Semrush: Headwinds Are Already Priced Into This Attractive Value Play

  • Semrush's ~40% slide from peaks above $18 presents a compelling buy opportunity in this growth at a reasonable price software stock. The company's marketing automation tools address a $40 billion TAM, with only ~1% current penetration. It's growing its ARR at a >20% y/y pace, giving it a high degree of revenue visibility.