EverQuote, Inc. (EVER)

NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-10-23

$22.74-3.60%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge EverQuote, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
FY 2026 · Q3
Revenue	$198M–$208M	—
EBITDA	$28M–$31Mnon-GAAP	—
FY 2026 · Q4
Revenue	—	212M
EPS	—	0.475
FY 2026 · Annual
Revenue	—	801.16M
EPS	—	2.006
FY 2027 · Annual
Revenue	—	882.83M
EPS	—	2.281

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Maintain positive net income trajectory with growth above $18M	Net income rose from $8M to $19M in a year, showing profit gains.	Intact	net income falls below $15M in next quarters	Net income: $19.186M FY2026-Q2; GAAP. Published target: net income >= $18.67M. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Source published Aug 4, 202619,186,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 7547e2d8-42b3-47d2-9dc7-4a60d344a7c9. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Achieve about 21% revenue growth in Q2 2026 to ~$190M	A primary condition in EverQuote, Inc.'s published investment case. The stated target is >=21% YoY growth to ~$190M revenue.	Intact	YoY revenue growth falls below ~14% in Q2 2026	Revenue growth: 24.55% FY2026-Q2; GAAP. Published target: >=21% YoY growth to ~$190M revenue. Target and observation currencies differ. Source published Aug 4, 202624.552924 percent · calculatedSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 7547e2d8-42b3-47d2-9dc7-4a60d344a7c9. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Increase variable marketing dollars by 23% YoY in Q2 2026	The company keeps increasing marketing spend to drive growth.	Intact	marketing spend growth falls below 15% YoY in Q2 2026	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS: comparable history unavailable.

