Semrush Holdings, Inc. logo

Semrush Holdings, Inc. (SEMR)

Market Closed
17 Jul, 20:00
NYSE NYSE
$
9. 06
+0.27
+3.07%
$
1.29B Market Cap
1,150 P/E Ratio
0% Div Yield
664,300 Volume
0.27 Eps
$ 8.79
Previous Close
Day Range
8.8 9.09
Year Range
7.9 18.74
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Earnings results expected in 24 days
Semrush: Poised To Rebound Amid Leadership Transition And Strong Value Appeal

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.

Seekingalpha | 1 day ago
Semrush: Enterprise Pivot Is Showing Strong Potential

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.

Seekingalpha | 5 days ago
Semrush Holdings, Inc. (SEMR) Q1 2025 Earnings Call Transcript

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.

Seekingalpha | 2 months ago
SEMrush Holdings, Inc. (SEMR) Q1 Earnings Match Estimates

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.

Zacks | 2 months ago
Semrush: Headwinds Are Already Priced Into This Attractive Value Play

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.

Seekingalpha | 2 months ago
Semrush Holdings: Valuation Has Become Too Cheap

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.

Seekingalpha | 3 months ago
Semrush Holdings: AI-Driven Marketing SaaS Positioned For Long-Term Success

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.

Seekingalpha | 3 months ago
Semrush Holdings, Inc. (SEMR) Q4 2024 Earnings Call Transcript

Semrush Holdings, Inc. (SEMR) Q4 2024 Earnings Call Transcript

Semrush Holdings, Inc. (NYSE:SEMR ) Q4 2024 Earnings Conference Call February 27, 2024 8:30 AM ET Company Participants Brinlea Johnson - IR Oleg Shchegolev - CEO Bill Wagner - Incoming CEO Eugene Levin - President Brian Mulroy - CFO Conference Call Participants Elizabeth Porter - Morgan Stanley Luke Horton - Northland Capital Markets Jackson Ader - KeyBanc Capital Markets Scott Berg - Needham Operator Good morning and thank you for attending to Semrush Holdings Fourth Quarter and Full Year 2024 Results Conference Call. My name is Brica, and I will be your moderator today's call.

Seekingalpha | 4 months ago
SEMrush Holdings, Inc. (SEMR) Matches Q4 Earnings Estimates

SEMrush Holdings, Inc. (SEMR) Matches Q4 Earnings 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 $0.08 per share a year ago.

Zacks | 4 months ago
Strength Seen in SEMrush (SEMR): Can Its 10.7% Jump Turn into More Strength?

Strength Seen in SEMrush (SEMR): Can Its 10.7% Jump Turn into More Strength?

SEMrush (SEMR) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Zacks | 6 months ago
Semrush Holdings: Positioned To Benefit From Recovering Digital Ad Spending (Rating Upgrade)

Semrush Holdings: Positioned To Benefit From Recovering Digital Ad Spending (Rating Upgrade)

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.

Seekingalpha | 6 months ago
Semrush Holdings, Inc. (SEMR) Q3 2024 Earnings Call Transcript

Semrush Holdings, Inc. (SEMR) Q3 2024 Earnings Call Transcript

Semrush Holdings, Inc. (NYSE:SEMR ) Q3 2024 Earnings Conference Call November 8, 2024 8:30 AM ET Company Participants Brinlea Johnson - Investor Relations Oleg Shchegolev - Chief Executive Officer Eugene Levin - President Brian Mulroy - Chief Financial Officer Conference Call Participants Robert Morelli - Needham & Company. Mark Murphy - JPMorgan Elizabeth Porter - Morgan Stanley Adam Hotchkiss - Goldman Sachs Operator Good morning and thank you for attending to Semrush Holdings Third Quarter 2024 Results Conference Call.

Seekingalpha | 8 months ago
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