BOSTON--(BUSINESS WIRE)--Semrush (NYSE: SEMR), the leading online visibility management SaaS platform, today announced the general availability of Semrush Enterprise Site Intelligence, a site health and monitoring solution designed to keep websites technically prepared, visible and resilient in the new era of AI and search. Importance of A Healthy Website A brand's website is its most valuable digital asset, the foundation of discoverability and growth. With Semrush data showing AI Overviews no. ...

Semrush Holdings Inc. (NYSE:SEMR) is one of the best beaten-down technology stocks to buy, according to analysts. On September 30, the company announced the appointments of Abby Miller as Chief Customer Officer and Tara Haas as Chief of Staff. Semrush (SEMR) Strengthens Leadership for Global Growth Miller, formerly with LifeSpeak and LastPass, brings deep expertise in building customer-centric teams and will focus on enhancing the end-to-end customer experience. Her goal is to create a trusted support sy ...

Core Insights - The article emphasizes the investment philosophy focused on small cap companies, highlighting the importance of identifying mispriced securities through understanding financial drivers and utilizing DCF model valuation [1] Group 1 - The investment strategy is not confined to traditional categories such as value, dividend, or growth investing, but rather considers all prospects of a stock to assess risk-to-reward [1]

Semrush Holdings Inc. (NYSE:SEMR) is one of the best tech stocks under $10 to invest in. On September 22, the company announced that it has introduced the AI Visibility Index, using its enterprise-level platform to measure how brands perform in AI-powered search results on ChatGPT and Google AI Mode. The index is designed to help marketers understand how AI search is changing the way customers find and interact with brands. How Semrush’s (SEMR) New AI Tool Could Reshape Digital Visibility Copyright: rawp ...

To me, the No. 1 priority for investors in today's market should be clear: rotating away from expensive large-cap stocks and into undervalued small-cap names. To be sure, there is a higher degree of risk in betting on unproven small caps, which is why I favorWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He ha ...

BOSTON--(BUSINESS WIRE)--Semrush (NYSE: SEMR), the leading online visibility management SaaS platform, today announced the appointment of two leaders to its C-suite: Abby Miller as Chief Customer Officer and Tara Haas as Chief of Staff. This strategic move reinforces the company's commitment to building a world-class customer experience for current and future customers and to scale its operations globally. A Proven Leader in Customer Growth Miller joins Semrush with a track record of transformi. ...

Core Insights - Pittsburgh SEO Magician has achieved Semrush Agency Partner status, enhancing its capabilities in digital marketing and SEO [1][4] - The partnership with Semrush provides exclusive access to advanced tools and resources, allowing the company to deliver superior results for clients [4] - The company has also received Semrush Academy Certification, highlighting its expertise in digital marketing strategies [5][6] Group 1: Partnership and Achievements - The Semrush Agency Partner status signifies Pittsburgh SEO Magician's commitment to excellence in digital marketing [4] - The partnership enables the company to offer more robust solutions to clients, ensuring improved search engine rankings [1][4] - The Semrush Academy Certification reflects the company's proficiency in utilizing advanced digital marketing strategies [5] Group 2: Service Offerings and Client Benefits - Pittsburgh SEO Magician aims to enhance its service offerings with the new credentials, providing comprehensive digital marketing strategies [6] - The company invites businesses to explore the benefits of its enhanced services, including a free consultation [7] - By partnering with a recognized leader in digital marketing, businesses can expect greater visibility and improved search engine rankings [7]

BOSTON--(BUSINESS WIRE)--Semrush unveils AI Visibility Index, with new rules of enterprise brand discovery in AI search. New benchmark offers marketers a playbook win. ...

Core Thesis - Semrush Holdings, Inc. (SEMR) is experiencing mixed results but maintains a bullish outlook due to strong enterprise and AI growth potential, despite near-term challenges [2][3][4]. Financial Performance - SEMR's annual recurring revenue (ARR) reached $435.3 million, reflecting a 15% year-over-year increase, while the number of paying customers slightly decreased to approximately 116,000 [2]. - Negative free cash flow (FCF) was reported at $3.6 million, with GAAP EBIT impacted by high expenses, headcount growth, and foreign exchange headwinds [2]. - The company anticipates FY26-27 ARR growth of around 18% year-over-year, with gradual margin expansion as resources are redirected towards enterprise and AI solutions [3]. Customer Segmentation - The low end of SEMR's customer base, including solopreneurs and freelancers, accounts for roughly 15-20% of ARR and is facing challenges due to macro pressures and rising customer acquisition costs [2]. - Small and medium-sized businesses (SMBs), representing 20-25% of ARR, continue to adopt the platform steadily [2]. Growth Drivers - Enterprise and mid-market customer adoption is accelerating, with customers generating over $10,000 ARR growing by 35% year-over-year and those over $50,000 ARR increasing by 83% year-over-year [3]. - The average revenue per user (ARPU) rose by 15% year-over-year to $3,756, and enterprise net revenue retention (NRR) remains above 120% [3]. Valuation and Price Target - The base-case enterprise value to sales (EV/Sales) ratio is projected at 3.5x for FY26 estimated sales of $525 million, implying a target share price of $13.69, representing a 73% upside in under two years [4]. - The bull case assumes a 20% compound annual growth rate (CAGR) and a 5x EV/Sales for a target price of $20.33, while the bear case reflects a 12.1% CAGR and a 2x EV/Sales for a target price of $6.94 [4]. Capital Allocation - Management has announced a $150 million share repurchase program, indicating a disciplined approach to capital allocation [3].

Company Overview - Semrush is a digital marketing company focused on top-of-funnel digital marketing, which encompasses channels important for generating traffic and brand awareness, ultimately converting that traffic into paying customers [2] Core Focus Areas - The company emphasizes seven core channels, with a significant focus on AI, helping brands and businesses navigate the evolving AI landscape to monitor brand perception and share of voice [2]