NEW YORK and NEW ORLEANS, Jan. 7, 2026 /PRNewswire/ -- Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC ("KSF") are investigating the proposed sale of Semrush Holdings, Inc. (NYSE: SEMR) to Adobe Inc. (NasdaqGS: ADBE). Under the terms of the proposed transaction, shareholders of Semrush will receive $12.00 in cash for each share of Semrush that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequa ...

Core Insights - Two stocks in the information technology sector are showing signs of being overbought, which may concern momentum-focused investors [1][2] Company Summaries - **Cognizant Technology Solutions Corp (NASDAQ:CTSH)**: - Entered a five-year IT services agreement with ERIKS, enhancing their strategic partnership [5] - Stock price increased approximately 17% over the past month, reaching a 52-week high of $90.82 [5] - RSI value stands at 78.4, indicating overbought conditions [5] - Current stock price closed at $83.63 [5] - Momentum score is 47.50 with a value score of 58.38 [5] - **Semrush**: - Launched an official app in ChatGPT, aimed at improving data-driven marketing efficiency [5] - Stock price surged around 75% over the past month, with a 52-week high of $18.74 [5] - RSI value is at 81.4, also indicating overbought conditions [5] - Current stock price closed at $11.86 [5]

Core Insights - Two stocks in the information technology sector are showing signs of being overbought, which may concern momentum-focused investors [1][2] Company Summaries - **Cognizant Technology Solutions Corp (NASDAQ:CTSH)**: - Entered a five-year IT services agreement with ERIKS, enhancing their strategic partnership [5] - Stock price increased approximately 17% over the past month, reaching a 52-week high of $90.82 [5] - RSI value stands at 78.4, indicating overbought conditions [5] - Current stock price is $83.63, with a momentum score of 47.50 and a value score of 58.38 [5] - **Semrush**: - Launched an official app in ChatGPT, aimed at improving data-driven marketing efficiency [5] - Stock price surged around 75% in the last month, achieving a 52-week high of $18.74 [5] - RSI value is at 81.4, also indicating overbought conditions [5] - Current stock price is $11.86 [5]

BOSTON--(BUSINESS WIRE)--Semrush (NYSE: SEMR), the leading online visibility management SaaS platform, today announces the launch of its official app in ChatGPT. This integration enables marketers, SEO teams, and marketing analysts using Semrush to access live Semrush data and intelligence directly within ChatGPT, streamlining daily tasks without requiring users to switch between applications. Semrush Launches Official App in ChatGPT, Offering Users Direct Access to Semrush Data Share "Marketers today win w ...

Core Thesis - Semrush Holdings, Inc. is experiencing a positive outlook driven by the fading "SaaS is dead" narrative, AI as a growth catalyst, and a shift towards enterprise spending, which is expected to lead to multiple expansion [3]. Financial Performance - For Q3 2025, Semrush reported revenue of $112 million, reflecting a year-over-year growth of 15%, and an NGOI margin of 12.6%, although GAAP EPS missed expectations at -$0.01 [2]. - The company generated $21.9 million from operations and free cash flow of $17 million, with a robust balance sheet totaling $275.7 million [4]. Growth Metrics - Net new ARR reached $20 million, with AI products contributing approximately $10 million, accounting for half of the net new ARR [3]. - Enterprise ARR grew by 33% year-over-year, with ARPU increasing by 17% to around $4,000, driven by large accounts and under-penetrated opportunities [4]. Product Development - The introduction of the Semrush One platform integrates AI visibility with traditional SEO, enhancing the product portfolio and promoting adoption across various customer tiers [4]. Market Outlook - Guidance for FY25 indicates expected revenue growth of approximately 18% year-over-year and free cash flow margins around 12% [5]. - Current valuations suggest a compelling upside, with a base-case EV/Sales of 3x FY26E revenue implying a share price of $11.66, representing about 72% upside potential [5].

