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Semrush Holdings, Inc.

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
$1.77B
P/E (TTM)
-388.5
40.6
Dividend Yield
--
52W High
$18.74
52W Low
$6.56
52W Range
43%
Rank52Top 60.9%
3.3
F-Score
Modified Piotroski Analysis
Based on 6-year fundamentals
Weak • 3.3 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2019-2024

Financial Dashboard

Q3 2025 Data

Revenue

$112.08M+15.05%
4-Quarter Trend

EPS

-$0.01-292.00%
4-Quarter Trend

FCF

$17.04M+176.52%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Nine Month Revenue Growth Revenue reached $326.0 M for nine months, marking a strong 19% increase over prior year period results.
Strong ARR Expansion Annual Recurring Revenue hit $455.4 M as of September 30, 2025, up from $400.7 M last year.
Positive Free Cash Flow Nine month Free Cash Flow totaled $32.0 M, showing improvement over $25.8 M generated previously.
Increased Operating Expenses Sales and Marketing expense grew 25% to $130.7 M for nine months due to headcount increases.

Risk Factors

Q3 Customer Count Decline Experienced decrease of approximately 2,000 paying customers during Q3 2025 due to lower market softness.
Swing to Net Loss Nine month net loss reached $(7.9) M, reversing prior period net income of $4.9 M reported last year.
Lower Market Softness Softness at lower end of market impacting customer segment includes freelancers and less sophisticated users.
Retention Rate Pressure Anticipate temporary pressures on dollar-based net revenue retention as market softness continues at lower end.

Outlook

AI Product Investment Focus Plan to increase investment in product development and generative AI to enhance platform capabilities and differentiation.
New Share Repurchase Plan Board authorized $150.0 M share repurchase program; no shares repurchased in the current reporting periods.
G&A Efficiency Expected Expect general and administrative expenses to decrease as a percentage of revenue over time supporting future scalability.
Cross-Selling Momentum Continue seeing increased momentum cross-selling broader digital marketing platform features within existing customer base cohorts.

Peer Comparison

Revenue (TTM)

Upbound Group, Inc.UPBD
$4.58B
+7.5%
GigaCloud Technology Inc.GCT
$1.22B
+10.2%
Fastly, Inc.FSLY
$591.99M
+9.4%

Gross Margin (Latest Quarter)

AMTD Digital Inc.HKD
88.2%
+20.1pp
Radware Ltd.RDWR
80.7%
-0.1pp
Semrush Holdings, Inc.SEMR
80.2%
-2.3pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
SEMR$1.77B-388.5-1.7%3.1%
FSLY$1.57B-11.2-14.6%27.8%
GCT$1.48B11.630.4%41.1%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
3.0%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 25, 2026
|
EPS:$0.09
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 10, 2025|
    Revenue: $112.08M+15.1%
    |
    EPS: $-0.01-292.0%
    Miss

  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 7, 2025|
    Revenue: $108.89M+19.7%
    |
    EPS: $-0.04-488.6%
    Miss

  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 8, 2025|
    Revenue: $105.02M+22.4%
    |
    EPS: $0.01-60.8%
    Miss

  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Mar 3, 2025|
    Revenue: $376.82M+22.5%
    |
    EPS: $0.06+743.3%
    Miss

  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 12, 2024|
    Revenue: $97.41M+23.7%
    |
    EPS: $0.01-74.6%
    Miss

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 9, 2024|
    Revenue: $90.95M+21.8%
    |
    EPS: $0.01-670.0%
    Miss

  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 8, 2024|
    Revenue: $85.81M+21.1%
    |
    EPS: $0.01-121.3%
    Miss

  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Mar 7, 2024|
    Revenue: $307.68M+21.0%
    |
    EPS: $0.01+102.8%
    Miss