Semrush Holdings, Inc.

NYSE:SEMR Voorraadrapport

Marktkapitalisatie: US$1.8b

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 Dividenden en inkoop

Dividend criteriumcontroles 0/6

Semrush Holdings heeft geen dividenduitkeringen gedaan.

Belangrijke informatie

n/a

Dividendrendement

0.3%

Terugkoop Rendement

Totaal aandeelhoudersrendement0.3%
Toekomstig dividendrendementn/a
Dividendgroein/a
Volgende betaaldatum dividendn/a
Ex-dividenddatumn/a
Dividend per aandeeln/a
Uitbetalingsration/a

Recente updates van dividend en inkoop

Geen updates

Recent updates

Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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 Alpha
Narratiefupdate 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 Alpha
Seeking 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 Alpha
Analyseartikel 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 Alpha
Analyseartikel 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 Alpha

Stabiliteit en groei van betalingen

Dividenden ophalen

Stabiel dividend: Er zijn onvoldoende gegevens om te bepalen of het dividend per aandeel van SEMR in het verleden stabiel is geweest.

Groeiend dividend: Er zijn onvoldoende gegevens om te bepalen of de dividendbetalingen van SEMR zijn gestegen.


Dividendrendement versus markt

Semrush Holdings Dividendrendement versus markt
Hoe verhoudt SEMR dividendrendement zich tot de markt?
SegmentDividendrendement
Bedrijf (SEMR)n/a
Markt onderkant 25% (US)1.4%
Markt Top 25% (US)4.2%
Gemiddelde industrie (Software)0.9%
Analist prognose (SEMR) (tot 3 jaar)n/a

Opmerkelijk dividend: Het dividendrendement van SEMR kan niet worden vergeleken met dat van de onderste 25% van de dividendbetalers, aangezien het bedrijf geen recente uitbetalingen heeft gerapporteerd.

Hoog dividend: Het dividendrendement van SEMR kan niet worden vergeleken met dat van de top 25% van de dividendbetalers, aangezien het bedrijf geen recente uitbetalingen heeft gerapporteerd.


Winstuitkering aan aandeelhouders

Verdiendekking: Er zijn onvoldoende gegevens om de payout ratio SEMR te berekenen en vast te stellen of de dividendbetalingen worden gedekt door de winst.


Contante uitbetaling aan aandeelhouders

Kasstroomdekking: De duurzaamheid van het dividend kan niet worden berekend, omdat SEMR geen uitbetalingen heeft gerapporteerd.


Ontdek bedrijven met een sterk dividend

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/04/29 13:12
Aandelenkoers aan het einde van de dag2026/04/27 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Semrush Holdings, Inc. wordt gevolgd door 7 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Adam HotchkissGoldman Sachs
Surinder ThindJefferies LLC
Elizabeth Mary Elliott PorterMorgan Stanley