5/6/24 - $semr - small punt long post EPS in low $13s5/6/24 - vrockstar - speculative here, don't know name but think this is a good setup for a long - took a small punt AH at low $13s after seeing the decent print and guide up (most are signaling issue w/ 2Q guide... which in this environment means they continue to take share and in a good environment/ reversal they'll be crushing the ball). hard to size up the 4x sales for a semi-digital-not-quite-software-name but the nearly 20% cagr top line seems like a fair px for a HQ asset that's just "passed" the test. would be tempted to sell a mis-read here where i'm down 5% or more on a reaction post earnings call. but w/ the catalyst out, a good speech about future... i think you're better long here all else equal. small play for me.
SEMR trade ideas
RiskMastery's Breakout Stocks - SEMR EditionWelcome to RiskMastery's Breakout Stocks - Stocks with breakout potential.
In this edition, we'll be looking at NASDAQ:CLRB ...
I believe this code is at a point of potential volatility.
If price can hold above $12.62 ... Bullish potential may be unlocked.
My key upside targets include:
- $14.09 (Conservative)
- $16.02 (Medium)
- $17.59 (Aggressive)
If however price falls below $10.24 ... Bearish risk potential may be unlocked.
(My key risk targets - C, M,& A - are as noted on the chart)
Enjoy, and I look forward to being of further service into the future.
If you'd like to connect, feel free to reach out and comment below.
Mr RM | Risk Mastery
Disclaimer:
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Growth in Digital Marketing Promises High PotentialShares of Semrush Holdings, Inc. (NYSE:SEMR) , known for its innovative solutions in online marketing, represent an attractive asset for investors. Semrush, specializing in SEO and marketing analytics tools, demonstrates significant growth in the rapidly evolving digital marketing industry.
Analysts note that Semrush holds leading positions in the market thanks to its wide range of tools that help companies improve online visibility and analyze the competitive environment. This is particularly relevant in an era where the effectiveness of online marketing becomes a key success factor for businesses of all sizes.
The company has shown strong financial results, confirming its growth potential and attractiveness to investors. An increasing number of clients and an expanding product line indicate sustainable development and the potential for further market share expansion.
Semrush is also actively investing in research and development, allowing the company to continuously improve its products and offer innovative solutions that meet the changing needs of the market. This not only contributes to revenue growth but also strengthens its position as a leader in digital marketing.
Considering these factors, investing in SEMR presents an attractive opportunity for those looking to capitalize on the growth of the digital marketing sector. The strong performance of the company and its innovative approach make SEMR shares an appealing choice for long-term investors.
SEMRUSH longSemrush is a low market cap stock which may be worth not only an investment but also a trade as it may come back to our buy area soon.
Some time ago we shared SEMRUSH idea in our VIP group and it was successful. Target was reached 100%.
This time we have a pleasure to share it with everyone.
Buy around 7,40 $
Take profit and target , stop loss are shown on the chart
Good luck
SEMRUSH ready for a breakout? 160 % profit possible (NEW)Semrush Inc is an American public company that offers a SaaS platform known as Semrush. The platform is often used for keyword research and online ranking data, including metrics such as search volume and cost per click.
The price remains under the downsloping resistance but it looks like it may be getting ready for an explosive breakout.
The price retested previous resistance as a support and now 8,75$ should continue acting as a support if we get another retest.
Once the price breaks the downsloping resistance, it should fly.
Our final target is a golden pocket - 0.618 fib level which is around 22,80$.
Take profit levels are shown on the chart.
SEMR buy?SEMrush stock analysis. Is it time to Buy SEMrush?
SEMrush competitors
SEMRush is on of leaders in SaaS seo tools with +1 500 employees on Linkedin www.linkedin.com with active hiring with 53 job openings
Partial competitor is Similarweb and it is only company from list of competitors is trading on stock exchange is Similarweb finance.yahoo.com
Main competitors of SEMrush are only :
1. MOZ with 310 employees on LinkedIn www.linkedin.com with active hiring with 27 open jobs. This company was acquired by iContact Marketing Corp in 2021.
2. Ahrefs with 112 employees on Linkedin www.linkedin.com no active hiring.
3. SE Ranking with 150 employees www.linkedin.com , no active hiring
Small competitors
SERPstat from NetPeak marketing agency, there is no info how many people work here but I expect not more than 100 employees dedicated to SERPstat. No activel hiring. www.linkedin.com
Spyfu with 18 employees on linkedin www.linkedin.com without actively hiring.
My main conclusion from this data and from my experience:
- MOZ is “old-school” SEO tool and is not so modern and fresh as Semrush and Ahrefs
- SEMrush is fighting for dominance and TOP 1 of SEO tool on the market.
- SEMrush has all chances to run away from competitors and become “winner takes it all”
SEMrush Financials
Quarterly SEMrush report Nov 14, 2022 for 3rd quarter of 2022 seekingalpha.com
Some insights seekingalpha.com
Income statement
yourtrading.systems
Key insights from SEMrush Income statement:
- Revenue is growing with slowdown from 50% to 30% quarterly
- A huge increase in selling expenses and R&D teams means that the company increases its own Sales and development teams. If we investigate LinkedIn, we will see 53 Job openings
SEMR for LONGSEMrush Holdings, Inc. develops online visibility management software as a service (SaaS) platform.
It helps businesses to run search engine optimization, pay-per-click, content, social media, and competitive research campaigns.
- March IPO looks good to continue the upward movement with Cup & Handle.
This is not a recommendation to buy or sell.