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Semrush Hldgs Inc Stock Price, News & Analysis

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Semrush Holdings Inc. reports developments around its brand visibility and online visibility management SaaS platform, including SEO, AI search, content marketing, paid media, social strategy, and competitive research. Company announcements focus on product integrations, proprietary market data, visibility frameworks for marketers, brand identity updates, and research tied to how businesses manage discovery across search and AI environments.

Recurring Semrush news also covers marketing events, recognition programs such as AI visibility awards, and tools that connect Semrush data with daily marketing workflows. The company describes its platform as serving businesses globally through software, data, and insights for building, managing, and measuring digital marketing campaigns.

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Semrush (NYSE: SEMR) unveiled a new Brand Visibility operating model and two-part research series at Adobe Summit on April 20, 2026.

The framework defines Brand Visibility across human and AI discovery, introduces Agentic Search Optimization (ASO) and a People & Process Maturity Matrix, and highlights gaps: measurability, process (22.6%), and ownership (57.3%). Gartner projects a 25% drop in traditional search volume by 2026. Semrush reports its internal AI share of voice rose from 13% to 32% within one month.

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Semrush (NYSE: SEMR) announced a brand transformation on March 12, 2026, repositioning itself from an SEO toolset to a unified intelligence engine for brand visibility across AI search, social, and agentic discovery. The rollout begins across digital properties in March 2026 and highlights proprietary data scale.

Key data cited include 27B keywords, 43T backlinks, and 213M+ LLM prompts, and the refresh aims to align product UI and visual identity with AI-driven search trends.

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Semrush (NYSE: SEMR) announced Spotlight 2026, a flagship marketing conference set for October 13, 2026 in London to train marketers on the convergence of SEO and AI Search.

The forum will gather more than 1,000 senior leaders, feature keynotes, breakouts, curated networking and an AI Visibility Bootcamp focused on practical workflows and tools. Additional speakers, agenda highlights, and ticket details will be released ahead of the event.

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Semrush (NYSE: SEMR) reported Q4 2025 revenue of $117.7M (+15% YoY) and full-year revenue of $443.6M (+18% YoY). ARR reached $471.4M (+15% YoY) with Q4 net new ARR of $16.1M (+48% YoY). AI product ARR rose to $38M and Enterprise ARR to $37M, totaling $63M ending ARR.

GAAP loss from operations was $(13.9)M in Q4 and $(22.8)M for the year; non-GAAP operating income was $15.0M Q4 and $53.3M FY. The Adobe acquisition announced in Nov 2025 is expected to close in H1 2026, subject to approvals.

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AISquared (OTC:SEMR) reported rapid 2025 growth driven by enterprise and federal demand for secure, production-ready AI. Key metrics: 1,100% ARR growth, 115%+ net revenue retention, and 4x new customer growth. The company closed additional growth funding led by Coast Range Capital with participation from NEA and notable investors. AISquared highlighted federal traction including a collaboration with NASA JPL, expanded product offerings (Sparx, AI workflow builder), new governance controls, an IBM Agent Connect partnership, industry recognitions, and an "Awardable" status in the Department of War Tradewinds marketplace.

Management additions and board strengthening support go-to-market and product scaling as AISquared focuses on operationalizing AI at scale across regulated and mission-driven environments.

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Semrush (NYSE: SEMR) launched the inaugural AI Visibility Awards on December 18, 2025, recognizing brands that earn visibility and trust inside AI search.

The awards use the Semrush Enterprise AI Visibility Index, analyzing 2,500+ real prompts across ChatGPT and Google AI Mode (Aug–Dec 2025) to measure Share of Voice, sentiment, and source diversity. Winners span four industries and three performance types: Category Leaders, Growth Engines, and Challengers. Notable recipients include Google, Samsung, Microsoft, Patagonia, Logitech, Intuit, UNIQLO, and Anthropic.

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Semrush (NYSE: SEMR) launched its official app in ChatGPT on December 17, 2025, enabling users to access live Semrush visibility and market data directly inside ChatGPT.

The integration offers single-sign-on access to proprietary Semrush data, real-time explanations per prompt, automated reporting, and permissioned data controls. It leverages Semrush's OpenAI Apps SDK and Model Context Protocol to enable secure connections without custom scripts or engineering work. Availability spans Enterprise, EDU, Business, Pro, and Plus plans; regional availability may vary.

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Adobe (NASDAQ:ADBE) agreed to acquire Semrush (NYSE:SEMR) in an all-cash deal at $12.00 per share, valuing Semrush at approximately $1.9 billion. The transaction, approved by both boards, is expected to close in first half of 2026 subject to regulatory approvals and Semrush shareholder approval.

Semrush reported 33% year-over-year ARR growth in its enterprise segment in the most recent quarter; Adobe said the deal expands GEO and SEO capabilities to address brand visibility in the agentic AI era.

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Semrush (NYSE: SEMR) said management will present and host one-on-one investor meetings at two upcoming investor conferences in New York in November 2025.

Events and times: RBC 2025 Global Technology, Internet, Media and Telecommunications Conference on Wednesday, November 19, 2025, and the 6th Annual Needham Tech Week on Thursday, November 20, 2025. The RBC presentation time is 2:00 p.m. ET.

Conference fireside chats will be available via live audio webcast with archived replay on Semrush’s investor relations website at investors.semrush.com.

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FAQ

What is the current stock price of Semrush Hldgs (SEMR)?

The current stock price of Semrush Hldgs (SEMR) is $12.005 as of April 27, 2026.

What is the market cap of Semrush Hldgs (SEMR)?

The market cap of Semrush Hldgs (SEMR) is approximately 1.8B.