestione della visibilità online e di content marketing software-as-a-service negli Stati Uniti, nel Regno Unito e a livello internazionale. L'azienda offre Semrush One, una soluzione di visibility intelligence che integra le funzionalità SEO con il tracciamento avanzato delle ricerche AI in un unico flusso di lavoro. Fornisce inoltre soluzioni SEO aziendali che comprendono Enterprise AIO, una soluzione aziendale che fornisce alle aziende gli strumenti per tracciare, controllare e ottimizzare la presenza del marchio sulle piattaforme di ricerca alimentate dall'intelligenza artificiale; AI toolkit, una piattaforma all-in-one alimentata dall'intelligenza artificiale composta da AI Visibility, AI PR, SEO, Contenuti, Pubblicità, Traffico e Mercato, Social e Local toolkit, che fornisce alle aziende flussi di lavoro semplificati, strumenti di marketing centralizzati e la possibilità di ottenere prestazioni misurabili; e Enterprise Site Intelligence per la salute tecnica del sito.
Semrush Holdings, Inc. Riepilogo dei fondamenti
| SEMR statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$1.80b |
| Utili (TTM) | -US$18.96m |
| Ricavi(TTM) | US$443.64m |
SEMR è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| SEMR Conto economico (TTM) | |
|---|---|
| Ricavi | US$443.64m |
| Costo del fatturato | US$86.31m |
| Profitto lordo | US$357.34m |
| Altre spese | US$376.29m |
| Utili | -US$18.96m |
Ultimi utili riportati
Dec 31, 2025
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -0.13 |
| Margine lordo | 80.55% |
| Margine di profitto netto | -4.27% |
| Rapporto debito/patrimonio netto | 0% |
Come si è comportato SEMR nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/04/29 07:02 |
| Prezzo dell'azione a fine giornata | 2026/04/27 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Semrush Holdings, Inc. è coperta da 5 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Adam Hotchkiss | Goldman Sachs |
| Surinder Thind | Jefferies LLC |
| Elizabeth Mary Elliott Porter | Morgan Stanley |