INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of EverCommerce Inc. - EVCM [Accessibility Statement] Skip NavigationNEW YORK, Feb. 19, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of EverCommerce Inc. ("EverCommerce" or the "Company") (NASDAQ: EVCM). Such investors are advised to contact Danielle Peyton at [[email protected]] or 646-581-9980, ext. 7980.The investigation concerns whether EverCommerce and certain of its officers and/or direct ...

Core Viewpoint - EverCommerce Inc. is set to report its fourth quarter 2025 financial results on March 12, 2026, after U.S. financial markets close [1] Group 1: Financial Reporting - The financial results will be discussed in a conference call scheduled for March 12 at 5:00 p.m. Eastern Time [2] - Access to the conference call will be available via the Company's Investor Relations page, with a replay archived on the website [2] Group 2: Company Overview - EverCommerce is a leading service commerce platform that provides integrated SaaS solutions for over 725,000 global service-based businesses [3] - The Company specializes in vertical markets such as Home, Health, and Wellness through its brands EverPro, EverHealth, and EverWell [3] - EverCommerce offers end-to-end business management software, payment acceptance, marketing technology, and customer experience applications [3]

Core Viewpoint - EverCommerce Inc. (NASDAQ:EVCM) is considered an overlooked growth stock, but recent downgrades by analysts suggest limited short-term growth potential due to liquidity issues and high insider ownership [1][2][3]. Group 1: Analyst Ratings - Raymond James downgraded EverCommerce from Outperform to Market Perform, citing a 15% stock gain over the last six months and capped growth potential [1]. - RBC Capital also downgraded its rating from Outperform to Sector Perform while maintaining a $12 price target, indicating the stock is now fairly valued after a 50% rally from November lows [2]. Group 2: Financial Performance - For Q3 2025, EverCommerce reported total revenue of $147.5 million, reflecting a 5.3% year-over-year growth, which aligns with the company's guidance [3]. - The core SaaS revenue grew by over 8%, with subscription and transaction revenue contributing $142.2 million, marking a 4.4% increase compared to the previous year [3]. Group 3: Company Overview - EverCommerce provides integrated SaaS solutions for service-based small and medium-sized businesses both in the US and internationally [4].

Core Viewpoint - EverCommerce Inc. has been downgraded by RBC Capital, but institutional investors continue to show interest in the company, indicating potential confidence in its future performance [2][3][6] Company Overview - EverCommerce Inc. provides software solutions for service-based businesses across various sectors, including health services, home services, and fitness and wellness [1] Stock Performance - The stock was downgraded from "Outperform" to "Sector Perform" with a price of $11.55 at the time of the downgrade [2] - The stock price decreased by 4.62% to $11.55 following the downgrade [3] - The stock has fluctuated between $10.88 and $12.01, with a yearly high of $14.41 and a low of $7.66 [5][6] - The current market capitalization of EverCommerce stands at approximately $2.1 billion [5] Institutional Investor Activity - Squarepoint Ops LLC acquired 56,648 shares valued at approximately $595,000, showing confidence in EverCommerce [3] - Deutsche Bank AG increased its holdings by 141.9% in the first quarter, now owning 9,836 shares valued at $99,000 [4] - Nuveen LLC and Martingale Asset Management L P have established new positions valued at $493,000 and $202,000, respectively [4]

EverCommerce Conference Call Summary Company Overview - **Company**: EverCommerce (NasdaqGS:EVCM) - **IPO Year**: 2021 [1] Industry Focus - **Main Verticals**: - EverPro (Home Services) - EverHealth (Health Services) - **Revenue Contribution**: Approximately 95% of total revenue from these two verticals [6] Key Insights and Trends - **2025 as a Transition Year**: - 2023 and 2024 were years of transformation and optimization for the organization, focusing on stabilization in 2025 [4][9] - **Market Conditions**: - Current market characterized by uncertainty and volatility, but essential services in home and health sectors are relatively stable and anti-cyclical [3][12][13] Financial Performance - **EBITDA Margin Improvement**: - Achieved a 500 basis points improvement in EBITDA margin from 2022 to 2025, with nearly 1,000 basis points improvement since IPO [7][8] - **Growth Strategy**: - Focus on efficiency, customer value, and reinvestment in key verticals to drive growth in 2026 and beyond [9][59] Market Opportunities - **Underpenetrated Market**: - EverPro has around 300,000-400,000 contractors using its services, representing less than 2% market penetration in North America [18][19] - Total Addressable Market (TAM) includes approximately 30 million contractors globally [20] - **Cross-Selling Opportunities**: - Significant potential in payments, customer engagement solutions, and AI products [27][28][29] AI Integration - **Acquisition of ZyraTok**: - Introduction of AI-driven customer engagement solutions, including an AI Receptionist, aimed at enhancing customer service and operational efficiency [29][30][39] - **AI Applications in EverHealth**: - Plans to integrate AI solutions for ambient voice note-taking and billing processes to improve user experience [50][52] Organizational Changes - **Leadership Changes**: - New leadership in both EverPro and EverHealth, with a focus on building strong teams to drive growth [55][56] - **Talent Acquisition**: - 50 new leadership positions created to enhance focus and execution within the two main verticals [55] Future Outlook - **Growth Projections**: - Anticipated mid-double-digit growth rates as the company reinvests in its core verticals and leverages AI and payment solutions [58][59] - **Capital Allocation**: - Focus on using generated cash flow for strategic acquisitions and share buybacks to enhance shareholder value [66][70] Conclusion - **Long-Term Vision**: - EverCommerce aims to solidify its leadership in the home and health service markets, leveraging technology and operational efficiencies to drive sustainable growth [65][69]

