Semrush Holdings, Inc.

Semrush Holdings, Inc.

SEMRยทNYSE

$12.00

+0.0000%
TechnologySoftware - Application

Semrush Holdings, Inc. develops an online visibility management software-as-a-service platform worldwide. The company enables companies to identify and reach the right audience for their content through the right channels. Its platform enables the company's customers to understand trends and act upon insights to enhance the online visibility, and drive traffic to their websites and social media pages, as well as online listings, distribute targeted content to their customers, and measure the digital marketing campaigns. The company was founded in 2008 and is headquartered in Boston, Massachusetts.

At a Glance

Live Snapshot
Market Cap$1.81B
EPS-0.1300
P/E Ratio-92.31
Earnings Date05/12/2026
semr

Semrush Holdings, Inc. Street Expectations Map

SEMR ยท NYSE

Wall Street analysts project that SEMR stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 12.00, with estimates ranging from a low of 12.00 to a high of 12.00.

Lowest Target
12.00
0.00%
Consensus Target
12.00
0.00%
Highest Target
12.00
0.00%

The consensus 1-year price target stands at 12.00, with estimates ranging from a low of 12.00 to a high of 12.00.

Analyst Consensus Analysis

Upside Potential

0.0%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

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Semrush Holdings, Inc. Forward Estimates of Revenue

SEMR ยท NYSE
Latest Revenue
443.64M
FY 2025
Avg Estimate
511.20M
FY 2026
Estimate Range
508.51M - 515.34M
Analyst Spread

Forward Growth Analysis

Projected Growth+15.2%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Semrush Holdings, Inc. Forward Estimates of Net Income

SEMR ยท NYSE
Latest Net Income
-18.96M
FY 2025
Avg Estimate
63.11M
FY 2026
Estimate Range
54.75M - 71.48M
Analyst Spread

Forward Growth Analysis

Projected Growth+432.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread27%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Semrush Holdings, Inc. Forward Estimates of EPS

SEMR ยท NYSE
Latest EPS
-0.13
FY 2025
Avg Estimate
$0.42
FY 2026
Estimate Range
$0.37 - $0.48
Analyst Spread

Forward Growth Analysis

Projected Growth+422.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread27%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Semrush Holdings, Inc. Forward Estimates of EBIT

SEMR ยท NYSE
Latest EBIT
-10.10M
FY 2025
Avg Estimate
-16.34M
FY 2026
Estimate Range
-16.47M - -16.25M
Analyst Spread

Forward Growth Analysis

Projected Growth-61.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Semrush Holdings, Inc. Forward Estimates of EBITDA

SEMR ยท NYSE
Latest EBITDA
1.66M
FY 2025
Avg Estimate
-5.54M
FY 2026
Estimate Range
-5.59M - -5.51M
Analyst Spread

Forward Growth Analysis

Projected Growth-433.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Semrush Holdings, Inc. Forward Estimates of SG&A Expense

SEMR ยท NYSE
Latest SG&A Expense
282.98M
FY 2025
Avg Estimate
340.61M
FY 2026
Estimate Range
338.81M - 343.37M
Analyst Spread

Forward Growth Analysis

Projected Growth+20.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Semrush Holdings, Inc. Insider Positioning

SEMR ยท NYSE

During the last 12 months, insiders have sold $13.05M worth of SEMR shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

604.2K

7.20M

Net Activity

-7.2M

-$7.20M

3-6 Months

Bought

0

0.00

Sold

463.0K

5.49M

Net Activity

-5.5M

-$5.49M

6-9 Months

Bought

0

0.00

Sold

3.9K

28.48K

Net Activity

-28K

-$28K

9-12 Months

Bought

0

0.00

Sold

33.4K

325.42K

Net Activity

-325K

-$325K

Top Buyers

No buying activity

Top Sellers

1
LE

Levin Eugenie

Officer: President

404.2K sharesโ€ข1 transactions

$4.81M

2
WA

Warden Andrew

Officer: Chief Marketing Officer

271.1K sharesโ€ข4 transactions

$3.18M

3
SO

Shchegolev Oleg

Director, 10 Percent Owner, Officer: Chief Technology Officer

200.0K sharesโ€ข1 transactions

$2.39M

4
MB

Mulroy Brian

Officer: Chief Financial Officer

120.1K sharesโ€ข2 transactions

$1.40M

5
MDW

Mason David W

Officer: Chief Legal Officer

99.9K sharesโ€ข2 transactions

$1.18M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $13.05M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$7.20M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.