EverCommerce, Inc. (EVCM)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · EVCM
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -30.6% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 5.7% |
Growth built into the price is above our model estimate.
The price assumes 36.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name is on a run of consecutive earnings misses and has been missing across recent quarters. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 119 industry peers · Company calendar date is not available
EVCM — CEO transition
Dated 2026-08-05
Chief Executive Officer — Eric Remer: Mr. Remer resigned as CEO and was succeeded by Alex Goor.
Why it matters: Earnings results will show trends in revenue and profits.
Watch forEarnings report shows positive revenue and EBITDA growth.
Also watch forEarnings report reveals revenue decline or missed targets.
Why it matters: The new CEO's strategies could change growth prospects and impact investor sentiment.
Watch forThe new CEO announces plans that support growth.
Also watch forThe new CEO's plans lead to more revenue or EBITDA drops.
Why it matters: Achieving this target would confirm the company's growth strategy is effective. It would also boost investor confidence.
Supportive ifFull-year revenue reported within the range of $612 million to $632 million.
Worry ifFull-year revenue was below $612 million.
Why it matters: Confirming the revenue guidance of $612M to $632M shows confidence in growth.
Supportive ifManagement repeats the revenue guidance in the next earnings call.
Worry ifManagement cuts the revenue guidance.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$179 on $10,000 · ±1.8% | How much price usually moves either way. |
| Bad day | $639 loss on $10,000 · 6.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,090 loss on $10,000 · 40.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: If revenue growth drops, it signals a slowdown in the tech sector. This could hurt EverCommerce's performance.
Worry ifRevenue growth falls below the median for the sector.
Less concerning ifRevenue growth stays above the median for the sector.
Why it matters: More buybacks show that management believes in the stock and its financial health.
Supportive ifShare buybacks exceed the $19.2 million still allowed.
Worry ifShare buybacks may slow down or stop, even if there is still authorization.
Why it matters: Falling below this level would show ongoing revenue problems. This could hurt investor trust.
Worry ifManagement says Q3 revenue is less than $151.5 million.
Less concerning ifManagement reports Q3 revenue within or above the range of $151.5 million to $154.5 million.
Why it matters: If Adjusted EBITDA falls, it may show worse profits and problems in operations.
Worry ifAdjusted EBITDA for Q3 was below $44 million.
Less concerning ifAdjusted EBITDA for Q3 was above $44 million.
Why it matters: A slowdown in share repurchases could signal less confidence in cash flow or market conditions.
Worry ifThe company repurchases less than $5 million in shares in the next quarter.
Less concerning ifThe company is still buying back shares at the same or a higher rate.
Why it matters: Ongoing share buybacks show management believes in the company's value. This can help share price.
Supportive ifManagement announces new share buybacks in the program.
Worry ifNo new share buybacks are announced. The remaining authorization is not used.
Why it matters: Hitting this target shows the company is making more money and working better.
Supportive ifAdjusted EBITDA reported in the range of $183 million to $191 million.
Worry ifAdjusted EBITDA was less than $183 million.
Why it matters: Growth in the sector could boost EverCommerce's revenue. It may also improve its market position.
Supportive ifSector growth rates improve or stabilize.
Worry ifSector growth rates drop a lot.