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Adobe历史第三大交易:拟以19亿美元收购营销软件企业Semrush
搜狐财经· 2025-11-21 15:04
Adobe 在新闻稿中表示,Semrush 凭借其数据驱动的生成式引擎优化 (GEO) 和搜索引擎优化 (SEO) 解决方案成为了营销人员管理品牌可见度和受众覆盖范围 的强大合作伙伴。 IT之家 11 月 21 日消息,Adobe 美国当地时间 19 日宣布拟以每股 12 美元现金、共计约 19 亿美元(IT之家注:现汇率约合 135.23 亿元人民币)的对价收购 营销软件企业 Semrush,预计 2026 年上半年完成。 如果这笔交易最终顺利落地,将是 Adobe 历史上的第三大收购;这也是对 Figma 收购失败后 Adobe 的首次并购行动。 一旦交易完成,Adobe 和 Semrush 将共同提供一套综合解决方案,帮助营销人员全面了解其品牌在自有渠道、LLMs、传统搜索和更广泛的网络中的表现。 ...
Adobe's Massive Reach Will 'Unlock' Semrush's True Potential: Analyst
Benzinga· 2025-11-21 02:03
收购交易概述 - Adobe计划以19亿美元现金收购SEMrush Holdings Inc [1] - 交易价格为每股1200美元 [3] - 交易已获双方董事会批准 预计于2026年上半年完成 需满足监管批准等条件 [7] - SEMrush的创始人及主要股东(代表超过75%的公司投票权)已承诺支持该交易 [7] 战略意图与协同效应 - 收购旨在加强Adobe在企业级市场的覆盖范围和竞争力 特别是在搜索引擎优化和新兴的生成式引擎优化领域 [1] - 通过将SEMrush强大的人工智能驱动搜索技术整合至Adobe Experience Cloud 为营销人员提供更敏锐的关键词、竞争对手和需求信号洞察 [2] - SEMrush被视为搜索引擎优化和生成式引擎优化市场强大且创新的领导者 [3] - Adobe可凭借其品牌知名度、全球销售网络和成熟的企业分销渠道为SEMrush提供其自身难以完全解锁的企业级规模 [4][5] - 此次收购符合Adobe将“强大、设计精良的技术”与自身分销能力相结合的战略 [5] 对Adobe业务的影响 - 预计SEMrush将增强Adobe Experience Cloud 尤其是在战略和激活层 帮助营销人员分析趋势主题、关键词表现、竞争动态和需求信号 [6] - 这将加强Adobe的数据驱动营销产品组合 并扩大其在品牌可见性解决方案领域的影响力 [6] - 分析师看好公司基本面 指出其具有“相当持久”的增长、早期的AI货币化机会以及令人鼓舞的客户和合作伙伴反馈 [8] - 公司凭借快速的创新步伐和构建端到端创意生态系统的进展 能够适应快速的技术变革和演进的AI定价模型 [8] - 公司凭借强大的盈利能力和规模化、多元化的客户基础 在持续的IT供应商整合和长期增长中处于有利地位 [9] - 分析师预计公司第四季度营收为61亿美元 调整后每股收益为537美元 [9] SEMrush业务状况 - SEMrush历史上专注于中端市场 近期才开始获得企业客户的青睐 [4] - 公司在设定了激进的预期后 近期难以维持20%以上的收入增长 这给其估值带来了压力 尽管其技术基础扎实 [4] 市场反应 - 消息发布时 SEMrush Holdings股价上涨047%至1182美元 [10]
Semrush Investor Alert By The Former Attorney General Of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Semrush Holdings, Inc. - SEMR
Businesswire· 2025-11-21 00:03
交易概述 - 律师事务所Kahn Swick & Foti (KSF)正在调查Adobe公司以每股12美元现金收购Semrush Holdings Inc (NYSE: SEMR)的交易[1] - 调查旨在确定该对价以及达成该对价的流程是否充分,或者该对价是否低估了Semrush公司的价值[1] 其他相关调查案件 - KSF同时也在调查私募基金CD&R以每股42.15美元现金收购Sealed Air Corporation (NYSE: SEE)的交易[5] - KSF正在调查Day One Biopharmaceuticals以每股25美元现金加一份非交易性或有价值权利(CVR)收购Mersana Therapeutics, Inc (NasdaqGS: MRSN)的交易[7] - KSF已对The Beauty Health Company (NasdaqCM: SKIN)的董事和高管启动调查,起因于公司2023年第三季度财报披露美国收入低于预期及6310万美元的减值支出[6]
Recent Market Trends: Top Gainers Across Diverse Sectors
Financial Modeling Prep· 2025-11-20 08:00
WeShop Holdings Limited (WSHP) 股价表现与业务驱动 - 纳斯达克资本市场股价从29美元低点飙升至181美元,年度涨幅达448.48% [1] - 交易量达202,565股,显著高于平均水平,显示投资者兴趣浓厚 [1] - 增长关键驱动为创新社交商务平台,将购物与社交互动相结合 [1] - 公司计划向购物者分配超过50%的股份,以促进社区所有权 [1] - 即将在美国推出应用程序,并与众多零售商建立合作伙伴关系 [1] Nuvation Bio Inc. (NUVB-WT) 市场表现与行业定位 - 股价上涨81.6%至0.22美元,交易量为424,194股 [2] - 公司以创新肿瘤学方法闻名,专注于开发癌症治疗新疗法 [2] - 在生物制药领域定位良好,市场表现反映其韧性和增长潜力 [2] Semrush Holdings, Inc. (SEMR) 股价增长与潜在风险 - 股价上涨74.52%至11.79美元,交易量达35,613,890股,表明交易活动强劲 [3] - 公司是在线可见性管理SaaS平台的领导者 [3] - Ademi公司正在调查其与Adobe的近期交易,审查是否为公众股东确保公平价格 [3] 其他显著股价变动公司 - SCHMID Group N.V. Warrants (SHMDW) 股价上涨68.35%至0.64美元 [4] - Safe & Green Holdings Corp. (SGBX) 股价上涨61.14%至5.49美元 [4] - Safe & Green Holdings Corp 已与IBN合作,以增强其在基础设施、建筑、能源、医疗保健和环境等领域的企业传播战略 [4] 行业整体趋势 - 涨幅居前的公司凸显了经历增长的不同行业,包括生物技术、软件、绿色建筑和电子商务 [5] - 市场变动强调关注市场趋势的重要性,以及各行业公司在市场价值方面取得显著进展的潜力 [5]
