EVER

EverQuote's first quarter results were shaped by robust demand from insurance carriers and the expanding adoption of its AI-powered marketplace tools. Management pointed to a favorable underwriting environment, with carriers operating at low combined ratios and seeking growth, as the primary reason for higher spending on EverQuote's platform. CEO Jayme Mendal highlighted that “all the major carriers now [are] live and participating in the auction,” while CFO Joseph Sanborn emphasized that one key carrier more than doubled its expected spend late in the quarter, supporting broad-based revenue upside. Is now the time to buy EVER? Find out in our full research report (it’s free). Revenue: $190.9 million vs analyst estimates of $180.5 million (14.5% year-on-year growth, 5.7% beat) Adjusted EPS: $0.61 vs analyst estimates of $0.59 (4.3% beat) Adjusted EBITDA: $29.33 million vs analyst estimates of $25.21 million (15.4% margin, 16.3% beat) Revenue Guidance for Q2 CY2026 is $190 million at the midpoint, above analyst estimates of $180.9 million EBITDA guidance for Q2 CY2026 is $29 million at the midpoint, above analyst estimates of $25.22 million Operating Margin: 12.3%, up from 4.8% in the same quarter last year Market Capitalization: $725.2 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Cory Carpenter (JPMorgan) asked what drove the upside in carrier spending and if the growth cadence would persist. CEO Jayme Mendal explained, “all the major carriers now [are] live and participating in the auction,” and CFO Joseph Sanborn added that one carrier more than doubled its planned spend late in Q1. Maria Ripps (Canaccord) questioned whether first-half growth was incremental or a pull-forward from later in the year. Mendal clarified that guidance only extends through next quarter and the company remains confident in its multi-year growth path. Maria Ripps (Canaccord) also asked about EverQuote’s approach to LLM traffic and app integrations with platforms like ChatGPT. Mendal noted current technical friction but highlighted investment in paid ads and content as key to gaining LLM visibility. Naved Khan (B. Riley Securiti...

EverQuote, Inc. (NASDAQ:EVER) just released its latest quarterly results and things are looking bullish. It was overall a positive result, with revenues beating expectations by 6.0% to hit US$191m. EverQuote reported statutory earnings per share (EPS) US$0.51, which was a notable 16% above what the analysts had forecast. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. After the latest results, the eight analysts covering EverQuote are now predicting revenues of US$795.9m in 2026. If met, this would reflect a solid 11% improvement in revenue compared to the last 12 months. Statutory earnings per share are forecast to plunge 33% to US$2.09 in the same period. In the lead-up to this report, the analysts had been modelling revenues of US$778.9m and earnings per share (EPS) of US$1.98 in 2026. So there seems to have been a moderate uplift in sentiment following the latest results, given the upgrades to both revenue and earnings per share forecasts for next year. View our latest analysis for EverQuote Althoughthe analysts have upgraded their earnings estimates, there was no change to the consensus price target of US$25.00, suggesting that the forecast performance does not have a long term impact on the company's valuation. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. The most optimistic EverQuote analyst has a price target of US$30.00 per share, while the most pessimistic values it at US$20.00. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure. One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. The analysts are definitely expecting EverQuote's growth to accelerate, with the forecast 15% annualised growth to the end of 2026 ranking favo...

