SemrushSEMR
SEMR
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
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
315% more call options, than puts
Call options by funds: $5.64M | Put options by funds: $1.36M
77% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 43
15% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 27
1% more funds holding
Funds holding: 166 [Q4 2024] → 168 (+2) [Q1 2025]
0.46% more ownership
Funds ownership: 51.82% [Q4 2024] → 52.28% (+0.46%) [Q1 2025]
19% less capital invested
Capital invested by funds: $761M [Q4 2024] → $615M (-$146M) [Q1 2025]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 4 (-1) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$12
34%
upside
Avg. target
$13.67
52%
upside
High target
$16
78%
upside
3 analyst ratings
2 positive
67%
1 neutral
33%
0 negative
0%
Keybanc Jackson Ader | 78%upside $16 | Overweight Maintained | 8 May 2025 |
Morgan Stanley Elizabeth Porter | 45%upside $13 | Overweight Maintained | 16 Apr 2025 |
Goldman Sachs Christopher Merwin | 34%upside $12 | Neutral Maintained | 28 Mar 2025 |
Financial journalist opinion
Neutral
Seeking Alpha
1 month ago
Semrush Holdings, Inc. (SEMR) Q1 2025 Earnings Call Transcript
Semrush Holdings, Inc. (NYSE:SEMR ) Q1 2025 Earnings Conference Call May 8, 2025 8:30 AM ET Company Participants Brinlea Johnson - Investor Relations, The Blueshirt Group Bill Wagner - Chief Executive Officer Brian Mulroy - Chief Financial Officer Conference Call Participants Mark Murphy - JPMorgan Chase & Co. Elizabeth Porter - Morgan Stanley Jackson Ader - KeyBanc Capital Markets Inc. Adam Hotchkiss - Goldman Sachs Luke Horton - Northland Capital Markets Scott Berg - Needham & Company, LLC Operator Good morning. Thank you for attending today's Semrush First Quarter 2025 Earnings Conference Call.
Neutral
Business Wire
1 month ago
Semrush Holdings, Inc. to Participate in Upcoming Investor Conferences
BOSTON--(BUSINESS WIRE)--Semrush Holdings, Inc. (NYSE: SEMR), a leading online visibility management SaaS platform, announced today that management will present and host one-on-one investor meetings at the following investor conferences: 20th Annual Needham Technology, Media, & Consumer 1x1 Conference Date: Friday, May 9th, 2025 Location: Virtual J.P. Morgan 53rd Annual Global Technology, Media and Communications Conference Date: Wednesday, May 14th, 2025 Location: Boston, MA Presentation:.
Negative
Benzinga
1 month ago
Arm Holdings, Fluence Energy, Semrush And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
U.S. stock futures were higher this morning, with the Nasdaq futures gaining over 1% on Thursday.
Positive
Zacks Investment Research
1 month ago
SEMrush Holdings, Inc. (SEMR) Q1 Earnings Match Estimates
SEMrush Holdings, Inc. (SEMR) came out with quarterly earnings of $0.07 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.04 per share a year ago.
Neutral
Business Wire
1 month ago
Semrush Announces First Quarter 2025 Financial Results
BOSTON--(BUSINESS WIRE)--Semrush Holdings, Inc. (NYSE: SEMR), a leading online visibility management SaaS platform, today reported financial results for the first quarter ended March 31, 2025. “I am thrilled to be part of the Semrush team as we leverage our best-in-class data platform to seize the emerging marketing opportunity presented by AI and extend our reach into the enterprise market," said Bill Wagner, CEO. "We reported a strong start to the year, delivering first quarter revenue growth.
Neutral
Business Wire
1 month ago
Semrush Strengthens Leadership with Appointment of Caroline Tsay to Board of Directors
BOSTON--(BUSINESS WIRE)--Semrush Holdings, Inc. (NYSE: SEMR), a leading online visibility management SaaS platform, appointed Caroline Tsay to its Board as an independent director effective May 1, 2025. Ms. Tsay will become the ninth director of the Board. “We are delighted to have Caroline join our Board,” said CEO of Semrush, Bill Wagner. “Caroline brings a wealth of highly relevant technology, product, and marketing expertise to our Board. Caroline's growth mindset and her extensive experien.
Positive
Seeking Alpha
1 month ago
Semrush: Headwinds Are Already Priced Into This Attractive Value Play
Semrush's ~40% slide from peaks above $18 presents a compelling buy opportunity in this growth at a reasonable price software stock. The company's marketing automation tools address a $40 billion TAM, with only ~1% current penetration. It's growing its ARR at a >20% y/y pace, giving it a high degree of revenue visibility.
Neutral
Business Wire
1 month ago
Semrush Holdings, Inc. Announces Investor Conference Call to Review First Quarter 2025 Financial Results
BOSTON--(BUSINESS WIRE)--Semrush Holdings, Inc. (NYSE: SEMR), a leading online visibility management SaaS platform, will release its financial results for the first quarter ended March 31, 2025, after the close of the US markets on Wednesday, May 7, 2025. Semrush will host a corresponding conference call to discuss the results on Thursday, May 8, 2025 at 8:30 a.m. Eastern Time. Conference Call Details Date: Thursday, May 8th, 2025 Time: 8:30 a.m. ET Hosts: Bill Wagner, CEO, Eugene Levin, Presid.
Positive
Seeking Alpha
2 months ago
Semrush Holdings: Valuation Has Become Too Cheap
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.
Positive
Seeking Alpha
2 months ago
Semrush Holdings: AI-Driven Marketing SaaS Positioned For Long-Term Success
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.
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