Semrush Holdings, Inc. (SEMR): A Bull Case Theory

We came across a bullish thesis on Semrush Holdings, Inc. on P14 Capital’s Substack. In this article, we will summarize the bulls’ thesis on SEMR. Semrush Holdings, Inc.'s share was trading at $8.91 as of July 18^th. SEMR’s trailing  P/E was 148.50 according to Yahoo Finance.

[caption id="attachment_1209818" align="aligncenter" width="768"] Highlighting the company's sector and industry, a technician working on a complex SaaS in a technology lab.[/caption]

Semrush, Inc. (SEMR) has been weighed down by investor pessimism toward SaaS and fears that generative AI will render...