Latest news with #EVER
Yahoo
27-06-2025
- Business
- Yahoo
5 Must-Read Analyst Questions From EverQuote's Q1 Earnings Call
EverQuote's first quarter results were met with a significant negative market reaction, despite revenue and profits exceeding Wall Street expectations. Management attributed the quarter's performance to strong enterprise carrier spending and ongoing investments in AI-powered traffic management, which CEO Jayme Mendal said has enabled the company to 'leverage a data advantage through the use of AI throughout our traffic and distribution systems.' The company also noted that its agency operations and core auto insurance vertical saw substantial growth, supported by improved referral quality and the rollout of Smart Campaigns for carriers. Is now the time to buy EVER? Find out in our full research report (it's free). Revenue: $166.6 million vs analyst estimates of $158.3 million (83% year-on-year growth, 5.2% beat) Adjusted EBITDA: $22.51 million vs analyst estimates of $19.97 million (13.5% margin, 12.7% beat) Revenue Guidance for Q2 CY2025 is $157.5 million at the midpoint, above analyst estimates of $149.5 million EBITDA guidance for Q2 CY2025 is $21 million at the midpoint, above analyst estimates of $18.59 million Operating Margin: 4.8%, up from 1.9% in the same quarter last year Market Capitalization: $858 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Maria Ripps (Canaccord Genuity) asked about the potential impact of auto tariffs in the second half of the year; CEO Jayme Mendal and CFO Joseph Sanborn responded that carrier profitability remains strong enough to absorb higher claims costs if tariffs take effect, with no significant change to growth expectations at this time. Jason Kreyer (Craig Hallum) questioned the timing and impact of AI and machine learning on variable marketing margin (VMM); Mendal explained that benefits are being realized through improved traffic bidding and operational efficiency, but more impact is anticipated as tool adoption grows. Zach Cummins (B. Riley) inquired about the health and expansion of the agent channel; Mendal highlighted deeper agent relationships, new value-added products, and a strategy to build a 'one-stop growth shop' for agents as key growth levers. Ralph Schackart (William Blair) asked about adoption and results of the Smart Campaigns product; Mendal shared that customer performance improved by over 40% in some cases and that broader adoption is beginning to impact overall platform performance. Mayank Tandon (Needham) explored the headroom for budget growth among top customers and capital allocation priorities; Mendal noted that growth is limited more by operational execution than budget constraints, while Sanborn outlined a focus on organic technology investment, selective M&A, and a potential share buyback. In the coming quarters, the StockStory team will closely monitor (1) the pace of AI-driven product adoption and its measurable impact on carrier and agent performance, (2) EverQuote's ability to maintain margin expansion while increasing technology and data investments, and (3) developments in the auto insurance market, including macroeconomic volatility and potential effects from auto parts tariffs. The evolution of the agency channel and success in home and renters insurance verticals will also be key signposts. EverQuote currently trades at $23.89, down from $26.36 just before the earnings. At this price, is it a buy or sell? Find out in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Time of India
27-06-2025
- Entertainment
- Time of India
Amitabh Bachchan drops sequel hint while celebrating one year of Prabhas, Deepika and Kamal Haasan starrer 'Kalki 2898 AD'
Picture Credit: X Megastar Amitabh Bachchan shared a tweet as the 2024 blockbuster 'Kalki 2898' AD completed one year after its theatrical release. Directed by Nag Ashwin , the film brought together a powerhouse cast including Prabhas , Deepika Padukone , Kamal Haasan , and Big B himself, and marked a milestone in Indian sci-fi storytelling. On the special occasion, the production house shared a celebratory post on X (formerly Twitter) commemorating the film's anniversary. Amitabh reshared that post and then put an emotional note about his journey with the project and the amazing creative vision of the whole movie. His words, filled with reverence, made a joking remark that he's open to returning for a possible sequel, should the opportunity arise. His tweet reads, "my honoured privilege to be asked to be a part of it .. one that I admired and respected the blessings of Vijayanti films and the elders that ran and connected with it .. ever to be a part of it any day again , IF THEY WERE TO EVER TO ASK .." Amitabh Bachchan played the character of Ashwatthama. 'Kalki 2898 AD' is a sci-fi epic set in the year 2898 AD, when Earth is post-apocalyptic and the last city on the planet, Kashi, ruled by a 200-year-old god-king Supreme Yaskin who lives in a giant inverted pyramid called the Complex. It tells the story of a group protecting Sumathi also called SUM-80, a pregnant woman pregnant with the final avatar of Lord Vishnu, Kalki. Ashwatthama's mission in the film is to protect the mother of the Chosen One in a dystopian future set in the year 2898 AD, where he takes on an older look. Big B's performance has been widely praised for its intensity and gravitas.
