EverQuote Q3 revenue beats expectations helped by strong showing in automotive insurance vertical

Reuters11-04
EverQuote Q3 revenue beats expectations helped by strong showing in automotive insurance vertical 

Overview

  • EverQuote Q3 revenue grows 20% yr/yr, beating analyst expectations

  • Adjusted EBITDA for Q3 beats analyst estimates, increasing 33% yr/yr

  • Company repurchased $21 mln of shares, indicating confidence in long-term growth

Outlook

  • EverQuote forecasts Q4 2025 revenue between $174 mln and $180 mln

  • Company expects Q4 2025 variable marketing dollars of $46 mln to $48 mln

  • EverQuote projects Q4 2025 adjusted EBITDA of $21 mln to $23 mln

Result Drivers

  • AI AND TECHNOLOGY - Co attributes Q3 revenue growth and operational efficiency to AI and technology investments

  • SHARE BUYBACK - Co repurchased $21 mln of shares, indicating confidence in long-term growth

  • AUTOMOTIVE INSURANCE - Revenue in automotive insurance vertical grew 21%, contributing to overall revenue growth

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Beat

$173.94 mln

$166.10 mln (8 Analysts)

Q3 Net Income

$18.86 mln

Q3 Adjusted EBITDA

Beat

$25.10 mln

$22.80 mln (8 Analysts)

Q3 Pretax Profit

$18.52 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 34.7% above its October 31 closing price of $21.54

  • The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release: ID:nGNX9cbjpR

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(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.)

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