Semrush Holdings, Inc.
- Open
- 12.00
- Day high
- 12.01
- Day low
- 11.99
- Prev close
- 12.00
- Volume
- 2.8M
- Mkt cap
- $1.8B
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 6.2
- P/S
- 4.1
- Yield
- —
- Per share
- —
Semrush Holdings, Inc. (SEMR) is a Technology company listed on NYSE. The stock is up 18% over the past year.
Semrush Holdings, Inc. (SEMR) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
SEMR earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 6, 2026 | $0.09 | $0.01 | -88.9% | — | — |
| Nov 5, 2025 | $0.08 | $0.08 | +0.0% | $112M | -5.5% |
| May 7, 2025 | $0.07 | $0.07 | +0.0% | $105M | +0.6% |
| Feb 26, 2025 | $0.07 | $0.07 | +0.0% | $103M | +1.2% |
| Nov 8, 2024 | $0.07 | $0.06 | -14.3% | $97M | +0.8% |
| Mar 4, 2024 | $0.04 | $0.08 | +127.5% | $83M | -3.3% |
| Nov 1, 2023 | $0.02 | $0.06 | +153.1% | $79M | -5.3% |
| Aug 3, 2023 | $0.01 | $0.03 | +237.8% | $75M | -5.1% |
| Mar 13, 2023 | $-0.08 | $-0.08 | +0.0% | $69M | +1.8% |
| Nov 14, 2022 | $-0.09 | $-0.05 | +44.4% | $66M | +2.8% |
| Aug 10, 2022 | $-0.07 | $-0.04 | +42.9% | $63M | +4.3% |
| Feb 28, 2022 | $-0.01 | $-0.02 | -52.3% | $54M | +3.1% |
SEMR insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Apr 13, 2026 | Mulroy Brianofficer: Chief Financial Officer | Tax | 3,941 | $11.94 |
| Apr 3, 2026 | Shchegolev Olegdirector, 10 percent owner, officer: Chief Technology Officer | Tax | 6,533 | $11.96 |
| Apr 3, 2026 | Warden Andrewofficer: Chief Marketing Officer | Tax | 2,801 | $11.96 |
| Apr 3, 2026 | Levin Eugenieofficer: President | Tax | 2,727 | $11.96 |
| Mar 16, 2026 | Levin Eugenieofficer: President | Sell | 404,249 | $11.91 |
| Mar 10, 2026 | Shchegolev Olegdirector, 10 percent owner, officer: Chief Technology Officer | Sell | 200,000 | $11.93 |
| Mar 9, 2026 | Mason David Wofficer: Chief Legal Officer | Sell | 97,372 | $11.93 |
| Feb 12, 2026 | Shchegolev Olegdirector, 10 percent owner, officer: Chief Technology Officer | Buy | 144,000 | — |
| Feb 12, 2026 | Melnikov Dmitrydirector, 10 percent owner: | Buy | 66,667 | — |
| Jan 8, 2026 | Melnikov Dmitrydirector, 10 percent owner: | Sell | 1,399 | $11.90 |
| Dec 29, 2025 | Wagner William Raymonddirector, officer: Chief Executive Officer | Tax | 224,220 | $11.86 |
| Dec 17, 2025 | Mulroy Brianofficer: Chief Financial Officer | Tax | 98,941 | $11.86 |
| Dec 17, 2025 | Shchegolev Olegdirector, 10 percent owner, officer: Chief Technology Officer | Tax | 19,694 | $11.86 |
| Dec 17, 2025 | Wagner William Raymonddirector, officer: Chief Executive Officer | Grant | 927,487 | — |
| Dec 17, 2025 | Shchegolev Olegdirector, 10 percent owner, officer: Chief Technology Officer | Grant | 84,317 | — |
Source: SEMR SEC Form 4 filings, latest Apr 13, 2026. For informational purposes only — not investment advice.
See the full SEMR insider & 13F page →Semrush Holdings, Inc. company profile
Overview
Semrush Holdings, Inc. (NASDAQ:SEMR) is a leading software-as-a-service company that provides online visibility management and digital marketing intelligence tools. Founded in 2008 and headquartered in Boston, Massachusetts, the company went public in March 2021. Semrush has evolved from a search engine optimization tool into a comprehensive digital marketing platform serving over 100,000 paying customers worldwide, ranging from small businesses to Fortune 500 enterprises.
