Core Viewpoint - EverCommerce has experienced volatility, with shares up 13.41% over the past year but down over 12% year-to-date, currently trading around $10.15 against a 52-week high of $14.41. Analysts have mixed views, with Canaccord maintaining a Buy rating and a $12 price target based on cash generation, while Goldman Sachs has a Sell rating with an $8 target due to slower growth expectations for 2026 [1][1][1]. Group 1: Financial Performance - EverCommerce reported $130 million in trailing-12-month adjusted unlevered free cash flow, indicating approximately 20% free cash flow margins, which suggests strong cash generation capabilities [1][1]. - The company has 179.4 million shares outstanding, making the $12 price target a significant premium to current trading levels [1][1]. - Analysts expect full-year 2026 revenue to be between $612 million and $632 million, with adjusted EBITDA projected at $183 million to $191 million, and free cash flow margins to remain near the 20% threshold [1][1]. Group 2: Key Drivers of Stock Performance - The acquisition of ZyraTalk and the launch of EverHealth Scribe are expected to enhance EverCommerce's service offerings, potentially increasing revenue per customer over time [1][1]. - Subscription and transaction fee revenue grew by 4.7% year-over-year in Q4, with the company maintaining 96% recurring revenue, indicating a stable income stream [1][1]. - The company’s disciplined approach to free cash flow generation, with $130 million in TTM adjusted unlevered FCF at 20% margins, demonstrates its ability to generate cash while investing in growth [1][1].

Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential trading opportunities before the market opens [1] Premarket Gainers - Elong Power Holding Limited (ELPW) is up 57% at $5.65 - Citizens, Inc. (CIA) is up 17% at $5.78 - The Oncology Institute, Inc. (TOI) is up 17% at $3.08 - Everbright Digital Holding Limited (EDHL) is up 12% at $3.89 - Universal Electronics Inc. (UEIC) is up 10% at $4.06 - Korro Bio, Inc. (KRRO) is up 9% at $12.57 - Silvaco Group, Inc. (SVCO) is up 9% at $3.60 - Clene Inc. (CLNN) is up 7% at $6.38 - AleAnna, Inc. (ANNA) is up 7% at $3.91 - Klarna Group plc (KLAR) is up 5% at $15.40 [3] Premarket Losers - KinderCare Learning Companies, Inc. (KLC) is down 32% at $2.30 - PAR Technology Corporation (PAR) is down 23% at $12.22 - EverCommerce Inc. (EVCM) is down 23% at $9.25 - SenesTech, Inc. (SNES) is down 21% at $1.78 - Once Upon A Farm, PBC (OFRM) is down 18% at $16.60 - PagerDuty, Inc. (PD) is down 12% at $6.35 - SciSparc Ltd. (SPRC) is down 10% at $4.25 - Agape ATP Corporation (ATPC) is down 9% at $5.09 - OIO Group (OIO) is down 9% at $3.28 - Lifetime Brands, Inc. (LCUT) is down 6% at $3.24 [4]

Management emphasized that commentary and metrics on the call were focused on continuing operations—EverHealth, EverPro, and EverWell—after the October 31, 2025 sale of the marketing technology business. Remer said EverCommerce serves more than 745,000 customers across its three verticals, with EverPro and EverHealth representing approximately 95% of consolidated revenue.Chief Executive Officer Eric Remer described 2025 as “tremendous positive change” for the company, noting the build-out of vertical busine ...

Core Insights - EverCommerce (EVCM) reported quarterly earnings of $0.03 per share, missing the Zacks Consensus Estimate of $0.04 per share, but showing improvement from a loss of $0.07 per share a year ago [1] - The company posted revenues of $151.15 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.66%, although this represents a decline from year-ago revenues of $175 million [2] - EverCommerce shares have increased by approximately 0.9% since the beginning of the year, contrasting with a 1% decline in the S&P 500 [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.05 on revenues of $150.81 million, and for the current fiscal year, it is $0.26 on revenues of $620.06 million [7] - The estimate revisions trend for EverCommerce was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Internet - Software industry, to which EverCommerce belongs, is currently ranked in the bottom 40% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Financial Data and Key Metrics Changes - In Q4 2025, EverCommerce generated revenue of $151.2 million, representing a 5.2% year-over-year growth [6][20] - Adjusted EBITDA for the quarter was $44.2 million, with a margin of 29.2%, reflecting operational discipline and efficiency improvements [21][22] - Pro forma revenue for the last twelve months was $591.7 million, indicating a 6.4% year-over-year growth [8][20] Business Line Data and Key Metrics Changes - EverPro and EverHealth verticals accounted for approximately 95% of consolidated revenue, with significant investments in AI capabilities [7][11] - Multi-solution customers grew by 26% year-over-year, with 286,000 customers enabled for more than one solution [16] - The top six payment solutions experienced a 17.4% year-over-year growth in total payment volume [17] Market Data and Key Metrics Changes - The annualized total payments volume expanded to $13 billion, showcasing the growth potential in the payments segment [8] - The company reported a net revenue retention rate of 96%, with multi-solution customers generating NRR above 100% [17] Company Strategy and Development Direction - The company is focused on embedding AI across its platforms to enhance customer experiences and operational efficiency [63] - Investments in AI-driven features and workflows are expected to drive durable growth and improve cash flow generation [26][63] - The acquisition of ZyraTalk is seen as a foundational step towards building an agentic platform for enhanced customer engagement [10][32] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth prospects for 2026, driven by AI investments and improved customer engagement strategies [36][58] - The company anticipates continued operational improvements and a focus on delivering enhanced customer experiences through AI [63] Other Important Information - The company repurchased approximately 2.5 million shares for $24.8 million in Q4 2025, reflecting a commitment to returning value to shareholders [25] - The leadership update included Matt Feierstein taking on the role of CEO for EverPro, emphasizing continuity in strategy execution [18] Q&A Session Summary Question: Customer appetite for AI solutions - Management noted strong uptake in AI functionalities across EverPro, with positive early sales from ZyraTalk integrations [30][31] Question: 2026 growth outlook assumptions - The growth outlook is supported by investments in AI and expectations of re-acceleration in revenue through the year [36][39] Question: Payments revenue decline explanation - The decline in non-top six payment solutions was not significantly related to the MarTech divestiture, with focus on mature and growth segments of the portfolio [42][44] Question: Competitive advantages in the AI landscape - Management highlighted deep niche vertical expertise and a large customer base as key advantages in adapting to AI advancements [45][47] Question: Incremental revenue from no-show prediction tool - The no-show prediction tool is included in packages, with expectations of increased overall ASP as new features are added [51]

