SEMrush Holdings 2025 Q3 Earnings Revenue Beats, Net Loss Widens by 433.6%

SEMrush Holdings (SEMR) reported Q3 2025 earnings on Nov 10, 2025, with revenue rising 15.1% to $112.08 million, surpassing the $111.65 million consensus. However, the company swung to a net loss of $2.40 million, a 433.6% deterioration from $718,000 net income in Q3 2024.

Revenue

The total revenue of SEMrush Holdings increased by 15.1% to $112.08 million in 2025 Q3, up from $97.41 million in 2024 Q3. This growth exceeded the consensus estimate of $111.65 million, highlighting strong business momentum.

Earnings/Net Income

SEMrush Holdings swung to a loss of $0.01 per share in 2025 Q3 from a profit of $0.01 per share in 2024 Q3 (200.0% negative change). Meanwhile, the company reported a net loss of $-2.40 million in 2025 Q3, reflecting a 433.6% deterioration from the net income of $718,000 achieved in 2024 Q3. The EPS was a negative surprise despite revenue growth.

Price Action

The stock price of SEMrush Holdings has edged up 0.27% during the latest trading day, has edged up 0.27% during the most recent full trading week, and has edged down 0.81% month-to-date.

Post-Earnings Price Action Review

The strategy of buying SEMR when revenue beats and holding for 30 days shows promising potential based on the available data. Recent positive revenue performance, with $112.08 million in Q3 2025 surpassing the consensus estimate, indicates strong business momentum. Following the earnings release, the stock rose 6.2% to $7.52, signaling investor confidence. SEMrush’s AI-driven growth, adding $10 million in annual recurring revenue, suggests continued short-to-medium-term growth. The company’s focus on higher-value customers, reflected in 105% dollar-based net revenue retention, supports future revenue stability. However, challenges like negative net margins and historical stock volatility—marked by a -20.74% decline post-previous earnings—must be considered. A 30-day holding period balances growth potential with risk assessment.

Additional News

SEMrush recently received a rating upgrade from Wall Street Zen, which moved from "hold" to "buy" on Nov 8, 2025. Zacks also revised its rating from "strong sell" to "hold," while Weiss Ratings reaffirmed a "sell" rating. The stock currently trades near its 1-year low of $6.56, with a market cap of $1.07 billion and a beta of 1.60. Analyst sentiment remains mixed, with an average rating of "Reduce" on platforms like MarketBeat. The company’s operational cash flow of $21.9 million and non-GAAP operating margin of 12.6% highlight financial resilience amid negative net margins and ROE.