SEMR News & Events

Reports Q4 revenue $117.7M, consensus $118.6M. Reports Q4: net new ARR was $16.1 million, up 48% year-over-year, driven by continued adoption of AI products and the Enterprise platform. AI products surpassed $38 million in ARR as of December 31, 2025, up from $4 million as of the prior year period. Enterprise platform ARR grew to $37 million as of December 31, 2025, across 579 customers, up from $9 million a year ago. Together, AI products and the Enterprise platform represented $63 million of ending ARR as of December 31, 2025, contributing to total ARR of $471.4 million.

Semrush announced 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.

DA Davidson keeps a Buy rating and $500 price target on Adobe (ADBE) after the company entered into a definitive agreement to acquire SEMrush Holdings (SEMR) for $1.9B in cash. Given the size of this deal, the firm sees limited integration risk and meaningful cost synergies to be unlocked, though while the deal makes sense strategically, Adobe paid a hefty premium for capabilities that are undergoing material changes as a result of AI innovation, the analyst tells investors in a research note.