Semrush Holdings, Inc.

NYSE:SEMR Stok Raporu

Piyasa değeri: 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 Bilanço Sağlığı

Finansal Sağlık kriter kontrolleri 6/6

Semrush Holdings şirketinin toplam hissedar öz sermayesi $291.0M ve toplam borcu $0.0 olup, bu da borç-öz sermaye oranını 0% seviyesine getiriyor. Toplam varlıkları ve toplam yükümlülükleri sırasıyla $454.1M ve $163.1M dir.

Anahtar bilgiler

0%

Borç/özkaynak oranı

US$0

Borç

Faiz karşılama oranın/a
NakitUS$269.28m
EşitlikUS$291.00m
Toplam yükümlülüklerUS$163.14m
Toplam varlıklarUS$454.14m

Son finansal sağlık güncellemeleri

Güncelleme yok

Recent updates

Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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
Analiz Makalesi • 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

Finansal Durum Analizi

Kısa Vadeli Yükümlülükler: SEMR 'nin kısa vadeli varlıkları ( $324.8M ) kısa vadeli yükümlülüklerini ( $154.1M ) aşıyor.

Uzun Vadeli Yükümlülükler: SEMR şirketinin kısa vadeli varlıkları ( $324.8M ) uzun vadeli yükümlülüklerini ( $9.1M ) aşmaktadır.

Borç-Özkaynak Tarihçesi ve Analizi

Borç Seviyesi: SEMR borçsuzdur.

Borcun Azaltılması: SEMR son 5 yıldır borcu bulunmamaktadır.

Bilanço

Nakit Pist Analizi

Geçmişte ortalama olarak zarar eden şirketler için, en az 1 yıllık nakit akışına sahip olup olmadıklarını değerlendiriyoruz.

İstikrarlı Nakit Pisti: Kârsız olan SEMR mevcut pozitif serbest nakit akışı seviyesini koruduğu takdirde 3 yıldan fazla yetecek nakit pistine sahip olacaktır.

Tahmini Nakit Akışı: SEMR kârlı değildir ancak serbest nakit akışının pozitif olması ve yılda % 29.9 oranında büyümesi nedeniyle 3 yıldan fazla bir süre yetecek nakit akışına sahiptir.

Sağlıklı şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/04/29 21:19
Gün Sonu Hisse Fiyatı2026/04/27 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Semrush Holdings, Inc. 7 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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