EverQuote remains a "Buy" after a strong post-Q3 earnings rally that demonstrated continued strong demand among auto carriers for new policy switchers. EVER trades at a compelling 6.7x FY26 EV/EBITDA, with accelerating profitability and a large $7 billion TAM in digital insurance advertising. Q3 revenue grew 20% y/y, beating expectations, while adjusted EBITDA rose 33% y/y, highlighting operational leverage and successful cross-selling initiatives.
EverQuote (EVER) came out with quarterly earnings of $0.5 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to earnings of $0.31 per share a year ago.
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.
EverQuote remains poised to gain from its exclusive data asset and technology, intensified focus on core P&C markets and strong financial profile.
EverQuote leans on AI, data and a stronger auto focus to drive growth, but faces rising costs, stiff competition and regulatory risks.
EVER trades above its 200-day SMA with strong returns and rising quote requests, though challenges remain ahead.
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.
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.
EVER's second-quarter results reflect solid performances across both Automotive insurance and Home and Renters insurance verticals, offset by higher expenses.
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.
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) 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.