Core Insights - Halper Sadeh LLC is investigating potential violations of federal securities laws and breaches of fiduciary duties related to the sales of Axalta Coating Systems Ltd., Semrush Holdings, Inc., and Cidara Therapeutics, Inc. [1][2] Group 1: Company Transactions - Axalta Coating Systems Ltd. is being sold to Akzo Nobel N.V. for 0.6539 shares of AkzoNobel stock for each share of Axalta common stock [1] - Semrush Holdings, Inc. is being sold to Adobe for $12.00 per share [2] - Cidara Therapeutics, Inc. is being sold to Merck for $221.50 per share in cash [2] Group 2: Legal Actions and Shareholder Rights - Halper Sadeh LLC may seek increased consideration for shareholders, additional disclosures, and other relief on behalf of shareholders [3] - Shareholders are encouraged to contact Halper Sadeh LLC to discuss their legal rights and options [4]

Core Viewpoint - Wohl & Fruchter LLP is investigating the fairness of the proposed sale of Semrush Holdings, Inc. to Adobe for $12.00 per share, which is below market expectations and the company's recent performance [1][3]. Group 1: Sale Details - Semrush announced an agreement to be sold to Adobe for $12.00 per share in cash on November 20, 2025 [3]. - The sale price is lower than the $14.00 per share price target set by J.P. Morgan's Mark Murphy and significantly below Semrush's 52-week high of $18.74 per share [1][3]. Group 2: Investigation Purpose - The investigation aims to determine if the Semrush Board of Directors acted in the best interests of shareholders when approving the sale [4]. - It will assess whether the agreed price is fair and if all material information regarding the transaction has been fully disclosed [4].

Group 1 - Adobe announced plans to acquire marketing software company Semrush for $12 per share, totaling approximately $1.9 billion, with an expected completion in the first half of 2026 [1][3] - This acquisition would mark Adobe's third-largest acquisition in its history and is its first merger activity following the failed acquisition of Figma [1] - Semrush is recognized for its data-driven Generative Engine Optimization (GEO) and Search Engine Optimization (SEO) solutions, which are valuable for marketers in managing brand visibility and audience reach [3] Group 2 - Upon completion of the transaction, Adobe and Semrush will offer a comprehensive solution to help marketers understand their brand performance across owned channels, LLMs, traditional search, and the broader web [3]

Core Viewpoint - Adobe Inc. is acquiring SEMrush Holdings, Inc. for $1.9 billion in cash to enhance its data-driven marketing capabilities and competitive position in search engine optimization and generative engine optimization [1][3]. Group 1: Acquisition Details - The acquisition is valued at approximately $1.9 billion, with Adobe paying $12.00 per share for SEMrush [3]. - The boards of both companies have approved the transaction, which is expected to close in the first half of 2026, pending regulatory clearance [7]. Group 2: Strategic Implications - Integrating SEMrush's AI-powered search technologies into Adobe Experience Cloud aims to provide marketers with better insights into keywords, competitors, and demand signals [2]. - The acquisition is expected to strengthen Adobe's data-driven marketing stack and expand its influence in brand visibility solutions [6]. Group 3: Analyst Insights - JP Morgan analyst Mark R. Murphy maintains an Overweight rating on Adobe with a price target of $520, viewing SEMrush as a strong leader in its market [3][4]. - Murphy noted that SEMrush has struggled to maintain over 20% revenue growth, which has pressured its valuation despite a solid technology foundation [4]. - The acquisition is seen as an opportunity for Adobe to provide SEMrush with the enterprise scale it has not fully realized on its own [4][5]. Group 4: Financial Projections - Murphy projects Adobe's fourth-quarter revenue to be $6.1 billion with an adjusted EPS of $5.37, indicating strong fundamentals and growth potential [9].

Core Viewpoint - Kahn Swick & Foti, LLC is investigating the proposed sale of Semrush Holdings, Inc. to Adobe Inc. to assess the adequacy of the sale price and the process leading to it, as shareholders are set to receive $12.00 in cash per share [1] Group 1: Proposed Sale Details - The proposed transaction involves Semrush shareholders receiving $12.00 in cash for each share they own [1] - The investigation aims to determine if this consideration undervalues Semrush Holdings, Inc. [1] Group 2: Legal Rights and Contact Information - Shareholders who believe the transaction undervalues the company can contact Kahn Swick & Foti, LLC for discussions regarding their legal rights [2] - Kahn Swick & Foti, LLC is led by former Louisiana Attorney General Charles C. Foti, Jr. [2]