Marketing analytics software Semrush (NYSE: SEMR) will be announcing earnings results this Monday after market hours. Here’s what you need to know.
Semrush beat analysts’ revenue expectations by 0.9% last quarter, reporting revenues of $105 million, up 22.4% year on year. It was a strong quarter for the company, with a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ billings estimates. It added 1,000 customers to reach a total of 118,000.
Is Semrush a buy or sell going into earnings? Read our full analysis here, it’s free.
This quarter, analysts are expecting Semrush’s revenue to grow 19.6% year on year to $108.8 million, slowing from the 21.8% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.08 per share.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Semrush has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 0.7% on average.
Looking at Semrush’s peers in the sales and marketing software segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Freshworks delivered year-on-year revenue growth of 17.5%, beating analysts’ expectations by 2.9%, and BigCommerce reported revenues up 3.2%, topping estimates by 1.3%. Freshworks traded down 2.5% following the results while BigCommerce was up 4.6%.
Read our full analysis of Freshworks’s results here and BigCommerce’s results here.
Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the sales and marketing software stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 5% on average over the last month. Semrush is up 4.5% during the same time and is heading into earnings with an average analyst price target of $15.17 (compared to the current share price of $9.45).
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