Semrush (SEMR)

• Market cap: $1.36B
• 1 day: -6.83%
• 5 days: -9.74%
• 1 month: -47.86%
• 3 months: -30.30%
• 6 months: -31.74%
• Year to date: -20.97%
• 1 year: -17.23%
• 5 years: -17.38%
• 10 years: -17.38%
• Sector: Information Technology
• Industry: Prepackaged Software

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 filings 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]

1.85% more ownership

Funds ownership: 49.95% [Q3] → 51.81% (+1.85%) [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: $968M [Q3] → $761M (-$207M) [Q4]

Research analyst outlook

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

• Low target: $18 94% upside
• Avg. target: $19.25 108% upside
• High target: $21 127% upside

4 analyst ratings

• positive: 4 100%
• neutral: 0 0%
• negative: 0 0%

Jefferies Brent Thill 32% 1-year accuracy 17 / 53 met price target	127% upside $21	Buy Maintained	3 Feb 2025
Needham Scott Berg 23% 1-year accuracy 38 / 162 met price target	94% upside $18	Buy Reiterated	15 Jan 2025
Northland Capital Markets Luke Horton 0% 1-year accuracy 0 / 6 met price target	94% upside $18	Outperform Initiated	14 Jan 2025
Morgan Stanley Elizabeth Porter 13% 1-year accuracy 1 / 8 met price target	116% upside $20	Overweight Upgraded	13 Jan 2025