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 7,323 funds
–
Analysts bullish %
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
19% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 27
2% more funds holding
Funds holding: 166 [Q4 2024] → 169 (+3) [Q1 2025]
0.48% more ownership
Funds ownership: 51.82% [Q4 2024] → 52.3% (+0.48%) [Q1 2025]
19% less capital invested
Capital invested by funds: $761M [Q4 2024] → $616M (-$145M) [Q1 2025]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 4 (-1) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$16
67%
upside
Avg. target
$16
67%
upside
High target
$16
67%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Keybanc Jackson Ader | 67%upside $16 | Overweight Maintained | 8 May 2025 |
Financial journalist opinion
Based on 5 articles about SEMR published over the past 30 days
Positive
Zacks Investment Research
6 days ago
SEMrush (SEMR) Soars 8.2%: Is Further Upside Left in the Stock?
SEMrush (SEMR) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
Positive
Seeking Alpha
1 week ago
Semrush: Poised To Rebound Amid Leadership Transition And Strong Value Appeal
Markets are underestimating macro risks; it's time to rotate into value plays like Semrush, which is overlooked and undervalued. Semrush boasts a large $40B TAM, a diversified product suite, high recurring revenue, and a solid balance of growth and profitability. Despite macro headwinds and leadership transition, Semrush is executing well, delivering 20%+ growth under new CEO Bill Wagner.
Neutral
Business Wire
2 weeks ago
Semrush Holdings, Inc. Announces Investor Conference Call to Review Second 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 second quarter ended June 30, 2025, after the close of the US markets on Monday, August 4, 2025. Semrush will host a corresponding conference call to discuss the results on Tuesday, August 5, 2025 at 8:30 a.m. Eastern Time. Conference Call Details Date: Tuesday, August 5th, 2025 Time: 8:30 a.m. ET Hosts: Bill Wagner, CEO, and Brian Mulroy.
Neutral
Seeking Alpha
2 weeks ago
Semrush: Enterprise Pivot Is Showing Strong Potential
Shares of Semrush have declined by nearly 30% so far this year, as the company has had to deal with macro headwinds and the growing threat from AI overviews. Revenue growth has remained above 20%, with an FCF margin of 12% expected this year, potentially reaching 20% in 2027. Its enterprise offering is seeing increased adoption and is expected to be a key driver for revenue growth and margins ahead.
Neutral
Business Wire
4 weeks ago
Semrush Named Leader in SEO Solutions Analysis
BOSTON--(BUSINESS WIRE)--Semrush (NYSE: SEMR), a leading online visibility management SaaS platform, announced today it has been named a Leader in The Forrester Wave™: Search Engine Optimization Solutions, Q3 2025 report. The report evaluated seven enterprise SEO vendors across three categories: current offerings, strategy, and customer feedback. Semrush was recognized for its SEO vision, deep proprietary data, support for collaboration across channels, and flexible pricing. SEO Vision and Capa.
Neutral
Seeking Alpha
2 months 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
2 months 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
2 months 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
2 months 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
2 months 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.
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