EverQuote, Inc. recently reported first-quarter 2026 results showing revenue of US$190.85 million and net income of US$18.67 million, and issued second-quarter revenue guidance of US$185.0–US$195.0 million, while also proposing a bylaw amendment to add officer exculpation under updated Delaware law. The combination of stronger profitability, revenue guidance implying 21% year-over-year growth at the midpoint, and governance changes affecting officer liability gives investors fresh information about both EverQuote’s operating momentum and its corporate risk framework. Next, we’ll examine how EverQuote’s stronger first-quarter earnings and double-digit second-quarter revenue guidance reshape the company’s broader investment narrative. Capitalize on the AI infrastructure supercycle with our selection of the 39 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow. To own EverQuote, you need to believe in its role as a scaled online insurance marketplace that can convert carrier ad budgets into profitable growth without being squeezed by larger platforms or direct carrier channels. The latest quarter’s higher profitability and Q2 revenue guidance support that near term earnings momentum is intact. However, the biggest immediate risk remains concentration in a handful of large auto carriers, and these results do not materially change that exposure. The proposed amendment to add officer exculpation under updated Delaware law is the most relevant recent announcement here, because it subtly shifts the company’s governance and risk profile at the same time that earnings are improving. While it does not alter EverQuote’s core growth catalysts in AI driven marketing and non auto expansion, it does affect how investors might think about accountability if execution around those catalysts or key carrier relationships were to disappoint. But even with stronger profits and higher guidance, the concentration in a few major auto carriers means investors should be aware of... Read the full narrative on EverQuote (it's free!) EverQuote's narrative projects $952.7 million revenue and $105.0 million earnings by 2029. This requires 11.2% yearly revenue growth and about a $5.7 million earnings increase from $99.3 million today. Uncover how EverQuote's forecasts yield a $24.17 fair value, in line with its current price. Some of the mos...

EverQuote, Inc. EVER reported first-quarter 2026 operating net income per share of 51 cents, significantly exceeding the Zacks Consensus Estimate by 18.6%. The bottom line increased 34.2% from the prior-year period level. Total revenues rose 15% year over year to $191 million. The top line exceeded the Zacks Consensus Estimate by 5.8%. The better-than-expected quarterly results were fueled by solid performance across both the Automotive insurance and Home and Renters insurance segments, supported by higher variable marketing investments. The upside was partly offset by an increase in operating expenses. EverQuote, Inc. price-consensus-eps-surprise-chart | EverQuote, Inc. Quote Revenues in the Automotive insurance vertical grew 13% year over year to $172.4 million, surpassing the Zacks Consensus Estimate of $164.1 million. Our estimate was $164 million. Revenues in the Home and Renters insurance vertical increased 33% year over year to $18.5 million, exceeding the Zacks Consensus Estimate of $13 million. Our estimate was $13.1 million. Revenues in the Other insurance vertical declined 100% year over year. Total costs and operating expenses rose 5.5% year over year to $167.4 million, mainly due to higher sales and marketing, research and development costs and general and administrative expenses. Our estimate was $159.2 million. EverQuote’s variable marketing dollars increased 19% year over year to $55.9 million, which beat the Zacks Consensus Estimate of $50.7 million. Adjusted EBITDA rose 30% year over year to $29.3 million, which outpaced our estimate of $24 million. The adjusted EBITDA margin expanded to 15.4% for the quarter. EverQuote exited the first quarter of 2026 with cash and cash equivalents of $178.4 million, up 4.1% from the 2025-end level. Total assets were $323.9 million, down 0.9% from the 2025-end level. Total stockholders' equity increased 1.2% from the 2025-end level to $240.8 million. Cash from operations was $29.6 million, which increased 27% year over year. During the quarter, EVER repurchased 1.1 million shares of its common stock for approximately $19.9 million. For the second quarter of 2026, EverQuote guided revenues in the $185-$195 million range, implying 21% year-over-year growth. Management expects variable marketing dollars in the $55-$57 million range, suggesting 23% year-over-year growth. Adjusted EBITDA is projected at $28-$30...