Yahoo
17-06-2025
- Business
- Yahoo
MGIC Investment Corporation (MTG) Hits Fresh High: Is There Still Room to Run?
Shares of MGIC Investment (MTG) have been strong performers lately, with the stock up 0.2% over the past month. The stock hit a new 52-week high of $27.34 in the previous session. The stock has an impressive record of positive earnings surprises, having beaten the Zacks Consensus Estimate in each of the last four quarters. In its last earnings report on April 30, 2025, MGIC reported EPS of $0.75 versus consensus estimate of $0.66. For the current fiscal year, MGIC is expected to post earnings of $2.90 per share on $1.24 billion in revenues. This represents a -0.34% change in EPS on a 1.82% change in revenues. For the next fiscal year, the company is expected to earn $3.05 per share on $1.28 billion in revenues. This represents a year-over-year change of 5.06% and 2.93%, respectively. MGIC may be at a 52-week high right now, but what might the future hold for the stock? A key aspect of this question is taking a look at valuation metrics in order to determine if the company is due for a pullback from this level. On this front, we can look at the Zacks Style Scores, as these give investors a variety of ways to comb through stocks (beyond looking at the Zacks Rank of a security). These styles are represented by grades running from A to F in the categories of Value, Growth, and Momentum, while there is a combined VGM Score as well. The idea behind the style scores is to help investors pick the most appropriate Zacks Rank stocks based on their individual investment style. MGIC has a Value Score of C. The stock's Growth and Momentum Scores are C and C, respectively, giving the company a VGM Score of B. In terms of its value breakdown, the stock currently trades at 9.3X current fiscal year EPS estimates, which is not in-line with the peer industry average of 9.9X. On a trailing cash flow basis, the stock currently trades at 8.7X versus its peer group's average of 10.7X. Additionally, the stock has a PEG ratio of 2.48. This isn't enough to put the company in the top echelon of all stocks we cover from a value perspective. We also need to look at the Zacks Rank for the stock, as this supersedes any trend on the style score front. Fortunately, MGIC currently has a Zacks Rank of #1 (Strong Buy) thanks to favorable earnings estimate revisions from covering analysts. Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if MGIC fits the bill. Thus, it seems as though MGIC shares could have potential in the weeks and months to come. Shares of MTG have been soaring, and the company still appears to be a decent choice, but what about the rest of the industry? One industry peer that looks good is EverQuote, Inc. (EVER). EVER has a Zacks Rank of # 1 (Strong Buy) and a Value Score of C, a Growth Score of A, and a Momentum Score of A. Earnings were strong last quarter. EverQuote, Inc. beat our consensus estimate by 18.75%, and for the current fiscal year, EVER is expected to post earnings of $1.17 per share on revenue of $644.08 million. Shares of EverQuote, Inc. have gained 0.3% over the past month, and currently trade at a forward P/E of 18.53X and a P/CF of 23.23X. The Insurance - Multi line industry is in the top 34% of all the industries we have in our universe, so it looks like there are some nice tailwinds for MTG and EVER, even beyond their own solid fundamental situation. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report MGIC Investment Corporation (MTG) : Free Stock Analysis Report EverQuote, Inc. (EVER) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research 擷取數據時發生錯誤 登入存取你的投資組合 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤
Yahoo
09-06-2025
- Business
- Yahoo
1 Profitable Stock to Target This Week and 2 to Be Wary Of
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn't mean it will thrive tomorrow. A business making money today isn't necessarily a winner, which is why we analyze companies across multiple dimensions at StockStory. Keeping that in mind, here is one profitable company that generates reliable profits without sacrificing growth and two that may face some trouble. Trailing 12-Month GAAP Operating Margin: 6.6% Aiming to simplify a once complicated process, EverQuote (NASDAQ:EVER) is an online insurance marketplace where consumers can compare and purchase various types of insurance from different providers Why Are We Wary of EVER? High marketing expenses suggest it needs to spend heavily on new customer acquisition to sustain momentum EverQuote is trading at $25.37 per share, or 12x forward EV/EBITDA. To fully