Markets

Insider Trading

Hedge Funds

Retirement

Opinion

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 $11.83 as of November 28th. SEMR’s trailing P/E was 138.64 according to Yahoo Finance.

Semrush Holdings, Inc. develops an online visibility management software-as-a-service platform in the United States, the United Kingdom, and internationally. SEMR shares initially rallied following its 3Q25 results, with revenue of $112M (+15% Y/Y) largely in line with guidance and NGOI margin of...