Semrush (SEMR)

• Market cap: $1.32B
• 1 day: 0.90%
• 5 days: 2.51%
• 1 month: -9.49%
• 3 months: -42.72%
• 6 months: -32.25%
• Year to date: -23.53%
• 1 year: -24.24%
• 5 years: -20.05%
• 10 years: -20.05%
• Sector: Technology
• Industry: Software - Application

About: SEMrush Holdings Inc is engaged in the online visibility management software-as-a-service (SaaS) platform. Its platform utilizes data and intelligence at the core surrounded by AI-powered interconnected hubs focused on search engine optimization, paid advertising, social media management, local marketing, brand marketing, and content marketing Geographically, it generates revenues from the United States, the UK, and Others.

Employees: 1,561

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

577% more call options, than puts

Call options by funds: $494K | Put options by funds: $73K

106% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 34

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

10% more funds holding

Funds holding: 150 [Q3] → 165 (+15) [Q4]

2.15% more ownership

Funds ownership: 49.64% [Q3] → 51.79% (+2.15%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 5 [Q3] → 5 (+0) [Q4]

21% less capital invested

Capital invested by funds: $962M [Q3] → $761M (-$201M) [Q4]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $12 34% upside
• Avg. target: $15.33 71% upside
• High target: $21 134% upside

3 analyst ratings

• positive: 2 67%
• neutral: 1 33%
• negative: 0 0%

Morgan Stanley Elizabeth Porter 44% 1-year accuracy 4 / 9 met price target	45% upside $13	Overweight Maintained	16 Apr 2025
Goldman Sachs Christopher Merwin 0 / 0 met price target	34% upside $12	Neutral Maintained	28 Mar 2025
Jefferies Brent Thill 34% 1-year accuracy 26 / 77 met price target	134% upside $21	Buy Maintained	3 Feb 2025