Image source: The Motley Fool. Monday, May 4, 2026 at 4:30 p.m. ET Chief Executive Officer — Jayme Mendal Chief Financial Officer and Chief Administrative Officer — Joseph Sanborn Need a quote from a Motley Fool analyst? Email [email protected] Jayme Mendal, EverQuote's Chief Executive Officer; and Joseph Sanborn, EverQuote's Chief Financial Officer and Chief Administrative Officer. During this call, we may make statements related to our business that may be considered forward-looking statements under federal securities laws, including statements considering our financial guidance for the second quarter of 2026. Forward-looking statements may be identified with words and phrases such as aim, expect, believe, intend, anticipate, plan, will, may, continue, upcoming and similar words and phrases. These statements reflect our views only as of today and should not be considered our views as of any subsequent date. We specifically disclaim any obligation to update or revise these forward-looking statements, except as required by law. Forward-looking statements are subject to a variety of risks and uncertainties that could cause the actual results to differ materially from our expectations. For a discussion of those risks and uncertainties, please refer to our SEC filings, including our annual report on Form 10-K and our quarterly reports on Form 10-Q on file with the Securities and Exchange Commission and available on the Investor Relations section of our website. Finally, during the course of today's call, we will refer to certain non-GAAP financial measures, which include adjusted EBITDA, variable marketing dollars and variable marketing margin, which we believe are helpful to investors. A reconciliation of GAAP to non-GAAP measures was included in the press release we issued after the close of market today, which is available on the Investor Relations section of our website. And with that, I will now turn the call over to Jayme. Jayme Mendal: Thank you, Sara, and thank you all for joining us today. We delivered excellent results in Q1, exceeding the high end of our guidance range across revenue, VMD and adjusted EBITDA, punctuated by 30% growth in adjusted EBITDA to a record level of $29.3 million. Our strategy is working as planned as we scale our marketplace and deepen provider relationships. When we went public in 2018, EverQuote committed to growing revenue 20% a...

For the quarter ended March 2026, EverQuote (EVER) reported revenue of $190.85 million, up 14.5% over the same period last year. EPS came in at $0.51, compared to $0.38 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $180.33 million, representing a surprise of +5.84%. The company delivered an EPS surprise of +18.61%, with the consensus EPS estimate being $0.43. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how EverQuote performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Variable Marketing Dollars: $55.9 million versus the five-analyst average estimate of $50.7 million. Revenue- Home and Renters: $18.47 million compared to the $16.79 million average estimate based on four analysts. The reported number represents a change of +32.8% year over year. Revenue- Automotive: $172.39 million versus the four-analyst average estimate of $167.11 million. The reported number represents a year-over-year change of +12.9%. View all Key Company Metrics for EverQuote here>>> Shares of EverQuote have returned -4.6% over the past month versus the Zacks S&P 500 composite's +10% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report EverQuote, Inc. (EVER) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

EverQuote (EVER) came out with quarterly earnings of $0.51 per share, beating the Zacks Consensus Estimate of $0.43 per share. This compares to earnings of $0.38 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +18.61%. A quarter ago, it was expected that this company would post earnings of $0.35 per share when it actually produced earnings of $1.54, delivering a surprise of +340%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. EverQuote, which belongs to the Zacks Internet - Software industry, posted revenues of $190.85 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 5.84%. This compares to year-ago revenues of $166.63 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. EverQuote shares have lost about 46.3% since the beginning of the year versus the S&P 500's gain of 5.6%. While EverQuote has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for EverQuote was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks her...

Performance beat was driven by a healthy carrier underwriting environment and a broad shift toward growth-oriented spending across the insurance market. Management attributed record adjusted EBITDA to disciplined execution and significant operational leverage, effectively doubling revenue over two years while keeping expenses flat. The company has achieved a 3x increase in revenue per employee over three years by leveraging tech and AI-enabled automation to drive productivity. Strategic positioning focuses on becoming a 'one-stop shop' for providers, utilizing proprietary data to align carrier underwriting preferences with consumer demographics. The marketplace is benefiting from a 'Goldilocks' dynamic where high provider demand is meeting normalizing consumer shopping levels, resulting in higher value per referral. Management noted that all major carriers are now live and participating in the auction, with one top-five carrier returning to the platform in Q1. Guidance for Q2 assumes a continuation of the strong growth-oriented carrier environment and successful scaling of new traffic channels. The company remains committed to a strategic path of reaching $1 billion in annual revenue within the next two to three years via organic growth. Management expects LLM-originated traffic to become a growing source of incremental volume as paid advertising opens up on AI platforms. Future productivity gains are expected from a transition to an 'Agentic-first' software development life cycle, intended to accelerate the pace of product innovation. The company plans to extend 'smart campaigns'—previously limited to large carriers—to local agents to deepen marketplace embedding. Management identified potential macro headwinds like high energy prices as a possible benefit to carriers, as less miles driven typically results in fewer accidents. The company maintains a 'fortress balance sheet' strategy with $178.5 million in cash and no debt to provide stability and flexibility for M&A. M&A is viewed as an accelerant for technology, AI talent, or vertical expansion rather than a requirement for reaching revenue targets. Share repurchases of approximately $19.9 million were executed in Q1 to offset dilution and return value to shareholders. Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 p...

