SEMrush Holdings, Inc. (SEMR) Stock Analysis
Technology · Software - Application
Sell if holding. Analyst target reached at $12.00 — A.R:R is negative (-1.0) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (0.1% away).
SEMrush was an online visibility management SaaS platform offering SEO, GEO, paid advertising, social media, and content marketing tools to approximately 108,000 paying customers globally, generating $443.6M in revenue for fiscal 2025. The company was acquired by Adobe Inc. for... Read more
Sell if holding. Analyst target reached at $12.00 — A.R:R is negative (-1.0) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (0.1% away). Chart setup: No clear chart pattern; technical signals are mixed. Score 5.1/10, high confidence.
Passes 6/8 gates (positive momentum, clean insider activity, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
About SEMrush Holdings, Inc.
About SEMrush Holdings, Inc.
SEMrush Holdings generated $443.6 million in revenue for 2025, representing 18% growth from 2024, with ARR reaching $471.4 million by December 31, 2025 across approximately 108,000 paying customers. ARR per paying customer grew to $4,369 from $3,522 a year earlier, driven by Enterprise product adoption and AI tools. Adobe announced an agreement to acquire the company for $12.00 per share in November 2025; stockholder approval was obtained February 3, 2026, and the acquisition closed April 28, 2026.
SEMrush earns revenue through tiered subscription plans — Pro, Guru, Business, and Enterprise tiers for its SEO solution, plus Semrush One (launched October 2025) at Starter, Pro+, and Advanced tiers — along with add-ons across paid advertising, social media management, local marketing, brand marketing, and content marketing. Paying customers predominantly choose monthly subscription terms, which allow cancellation with little to no notice, contributing to quarter-to-quarter revenue variability; the 10-K identifies recent macro-economic pressure on smaller customers as a factor in decreased renewal rates. The dollar-based net revenue retention rate was 104% at December 31, 2025, down from 106% a year earlier. The platform aggregates data from more than 808 million domains, 28 billion keywords, and 43 trillion backlinks. SEMrush named Google and Facebook as large technology platform competitors incentivized to prioritize their own paid channels and lacking independence across rival networks.
Show full overview
The October 2025 launch of Semrush One bundled traditional keyword-ranking SEO with AI Optimization tools tracking brand visibility in LLM answer engines. The 10-K acknowledges brand discoverability is increasingly determined by both traditional search algorithms and conversational AI responses, creating a new GEO product category while exposing the company to the risk that AI-channel tools fail to fully replace core SEO subscription spending if that spending declines. In April 2026, Adobe completed its acquisition of SEMrush per Form 8-K, adding the company's data platform to Adobe's marketing cloud portfolio.
See also: Technology · Software - Application
From SEMrush Holdings, Inc.'s most recent 10-K filing, extracted June 11, 2026.
Recent developments
updated 2026-06-15Recent Developments — SEMrush Holdings, Inc.
Material events (past 30 days)
- Apr 28, 2026 HIGH Item 5.01: Adobe Inc. completed acquisition of Semrush Holdings effective April 28, 2026 per Agreement and Plan of Merger dated November 18, 2025. Each share converted to $12.00 cash. Company became wholly-owned subsidiary of Adobe and was delisted from NYSE.
Generated 2026-05-28T23:56:22Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Material Events(8-K, last 90d)
- 2026-04-28Item 5.01HIGHAdobe Inc. completed acquisition of Semrush Holdings effective April 28, 2026 per Agreement and Plan of Merger dated November 18, 2025. Each share converted to $12.00 cash. Company became wholly-owned subsidiary of Adobe and was delisted from NYSE.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Rating Breakdown
3 floor-breakers
No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $12.00 — A.R:R is negative (-1.0) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (0.1% away). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $11.96. Score 5.1/10, high confidence.
Take-profit target: $11.77 (-1.9% upside). Prior stop was $11.96. Stop-loss: $11.96.
Analyst target reached - limited upside remaining; Near 52-week high (0.1% away); Leverage penalty (D/E 4.3): -1.5.
SEMrush Holdings, Inc. trades at a P/E of N/A (forward 23.0). TrendMatrix value score: 6.7/10. Verdict: Sell.
10 analysts cover SEMR with a consensus score of 2.5/5. Average price target: $12.
What does SEMrush Holdings, Inc. do?SEMrush was an online visibility management SaaS platform offering SEO, GEO, paid advertising, social media, and...
SEMrush was an online visibility management SaaS platform offering SEO, GEO, paid advertising, social media, and content marketing tools to approximately 108,000 paying customers globally, generating $443.6M in revenue for fiscal 2025. The company was acquired by Adobe Inc. for $12.00 per share in cash with the merger completed on April 28, 2026.