SEMR Earnings

SEMR reported its FY2025Q3 earnings on 2025-11-05, showcasing a revenue of 112.00M against an estimate of 112.00M, resulting in a 0.38% surprise. The EPS was -0.01, surpassing the expected 0.08 by -112.5% . The stock experienced a -4.26% price change on the earnings day and a -0.8% change over the next five days, reflecting market reactions to the results.

Following SEMR's FY2025Q3 earnings announcement on 2025-11-05, the stock price moved by -4.26% on the day of the release. Over the subsequent five days, it saw a -0.80% change. Historically, SEMR's stock price tends to shift by an average of +1.28% in the 10 days leading up to earnings and -3.15% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate SEMR’s annual revenue to reach 119.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.06% and EPS estimates Revise Downward by -0.11% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between SEMR's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Upward by 0.06%, while EPS estimates moved Revise Downward by -0.11% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, SEMR's stock price typically moves by +1.28% in the 10 days before its earnings and -3.15% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 119.00M.

The earnings call highlights strong financial performance, with notable growth in AI and enterprise segments, and increased ARR. The company's strategic focus on AI adoption and enterprise expansion is promising. Despite a slight revenue guidance revision, the optimistic outlook and robust cash flow generation contribute positively. The Q&A section reinforces this sentiment, though some management responses lack detail. Considering the company's small-cap status, the market is likely to react positively to the strong performance and growth potential, resulting in a 2% to 8% stock price increase over the next two weeks.