CAMBRIDGE, Mass. (AP) — CAMBRIDGE, Mass. (AP) — EverQuote, Inc. (EVER) on Monday reported first-quarter earnings of $18.7 million. On a per-share basis, the Cambridge, Massachusetts-based company said it had profit of 51 cents. The results exceeded Wall Street expectations. The average estimate of six analysts surveyed by Zacks Investment Research was for earnings of 43 cents per share. The company posted revenue of $190.9 million in the period, which also beat Street forecasts. Six analysts surveyed by Zacks expected $180.3 million. For the current quarter ending in June, EverQuote said it expects revenue in the range of $185 million to $195 million. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on EVER at https://www.zacks.com/ap/EVER

Image source: The Motley Fool. Monday, Aug. 4, 2025 at 4:30 p.m. ET Chief Executive Officer — Jayme Mendal Chief Financial Officer — Joseph Sanborn Need a quote from a Motley Fool analyst? Email [email protected] Jayme Mendal, EverQuote's Chief Executive Officer; and Joseph Sanborn, EverQuote's Chief Financial Officer. During the call, we will make statements related to our business that may be considered forward-looking statements under federal securities laws, including statements concerning our financial guidance for the third quarter of 2025. Forward-looking statements may be identified with words and phrases such as expect, believe, intend, anticipate, plan, may, upcoming and similar words and phrases. These statements reflect our views only as of today and should not be considered our views as of any subsequent date. We specifically disclaim any obligation to update or revise these forward-looking statements, except as required by law. Forward-looking statements are subject to a variety of risks and uncertainties that could cause the actual results to differ materially from our expectations. For a discussion of those risks and uncertainties, please refer to our SEC filings, including our annual report on Form 10-K and our quarterly reports on Form 10-Q on file with the Securities and Exchange Commission and available on the Investor Relations section of our website. Finally, during the course of today's call, we will refer to certain non-GAAP financial measures, which we believe are helpful to investors. A reconciliation of GAAP to non-GAAP measures was included in the press release we issued after the close of market today, which is available on the Investor Relations section of our website. And with that, I'll turn it over to Jayme. Jayme Mendal: Thank you, Brinlea, and thank you all for joining us today. We achieved strong results in Q2, growing 34% year-over-year and delivering record adjusted EBITDA margin and net income. Against the backdrop of healthy carrier profitability, our team remains focused on helping carriers and agents accelerate growth. We continue to make progress toward our vision of becoming the #1 growth partner to P&C insurance providers by efficiently delivering better performing referrals, bigger traffic scale and a broader suite of products and services. In Q2, carrier demand remained stable, reflecting a carrier landscape that is b...

