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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 $7.68 as of September 2nd. SEMR’s trailing P/E was 138.64 according to Yahoo Finance.

[caption id="attachment_965238" align="aligncenter" width="750"] Photo by Danial Igdery on Unsplash[/caption]

Semrush (SEMR) reported mixed results in 2Q25, with the weak 3Q guide reflecting challenges expected to persist, particularly at the low end of its customer base, which includes solopreneurs...