Business
Semrush operates in the digital marketing software industry, providing a comprehensive online visibility management platform that helps businesses improve their presence across search engines, social media, and other digital channels. The platform serves as a central hub for digital marketers, SEO professionals, content creators, and agencies to analyze, optimize, and measure their online marketing efforts. The company's core offering centers around search engine optimization (SEO) tools that analyze website performance, keyword rankings, competitor strategies, and search trends. These tools help businesses understand how their websites appear in search results and identify opportunities to improve their visibility. Beyond SEO, Semrush has expanded into adjacent areas including social media management, content marketing, pay-per-click advertising analysis, and market research. The platform operates through several key product segments: 1. Core SEO and Digital Marketing Tools (approximately 70-80% of revenue): This includes keyword research, site auditing, backlink analysis, position tracking, and competitive intelligence tools that form the foundation of the platform. 2. Enterprise SEO Solutions (growing segment, targeting $30 million ARR): Advanced enterprise-grade tools launched in 2024, featuring deep customization, automated AI workflows, and dedicated support for large organizations with average annual recurring revenue of $60,000 per customer. 3. AI-Powered Products (emerging segment, over $4 million ARR): Recently launched artificial intelligence tools including content generation, AI optimization for search, and automated workflow capabilities. 4. Social Media and Content Marketing Tools: Acquired capabilities through Brand24 and other acquisitions, providing social media monitoring, content creation, and social media management features. The platform aggregates data from multiple sources including search engines, social media platforms, and advertising networks to provide comprehensive insights that would be difficult for individual businesses to gather independently.
Competitive moat
Semrush's competitive moat is moderately strong but faces evolving challenges in the dynamic digital marketing landscape. The company's primary moat stems from its comprehensive data platform that aggregates information from multiple sources including search engines, social media platforms, and advertising networks. This data becomes more valuable as it accumulates over time, creating a network effect where more users contribute to data quality and breadth. The platform benefits from switching costs as customers integrate Semrush data and workflows into their daily operations, build historical tracking, and train teams on the platform. The learning curve and time investment required to achieve proficiency with the tools creates some customer stickiness, evidenced by the company's 107% net revenue retention rate. However, the moat faces several vulnerabilities. The digital marketing tools space is highly competitive with numerous well-funded competitors like Ahrefs, Moz, and BrightEdge offering similar core functionalities. Differentiation is increasingly difficult as competitors can often replicate features relatively quickly. The rise of artificial intelligence presents both an opportunity and a threat - while Semrush is investing heavily in AI capabilities, large technology companies with superior AI resources could potentially disrupt the market. The company's data advantage, while significant, is not insurmountable. Search engines and social media platforms control the underlying data sources and could potentially restrict access or launch competing products. Google, in particular, has introduced various SEO tools and could expand its offerings to compete more directly. The enterprise market expansion represents an attempt to build a stronger moat through deeper customer relationships and higher switching costs, but this segment is also targeted by established enterprise software companies and specialized competitors. Overall, while Semrush has built a solid competitive position, the moat is more operational than structural and requires continuous innovation and investment to maintain.
Risks & safety
Semrush demonstrates a solid margin of safety with strong liquidity and manageable debt levels, though profitability remains modest. • Cash and Liquidity: $64.7 million in cash and short-term investments as of Q1 2025, with an additional $170+ million in current assets providing substantial liquidity cushion • Debt Profile: Very low debt-to-equity ratio of 0.05, indicating minimal financial leverage and solvency risk • Cash Generation: Positive free cash flow of $21.4 million in Q1 2025 and $43.2 million for full year 2024, demonstrating the business generates cash despite modest profitability • Current Ratio: Strong 2.35 current ratio indicates solid short-term financial health • Valuation Concerns: High EV/EBITDA ratio of 98.7x reflects expensive valuation relative to current profitability levels • Profitability Metrics: Low return on equity of 0.3% and modest EBITDA margins around 3-5% indicate limited current profitability • Price-to-Book: Elevated 5.1x ratio suggests premium valuation relative to book value • Growth Premium: High valuation multiples may be justified by 20%+ revenue growth rates and expanding market opportunity, but leaves little room for execution missteps • Competitive Risks: Operating in a competitive market with potential disruption from larger technology companies
Recent development
Over the past few years, Semrush has executed several strategic pivots to expand beyond its core SEO tools and capture a larger share of the digital marketing market. The most significant development has been the enterprise market expansion, with the launch of Enterprise SEO solutions in 2024. This initiative has shown strong traction, growing from 70-90 customers in Q3 2024 to nearly 200 customers by Q1 2025, with each customer generating an average annual recurring revenue of $60,000. The company has aggressively embraced artificial intelligence integration across its product portfolio. Starting with over 700,000 users trying AI-powered features in 2023, Semrush has expanded to generate over $4 million in ARR from AI products by Q1 2025. The company launched its AI Toolkit, which management describes as one of the fastest-growing new products in company history. Looking ahead, Semrush plans to launch an AI Optimization solution specifically for enterprise customers, potentially increasing average customer ARR to $100,000. Strategic acquisitions have played a key role in the company's expansion strategy. Notable acquisitions include Brand24 for social media monitoring capabilities, Ryte for technical SEO optimization, and Third Door Media to expand digital marketing education and content. These acquisitions have helped Semrush expand its total addressable market from $13 billion to $40 billion. A significant leadership transition occurred in early 2025, with founder and CEO Oleg Shchegolev stepping down to become Chief Technology Officer, while Bill Wagner was appointed as the new CEO. This change reflects the company's evolution from a founder-led startup to a mature enterprise software company focused on scaling operations and capturing enterprise market opportunities. The company has also been repositioning itself to capitalize on the AI-driven search evolution, viewing changes in search interfaces and AI-generated results as a significant opportunity rather than a threat to traditional SEO practices.
SEMR company profile · for informational purposes only — not investment advice.
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