SEMR Share Price Performance
US$11.78
-2.39 (-16.87%)
17.0% overvalued intrinsic discount
US$10.07
Fair Value
Price US$11.78
AnalystLowTarget US$10.07
AnalystConsensusTarget US$10.83
AnalystHighTarget US$16.00
Fair ValueUS$9.00
Share Pricen/a
Semrush Holdings, Inc. Stock Price
- 3 Narratives written by author
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- 73 Fair Values set on narratives written by author
SEMR Community Narratives
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Fair Value US$9 30.9% overvalued intrinsic discount
Rising Algorithm Risks Will Dampen Revenue While Recovery Emerges
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Fair Value US$10.83 8.7% overvalued intrinsic discount
AI-powered Search And LLM Interfaces Will Unlock Enterprise Potential
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Fair Value US$13 9.4% undervalued intrinsic discount
Accelerating Digital Transformation Will Expand MarTech Markets
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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
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5users have followed this narrative
AN
US$9
30.9% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
15.64% p.a.
Profit Margin
13.1%
Future PE
21.06x
Share price in 2028
US$11.41
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
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32users have followed this narrative
AN
US$10.83
8.7% overvalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
16.18% p.a.
Profit Margin
12.45%
Future PE
26.32x
Share price in 2028
US$13.73
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
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2users have followed this narrative
AN
US$13
9.4% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
18.61% p.a.
Profit Margin
12.14%
Future PE
30.43x
Share price in 2028
US$16.48
Recently Updated Narratives
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AI-powered Search And LLM Interfaces Will Unlock Enterprise Potential
Fair Value: US$10.83 8.7% overvalued intrinsic discount
32 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Rising Algorithm Risks Will Dampen Revenue While Recovery Emerges
Fair Value: US$9 30.9% 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 9.4% undervalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Semrush Holdings, Inc. Key Details
About SEMR
- Founded
- 2008
- Employees
- 1561
- CEO
- WebsiteView website
Semrush Holdings, Inc. develops an online visibility management software-as-a-service platform in the United States, the United Kingdom, and internationally. The company enables companies to identify and reach the right audience for their content through the right channels. Its platform enables the company’s customers to understand trends and act upon insights to improve online visibility, and drive traffic to their websites and social media pages, as well as online listings, distribute targeted content to their customers, and measure the effectiveness of their digital marketing campaigns. The company serves small and midsize businesses, enterprises, and marketing agencies, 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.