Core Points - EverCommerce Inc. will present at the 2025 RBC Capital Markets Global Technology, Internet, and Media & Telecommunications Conference on November 18, 2025, at 3:20 p.m. EST [1] - The presentation will be led by CEO Eric Remer and SVP of Finance & Head of Investor Relations Brad Korch [1] Company Overview - EverCommerce is a leading service commerce platform that provides vertically-tailored, integrated SaaS solutions for over 725,000 global service-based businesses [3] - The company focuses on helping businesses accelerate growth, streamline operations, and increase customer retention through modern digital and mobile applications [3] - EverCommerce operates under brands such as EverPro, EverHealth, and EverWell, specializing in Home, Health, and Wellness service industries [3] - The company offers end-to-end business management software, embedded payment acceptance, and customer experience applications [3]

Group 1 - Naspers Limited (NPSNY) has seen a 20.7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Suzano S.A. (SUZ) has experienced a 7.7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - EverCommerce Inc. (EVCM) has reported a significant 42.9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] Group 2 - LeMaitre Vascular, Inc. (LMAT) has seen a 9.6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Teradyne, Inc. (TER) has experienced a 10.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]

Core Insights - EverCommerce (EVCM) reported quarterly earnings of $0.03 per share, matching the Zacks Consensus Estimate, and showing improvement from a loss of $0.05 per share a year ago [1] - The company posted revenues of $147.47 million for the quarter ended September 2025, which was 0.39% below the Zacks Consensus Estimate and down from $176.26 million year-over-year [2] - EverCommerce shares have increased approximately 4.9% year-to-date, underperforming the S&P 500's gain of 15.6% [3] Earnings Performance - The company exceeded earnings expectations by delivering a surprise of +400% compared to the prior quarter's forecast of a loss of $0.01 per share [1] - Over the last four quarters, EverCommerce has surpassed consensus EPS estimates only once [1] Future Outlook - The company's earnings outlook will be crucial for determining future stock performance, with current consensus EPS estimates at $0.05 for the upcoming quarter and $0.10 for the current fiscal year [7] - The Zacks Rank for EverCommerce is currently 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Internet - Software industry, to which EverCommerce belongs, is currently ranked in the top 35% of over 250 Zacks industries, suggesting a favorable environment 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 - EverCommerce reported revenue of $147.5 million for Q3 2025, reflecting a 5.3% year-over-year growth, consistent with previous guidance [5][18] - Adjusted EBITDA for the quarter was $46.5 million, representing a margin of 31.5%, which is an expansion of 140 basis points year-over-year [5][18] - Payments revenue grew by 6% year-over-year, accounting for approximately 21% of overall revenue [10][11] Business Line Data and Key Metrics Changes - Subscription and transaction revenue totaled $142.2 million, with core SaaS revenue growing over 8% in the quarter [18] - Adjusted gross profit was $114 million, yielding a gross profit margin of 77.3%, slightly down from 78.1% in Q3 2024 [18] - The annualized total payments volume (TPV) reached approximately $13 billion, marking a 5.2% year-over-year growth [11] Market Data and Key Metrics Changes - EverCommerce serves over 725,000 customers across three major verticals: EverPro, EverHealth, and Everwell, with the first two accounting for about 95% of consolidated revenue [8] - The company achieved a net revenue retention (NRR) of 97%, with customers using multiple solutions showing an NRR of over 100% [10] Company Strategy and Development Direction - The strategic acquisition of Zyratok, an AI agentic platform, aims to enhance AI capabilities within the service-based industries, particularly in home and field services [6][12] - The company is focusing on providing AI-powered vertical software to maximize long-term growth and shareholder value [6][8] - EverCommerce plans to continue its transformation and optimization programs to improve customer satisfaction and operational efficiency [19][46] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the resilience of the core SaaS business despite some macroeconomic headwinds affecting the rebate program [28][35] - The company has narrowed its revenue and adjusted EBITDA guidance for 2025, expecting total revenue of $584 to $592 million and adjusted EBITDA of $174.5 to $179.5 million [22][23] Other Important Information - The company ended the quarter with $107 million in cash and cash equivalents and $155 million of undrawn capacity on its revolver [21] - EverCommerce repurchased approximately 2.6 million shares for $29.1 million at an average price of $11.10 per share [21][22] Q&A Session Summary Question: Can you elaborate on the Zyratok acquisition and its business model? - Management indicated that Zyratok's product is focused on the home service sector and will be integrated into EverCommerce's systems, enhancing capabilities across the board [25][26] Question: What were the impacts of the rebate program on guidance? - Management noted a small impact from the rebate program due to macroeconomic factors, but emphasized that the core SaaS business remains strong [28][29] Question: What changes to guidance have occurred due to macro trends? - Management confirmed that there were no significant macroeconomic impacts other than those related to the rebate program, maintaining a positive outlook for the core SaaS business [35][36] Question: How is the pricing for Zyratok structured? - The pricing model for Zyratok includes both subscription and usage-based components, with plans to integrate these into EverCommerce's broader SaaS offerings [39][40] Question: How is the spending optimization program progressing? - Management reported successful cost reductions exceeding $10 million in 2025, with ongoing efforts to enhance operational efficiency and margin expansion [46][47]