understand why you should be careful with EVER, check out our full research report (it's free). Trailing 12-Month GAAP Operating Margin: 20.5% Best known for its milk chocolate bar and Hershey's Kisses, Hershey (NYSE:HSY) is an iconic company known for its chocolate products. Why Does HSY Worry Us? Falling unit sales over the past two years indicate demand is soft and that the company may need to revise its product strategy Absence of organic revenue growth over the past two years suggests it may have to lean into acquisitions to drive its expansion Day-to-day expenses have swelled relative to revenue over the last year as its operating margin fell by 4.1 percentage points At $161.75 per share, Hershey trades at 26.2x forward P/E. Read our free research report to see why you should think twice about including HSY in your portfolio, it's free. Trailing 12-Month GAAP Operating Margin: 3.4% Working in stealth mode for eight years, Bloom Energy (NYSE:BE) designs, manufactures, and markets solid oxide fuel cell systems for on-site power generation. Why Will BE Outperform? Annual revenue growth of 14.5% over the past five years was outstanding, reflecting market share gains this cycle Incremental sales over the last two years have been highly profitable as its earnings per share increased by 68.2% annually, topping its revenue gains Free cash flow profile has moved into positive territory over the last five years, indicating the company has passed a significant test Bloom Energy's stock price of $21.80 implies a valuation ratio of 48.7x forward P/E. Is now the right time to buy? Find out in our full research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
29-04-2025
- Business
- Yahoo
1 Stock Under $50 with Promising Prospects and 2 to Turn Down
Stocks in the $10-50 range offer a sweet spot between affordability and stability as they're typically more established than penny stocks. But their headline prices don't guarantee quality, and investors should exercise caution as some have shaky business models. These dynamics can cause headaches for even the most seasoned professionals, which is why we started StockStory - to help you separate the good companies from the bad. Keeping that in mind, here is one stock under $50 with huge potential and two that may have trouble. Share Price: $23.28 Aiming to simplify a once complicated process, EverQuote (NASDAQ:EVER) is an online insurance marketplace where consumers can compare and purchase various types of insurance from different providers Why Does EVER Worry Us? Annual revenue growth of 6.1% over the last three years was below our standards for the consumer internet sector High marketing expenses suggest it needs to spend heavily on new customer acquisition to sustain momentum At $23.28 per share, EverQuote trades at 13.4x forward EV-to-EBITDA. Dive into our free research report to see why there are better opportunities than EVER. Share Price: $39.27 The prized possession of every mancave, La-Z-Boy (NYSE:LZB) is a furniture company specializing in recliners, sofas, and seats. Why Do We Steer Clear of LZB? Annual revenue declines of 8% over the last two years indicate problems with its market positioning Projected sales growth of 1.8% for the next 12 months suggests sluggish demand Diminishing returns on capital suggest its earlier profit pools are drying up La-Z-Boy's stock price of $39.27 implies a valuation ratio of 11.7x forward price-to-earnings. Read our free research report to see why you should think twice about including LZB in your portfolio, it's free. Share Price: $14.96 Founded to protect a tree-lined two-lane road, Montrose (NYSE:MEG) provides air quality monitoring, environmental laboratory testing, compliance, and environmental consulting services. Why Does MEG Stand Out? Market share has increased this cycle as its 24.4% annual revenue growth over the last five years was exceptional Offerings are difficult to replicate at scale and lead to a premier gross margin of 36.5% Performance over the past two years shows its incremental sales were extremely profitable, as its annual earnings per share growth of 48.7% outpaced its revenue gains Montrose is trading at $14.96 per share, or 18.1x forward price-to-earnings. Is now a good time to buy? Find out in our full research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. Stocks that made our list in 2019 include now familiar names such as Nvidia (+2,183% between December 2019 and December 2024) as well as under-the-radar businesses like Sterling Infrastructure (+1,096% five-year return). Find your next big winner with StockStory today for free.
