EverQuote Inc (EVER)
NASDAQ:EVER
Want to see EVER full AI Analyst Report?
Earnings Data
Report Date
Aug 10, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.51Last Year’s EPS
0.39Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was predominantly positive: EverQuote reported strong, above-guidance Q1 results with double-digit revenue growth, record adjusted EBITDA (+30%), improved VMM (~29.3%), record operating cash flow, a net cash balance of $178.5M with no debt, and continued execution on AI-driven productivity and product initiatives. Management provided constructive Q2 guidance (midpoint implying ~21% revenue growth and ~32% adjusted EBITDA growth) and reiterated a path to $1B in revenue over 2–3 years. Key risks and near-term challenges cited include normalization of consumer shopping traffic, ad market competitiveness (which can cause VMM volatility), early-stage LLM/app integration adoption, some revenue concentration, and limited disclosure beyond Q2. Overall, the highlights materially outweigh the lowlights, and management presented a confident, growth-and-profitability-focused outlook.Company Guidance
Record Adjusted EBITDA and Margin Expansion
Adjusted EBITDA increased 30% year-over-year to a record $29.3 million, representing a 15.4% adjusted EBITDA margin; management emphasized continued year-over-year adjusted EBITDA growth and strong cash generation.
Solid Revenue Growth
Total revenue grew 15% year-over-year to $190.9 million in Q1 2026, with guidance for Q2 2026 revenue of $185M–$195M (implying ~21% year-over-year growth at the midpoint).
Auto and Home Vertical Performance
Auto revenue rose 13% year-over-year to $172.4 million; home revenue grew 33% year-over-year to $18.5 million, reflecting successful execution of operational plans to expand non-auto verticals.
Record Variable Marketing Dollars (VMD) and Improved VMM
VMD reached a record $55.9 million, up 19% year-over-year. Variable marketing margin (VMM) improved to 29.3% for the quarter and management expects VMM to remain in the high-20s (roughly 27%–29%) for the balance of the year.
Strong GAAP Net Income and Operating Cash Flow
GAAP net income grew to $18.7 million (from $8.0 million year-ago) and operating cash flow was a record $29.6 million for the quarter.
Healthy Balance Sheet and Share Repurchases
Ended the quarter with $178.5 million in cash and cash equivalents, no debt, and repurchased approximately $20 million of shares in Q1 (offsetting ~7.5% dilution to date).
Clear Multi-Year Growth Ambition
Management reaffirmed a path to $1 billion in revenue in 2–3 years and provided Q2 2026 guidance implying adjusted EBITDA of $28M–$30M (about 32% year-over-year growth at the midpoint).
Material Productivity Gains via AI
Revenue per employee increased nearly 3x from Q1 2023 to Q1 2026; company is deploying Agentic AI tools (AI cockpit, AI layer on site management, smart campaigns) aimed at further productivity and product innovation.
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 |
|---|---|---|---|
May 04, 2026 | $14.61 | $23.82 | +63.04% |
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% |
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 Inc (EVER) report earnings?
EverQuote Inc (EVER) is schdueled to report earning on Aug 10, 2026, After Close (Confirmed).
What is EverQuote Inc (EVER) earnings time?
EverQuote Inc (EVER) earnings time is at Aug 10, 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 (Q2) is 0.51.