SEMR · SEMrush Holdings, Inc.
Market Cap
$1.81B
Shares
151.18M
No Price Data
No daily price data is available for this stock yet. Data syncs automatically from Yahoo Finance.
Up next
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed Mar 2, 2026
Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Limited
Momentum
Limited
Sentiment
Bearish
Fundamentals
Excellent
Quant / Vol
Limited
Market backdrop
VIX 14.9 · calm
Equity put/call 0.52
Technical
price trend
Not enough data for a confident read.
Momentum
relative strength
Not enough data for a confident read.
Sentiment
smart money
Trend (MA cross)
No cross
50/200-day averages unavailable
Institutional flow
Distributing
-99% holders QoQ
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
3.59% of float · ▲ +3.6% MoM · 6.7 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr low
1 holders — near 3-yr low, contrarian setup
Fundamentals
Revenue growth
+18%
Y/Y
Gross margin
81%
contracting
EPS growth
−317%
Y/Y
Free cash flow
$57.8M
Balance sheet
$264.3M
net cash
Quant / Vol
risk profile
Not enough data for a confident read.
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Prior guidance
period ended
· from the 8-K filed Nov 5, 2025
Revenue
· fourth quarter
$117.5M – $119.5M
Non-GAAP operating margin
· fourth quarter
12.5%
Revenue
· full year
$443.5M – $445.5M
Non-GAAP operating margin
· full year
12%
Free cash flow margin
· full year
12%
Guided vs delivered
· last 5 settled
Revenue
fourth quarter
guided $117.5M – $119.5M
$117.66M
In line
Revenue
full year
guided $443.5M – $445.5M
$443.64M
In line
Revenue
third quarter
guided $111.1M – $112.1M
$112.08M
In line
Revenue
third quarter
guided $78M – $79M
$78.72M
In line
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| AI Products ARR | $38M | as of December 31, 2025 | — |
| Dollar-based net revenue retention | 104% | as of December 31, 2025 | — |
| Enterprise platform ARR | $37M | as of December 31, 2025 | — |
| Enterprise platform customers | 579 | as of December 31, 2025 | — |
| Non-GAAP income from operations non-GAAP | $53.3M | Full Year FY2025 | — |
| Non-GAAP operating margin non-GAAP | 12% | Full Year FY2025 | — |
| Q4 net new ARR | $16.1M | Q4 FY2025 | — |
| Total ARR | $471.4M | as of December 31, 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SEMR
this stock
SEMrush Holdings, Inc.
|
$1.81B | — | +17.7% | — | 3.6% |
|
SAP
Sap SE
|
$249.56B | -10.6% | — | — | 0.7% |
|
SHOP
Shopify Inc.
|
$188.60B | -8.6% | +30.1% | 98.4 | 1.6% |
|
CRM
Salesforce, Inc.
|
$168.25B | -22.5% | +25.9% | 23.8 | 3.6% |
|
UBER
Uber Technologies, Inc
|
$160.44B | -3.9% | +18.3% | — | 2.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Financials
Filings
Earnings & Events