EverCommerce Inc. · Brief

Next report

5 days

Nov 5 · after closeest.Q3 FY26

Earnings

Expected move

No implied move.

Implied vs realized

8 reportsHistory

1 of 8≥ implied

avg implied: ±18.0%
avg realized: ±9.5%

Nov 12 '24±7.3%▼−7.01%×0.97

Mar 13 '25±9.3%▲+4.58%×0.49

May 8 '25±10.2%▲+6.28%×0.61

Aug 6 '25±15.6%▲+9.83%×0.63

Q3 FY25±10.1%▼−19.33%×1.91

Q1 FY26±28.1%▼−16.60%×0.59

May 7 '26±23.0%▲+1.53%×0.07

Q2 FY26±40.6%▼−10.46%×0.26

quarterimplied−45%0+45%realized×

Q2 FY26±40.6%▼−10.46%×0.26

May '26±23.0%▲+1.53%×0.07

Q1 FY26±28.1%▼−16.60%×0.59

Q3 FY25±10.1%▼−19.33%×1.91

Aug '25±15.6%▲+9.83%×0.63

May '25±10.2%▲+6.28%×0.61

2 older reports

Mar '25±9.3%▲+4.58%×0.49

Nov '24±7.3%▼−7.01%×0.97

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 5 report · est.

Bull2

8disclosed supplier and customer ties in SEC filingsSEC filings

82managers reporting positions in the latest quarterly filings13F · Jun 30 '26

Bear2 of 3

7 of 8recent reports where moves landed under options implied rangesEarnings history

2managers whose positions together make up four fifths of value13F · Jun 30 '26

AI captions · Sep 28 '26once per report · top 2 per case

Linked exposure

EVCM report session

Suppliers 4

PYPLPayPal×0.24 AXPAmerican Express×0.19 MAMasterCard×0.12 VVisa×0.11

× = co-movement · max 500dSource: SEC filings · market data

Latest changes

30 daysAll changes

Oct 22impliedImplied move: ±33.5% into Nov 5 earnings (Oct 22 close).Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.