SEMrush Holdings, Inc. (SEMR) Q3 Earnings Match Estimates
SEMrush Holdings, Inc. (SEMR) came out with quarterly earnings of $0.08 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.06 per share a year ago.
Semrush: Growth Concerns Are Overstated
Semrush Holdings has continued to grow. Despite a 2025 guidance cut, the company's revenue momentum remains good as the SEO software market continues to grow. SEMR stock has plummeted due to market concerns. Most critically, AI overviews have been seen to weaken search engine advertising. I believe the concern to be overstated. Semrush's customer count has stagnated, but the metric's performance reflects the company's strategic pivot to higher-value enterprise customers.
Semrush: Too Cheap To Ignore, Even Amid Choppy Execution
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.
Semrush Holdings, Inc. (SEMR) Presents At Goldman Sachs Communicopia + Technology Conference 2025 Transcript
Semrush Holdings, Inc. (NYSE:SEMR ) Goldman Sachs Communicopia + Technology Conference 2025 September 8, 2025 5:25 PM EDT Company Participants Brian Mulroy - Chief Financial Officer Eugene Levin - President Conference Call Participants Adam Hotchkiss - Goldman Sachs Group, Inc., Research Division Presentation Adam Hotchkiss Business Analyst All right. Great. Thanks so much, everyone, for joining us.
Semrush Holdings, Inc. (SEMR) Q2 2025 Earnings Call Transcript
Semrush Holdings, Inc. (NYSE:SEMR ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants Brian Mulroy - Chief Financial Officer Brinlea C. Johnson - Head of Investor Relations William R.
SEMrush Holdings, Inc. (SEMR) Lags Q2 Earnings Estimates
SEMrush Holdings, Inc. (SEMR) came out with quarterly earnings of $0.05 per share, missing the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.06 per share a year 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.
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.
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.
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.
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.
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.
