EverCommerce (NASDAQ:EVCM) Issues Earnings Results

EverCommerce (NASDAQ:EVCM) issued its quarterly earnings data on Thursday. The company reported $0.03 EPS for the quarter, missing the consensus estimate of $0.04 by ($0.01), FiscalAI reports. EverCommerce had a positive return on equity of 0.04% and a negative net margin of 0.11%.The company had revenue of $151.15 million during the quarter, compared to analysts’ expectations of $150.06 million. During the same period last year, the company earned ($0.07) earnings per share. The business’s revenue for the quarter was up 5.2% compared to the same quarter last year.

Here are the key takeaways from EverCommerce’s conference call:

• AI strategy and ZyraTalk acquisition — EverCommerce is building native, agentic AI across verticals (voice and generative), with EverHealth Scribe in beta showing 99.1% satisfaction and ~8 minutes saved per patient, and a no-show predictor rolled to ~675 providers with a ~60% no-show reduction (~$1k/month/provider benefit).
• Solid recent financials and capital returns — Q4 revenue was $151.2M (+5.2% YoY) with Adjusted EBITDA $44.2M (29.2% margin); pro forma LTM revenue $591.7M (+6.4%) and the company repurchased ~8.2M shares (~$85M) in 2025 while reporting net leverage of ~2.2x and $130M cash.
• 2026 outlook — Guidance calls for $612M–$632M revenue and $183M–$191M Adjusted EBITDA, with Q1 seasonally lower and management expecting re-acceleration later in the year driven by AI product rollouts and payments investments.
• Payments and cross-sell momentum — Multi-solution enabled customers reached 286K (+26% YoY) and active multi-solution users 121K (+32% YoY); top-six solutions saw TPV +17.4% YoY, supporting higher-margin payment revenue and contributing to margin expansion.

EverCommerce Stock Performance

Shares of EVCM traded down $1.28 on Friday, reaching $10.78. 78,847 shares of the company’s stock traded hands, compared to its average volume of 140,824. The company has a current ratio of 2.02, a quick ratio of 2.02 and a debt-to-equity ratio of 0.71. The stock has a market cap of $1.93 billion, a PE ratio of -1,064.34, a PEG ratio of 2.49 and a beta of 1.04. The stock’s 50 day simple moving average is $11.49 and its two-hundred day simple moving average is $11.11. EverCommerce has a 52-week low of $7.66 and a 52-week high of $14.41.

Key EverCommerce News

Here are the key news stories impacting EverCommerce this week:

• Positive Sentiment: Product/AI progress: EverCommerce is pushing its AI pivot — EverHealth launched EverHealth Scribe (AI notes for DrChrono EHR) and announced a new CarePilot partnership, which support longer‑term growth hopes tied to AI SaaS upsell and cross‑sell opportunities. Why EverCommerce’s Latest Update Was an Insider Sale, Not an Operating Shift
• Positive Sentiment: Margin improvement: The company reported a sharp gross‑profit increase (Quiver cites a +155% swing), signalling improving unit economics even as top‑line dynamics remain mixed. EverCommerce Inc. (EVCM) Stock Falls on Q4 2025 Earnings
• Neutral Sentiment: Headline Q4 results: EverCommerce reported revenue of ~$151.2M and EPS of $0.03 for Q4 2025; revenue was roughly in line with some analyst views but EPS missed several expectations. Investors will dig into segment trends on the conference call/slide deck. Earnings Press Release
• Negative Sentiment: EPS and estimate misses: Reported EPS ($0.03) missed consensus cited by Zacks/other outlets ($0.04 and in some models higher), prompting downside pressure. EverCommerce (EVCM) Misses Q4 Earnings Estimates
• Negative Sentiment: Guidance below street: FY‑2026 revenue was guided to $612M–$632M (vs. ~$620.7M consensus) and Q1 revenue guidance ($145.5M–$148.5M) came in below the ~$151M Q1 consensus — a clear short‑term negative catalyst. Earnings and Guidance Details
• Negative Sentiment: Cash flow, leverage and institutional selling: Operating cash flow declined materially year‑over‑year and the company carries sizable liabilities; large institutional reductions and repeated insider sales by the CEO add selling pressure. Quiver Quant Coverage (financials, insider & institutional activity)

Insiders Place Their Bets

In other EverCommerce news, CEO Eric Richard Remer sold 19,200 shares of the company’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $11.52, for a total value of $221,184.00. Following the completion of the transaction, the chief executive officer owned 2,760,818 shares in the company, valued at $31,804,623.36. This represents a 0.69% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders sold a total of 329,197 shares of company stock valued at $3,836,391 over the last 90 days. 10.40% of the stock is currently owned by insiders.

Institutional Investors Weigh In On EverCommerce

A number of hedge funds have recently made changes to their positions in the business. JPMorgan Chase & Co. boosted its holdings in shares of EverCommerce by 11.9% in the 2nd quarter. JPMorgan Chase & Co. now owns 112,574 shares of the company’s stock worth $1,107,000 after buying an additional 11,996 shares during the last quarter. Los Angeles Capital Management LLC increased its holdings in EverCommerce by 111.6% during the fourth quarter. Los Angeles Capital Management LLC now owns 66,317 shares of the company’s stock worth $749,000 after buying an additional 34,979 shares during the last quarter. XTX Topco Ltd raised its position in EverCommerce by 110.4% in the fourth quarter. XTX Topco Ltd now owns 51,877 shares of the company’s stock worth $628,000 after acquiring an additional 27,224 shares during the period. Lazard Asset Management LLC boosted its stake in EverCommerce by 5,995.2% in the second quarter. Lazard Asset Management LLC now owns 49,859 shares of the company’s stock valued at $523,000 after acquiring an additional 49,041 shares during the last quarter. Finally, Zacks Investment Management purchased a new position in EverCommerce in the third quarter valued at about $418,000. 97.91% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on EVCM. Raymond James Financial downgraded EverCommerce from a “moderate buy” rating to a “hold” rating in a report on Tuesday, January 6th. Royal Bank Of Canada dropped their price objective on EverCommerce from $12.00 to $11.00 and set a “sector perform” rating on the stock in a research note on Friday. Citizens Jmp downgraded shares of EverCommerce from an “outperform” rating to a “market perform” rating in a report on Friday. Zacks Research lowered shares of EverCommerce from a “strong-buy” rating to a “hold” rating in a research note on Friday, December 12th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of EverCommerce in a report on Thursday, January 22nd. Two research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Reduce” and an average price target of $10.88.

About EverCommerce

EverCommerce, Inc is a provider of cloud-based software-as-a-service (SaaS) solutions designed for local service businesses. The company delivers an integrated platform that helps organizations manage customer interactions, streamline operations and facilitate recurring revenue. By combining multiple functions into a single interface, EverCommerce aims to simplify back-office processes and enhance the overall customer experience.

The company’s offerings encompass tools for appointment scheduling, payment processing, client relationship management, marketing automation, reputation management and reporting analytics.