Q1 results topped guidance: Revenue rose 15% YoY to $190.9M, Adjusted EBITDA reached a record $29.3M (up 30% YoY), and Variable Marketing Dollars hit a record $55.9M, with home revenue up 33%. EverQuote ended the quarter debt-free with $178.5M in cash, repurchased about $19.9M of shares, and emphasized a capital-allocation plan prioritizing a "fortress balance sheet," continued buybacks, and selective M&A. Management is ramping AI initiatives (agentic tools, AI-powered bidding/Smart Campaigns and LLM experiments) while guiding Q2 revenue of $185–195M and reiterating a goal to reach $1 billion in revenue within 2–3 years. Interested in EverQuote, Inc.? Here are five stocks we like better. EverQuote (NASDAQ:EVER) reported first-quarter 2026 results that management said exceeded the high end of its guidance range for revenue, Variable Marketing Dollars (VMD), and Adjusted EBITDA, driven by broad-based carrier demand and continued execution across its auto and home insurance marketplaces. Chief Executive Officer Jayme Mendal said the company delivered “excellent results in Q1,” highlighted by 30% year-over-year growth in Adjusted EBITDA to a record $29.3 million. Mendal attributed the performance to scaling the marketplace and deepening provider relationships, adding that EverQuote has generated annualized Adjusted EBITDA levels at or above $100 million for three consecutive quarters. → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook Chief Financial Officer Joseph Sanborn said total revenue increased 15% year-over-year to $190.9 million. Auto insurance revenue rose 13% to $172.4 million, while home insurance revenue grew 33% to $18.5 million, which Sanborn said reflected continued benefits from an operational plan implemented last spring to strengthen the home vertical. EverQuote’s VMD increased 19% to a record $55.9 million. Variable Marketing Margin (VMM) was 29.3%, which Sanborn said improved sequentially and year over year as traffic channels the company invested in during the prior quarter began to show better profitability. → The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches On the bottom line, Sanborn said GAAP net income grew to $18.7 million from $8.0 million a year earlier. Adjusted EBITDA margin was 15.4% in the quarter. EverQuote also posted record operating cash flow of $29.6 million. Management emphasized liq...

Grows Q1 revenue 15% year-over-year to $190.9 million Delivers net income of $18.7 million Drives record Adjusted EBITDA of $29.3 million, marking growth of 30% year-over-year Exceeds guidance across all metrics Provides Q2 outlook reflecting 21% revenue growth at the midpoint CAMBRIDGE, Mass., May 04, 2026 (GLOBE NEWSWIRE) -- EverQuote, Inc. (Nasdaq: EVER), a leading provider of growth solutions for property and casualty, or P&C, insurance providers, today announced financial results for the first quarter ended March 31, 2026. “Our first quarter results demonstrate our strong performance and favorable sector demand as we execute our mission to empower P&C insurance providers to grow market share by maximizing customer acquisition across digital channels,” said Jayme Mendal, CEO of EverQuote. “As we look to the remainder of the year, we see significant opportunities to build on our AI heritage to bring new, incremental value to customers and expand our long-term growth opportunities.” First Quarter 2026 Highlights: (Unless otherwise noted, all comparisons are relative to the first quarter of 2025). Total revenue grew 15% to $190.9 million. Revenue from the Company’s automotive insurance vertical was $172.4 million and revenue from the home and renters insurance vertical was $18.5 million, marking growth of 13% and 33%, respectively. Variable Marketing Dollars were $55.9 million, compared to $46.9 million. GAAP net income increased to $18.7 million, compared to $8.0 million. Adjusted EBITDA grew 30% to $29.3 million, compared to $22.5 million. Operating cash flow increased to $29.6 million, compared to $23.3 million. The Company ended the first quarter 2026 with $178.5 million in cash and cash equivalents and no outstanding debt. During the quarter, the Company repurchased 1.1 million shares of its common stock for approximately $19.9 million. “We reported an impressive first quarter with strong revenue growth, record levels of Adjusted EBITDA and record operating cash flow. Our AI-powered solutions are enabling us to continue to drive greater value for carriers and agents while delivering operational leverage and efficiency,” said Joseph Sanborn, CFO and Chief Administrative Officer of EverQuote. “We remain committed to our previously-stated goal of achieving $1 billion in annual revenues in 2-3 years with ongoing strong cash flow generation and year-on-year...