A Look At EverCommerce (EVCM) Valuation After Revenue Miss Guidance Cut And ZyraTalk Acquisition

EverCommerce (EVCM) has quickly come into focus after a 19% share price drop linked to a revenue miss, reduced full year guidance, an AI acquisition, and a larger share repurchase plan. See our latest analysis for EverCommerce. At a share price of $12.07, EverCommerce’s recent 19% drop sits against a 30 day share price return of 21.06% and a 90 day share price return of 11.97%. The 1 year total shareholder return of 14.95% and 3 year total shareholder return of 40.35% point to momentum that has cooled recently as investors reassess growth prospects and risk after the revenue miss, guidance cut, AI acquisition and share repurchase expansion. If EverCommerce’s AI push has your attention, it could be a good moment to see what else is happening across high growth tech and AI stocks. You might spot ideas you have not considered yet. With shares now at $12.07, trading close to the average analyst target and with an estimated intrinsic value gap of about 11%, the key question is whether EverCommerce is quietly undervalued or whether the market already reflects its future growth. Most Popular Narrative: 2.6% Undervalued EverCommerce’s most followed narrative sets fair value at about $12.39 per share, slightly above the last close of $12.07. This frames a modest discount. The discount rate has decreased modestly from 9.25% to 9.18%, reflecting a slightly lower risk premium in valuations. Fair value per share remains unchanged at $12.39, signaling steady analyst consensus despite minor adjustments to other valuation factors. Read the complete narrative. Curious what is underpinning this steady $12 range despite soft revenue forecasts and ambitious margin targets? The narrative leans heavily on future profitability, improved cash generation and a re rated earnings multiple. Want to see how those moving parts fit together in detail? Read the full breakdown behind this fair value call. Result: Fair Value of $12.39 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on EverCommerce keeping cross sell and payments growth on track and avoiding product underinvestment as it pushes harder on efficiency and AI. Find out about the key risks to this EverCommerce narrative. Build Your Own EverCommerce Narrative If you look at the numbers and reach a different conclusion, or prefer to piece things together yourself, you can build a tailored view in minutes: Do it your way. A great starting point for your EverCommerce research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If you stop with just one stock, you risk missing opportunities elsewhere, so widen your watchlist and put the data to work for you today. Spot potential turnaround candidates by scanning these 3545 penny stocks with strong financials that already show stronger fundamentals than many expect. Tap into the AI trend early by tracking these 28 AI penny stocks that are already aligned with this theme. Zero in on value by reviewing these 879 undervalued stocks based on cash flows that the model flags as priced below their estimated cash flow potential. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.