The revenue beat and 25% YoY growth confirm strong demand for digital P&C insurance solutions, but the -18.5% EPS miss creates near-term uncertainty. Monitor analyst revisions and Q3 guidance details on the earnings call for margin trajectory — the Q3 revenue midpoint ($203M) implies only ~4% sequential growth, which may temper upside expectations.
Price Chart
Executive Summary
EverQuote reported Q2 2026 revenue of $195.1M (+25% YoY), beating consensus of $190.4M, while GAAP diluted EPS of $0.53 missed the $0.65 consensus by 18.5%. Record Adjusted EBITDA of $30.1M (+37% YoY) and Q3 revenue guidance of $198-208M confirm strong demand, but the significant EPS miss creates conflicting signals.
Key Financial Metrics
Key Facts
- Revenue $195.1M, +25% YoY, beat consensus $190.4M (+2.5%)
- GAAP diluted EPS $0.53 vs consensus $0.65, a -18.5% miss
- Net income $19.2M, +30.5% YoY; record Adjusted EBITDA $30.1M, +37% YoY
- Q3 2026 revenue guidance $198-208M, implying continued sequential growth
- Ended quarter with $192.3M cash, no debt; repurchased 578K shares for $9.1M
- Auto vertical $172.1M (+23%), Home & Renters $23.0M (+35%)
Financial Impact
Revenue beat of $4.7M (2.5%) offset by an EPS miss of -$0.12 (-18.5%); net income up 30.5% YoY; operating cash flow $24.3M
Risk Factors
- EPS miss of -18.5% vs consensus could pressure the stock in the near term
- Q3 revenue guidance midpoint implies modest sequential deceleration from Q2's strong growth
- Dependence on P&C carrier advertising budgets, which are cyclical and subject to industry underwriting cycles
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3337874 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | 8-K | $23.59 | awaiting T+5 | — | $22.25 (−5.70%) |
Oct 21, 2026 5d ago | Press Release | $23.59 | awaiting T+5 | — | $22.25 (−5.70%) |
Oct 13, 2026 14d ago | Press Release | $20.61 | awaiting T+5 | — | $22.25 (+7.93%) |
Oct 9, 2026 17d ago | 144 | $20.11 $22.20 | ▲ +10.39% | ▲ +11.89% | $22.25 (+10.62%) |
Oct 9, 2026 17d ago | 144 | $20.11 $22.20 | ▲ +10.39% | ▲ +11.89% | $22.25 (+10.62%) |
Oct 8, 2026 18d ago | 144 | $19.80 $21.79 | ▲ +10.05% | ▲ +12.02% | $22.25 (+12.35%) |
Oct 7, 2026 19d ago | SC 13G | $19.39 $20.61 | ▲ +6.29% | ▲ +7.27% | $22.25 (+14.72%) |
Oct 6, 2026 20d ago | 144 | $19.39 $20.61 | ▲ +6.29% | ▲ +7.27% | $22.25 (+14.72%) |
Oct 6, 2026 20d ago | 144 | $19.39 $20.61 | ▲ +6.29% | ▲ +7.27% | $22.25 (+14.72%) |
Oct 5, 2026 21d ago | Insider Cluster | $19.39 $20.61 | ▼ −6.29% | ▼ −6.43% | $22.25 (−14.72%) |
US Market Status
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