EverQuote Q4 revenue beats estimates

EverQuote

23/02/2026 21:15

Overview

Online insurance marketplace's Q4 revenue grew 32% yr/yr, beating analyst expectations

Adjusted EBITDA for Q4 increased 32%, beating analyst expectations

Company highlights strategic focus on AI and growth solutions for future expansion

Outlook

EverQuote forecasts Q1 2026 revenue of $175 mln to $185 mln

Company projects Q1 2026 adjusted EBITDA of $23.5 mln to $26.5 mln

EverQuote expects Q1 2026 variable marketing dollars of $49 mln to $52 mln

Result Drivers

AUTOMOTIVE INSURANCE - Revenue in the automotive insurance vertical rose 32% to $179.9 mln, contributing significantly to overall revenue growth

AI AND DATA SCIENCE - Strategic investments in AI capabilities and data science drove growth and operational efficiencies, per CFO Joseph Sanborn

HOME AND RENTERS INSURANCE - Revenue in home and renters insurance vertical increased 37% to $15.4 mln, supporting overall revenue growth

Company press release: ID:nGNX6MMZ1M

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$195.32 mln
$176.82 mln (8 Analysts)
Q4 Net Income
$57.76 mln
Q4 Adjusted EBITDA
Beat
$25.10 mln
$22.10 mln (7 Analysts)
Q4 Pretax Profit
$19.57 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the online services peer group is "buy"

Wall Street's median 12-month price target for EverQuote Inc is $33.00, about 113% above its February 20 closing price of $15.49

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 14 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)