Financial Data and Key Metrics Changes - In Q4 2025, EverCommerce generated revenue of $151.2 million, representing a 5.2% year-over-year growth [6][20] - Adjusted EBITDA for the quarter was $44.2 million, with a margin of 29.2%, reflecting operational discipline and efficiency improvements [21][22] - Pro forma revenue for the last 12 months was $591.7 million, indicating a 6.4% year-over-year growth [8][20] Business Line Data and Key Metrics Changes - EverHealth and EverPro verticals were highlighted as key areas of focus, with both verticals contributing approximately 95% of consolidated revenue [7][8] - Multi-solution customers grew by 26% year-over-year, with 286,000 customers enabled for more than one solution [16] - The top six payment solutions saw a 17.4% year-over-year growth in total payment volume (TPV) [17] Market Data and Key Metrics Changes - The annualized total payments volume (TPV) expanded to $13 billion, showcasing significant market engagement [8] - The company reported a net revenue retention rate of 96%, with multi-solution customers generating NRR above 100% [17] Company Strategy and Development Direction - The company is focused on embedding AI across its platforms to enhance customer experiences and operational efficiency [63] - Investments in AI-driven features and workflows are expected to drive durable growth and improve financial performance [26][63] - The acquisition of ZyraTalk is seen as a foundational step towards enhancing AI capabilities within the company's offerings [5][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth prospects for 2026, driven by AI investments and improved customer engagement [36][39] - The company anticipates continued operational leverage and efficiency gains through AI integration [15][63] - Seasonal performance is expected to influence revenue growth, with stronger performance anticipated in Q2 and Q3 [26][58] Other Important Information - The company repurchased approximately 2.5 million shares for $24.8 million during Q4 2025, with a remaining repurchase authorization of $47.7 million [25] - The leadership update included Matt Feierstein taking on the role of CEO for EverPro, emphasizing continuity in strategy execution [18] Q&A Session Summary Question: Customer appetite for AI solutions - Management noted strong uptake in AI functionalities across EverPro, with positive early sales from ZyraTalk integrations [30][32] Question: 2026 growth outlook assumptions - The company highlighted investments in AI and customer engagement as key drivers for growth, expecting re-acceleration throughout the year [36][39] Question: Payments revenue decline explanation - Management clarified that the decline in non-top six payment solutions was not related to the MarTech divestiture, focusing instead on the growth of the top six solutions [42][44] Question: Competitive advantages in the AI landscape - Management emphasized the importance of deep niche vertical expertise and a large customer base as competitive advantages in the evolving AI market [45][48]

EverCommerce (NasdaqGS:EVCM) Q4 2025 Earnings call March 12, 2026 05:00 PM ET Speaker8As a reminder, this conference call is being recorded today, March twelfth, two thousand and twenty-six. I would now like to turn the conference over to Brad Korch, SVP Finance and Head of Investor Relations for EverCommerce. Please go ahead.Speaker3Good afternoon, and thank you for joining. Today's call will be led by Eric Remer, EverCommerce's Chairman and Chief Executive Officer, and Ryan Siurek, EverCommerce's Chief Fi ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40575 EverCommerce Inc. (Exact name of registrant as specified in its charter) Delaware 81-4063248 (State or other jurisdiction of in ...

The forward-looking statements in this presentation are only predictions. We have based these forward-looking statements largely on our current expectations and projections about future events and financial trends that we believe may affect our business, financial condition and results of operations. Forward-looking statements involve known and unknown risks, uncertainties and other important factors that may cause our actual results, performance or achievements to be materially different from any future re ...

Exhibit 99.1 The Company repurchased and retired 2.5 million shares of common stock for approximately $24.8 million during the three months ended December 31, 2025. As of December 31, 2025, $47.7 million remained available under the Repurchase Program. Repurchases under the program may be made from time to time in the open market at prevailing market prices or in privately negotiated transactions. Open market repurchases will be structured to occur within the pricing and volume requirements of Rule 10b- 18. ...