On Oct 03, major Wall Street analysts update their ratings for $SEMrush (SEMR.US)$, with price targets ranging from $17 to $21.
Morgan Stanley analyst Elizabeth Porter maintains with a hold rating, and maintains the target price at $17.
J.P. Morgan analyst Mark Murphy maintains with a buy rating, and adjusts the target price from $16 to $17.
Jefferies analyst Surinder Thind maintains with a buy rating, and maintains the target price at $17.
Needham analyst Scott Berg maintains with a buy rating, and maintains the target price at $18.
KeyBanc analyst Jackson Ader maintains with a buy rating, and adjusts the target price from $19 to $21.
Furthermore, according to the comprehensive report, the opinions of $SEMrush (SEMR.US)$'s main analysts recently are as follows:
Semrush was highlighted for its strategic vision during the analyst day, focusing on the development of an enterprise-grade search engine optimization platform that integrates advanced artificial intelligence. The move to target an upmarket clientele and the disclosed details regarding the customer segment indicate a robust and accelerating growth in the enterprise segment's annual recurring revenue.
The company's recent Analyst Day has reinforced confidence in the significant shift towards enterprise customers, which is a core part of the optimistic outlook. Semrush has reported that enterprise clients are typically spending between $40K-$60K on its platform. Currently, there are 291 customers investing over $50K with the company. With over 8,000 enterprise clients already paying for the software, there's potential for substantial growth in average revenue per user, as many are currently spending an average of $7,500. This growth opportunity extends to the sizable mid-market segment and the 21,000 agencies using the platform, which could also elevate their average revenue to similar levels.
Here are the latest investment ratings and price targets for $SEMrush (SEMR.US)$ from 5 analysts:
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美東時間10月3日，多家華爾街大行更新了$SEMrush (SEMR.US)$的評級，目標價介於17美元至21美元。
摩根士丹利分析師Elizabeth Porter維持持有評級，維持目標價17美元。
摩根大通分析師Mark Murphy維持買入評級，並將目標價從16美元上調至17美元。
富瑞集團分析師Surinder Thind維持買入評級，維持目標價17美元。
Needham分析師Scott Berg維持買入評級，維持目標價18美元。
KeyBanc分析師Jackson Ader維持買入評級，並將目標價從19美元上調至21美元。
此外，綜合報道，$SEMrush (SEMR.US)$近期主要分析師觀點如下：
Semrush在分析師日活動中因其戰略願景受到關注，重點放在開發一個集成先進人工智能的企業級搜索引擎優化平台上。針對高端客戶的轉變以及關於客戶細分的披露細節表明企業版的年度營業收入增長強勁且正在加速。
公司最近舉辦的分析師日進一步強化了對向企業客戶轉變的信心，這是樂觀前景的核心部分。Semrush報告稱，企業客戶通常在其平台上花費4萬至6萬美元。目前，有291家客戶向該公司投資超過5萬美元。作爲已經爲軟件付費的8,000多家企業客戶，每位用戶的平均收入可能實現實質性增長，因爲目前許多用戶的平均支出爲7,500美元。這一增長機會也延伸到龐大的中市場客戶群和使用該平台的21,000家代理機構，這些機構的平均收入也可能提升至類似水平。
以下爲今日5位分析師對$SEMrush (SEMR.US)$的最新投資評級及目標價：
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