SEMR Stock Listing - SEMrush IPO Discussion Thread

[secretagentdad]

https://stocktwits.com/symbol/SEMR

These guys are to pessimistic. The market can only stay wrong for so long.

 

[secretagentdad]

https://www.investors.com/ibd-data-stories/semrush-hldgs-earns-relative-strength-rating-upgrade/

Up we go.

 

[secretagentdad]

Yum yum already touched 25.
https://www.renaissancecapital.com/Profile/SEMR

Do we think this expanded backlink index is a game changer?

Update: Closing in on 26. I think we're approximately at what I would estimate the actual enterprise value to be given the current valuation environment. 3-4 Billion enterprise value range feels right on the money in my book.

 

[secretagentdad]

news - Acquired Backlinko
https://www.yahoo.com/now/semrush-acquires-backlinko-com-adds-211500810.html

My 50cents
Wow. Buying backlinko was ridiculously smart.
Raising my price target on this to 30 something dollars on the strength of the management teams decisions.
Stock is on fire sale right now. Wonder if there is something going on. Under 20 doesnt even respect their cashflow.
I think if Hub spot is worth 20 billion sem rush is worth 10 billion.