SEMR

Semrush Holdings, Inc. (SEMR) | Rumor.io

Semrush Holdings

SEMR

Attention (50-day avg)0%

Attention rank (50-day avg)—

Bullish sentiment (50-day avg)100%

Price to earnings ratio0

Market capitalization0

Earnings per share0

Dividend yield (TTM)—

Revenue (annual)0

Net income (annual)0

Social

What share of all stock conversation is about SEMR?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0% +0	0% +0

Jul 24

Semrush Holdings' valuation is being questioned, with one commenter suggesting a fair value of $495 based on 11% FCF growth, but questioning the sustainability of Adobe's mature subscription model.
The commenter also notes that the integration of Semrush into Adobe's business is unlikely to be a major growth driver, given the size of the acquisition relative to Adobe's market capitalization.
The market's willingness to value software companies at high multiples (25x+ FCF) may be a concern, according to the commenter.

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Sentiment

Of the messages about SEMR that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	100%	75.44% -19.47
Bearish	—	—	0%	24.56% +19.47

Bullish· Nov 20

SEMR's stock price surged by 73.96% after Adobe announced its acquisition of the company for $12 per share in a $1.9 billion deal.
Investors who held onto SEMR stock at $6.50 saw their positions increase by 1600% after the acquisition news.
SEMR's valuation was deemed "impossible to ignore" due to the premium offered by Adobe, indicating a strong market appetite for the company.

Bearish· May 1

Semrush's traffic metrics may be inaccurate and significantly different from actual numbers.
The company's tool may not be reliable for estimating website traffic.
Semrush's methodology may be flawed, leading to large margin errors.

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Topics

Of the messages about SEMR that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	—	—	0%	14.21%
Announcements	—	—	16.18%	35.72%
Controversies	—	—	0%	0.63%
Earnings	—	—	71.26%	28.11%
Macro	—	—	12.56%	19.93%
Technical Analysis	—	—	0%	1.4%

Earnings· Jun 6

Semrush Holdings, Inc. (SEMR) is expected to close its acquisition on April 28, potentially boosting Adobe's (ADBE) earnings.
Adobe's (ADBE) earnings are expected to be strong, with a 4th consecutive beat, and the stock is considered undervalued with 89% gross margins.
Adobe's (ADBE) stock has been impacted by CEO Narayen's departure, with a 7.6% drop after Q1 earnings, and the options market is pricing a ±9.47% move.

Analysts· Apr 19

JP Morgan initiates coverage on SEMrush with an Overweight rating and a price target of $20.
Keybanc initiates coverage on SEMrush with an Overweight rating and a price target of $22.
Several analysts, including Piper Sandler, Stifel, Jefferies, and Goldman Sachs, initiate coverage on SEMrush with various ratings and price targets.

Announcements· Jun 16

Adobe's acquisition of Semrush inflated their Annual Recurring Revenue (ARR) to 13%, but their true ARR was around 10.5%.
Adobe's ARR has been decelerating since Q1 2024, from 14% to 10%, with the core subscription engine also showing signs of slowing down.
The acquisition of Semrush is seen as a deliberate trade-off by Adobe for a larger AI/freemium user base and future monetization, but bears view it as evidence of weakening pricing power.

Macro· Jun 16

The acquisition of Semrush is contributing to Adobe's growth, but may also be masking underlying trends in the business.
Adobe's organic ARR growth is slowing down, with a 10% increase in the first half and an 8% increase expected in the second half.
The company is experiencing margin compression, with some of the decline attributed to the lower-margin revenue from the Semrush acquisition.

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Community

Of the messages about SEMR, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	14.9%	11.77%
Newcomers	100%	100%	85.1%	88.23%

Jul 24

The newcomer questions the valuation of ADBE, citing a previous sub's call of the stock being undervalued at $400, and suggests that the multiple compression story is the problem.
The newcomer challenges the assumption of 11% FCF growth for 5 years, citing Adobe's mature subscription model and the unproven monetization of Firefly at scale.
The newcomer doubts the potential for margin expansion, noting that non-GAAP op margins are already at 45%, and questions where the upside comes from, despite the integration of Semrush.

Generated by AI

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