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Everquote (EVER)
NASDAQ:EVER
Earnings Data
Report Date
May 11, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.44Last Year’s EPS
0.42Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong positive momentum: record revenue and adjusted EBITDA growth, substantial operating leverage from AI and technology, solid cash generation and a clean balance sheet. Management acknowledged near-term variability driven by strategic traffic investments and a measured carrier spend pattern into Q1, plus external risks like ad-cost volatility and concentration in auto. Overall, the positives (robust growth, margin expansion, AI-led product progress, and balance sheet strength) materially outweigh the temporary and manageable headwinds discussed.Company Guidance
Record Full-Year Revenue and Strong Q4
Full-year 2025 revenue grew 38% year-over-year to $692.5M; Q4 2025 revenue was a record $195.3M, up 32% year-over-year and a record 12% sequential increase from Q3, breaking historical seasonality.
Significant Adjusted EBITDA Expansion and Margin Improvement
Full-year adjusted EBITDA increased 62% year-over-year to $94.6M with a 13.7% adjusted EBITDA margin (≈+200 bps vs. 2024). Q4 adjusted EBITDA grew 32% to $25.1M with a 12.8% margin.
Strong Vertical Performance — Auto and Home
Auto revenue: full-year $629.8M (+41% YoY); Q4 auto $179.9M (+32% YoY). Home revenue: Q4 $15.4M (+37% YoY); full-year home $62.7M (+20% YoY), indicating growth across primary verticals.
Operating Leverage, Cash Flow and Balance Sheet Strength
Total cash operating expenses were effectively flat year-over-year at ≈$97M while revenue more than doubled since 2023. Operating cash flow was $95.4M for the year ($27M in Q4). Cash and equivalents totaled $171.4M and the company has no debt.
AI Integration and Product Innovation Driving Efficiency
Company expanded AI usage (traffic bidding, Smart Campaigns, AI voice in call centers, Gen AI adoption) which management attributes to operating leverage (62% adj. EBITDA growth) and product differentiation; majority of carriers use SmartCampaigns and rollout to agents and new features planned for 2026.
Carrier Demand and Marketplace Dynamics
Carrier spend was up 39% year-over-year and management reports a favorable P&C backdrop with carriers focused on profitable growth in 2026, providing confidence in continued demand for EverQuote's marketplace.
Capital Allocation Discipline
Announced $50M share repurchase program with ~$30M repurchased to date (including ~$9M in 2026). Management maintains a strong balance sheet, optional access to $85M credit, and an opportunistic stance on M&A to accelerate strategy.
EVER Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
EVER Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 23, 2026 | $15.32 | $15.50 | +1.17% |
Nov 03, 2025 | $22.41 | $24.28 | +8.34% |
Aug 04, 2025 | $25.76 | $23.76 | -7.76% |
May 05, 2025 | $26.34 | $23.18 | -12.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Everquote (EVER) report earnings?
Everquote (EVER) is schdueled to report earning on May 11, 2026, After Close (Confirmed).
What is Everquote (EVER) earnings time?
Everquote (EVER) earnings time is at May 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EVER EPS forecast?
EVER EPS forecast for the fiscal quarter 2026 (Q1) is 0.44.