EverQuote (EVER) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
EverQuote faces heightened existential risk from AI-driven disruption, prompting a downgrade to 'Neutral' despite strong near-term fundamentals. AI chatbots threaten EVER's role as a consumer lead generator, with insurance carriers potentially bypassing the platform for direct integrations. Q4 revenue surged 32% y/y to $195.3 million, beating expectations, but variable marketing margin declined 460bps due to increased traffic acquisition costs.
EverQuote posts blowout Q4 with EPS up 367% and revenues jumping 33%, fueled by strong insurance segment growth and rising marketing investments.
EverQuote, Inc. (EVER) Q4 2025 Earnings Call Transcript
Although the revenue and EPS for EverQuote (EVER) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
EverQuote (EVER) came out with quarterly earnings of $1.54 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.33 per share a year ago.
EVER's Q4 earnings are likely to have benefited from strength in Automotive, Home and Renters and rising carrier spend.
Beyond analysts' top-and-bottom-line estimates for EverQuote (EVER), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.
The heavy selling pressure might have exhausted for EverQuote (EVER) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
EverQuote has underperformed the S&P 500 despite strong double-digit revenue and earnings growth. I expect EVER's stock to perform better in 2026, supported by ongoing above-average growth and the low valuation. Organic growth is driven by investments in new traffic channels and the AI-powered Smart Campaigns 3.0 product.
EverQuote (EVER) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
EverQuote (EVER) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.