SEMR Share Price Performance
US$11.95
3.52 (41.76%)
0.4% undervalued intrinsic discount
US$12.00
Fair Value
Price US$11.95
AnalystConsensusTarget US$12.00
AnalystHighTarget US$16.00
AnalystLowTarget US$10.07
Fair ValueUS$12.00
Share Pricen/a
Semrush Holdings, Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 74 Fair Values set on narratives written by author
SEMR Community Narratives
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Fair Value US$12 0.4% undervalued intrinsic discount
AI-powered Search And LLM Interfaces Will Unlock Enterprise Potential
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Fair Value US$13 8.1% undervalued intrinsic discount
Accelerating Digital Transformation Will Expand MarTech Markets
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Fair Value US$9 32.8% overvalued intrinsic discount
Rising Algorithm Risks Will Dampen Revenue While Recovery Emerges
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5users have followed this narrative
AI-powered Search And LLM Interfaces Will Unlock Enterprise Potential
Key Takeaways Strong focus on AI-powered enterprise solutions and product expansion positions the company for long-term growth and improved margins. Low enterprise penetration and shifting away from low-value segments create significant opportunity for sustained revenue and customer retention gains.Read more
190
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AN
US$12
0.4% undervalued intrinsic discount
Fair Value
Profit Margin
9.88%
Future PE
36.6x
Price in 2029
US$15.26
Rising Algorithm Risks Will Dampen Revenue While Recovery Emerges
Key Takeaways Shifting focus to enterprise and AI products boosts short-term growth, but rising generative AI and web fragmentation threaten long-term relevance and market size. Dependence on Google's ecosystem and regulatory risks around data privacy could undermine Semrush's pricing power, retention, and ability to sustain earnings growth.Read more
30
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AN
US$9
32.8% overvalued intrinsic discount
Fair Value
Profit Margin
13.1%
Future PE
21.06x
Price in 2028
US$11.41
Accelerating Digital Transformation Will Expand MarTech Markets
Key Takeaways Accelerating growth in enterprise and AI segments, along with rapid adoption of new AI capabilities, signal long-term upside in profitability and core financial metrics. Strategic focus on high-value customers, innovation, and global expansion is expected to strengthen revenue diversity and drive durable improvement in margins.Read more
10
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AN
US$13
8.1% undervalued intrinsic discount
Fair Value
Profit Margin
12.14%
Future PE
30.43x
Price in 2028
US$16.48
Trending Discussion
Recently Updated Narratives
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SEMR: Merger Vote And ChatGPT Integration Will Shape Fairly Balanced Outlook
Fair Value: US$12 0.4% undervalued intrinsic discount
33 followersusers have followed this narrative
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AN
Rising Algorithm Risks Will Dampen Revenue While Recovery Emerges
Fair Value: US$9 32.8% overvalued intrinsic discount
5 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Accelerating Digital Transformation Will Expand MarTech Markets
Fair Value: US$13 8.1% undervalued intrinsic discount
2 followersusers have followed this narrative
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Snowflake Analysis
Semrush Holdings, Inc. Key Details
About SEMR
- Founded
- 2008
- Employees
- 1567
- CEO
- WebsiteView website
Semrush Holdings, Inc., together with its subsidiaries, provides an online visibility management and content marketing software-as-a-service platform in the United States, the United Kingdom, and internationally. The company offers Semrush One, a visibility intelligence solution that integrates SEO capabilities with advanced AI search tracking into a single workflow. It also provides Enterprise SEO solutions comprising Enterprise AIO, an enterprise solution that provides businesses with the tools to track, control, and optimize brand presence across AI-powered search platforms; AI toolkit, an AI-powered all-in-one platform consisting of AI Visibility, AI PR, SEO, Content, Advertising, Traffic and Market, Social, and Local toolkits, which provides businesses with streamlined workflows, centralized marketing tools, and the ability to drive measurable performance; and Enterprise Site Intelligence for technical site health. The company serves small and midsize businesses, enterprise-size businesses, and marketing agencies across a range of verticals, including consumer internet, digital media, education, financial services, healthcare, retail, software, telecommunications, and others. Semrush Holdings, Inc. was founded in 2008 and is headquartered in Boston, Massachusetts.
