Why Is EverQuote (EVER) Up 11.8% Since Last Earnings Report?

It has been about a month since the last earnings report for EverQuote (EVER). Shares have added about 11.8% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is EverQuote due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.EverQuote Q3 Earnings & Revenues Top, Automotive Revenues Rise Y/YEverQuote reported third-quarter 2025 operating net income per share of 50 cents, which beat the Zacks Consensus Estimate by 35.1%. The bottom line increased 6.1% year over year.Total revenues of $174 million beat the Zacks Consensus Estimate by 4.6%. The top line surged 20% year over year.The quarterly results reflected solid performances across both Automotive insurance and Home and Renters insurance verticals and increased variable marketing dollars, partially offset by higher expenses.Behind the Headlines of EVER’s Q3 ResultsRevenues in the Automotive insurance vertical increased 21% year over year to $157.6 million. The Zacks Consensus Estimate was pegged at $150 million. Our estimate was $149.9 million.Revenues in the Home and Renters insurance vertical totaled $16.3 million, which increased 15% year over year. The Zacks Consensus Estimate was pegged at $16.7 million. Our estimate was $16.9 million.Revenues in the Other insurance vertical totaled $0.01 million, which plunged 97.7% year over year. The Zacks Consensus Estimate was pegged at $0.1 million.Total costs and operating expenses increased 17.7% to $142.5 million, mainly due to higher sales and marketing, research and development, general and administrative expenses. Our estimate was $146.9 million.EverQuote’s variable marketing dollars increased 14.1% year over year in the quarter under review to $50.1 million.Adjusted EBITDA was $25.1 million, which increased 33% year over year, leveraging AI and other technology investments while delivering incremental operational leverage and efficiency. Our estimate was $23.1 million. Adjusted EBITDA margin expanded to 14.4%.EVER’s Financial UpdateEverQuote exited the third quarter with cash and cash equivalents of $145.8 million, up 42.7% from 2024-end. Total assets were $256.1 million, up 14.6% from 2024-end. Total stockholders' equity increased 29.2% to $174.9 million.Cash from operations was $25.3 million in the third quarter of 2025, which declined 16.4% year over year.It bought back Class A common stock worth $21 million from Link Ventures and affiliated entities.EVER’s Q4 GuidanceEverQuote estimates revenues in the range of $174-$169 million, indicating 20% year-over-year growth at the midpoint.EVER expects variable marketing dollars in the band of $46-$48 million, representing 7% year-over-year growth at the midpoint. The company expects adjusted EBITDA in the range of $21-$23 million, representing 16% year-over-year growth at the midpoint.How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a upward trend in estimates review.The consensus estimate has shifted 7.61% due to these changes.VGM ScoresCurrently, EverQuote has a great Growth Score of A, though it is lagging a lot on the Momentum Score front with an F. However, the stock has a grade of C on the value side, putting it in the middle 20% for this investment strategy.Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise EverQuote has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months.Performance of an Industry PlayerEverQuote is part of the Zacks Insurance - Multi line industry. Over the past month, Markel Group (MKL), a stock from the same industry, has gained 4%. The company reported its results for the quarter ended September 2025 more than a month ago.Markel Group reported revenues of $3.93 billion in the last reported quarter, representing a year-over-year change of +6.5%. EPS of $30.90 for the same period compares with $17.34 a year ago.Markel Group is expected to post earnings of $24.23 per share for the current quarter, representing a year-over-year change of +18.1%. Over the last 30 days, the Zacks Consensus Estimate has changed -0.3%.Markel Group has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of B.Beyond Nvidia: AI's Second Wave Is HereThe AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.See "2nd Wave" AI stocks now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report EverQuote, Inc. (EVER): Free Stock Analysis Report Markel Group Inc. (MKL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks