Should You Buy SEMrush Holdings Inc (SEMR) Today? Analysis, Price Targets, and 2026 Outlook.
Conclusion
Hold
Latest Price
11.910
1 Day change
-0.08%
52 Week Range
18.740
Analysis Updated At
2026/01/26
Given the investor's beginner level, long-term strategy, and available funds, SEMrush Holdings Inc (SEMR) is not a strong buy at this time. The stock is under a definitive acquisition agreement by Adobe at $12 per share, which limits upside potential. Additionally, the company's financial performance shows significant declines in net income and EPS, which are concerning for long-term growth. Analysts have downgraded the stock to Hold, and there are no significant positive catalysts or trading signals to suggest immediate action.
Technical Analysis
The MACD is negative and contracting, indicating a lack of bullish momentum. RSI is neutral at 55.411, and moving averages are bullish (SMA_5 > SMA_20 > SMA_200). Key support and resistance levels are tightly clustered around the current price, suggesting limited price movement in the short term.
Options Data
Bullish
Open Interest Put-Call Ratio
Bullish
Option Volume Put-Call Ratio
Technical Summary
Sell
3
Buy
9
Positive Catalysts
The acquisition by Adobe at $12 per share provides a clear exit strategy for investors, ensuring a fixed return for those holding the stock.
Neutral/Negative Catalysts
The acquisition caps the stock's upside at $12, limiting potential gains. Financial performance has deteriorated significantly, with net income and EPS showing sharp declines. Analysts have downgraded the stock to Hold, citing concerns about AI disruption and a low take-out valuation.
Financial Performance
In Q3 2025, revenue increased by 15.05% YoY to $112.08M. However, net income dropped by 295.70% YoY to -$2.14M, and EPS fell by 200% YoY to -$0.01. Gross margin also declined by 2.80% YoY to 80.17%.
Growth
Profitability
Efficiency
Analyst Ratings and Price Target Trends
Analysts have downgraded SEMR to Hold following the announcement of Adobe's acquisition. The price target has been set at $12, aligning with the acquisition price. Analysts do not expect a higher bid and view the take-out valuation as relatively low.
Wall Street analysts forecast SEMR stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for SEMR is 10.25 USD with a low forecast of 8 USD and a high forecast of 12 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
Wall Street analysts forecast SEMR stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for SEMR is 10.25 USD with a low forecast of 8 USD and a high forecast of 12 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
6 Hold
0 Sell
Hold
Current: 11.920
Low
8
Averages
10.25
High
12
Current: 11.920
Low
8
Averages
10.25
High
12
Jefferies
Surinder Thind
Buy -> Hold
downgrade
$10 -> $12
AI Analysis
2025-11-20
Reason
Jefferies
Surinder Thind
Price Target
$10 -> $12
AI Analysis
2025-11-20
downgrade
Buy -> Hold
Reason
Jefferies analyst Surinder Thind downgraded Semrush (SEMR) to Hold from Buy with a price target of $12, up from $10, after the company announced a definitive agreement to be acquired by Adobe (ADBE) for $12 per share. The firm believes this is "a solid outcome for investors" given ongoing concerns around AI disrupting Semrush's business that are unlikely to dissipate anytime soon and expects the deal to close as announced.
Northland
Luke Horton
Outperform -> Market Perform
downgrade
$12
2025-11-19
Reason
Northland
Luke Horton
Price Target
$12
2025-11-19
downgrade
Outperform -> Market Perform
Reason
Northland analyst Luke Horton downgraded Semrush (SEMR) to Market Perform from Outperform after the company agreed to be acquired by Adobe (ADBE) for $12 per share in cash.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for SEMR
