SEMrush Holdings (SEMR) AI Stock Analysis

• Market Cap: $1.77B
• Dividend Yield: N/A
• Average Volume (3M): 1.33M
• Price to Earnings (P/E): ―
• Beta (1Y): 1.25
• Revenue Growth: 19.87%
• EPS Growth: -136.93%
• Country: US
• Employees: 1,561
• Sector: N/A
• Sector Strength: N/A
• Industry: Software - Application
• EPS (TTM): 0.12
• Shares Outstanding: 128,226,380
• 10 Day Avg. Volume: 1,699,874
• 30 Day Avg. Volume: 1,332,372
• PEG Ratio: 0.28
• Price to Book (P/B): 6.75
• Price to Sales (P/S): 4.60
• P/FCF Ratio: 40.12
• Enterprise Value/Market Cap: 0.45
• Enterprise Value/Revenue: 1.87
• Enterprise Value/Gross Profit: 2.31
• Enterprise Value/Ebitda: 82.73
• 1Y Price Target: $9.67
• Price Target Upside: 33.20% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 5
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 73 Outperform
• Price Target: $13.00 ▲(79.06% Upside)

SEMrush Holdings' overall stock score is driven by strong technical momentum and positive corporate events, notably the merger with Adobe. While financial performance shows solid revenue growth and cash flow, profitability challenges and a negative P/E ratio weigh on the valuation. The strategic focus on AI and enterprise solutions, as highlighted in the earnings call, supports future growth prospects.

SEMrush Holdings Business Overview & Revenue Model

Company Description

SEMrush Holdings (SEMR) is a leading digital marketing software as a service (SaaS) company that provides online visibility management, search engine optimization (SEO), and advertising analytics services. The company serves a diverse clientele, including marketing professionals, agencies, and businesses of all sizes, helping them improve their online presence and performance across various digital channels. SEMrush's core products include tools for keyword research, site audits, competitive analysis, content marketing, and social media management, positioning it as a comprehensive solution for digital marketers worldwide.

How the Company Makes Money

SEMrush generates revenue primarily through subscription-based models, offering various tiers of service with different features and capabilities. The company has multiple pricing plans tailored to meet the needs of freelancers, small businesses, and large enterprises. Key revenue streams include monthly and annual subscriptions, with a significant portion of income derived from its Pro, Guru, and Business plans. Additionally, SEMrush may earn revenue from value-added services, such as training and consultancy. Strategic partnerships with digital marketing agencies and other tech platforms also contribute to its earnings by expanding its reach and enhancing its service offerings.

SEMrush Holdings Financial Statement Overview

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SEMrush Holdings Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 7.26
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Negative
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SEMR, the sentiment is Positive. The current price of 7.26 is below the 20-day moving average (MA) of 11.84, below the 50-day MA of 9.40, and below the 200-day MA of 9.03, indicating a bullish trend. The MACD of 0.69 indicates Positive momentum. The RSI at 81.00 is Negative, neither overbought nor oversold. The STOCH value of 29.17 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SEMR.

SEMrush Holdings Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
Sector *	―	―	―	―	―	―	―
SEMR	73 Outperform	$1.77B	-386.32	-1.68%	―	19.87%	-136.93%
MLNK	66 Neutral	―	―	-5.41%	―	5.96%	50.29%
PD	63 Neutral	$1.18B	8.15	70.46%	―	7.01%	―
LAW	62 Neutral	$524.30M	-8.09	-41.00%	―	6.33%	-66.34%
SPT	61 Neutral	$672.62M	-14.43	-26.69%	―	13.09%	32.34%
AMPL	52 Neutral	$1.53B	-14.93	-37.47%	―	12.78%	-20.47%

SEMrush Holdings Corporate Events

SEMrush Holdings Updates Executive Employment Agreement

On November 21, 2025, Semrush Holdings, Inc. entered into an executive employment agreement with Eugene Levin, offering severance benefits but no new compensation changes. Levin’s base salary remains at $395,000 with eligibility for a bonus plan, and the agreement outlines severance terms in case of termination or change of control, including salary continuation and equity award acceleration.

SEMrush Holdings Announces Merger with Adobe Inc.

On November 18, 2025, SEMrush Holdings entered into a merger agreement with Adobe Inc., where SEMrush will become a wholly owned subsidiary of Adobe. The merger agreement includes a cash consideration for SEMrush’s common stock and outlines the treatment of equity awards. The completion of the merger is subject to customary closing conditions, including stockholder approval and regulatory clearances. The merger is expected to strengthen Adobe’s position in the digital marketing space, with significant support from SEMrush’s stockholders.