EverQuote, Inc. (EVER) Q3 2025 Earnings Call Transcript
EverQuote, Inc. ( EVER ) Q3 2025 Earnings Call November 3, 2025 4:30 PM EST Company Participants Jayme Mendal - President, CEO & Director Joseph Sanborn - CFO & Treasurer Conference Call Participants Brinlea Johnson - The Blueshirt Group, LLC Maria Ripps - Canaccord Genuity Corp., Research Division Zach Cummins - B. Riley Securities, Inc., Research Division Jason Kreyer - Craig-Hallum Capital Group LLC, Research Division Ralph Schackart - William Blair & Company L.L.C.
EVER Outperforms Industry, Trades at Premium: How to Play the Stock
EverQuote remains poised to gain from its exclusive data asset and technology, intensified focus on core P&C markets and strong financial profile.
EVER Rallies 16.3% YTD, Trades at Premium: Should You Buy the Stock?
EverQuote leans on AI, data and a stronger auto focus to drive growth, but faces rising costs, stiff competition and regulatory risks.
EverQuote Trades Above 200-Day SMA: Time to Buy the Stock?
EVER trades above its 200-day SMA with strong returns and rising quote requests, though challenges remain ahead.
Wall Street Analysts Predict a 36.57% Upside in EverQuote (EVER): Here's What You Should Know
The average of price targets set by Wall Street analysts indicates a potential upside of 36.6% in EverQuote (EVER). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
EverQuote: New Buybacks Signal A Very Healthy Business
I remain bullish on EverQuote, viewing the post-earnings dip as a compelling buy opportunity given strong long-term growth catalysts and a healthy balance sheet. EverQuote targets $1 billion in annual revenue and 20% adjusted EBITDA margins, leveraging AI and product expansion to drive efficiency and profitability. Despite a Q2 revenue miss, auto insurance demand remains robust, and variable marketing margins have stabilized, signaling a profitable steady-state environment.
EverQuote Q2 Earnings & Revenues Beat on Higher Automotive Revenues
EVER's second-quarter results reflect solid performances across both Automotive insurance and Home and Renters insurance verticals, offset by higher expenses.
EverQuote, Inc. (EVER) Q2 2025 Earnings Call Transcript
EverQuote, Inc. (NASDAQ:EVER ) Q2 2025 Earnings Conference Call August 4, 2025 4:30 PM ET Company Participants Jayme Mendal - President, CEO & Director Joseph Sanborn - CFO & Treasurer Conference Call Participants Cory Alan Carpenter - JPMorgan Chase & Co, Research Division Jason Michael Kreyer - Craig-Hallum Capital Group LLC, Research Division Jed Kelly - Oppenheimer & Co. Inc., Research Division Maria Ripps - Canaccord Genuity Corp., Research Division Mayank Tandon - Needham & Company, LLC, Research Division Mitchell Rubin - Unidentified Company Ralph Edward Schackart - William Blair & Company L.L.C., Research Division Zachary Cummins - B.
Compared to Estimates, EverQuote (EVER) Q2 Earnings: A Look at Key Metrics
The headline numbers for EverQuote (EVER) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
EverQuote (EVER) Beats Q2 Earnings Estimates
EverQuote (EVER) came out with quarterly earnings of $0.39 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.17 per share a year ago.
EverQuote: Diversification Could Provide More Upside
EverQuote delivered record Q1 2025 results, with 83% revenue growth and strong cash flow, driven by a robust auto insurance vertical. The company's proprietary technology and AI-powered Smart Campaigns provide a competitive edge, improving campaign performance and driving higher-quality leads for partners. Heavy reliance on the auto insurance segment and third-party media sources poses concentration and cost risks, despite ongoing diversification efforts.
EVER Rallies 27% YTD, Trades at Premium: Should You Buy the Stock?
EverQuote gains 26.9% YTD, outperforming its industry as platform expansion and acquisitions fuel strong growth.
