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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Zach Cummins | B. Riley Securities | 10 | 0% |
| Jed Kelly | Oppenheimer | 10 | 0% |
| Mitch Rubin | Raymond James | 10 | 0% |
| Mayank Tandon | Needham | 10 | 0% |
| Maria Ripps | Canaccord Genuity | 10 | 0% |
| Jason Kreyer | Craig-Hallum | 9 | 0% |
| Ralph Schackart | William Blair | 8 | 0% |
| Cory Carpenter | JPMorgan | 7 | 14% |
| Mike Graham | Canaccord Genuity | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Canaccord Genuity | 2 | 12 | 0% |
| B. Riley Securities | 2 | 11 | 0% |
| Needham | 1 | 10 | 0% |
| Oppenheimer |
| 1 |
| 10 |
| 0% |
| Raymond James | 1 | 10 | 0% |
| Craig-Hallum | 1 | 9 | 0% |
| William Blair | 1 | 8 | 0% |
| JPMorgan | 1 | 7 | 14% |
EverQuote exceeded high-end guidance with revenue of $190.9 million up 15% YOY and record adjusted EBITDA of $29.3 million at 15.4% margin, driven by broad carrier demand and one carrier spending more than double its initial Q1 commitment. VMM recovered to 29.3% from Q4's 25.3%, validating the new channel investment thesis. Home insurance emerged as a growth driver at 33% YOY growth while agentic AI adoption accelerated internally and through products. Q2 guidance of $185-195 million implies 21% YOY growth reacceleration, though management continues to frame the outlook within the 2-3 year $1 billion revenue organic path without providing full-year guidance.
Demand | Competitive Dynamics | Revenue Growth | Cloud & AI | Margin | Capital Allocation | M&A | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 3 | 2 | 2 | 2 | 1 | 2 |
| 2025Q1 | 5 | 4 | 3 | 2 | 3 | 1 | 1 | 1 |
| 2025Q2 | 5 | 5 | 5 | 1 | 3 | 3 | 3 | |
| 2025Q3 | 5 | 4 | 5 | 2 | 5 | 1 | 3 | |
| 2025Q4 | 7 | 4 | 4 | 6 | 2 | 1 | 1 | |
| 2026Q1 | 6 | 4 | 3 | 2 | 1 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 5 | 5 | 5 | 7 | 6 |
| Competitive Dynamics | 4 | 4 | 5 | 4 | 4 | 4 |
| Revenue Growth | 3 | 3 | 5 | 5 | 4 | 3 |
| Cloud & AI | 2 | 2 | 1 | 2 | 6 | 2 |
| Margin | 2 | 3 | 3 | 5 | 1 | |
| Capital Allocation | 2 | 1 | 3 | 2 | 2 | |
| M&A | 1 | 1 | 3 | 1 | 1 | 1 |
| Innovation & R&D | 2 | 1 | 3 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EVER EverQuote, Inc. | 8 | +14.5% | |
| DASH DoorDash | 7 | +33.1% | |
| GOOGL Alphabet Inc. | 9 | +21.8% | |
| META Meta Platforms, Inc. | 8 | +33.1% |