Semrush Holdings, Inc.

NYSE•SEMR

CEO: Mr. Oleg Shchegolev

Sector: Technology

Industry: Software - Application

Listing Date: 2021-03-24

Semrush Holdings, Inc. develops an online visibility management software-as-a-service platform in the United States, the United Kingdom, and internationally. 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 serves small and midsize businesses, enterprises, and marketing agencies, including consumer internet, digital media, education, financial services, healthcare, retail, software, telecommunications, and others. Semrush Holdings, Inc. was founded in 2008 and is headquartered in Boston, Massachusetts.

Contact Information

800 Boylston Street, Suite 2475, Boston, MA, 02199, United States

800-851-9959

www.semrush.com

Market Cap

$1.81B

P/E (TTM)

-94.2

34.1

Dividend Yield

52W High

$11.95

52W Low

$6.56

52W Range

100%

Rank46Top 59.5%

3.5

F-Score

Modified Piotroski Analysis

Based on 6-year fundamentals

Weak • 3.5 / 9 points

Scoring Range (0-9)

8-9: Excellent Value

6-7: Strong Fundamentals

4-5: Average Quality

0-3: Weak Performance

Data Period: 2020-2025

Financial Dashboard

Q4 2025 Data

Revenue

$117.66M+0.00%

4-Quarter Trend

EPS

-$0.08+0.00%

4-Quarter Trend

FCF

$14.83M+0.00%

4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Revenue Growth Strong Revenue increased 18% to $443.6M for 2025, driven by strong upsell and cross-sell activity.

ARR Growth Solidifies Annual Recurring Revenue grew to $471.4M, reflecting successful adoption of Enterprise and AI products.

Cash Flow Margin Rises Free Cash Flow margin improved to 9.7% in 2025, up from 9.4% in 2024, showing capital efficiency.

Adobe Acquisition Announced Entered Merger Agreement with Adobe in November 2025, offering $12.00 cash per share for all stock.

Risk Factors

Merger Execution Risk Pending Adobe acquisition faces delays or failure, potentially disrupting operations, personnel retention, and business relationships.

Profitability Swings Negative Reported Net Loss of $(19.5)M in 2025, reversing prior year's net income of $7.4M, due to increased operating expenses.

Paying Customer Base Declining Paying customers decreased by approximately 9,000 to 108,000 due to softness in the lower-end market.

Third-Party Data Reliance Business suffers if access to critical third-party data sources is lost or terms become less favorable.

Outlook

Enterprise Product Expansion Strategy focuses on expanding Enterprise SEO and new generative AI product portfolio adoption across customer base.

GTM Motions Optimization Continue optimizing Product-Led Growth, Sales-Assisted, and Sales-Led motions to balance CAC and LTV efficiently.

Continued R&D Investment Plan sustained investment in R&D, focusing on AI integration and enhancing proprietary data assets for innovation.

Post-Merger NYSE Delisting Following merger completion, the Company anticipates being delisted from the New York Stock Exchange.

Peer Comparison

Revenue (TTM)

UPBD

$4.70B

+8.7%

GCT

$1.29B

+11.1%

FSLY

$624.02M

+14.8%

Gross Margin (Latest Quarter)

RZLV

95.6%

+25.9pp

RDWR

80.7%

-0.1pp

SEMR

80.4%

-2.3pp

Key Metrics

Symbol	Market Cap	P/E (TTM)	ROE (TTM)	Debt to Assets
FSLY	$3.83B	-31.1	-12.9%	28.7%
SEMR	$1.81B	-94.2	-6.7%	2.8%
GCT	$1.54B	11.2	30.7%	39.0%

Long-Term Trends

Last 4 Quarters

Revenue

Net Income

Operating Cash Flow

4Q Revenue CAGR

3.9%

Moderate Growth

4Q Net Income CAGR

N/M

Profitability Shift

Cash Flow Stability

100%

Strong Cash Flow

Deep Research

Next earnings:May 5, 2026

EPS:-

Revenue:-

Financials

Earnings Calls

Reports

News

Income Statement

Balance Sheet

Cash Flow Statement

Ratios

% Chg.

Income Statement	LTM

No Data