Jefferies analyst Surinder Thind maintains $SEMrush (SEMR.US)$ with a buy rating, and maintains the target price at $17.
According to TipRanks data, the analyst has a success rate of 58.3% and a total average return of 12.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $SEMrush (SEMR.US)$'s main analysts recently are as follows:
Semrush has been portrayed as evolving towards a more refined, enterprise-grade search engine optimization platform with a focus on moving upmarket and integrating artificial intelligence. Analysts have emerged from the company's analyst day with an 'incrementally positive' stance, emphasizing that the revealed details about their customer segment indicate a robust and rapidly growing enterprise segment in terms of annual recurring revenue.
The company's recent Analyst Day has reinforced the analyst's confidence in a crucial element of their positive outlook, specifically the expansion into enterprise-level clientele. It's observed that enterprise customers are investing between $40K-$60K on the platform on average. Currently, 291 customers spend upwards of $50K with the company. With over 8,000 enterprise customers already being paying users, there's potential for substantial growth in average revenue per customer, which could climb from around $7,500 to $50K. This growth opportunity also extends to the significant number of mid-market customers and the 21,000 agencies using the platform that could similarly increase their annual revenue rates to this level.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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富瑞集團分析師Surinder Thind維持$SEMrush (SEMR.US)$買入評級，維持目標價17美元。
根據TipRanks數據顯示，該分析師近一年總勝率為58.3%，總平均回報率為12.2%。
此外，綜合報道，$SEMrush (SEMR.US)$近期主要分析師觀點如下：
Semrush被描述爲向更精細的企業級搜索引擎優化平台演變，重點是向高檔市場發展和整合人工智能。分析師從公司的分析師日起就以 「逐步積極」 的立場脫穎而出，他們強調披露的客戶細分細節表明，就年度經常性收入而言，企業細分市場強勁且快速增長。
該公司最近的分析師日增強了分析師對其樂觀前景的關鍵要素的信心，特別是向企業級客戶群的擴張。據觀察，企業客戶在該平台上的平均投資在4萬至6萬美元之間。目前，有291名客戶在公司的支出超過5萬美元。由於已有超過8,000名企業客戶成爲付費用戶，因此每位客戶的平均收入有可能大幅增長，可能從約7,500美元攀升至5萬美元。這種增長機會還延伸到大量的中端市場客戶和使用該平台的21,000家代理機構，這同樣可以將其年收入率提高到這個水平。
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總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
