Foren & Soziale Netzwerke zur SEMRUSH Aktie

 

- NYSE:SEMR is one of my topic for small caps. - NYSE:SEMR is growing revenue in double digits 20%+ - High profit margin ~80%+ - Popular/Go-to tool for SEO Expert. - With Agentic AI, Agents go and search results for the user. For example, all the foundational LLM have websearch option. SEO is more critical than ever before because a solid SEO strategy will help a foundation model to show your website in the search result. - NYSE:SEMR is building AI tool capabilities as well which is an opportunity to upsell their offerings. - Debt-free capital structure plus a cash-rich position (~$262 M, exceeding debt), and current ratio above 2× signal strong liquidity Fundamentally, Year | 2025 | 2026 | 2027 | 2028 EPS | 0.35 | 0.47 | 0.63 | 0.87 EPS growth% | 25.24% | 33.51% | 36.02% | 37.55% For a company growing EPS close to 30s with a brand value deserves a forward p/e of 30 Base Case ( forward p/e = 30 ) Year | 2025 | 2026 | 2027 | 2028 Price | $10.5 | $14.1 | $18.9 | $26.1 Conservative Base Case