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Semrush Holdings Beheer
Beheer criteriumcontroles 2/4
De CEO Semrush Holdings is Bill Wagner, benoemd in Mar2025, heeft een ambtstermijn van 1.08 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 33.95M, bestaande uit 1.2% salaris en 98.8% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.16% van de aandelen van het bedrijf, ter waarde $ 2.87M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3.3 jaar en 5.4 jaar.
Belangrijke informatie
Bill Wagner
Algemeen directeur
US$34.0m
Totale compensatie
| Percentage CEO-salaris | 1.16% |
| Dienstverband CEO | 1.1yrs |
| Eigendom CEO | 0.2% |
| Management gemiddelde ambtstermijn | 3.3yrs |
| Gemiddelde ambtstermijn bestuur | 5.4yrs |
Recente managementupdates
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 AlphaNarratiefupdate • 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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Dec 31 2025 | US$34m | US$394k | -US$19m |
| Sep 30 2025 | n/a | n/a | -US$5m |
| Jun 30 2025 | n/a | n/a | -US$1m |
| Mar 31 2025 | n/a | n/a | US$7m |
| Dec 31 2024 | US$237k | n/a | US$8m |
| Sep 30 2024 | n/a | n/a | US$12m |
| Jun 30 2024 | n/a | n/a | US$15m |
| Mar 31 2024 | n/a | n/a | US$13m |
| Dec 31 2023 | US$234k | n/a | US$950k |
| Sep 30 2023 | n/a | n/a | -US$20m |
| Jun 30 2023 | n/a | n/a | -US$33m |
| Mar 31 2023 | n/a | n/a | -US$41m |
| Dec 31 2022 | US$263k | n/a | -US$34m |
Compensatie versus markt: De totale vergoeding ($USD 33.95M ) Bill } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 5.45M ).
Compensatie versus inkomsten: De vergoeding van Bill is gestegen terwijl het bedrijf verliesgevend is.
CEO
Bill Wagner (58 yo)
1.1yrs
Tenure
US$33,952,795
Compensatie
Mr. William R. Wagner, also known as Bill, is Chief Executive Officer of SEMrush Inc. from July 2025. He is Independent Director at Avery Dennison Corporation from October 27, 2022. He served as Independen...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Director | 1.1yrs | US$33.95m | 0.16% $ 2.9m | |
| President | 3.8yrs | US$6.96m | 0.83% $ 14.9m | |
| Co-Founder | 1.1yrs | US$1.00m | 32.62% $ 588.2m | |
| Co-Founder & Director | no data | US$217.50k | 17.51% $ 315.8m | |
| CFO & Treasurer | 3yrs | US$13.90m | 0.14% $ 2.6m | |
| Chief Marketing Officer | 4.6yrs | US$4.83m | 0.23% $ 4.1m | |
| Chief Product Officer | 1.1yrs | US$7.06m | 0.45% $ 8.2m | |
| Chief Information Officer | 4yrs | geen gegevens | geen gegevens | |
| Head of Investor Relations | 3.3yrs | geen gegevens | geen gegevens | |
| Chief Legal Officer & Secretary | 3.5yrs | geen gegevens | 0.029% $ 522.0k | |
| Chief Sales Officer | 2.2yrs | geen gegevens | geen gegevens | |
| Chief HR Officer | 4.8yrs | geen gegevens | geen gegevens |
3.3yrs
Gemiddelde duur
44yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van SEMR wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.3 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Director | 3.6yrs | US$33.95m | 0.16% $ 2.9m | |
| Co-Founder | 13.5yrs | US$1.00m | 32.62% $ 588.2m | |
| Co-Founder & Director | 13.5yrs | US$217.50k | 17.51% $ 315.8m | |
| Independent Chairman of the Board | 6.3yrs | US$259.00k | 0.066% $ 1.2m | |
| Independent Non-Executive Director | 3.2yrs | US$244.56k | 0.026% $ 467.0k | |
| Independent Director | 5.4yrs | US$233.36k | 0.034% $ 605.1k | |
| Independent Director | 8.1yrs | US$443.81k | 0.0050% $ 90.2k | |
| Independent Non-Executive Director | 3.2yrs | US$237.50k | 0.018% $ 318.6k | |
| Non-Employee Independent Director | less than a year | US$457.56k | 0% $ 0 |
5.4yrs
Gemiddelde duur
50yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van SEMR wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.4 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/04/29 13:12 |
| Aandelenkoers aan het einde van de dag | 2026/04/27 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
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.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* 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.
| Analist | Instelling |
|---|---|
| Adam Hotchkiss | Goldman Sachs |
| Surinder Thind | Jefferies LLC |
| Elizabeth Mary Elliott Porter | Morgan Stanley |