$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Semrush Holdings, Inc. (NYSE: SEMR)
Globenewswire· 2025-11-20 06:30
NEW YORK, Nov. 19, 2025 (GLOBE NEWSWIRE) -- Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the “M&A Class Action Firm”), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report. The firm is headquartered at the Empire State Building in New York City and is investigating Semrush Holdings, Inc. (NYSE: SEMR) related to its sale to Adobe Inc. Under the terms of the proposed transaction, Semrush sharehol ...
Why Semrush Stock Skyrocketed Today
Yahoo Finance· 2025-11-20 05:35
Key Points Adobe wants to integrate Semrush's generative AI tools into its product suite. The creative software leader offered to purchase Semrush's shares at a substantial premium to their recent closing price. 10 stocks we like better than Semrush › Shares of Semrush (NYSE: SEMR) soared on Wednesday after the digital marketing platform struck a deal to be acquired by Adobe (NASDAQ: ADBE) for $1.9 billion. By the close of trading, Semrush's stock price was up about 74%. Image source: Adobe. Ado ...
Exclusive: Adobe Head Discusses Semrush Acquistion
Yahoo Finance· 2025-11-20 03:47
公司战略与收购 - Adobe收购Semrush彰显人工智能在营销行业日益增长的重要性[1] - 收购行动由Adobe数字体验业务总裁Anil Chakravarthy主导[1]
Adobe Is Buying Semrush. Is It Too Late to Buy SEMR Stock?
Yahoo Finance· 2025-11-20 03:32
Semrush (SEMR) stock exploded roughly 75% higher on Nov. 19 after Adobe (ADBE) announced a $1.9 billion all-cash agreement to acquire the search engine marketing platform. Adobe believes this transaction that values each SEMR share at $12 will materially boost its digital marketing capabilities, particularly in artificial intelligence (AI)-driven brand visibility. More News from Barchart Despite a massive surge this morning, Semrush shares remain down over 35% versus their year-to-date high in February. ...
Shareholder Alert: The Ademi Firm investigates whether Semrush Holdings Inc. is obtaining a Fair Price for its Public Shareholders
Prnewswire· 2025-11-20 02:10
We specialize in shareholder litigation involving buyouts, mergers, and individual shareholder rights. For more information, please feel free to call us. Attorney advertising. Prior results do not guarantee similar outcomes. Accessibility StatementSkip Navigation MILWAUKEE, Nov. 19, 2025 /PRNewswire/ -- The Ademi Firm is investigating Semrush (NYSE: SEMR) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with Adobe. Click here to learn how to join our ...
Semrush stock soars on Adobe deal — but it may not be as positive for ADBE shares
Invezz· 2025-11-20 01:17
Semrush (SEMR) soared over 70% on Wednesday after Adobe Inc (NASDAQ: ADBE) announced plans to acquire the search engine marketing platform for $1.9 billion in cash. ...