SemrushSEMR
About: SEMrush Holdings Inc is engaged in the provision of an online visibility management software-as-a-service platform. Its platform enables subscribers to improve their online visibility and drive traffic, including on their websites and social media pages, and distribute highly relevant content to their customers on a targeted basis across various channels to drive high-quality traffic and measure the effectiveness of their digital marketing campaigns. Geographically, it generates revenues from the US, the UK, and other regions.
Employees: 1,390
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
156% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 25
100% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 21
17% more funds holding
Funds holding: 124 [Q1] → 145 (+21) [Q2]
1.14% more ownership
Funds ownership: 50.14% [Q1] → 51.28% (+1.14%) [Q2]
4% more capital invested
Capital invested by funds: $805M [Q1] → $836M (+$31.3M) [Q2]
17% less funds holding in top 10
Funds holding in top 10: 6 [Q1] → 5 (-1) [Q2]
39% less call options, than puts
Call options by funds: $716K | Put options by funds: $1.17M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Goldman Sachs Christopher Merwin 0 / 0 met price target | 19%upside $16 | Neutral Maintained | 7 Oct 2024 |
JP Morgan Mark Murphy 45% 1-year accuracy 9 / 20 met price target | 27%upside $17 | Overweight Maintained | 2 Oct 2024 |
Keybanc Jason Ader 58% 1-year accuracy 14 / 24 met price target | 57%upside $21 | Overweight Maintained | 2 Oct 2024 |
Needham Scott Berg 40% 1-year accuracy 44 / 111 met price target | 34%upside $18 | Buy Reiterated | 2 Oct 2024 |
Needham Scott Berg 40% 1-year accuracy 44 / 111 met price target | 34%upside $18 | Buy Reiterated | 7 Aug 2024 |
Financial journalist opinion
Based on 3 articles about SEMR published over the past 30 days