FY2027 revenue$0.88B

$0.88B → $0.88B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	$880,433,588	3 / 6
2026-07-25	Unavailable	$876,306,000	2 / 7
2026-07-26	Unavailable	$880,433,588	3 / 6
2026-07-27	Unavailable	$876,306,000	2 / 7
2026-07-28	Unavailable	$880,433,588	3 / 6
2026-07-29	Unavailable	$876,306,000	2 / 7
2026-07-30	Unavailable	$880,433,588	3 / 6
2026-07-31	Unavailable	$880,433,588	3 / 6
2026-08-01	Unavailable	$880,433,588	3 / 6
2026-08-02	Unavailable	$876,306,000	2 / 7
2026-08-03	Unavailable	$880,433,588	3 / 6
2026-08-04	Unavailable	$876,306,000	2 / 7
2026-08-05	Unavailable	$880,274,000	3 / 6
2026-08-06	Unavailable	$877,588,290	2 / 7
2026-08-07	Unavailable	$882,335,500	3 / 6
2026-08-08	Unavailable	$875,725,430	2 / 7
2026-08-09	Unavailable	$875,725,430	2 / 7
2026-08-10	Unavailable	$875,725,430	2 / 7
2026-08-11	Unavailable	$882,335,500	3 / 6
2026-08-12	Unavailable	$875,725,430	2 / 7
2026-08-13	Unavailable	$882,335,500	3 / 6
2026-08-14	Unavailable	$882,335,500	3 / 6
2026-08-15	Unavailable	$882,335,500	3 / 6
2026-08-16	Unavailable	$882,335,500	3 / 6
2026-08-17	Unavailable	$882,335,500	3 / 6
2026-08-18	Unavailable	$882,335,500	3 / 6
2026-08-19	Unavailable	$882,335,500	3 / 6
2026-08-20	Unavailable	$876,671,657	3 / 6
2026-08-21	Unavailable	$876,671,657	3 / 6
2026-08-22	Unavailable	$876,671,657	3 / 6
2026-08-23	Unavailable	$876,671,657	3 / 6
2026-08-24	Unavailable	$876,671,657	3 / 6
2026-08-25	Unavailable	$882,834,201	3 / 7
2026-08-26	Unavailable	$882,834,201	3 / 7
2026-08-27	Unavailable	$882,834,201	3 / 7
2026-08-28	Unavailable	$882,834,201	3 / 7
2026-08-29	Unavailable	$882,834,201	4 / 7
2026-08-30	Unavailable	$882,834,201	4 / 7
2026-08-31	Unavailable	$882,834,201	4 / 7
2026-09-01	Unavailable	$882,834,201	4 / 7
2026-09-02	Unavailable	$882,834,201	4 / 7
2026-09-03	Unavailable	$882,834,201	4 / 7
2026-09-04	Unavailable	$882,834,201	4 / 7
2026-09-05	Unavailable	$882,834,201	4 / 7
2026-09-06	Unavailable	$882,834,201	4 / 7
2026-09-07	Unavailable	$882,834,201	4 / 7
2026-09-08	Unavailable	$882,834,201	4 / 7
2026-09-09	Unavailable	$882,834,201	4 / 7
2026-09-10	Unavailable	$882,834,201	4 / 7
2026-09-11	Unavailable	$882,834,201	4 / 7
2026-09-12	Unavailable	$882,834,201	4 / 7
2026-09-13	Unavailable	$882,834,201	4 / 7
2026-09-14	Unavailable	$882,834,201	4 / 7
2026-09-15	Unavailable	$882,834,201	4 / 7
2026-09-16	Unavailable	$882,834,201	4 / 7
2026-09-17	Unavailable	$882,834,201	4 / 7
2026-09-18	Unavailable	$882,834,201	4 / 7
2026-09-19	Unavailable	$882,834,201	4 / 7
2026-09-20	Unavailable	$882,834,201	4 / 7
2026-09-21	Unavailable	$882,834,201	4 / 7
2026-09-22	Unavailable	$882,834,201	4 / 7
2026-09-23	Unavailable	$882,834,201	4 / 7
2026-09-24	Unavailable	$882,834,201	4 / 7
2026-09-25	Unavailable	$882,834,201	4 / 7
2026-09-26	Unavailable	$882,834,201	4 / 7
2026-09-27	Unavailable	$882,834,201	4 / 7
2026-09-28	Unavailable	$882,834,201	4 / 7
2026-09-29	Unavailable	$882,834,201	4 / 7
2026-09-30	Unavailable	$882,834,201	4 / 7
2026-10-01	Unavailable	$882,834,201	4 / 7
2026-10-02	Unavailable	$882,834,201	4 / 7
2026-10-03	Unavailable	$882,834,201	4 / 7
2026-10-04	Unavailable	$882,834,201	4 / 7
2026-10-05	Unavailable	$882,834,201	4 / 7
2026-10-06	Unavailable	$882,834,201	4 / 7
2026-10-07	Unavailable	$882,834,201	4 / 7
2026-10-08	Unavailable	$882,834,201	4 / 7
2026-10-09	Unavailable	$882,834,201	4 / 7
2026-10-10	Unavailable	$882,834,201	4 / 7
2026-10-11	Unavailable	$882,834,201	4 / 7
2026-10-12	Unavailable	$882,834,201	4 / 7
2026-10-13	Unavailable	$882,834,201	4 / 7
2026-10-14	Unavailable	$882,834,201	4 / 7
2026-10-15	Unavailable	$882,834,201	4 / 7
2026-10-16	Unavailable	$882,834,201	4 / 7
2026-10-17	Unavailable	$882,834,201	4 / 7
2026-10-18	Unavailable	$882,834,201	4 / 7
2026-10-19	Unavailable	$882,834,201	4 / 7
2026-10-20	Unavailable	$882,834,201	4 / 7
2026-10-21	Unavailable	$882,834,201	4 / 7
2026-10-22	Unavailable	$882,834,201	4 / 7
2026-10-23	Unavailable	$882,834,201	4 / 7
2026-10-24	Unavailable	$882,834,201	4 / 7

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	6	2
2026-06-01	6	2
2026-07-01	5	2
2026-08-01	6	2
2026-09-01	6	2
2026-10-01	6	2

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 6 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Sep 25–Oct 24 · 0 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Maintain positive net income trajectory with growth above $18MNet income: $19.186M
Achieve about 21% revenue growth in Q2 2026 to ~$190MRevenue growth: 24.55%
Increase variable marketing dollars by 23% YoY in Q2 2026Direct metric needs a verified mapping

Next proof point

Nov 2, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.9%Typical daily move · historical

Downside history

-48.8%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

EverQuote, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

This is a growth-oriented business with recent strong financial performance, but its elevated risk and headwind from the Communication Services sector make the thesis less steady. The thesis is intact, though confidence has eased from high to medium.

What's priced into EverQuote, Inc.

EVER is described as cheap versus peers, while the valuation model shows a 43% premium versus peers and a negative expectations gap of 0.21. The overall priced-in tag is justified, with low fragility, so the evidence does not point to a clear mismatch between expectations and the thesis.

What the fundamentals likely do

Near term, revenue growth has been strong: Q2 2026 revenue rose 25% year over year, and management's stated focus on growth is backed by delivery. AI investment remains a stated priority, but the supplied evidence does not show specific product launches or product-level results; a guidance cut on the next call is a meaningful risk despite a quiet near-term risk tier.

What EverQuote, Inc. hinges on

The multi-year view hinges on continued revenue growth and whether AI investment produces visible product results. Near term, guidance is a key swing factor; Fed rate cuts or continued earnings strength from sector bellwethers such as GOOGL, GOOG, and META could support the sector backdrop.