SEMrush Holdings, Inc. Class A (SEMR)

In the past six months, SEMrush stock has been impacted by several events. The announcement of the general availability of its Site Intelligence tool led to a share increase. Tech stocks experienced a pullback due to concerns about artificial intelligence demand and profitability, causing SEMrush's stock to drop. SEMrush announced its second-quarter 2025 financial results. An analyst at JPMorgan Chase & Co. boosted SEMrush's price target from $17.40 to $21.00 with a "Buy" rating.

Demand for SEMrush's subscription-based digital marketing tools is influenced by digital marketing trends and economic cycles. The fourth quarter often sees increased activity due to holiday seasons. The accelerating momentum of AI in 2025 is a significant trend impacting digital marketing. SEMrush's business model relies on recurring revenue from subscriptions, with consistent growth in Annual Recurring Revenue. New product launches can also create spikes in demand. Broader economic conditions and consumer confidence can influence marketing budgets.

SEMrush Holdings, Inc. is a leading provider of an online visibility management SaaS platform operating in the Technology sector. Founded in 2008, it helps businesses enhance their online presence and marketing effectiveness. The platform offers over 50 tools and add-ons, including SEO, content marketing, market research, advertising, and social media management tools, serving a diverse customer base across various industries.

SEMrush has a significant global presence, operating in the United States, the United Kingdom, and internationally. International revenue accounts for approximately 44% of its total revenue. As of April 2025, SEMrush serves over 108,000 customers worldwide, with more than 10,000,000 users across America, Europe, Asia, and Australia. The company is headquartered in Boston, Massachusetts, and launched its Enterprise Partner Program in October 2025, expanding its enterprise footprint globally.

SEMrush holds a strong position in the SEO and online visibility management industry, recognized for its comprehensive platform and data-driven insights. SEMrush Enterprise was named a 2025 industry leader in The Forrester Wave for Search Engine Optimization Solutions. SEMrush acquired Search Engine Land and other Third Door Media properties. SEMrush has been actively integrating AI and machine learning technologies into its platform. Google's elimination of the n=100 SERP parameter forced a cost increase across the SEO platform industry. SEMrush has engaged in various marketing campaigns, with varying degrees of success.

While specific ownership percentages were not detailed, strong institutional ownership suggests confidence in the stock's long-term performance. SEMrush Holdings, Inc. went public on the New York Stock Exchange (NYSE) in 2021 under the ticker symbol SEMR.