EverCommerce, Inc. (EVCM)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$7.92-0.13%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
Intact: The reason to own it still holds.
EverCommerce aims for $612M to $632M revenue in 2026. Profit should reach $183M to $191M. The company beat earnings recently. Growth is steady despite a small recent sales drop.
Sales growth could slow below 7% next year. Profit margins might shrink. The recent stock drop shows investor worries.
The price is about 3% above our fair value near $9.64. Analysts expect about 7% revenue growth, which matches our view.
Breaks if: Adjusted EBITDA falls below $183M in FY26
Breaks if: Q2 revenue falls below $150.5M
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
EVCM represents a speculative growth investment with a focus on achieving revenue and profitability targets. The current thesis state remains intact despite recent earnings misses, as management is on track with their financial goals.
The market currently prices EVCM as justified, with a low fragility tier. It is seen as cheap compared to peers, indicating that investors may have lower expectations for its future performance.
Management is focused on achieving their revenue and Adjusted EBITDA targets for 2026, showing modest growth in recent quarters. However, there is a near-term risk of missing estimates, as the company has faced consecutive earnings misses.
The long-term outlook depends on management's ability to meet guidance and the broader market conditions, such as potential interest rate cuts by the Fed. Additionally, the performance of major tech sector players could influence EVCM's momentum.
The most important moves since the prior daily snapshot.
Yes, our read has weakened. The latest earnings miss is a key driver. This miss suggests potential challenges ahead for the company. The market backdrop is also risk-off, affecting growth stocks negatively.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Management aims to meet quarterly revenue guidance of $150.5 million to $153.5 million for the second quarter of 2026.
Stated as a priority in 2 of last 2 quarters. Management guided 2026-Q2 revenue between $150.5 million and $153.5 million. Actual revenue was $152.0 million in 2026-Q2, meeting the guidance range. The company is delivering on this quarterly revenue target.
“Revenue is expected to be in the range of $150.5 million to $153.5 million.”
“Revenue is expected to be in the range of $150.5 million to $153.5 million for 2026-Q2.”
Breaks if: Revenue falls below $612M in FY26
Management aims to achieve a revenue range of $612 million to $632 million for the fiscal year 2026.
In the next 1 to 3 years, EVCM's performance will largely depend on its execution against targets and external market factors. Not investment advice.