Customer Base and Revenue - As of December 31, 2024, EverCommerce served over 740,000 customers across three core verticals: EverPro, EverHealth, and EverWell, with more than 725,000 customers excluding marketing technology solutions[131]. - Approximately 97% of EverCommerce's revenue was recurring or re-occurring for both the nine months ended September 30, 2025 and 2024, maintaining an annualized net revenue retention rate of approximately 97% for the same periods[137]. - Total revenues for the three months ended September 30, 2025, were $147.466 million, an increase of $7.360 million from $140.106 million in the same period of 2024[152]. - Total revenues increased by $7.4 million, or 5.3%, for the three months ended September 30, 2025, and by $19.3 million, or 4.6%, for the nine months ended September 30, 2025, compared to the same periods in 2024[175]. - Revenue growth rate was 5.3% for the three months and 4.6% for the nine months ended September 30, 2025[149]. Acquisitions and Business Development - On October 31, 2025, EverCommerce completed the sale of its marketing technology solutions business for approximately $45 million in cash, recognizing a gain of $2.1 million during the three months ended September 30, 2025[140][141]. - EverCommerce acquired Joblyt LLC, dba ZyraTalk, for approximately $36.1 million in cash on September 15, 2025, enhancing its AI-driven customer engagement capabilities[143]. - The company plans to extend the capabilities of ZyraTalk across its other verticals, indicating a focus on expanding AI-driven solutions[143]. Financial Performance - Adjusted Gross Profit for the three months ended September 30, 2025, was $113.991 million, up $4.510 million from $109.481 million in the same period of 2024[152]. - Adjusted EBITDA from continuing operations for the three months ended September 30, 2025, was $46.453 million, an increase of $4.329 million from $42.124 million in the same period of 2024[155]. - Operating income for the three months ended September 30, 2025, was $15.9 million, compared to $10.2 million for the same period in 2024, reflecting an increase of $5.8 million[175]. - Net income from continuing operations for the three months ended September 30, 2025, was $5.8 million, compared to a loss of $9.1 million for the same period in 2024, representing a turnaround of $14.9 million[175]. - The company reported a net income of $11.1 million for the three months ended September 30, 2025, compared to a loss of $9.2 million for the same period in 2024, reflecting a significant improvement[175]. Expenses and Cost Management - Cost of revenues for the three months ended September 30, 2025, was $33.475 million, an increase of $2.850 million from $30.625 million in the same period of 2024[152]. - General and administrative expenses are expected to increase in absolute dollars due to costs associated with being a public company[165]. - Product development expenses are anticipated to rise in absolute dollars and as a percentage of revenue during 2025 as the company invests in expanding its solutions[164]. - The company expects sales and marketing expenses to increase in absolute dollars and potentially as a percentage of revenue to support growth initiatives[163]. - Sales and marketing expenses decreased by $2.0 million, or 7.1%, for the three months ended September 30, 2025, but increased by $0.9 million, or 1.0%, for the nine months ended September 30, 2025[179]. Cash Flow and Financing - Net cash provided by operating activities was $90.2 million for the nine months ended September 30, 2025, compared to $64.8 million for the same period in 2024[194]. - Net cash used in investing activities was $56.5 million for the nine months ended September 30, 2025, primarily due to the acquisition of ZyraTalk for approximately $35.9 million[196]. - For the nine months ended September 30, 2025, net cash used in financing activities was $51.3 million, primarily for the repurchase and retirement of common stock totaling $50.6 million[198]. - The Company repurchased and retired 5.7 million shares of common stock for approximately $60.9 million during the nine months ended September 30, 2025[213]. - As of September 30, 2025, the outstanding amount under the Credit Facilities was $528.0 million, all related to the Term Loan, with an effective interest rate of approximately 6.95%[211]. Market Conditions and Challenges - The macroeconomic climate, including rising inflation and supply chain disruptions, has posed challenges to EverCommerce's revenue and demand for its products and services[139]. Performance Metrics - The Pro Forma Revenue Growth Rate is a key performance measure used by management to assess consolidated operating performance over time, normalizing for acquisitions and divestitures[146][148]. - Pro Forma Revenue Growth rate was 5.3% for the three months and 7.0% for the nine months ended September 30, 2025, driven by new customers and expanded solutions for existing customers[149].