Added to YB: 2025-11-20
Pitch date: 2025-11-19
SEMR [neutral]
Semrush Holdings, Inc.
+0.34%
current return
Author Info
P14 Capital is a former buy-side research analyst who uncovers undervalued opportunities in SMID-cap equities. Long-biased and generalist. Sign up for the newsletter.
Company Info
Semrush Holdings, Inc. develops an online visibility management software-as-a-service platform in the United States, the United Kingdom, and internationally.
Market Cap
$1.8B
Pitch Price
$11.78
Price Target
11.66 (-1%)
Dividend
N/A
EV/EBITDA
118.76
P/E
-387.31
EV/Sales
3.59
Sector
Software
Category
growth
LONG $SEMR - 3Q25 ER Update
SEMR (earnings): Q3 revenue $112M (+15% YoY) met guide; AI ARR doubled Q/Q to ~$10M (half of net new ARR), targeting $30M by end-2025; enterprise ARR +33% YoY with $10K+ ARPU (+17%); price target $11.66 (+72% upside) on 3x EV/Sales; acquisition candidate if public valuation stays depressed.
Read full article (8 min)