SEMrush Holdings, Inc. (SEMR) Q3 Earnings Match Estimates

Core Insights - SEMrush Holdings, Inc. reported quarterly earnings of $0.08 per share, matching the Zacks Consensus Estimate, and showing an increase from $0.06 per share a year ago [1] - The company achieved revenues of $112.08 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 0.49% and up from $97.41 million year-over-year [2] - SEMrush shares have declined approximately 40.4% year-to-date, contrasting with the S&P 500's gain of 15.1% [3] Earnings Performance - The earnings surprise for the previous quarter was -37.5%, as the company reported earnings of $0.05 per share against an expectation of $0.08 [1] - Over the last four quarters, SEMrush has not surpassed consensus EPS estimates [1] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.10 on revenues of $118.46 million, and for the current fiscal year, it is $0.33 on revenues of $443.3 million [7] - The estimate revisions trend for SEMrush was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Internet - Software industry, to which SEMrush belongs, is currently ranked in the top 34% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]