Semrush (SEMR)

• Market cap: $1.1B
• 1 day: -2.5%
• 5 days: -4.63%
• 1 month: -0.13%
• 3 months: -21.5%
• 6 months: -25.53%
• Year to date: -36.83%
• 1 year: -45.07%
• 5 years: -33.96%
• 10 years: -33.96%
• Sector: Technology
• Industry: Software - Application

About: SEMrush Holdings Inc is engaged in the online visibility management software-as-a-service (SaaS) platform. Its platform utilizes data and intelligence at the core surrounded by AI-powered interconnected hubs focused on search engine optimization, paid advertising, social media management, local marketing, brand marketing, and content marketing Geographically, it generates revenues from the United States, the UK, and Others.

Employees: 1,561

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

162% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 34

25% more funds holding in top 10

Funds holding in top 10: 4 [Q1] → 5 (+1) [Q2]

1.87% more ownership

Funds ownership: 52.3% [Q1] → 54.17% (+1.87%) [Q2]

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

1% more capital invested

Capital invested by funds: $616M [Q1] → $623M (+$7.41M) [Q2]

1% more funds holding

Funds holding: 169 [Q1] → 170 (+1) [Q2]

22% less call options, than puts

Call options by funds: $1.11M | Put options by funds: $1.42M

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $9
• Avg. target: $10.5
• High target: $12

4 analyst ratings

• positive: 2 50%
• neutral: 2 50%
• negative: 0 0%

Goldman Sachs Christopher Merwin	$9	Neutral Maintained	6 Aug 2025
Morgan Stanley Elizabeth Porter	$9	Equal-Weight Downgraded	6 Aug 2025
Needham Scott Berg	$12	Buy Maintained	5 Aug 2025
Keybanc Jackson Ader	$12	Overweight Maintained	5 Aug 2025