Porch Group (NASDAQ:PRCH) Shares Gap Up After Earnings Beat

Porch Group, Inc. (NASDAQ:PRCH) shares gapped up before the market opened on Thursday following a stronger than expected earnings report. The stock had previously closed at $7.59, but opened at $9.37. Porch Group shares last traded at $9.0360, with a volume of 1,578,495 shares traded.

The company reported ($0.03) EPS for the quarter, topping the consensus estimate of ($0.08) by $0.05. Porch Group had a negative return on equity of 51.86% and a negative net margin of 0.72%.The firm had revenue of $112.25 million for the quarter, compared to the consensus estimate of $109.13 million.

Trending Headlines about Porch Group

Here are the key news stories impacting Porch Group this week:

• Positive Sentiment: Q4 results beat expectations — Porch reported revenue of $112.3M, GAAP net loss of $3.5M and a meaningful Adjusted EBITDA improvement ($23.5M); EPS was -$0.03 vs. est. -$0.08, and revenue beat Street estimates. This stronger-than-expected profitability signal is a primary driver of the rally. Porch Group Reports Fourth Quarter 2025 Results
• Positive Sentiment: Analyst upgrade — Keefe, Bruyette & Woods upgraded PRCH from Market Perform to Outperform and set a $10.50 price target, which likely reinforced buyer interest after the print. Keefe, Bruyette & Woods upgrades Porch Group (PRCH)
• Positive Sentiment: After-hours move explained — press coverage notes the 20%-plus after-hours jump following the earnings release and commentary, helping carry momentum into today’s session as investors digest the beat and the EBITDA improvement. What sparked Porch Group (PRCH) stock’s 22% after-hours jump
• Neutral Sentiment: Management commentary and details available — multiple transcripts and the investor slide deck were published (earnings call, presentation and transcripts), providing more granular color on driver mix and the new Porch Reciprocal Exchange; these will shape forward expectations but are informational rather than immediately market-moving. Porch Group, Inc. (PRCH) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Guidance misses/uncertainty — FY2026 revenue guidance was given as $475.0M–$490.0M versus a consensus near $485.4M (midpoint slightly below consensus) and EPS guidance was not clearly provided in the update, leaving some uncertainty about full-year profitability; this tempers the upside and explains mixed reactions despite the beat.

Wall Street Analysts Forecast Growth

PRCH has been the subject of several research analyst reports. Oppenheimer set a $20.00 price objective on shares of Porch Group in a report on Thursday, November 6th. Zacks Research cut shares of Porch Group from a “hold” rating to a “strong sell” rating in a report on Monday, January 19th. Keefe, Bruyette & Woods raised Porch Group from a “market perform” rating to an “outperform” rating and decreased their target price for the stock from $13.00 to $10.50 in a research report on Wednesday. Weiss Ratings reiterated a “sell (d+)” rating on shares of Porch Group in a research note on Monday, December 29th. Finally, B. Riley Financial restated a “buy” rating on shares of Porch Group in a research report on Thursday, November 6th. Eight analysts have rated the stock with a Buy rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Porch Group currently has an average rating of “Moderate Buy” and a consensus target price of $16.31.

Insider Activity

In other Porch Group news, CFO Shawn Tabak sold 24,294 shares of Porch Group stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $9.66, for a total value of $234,680.04. Following the sale, the chief financial officer owned 118,130 shares of the company’s stock, valued at $1,141,135.80. The trade was a 17.06% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Insiders sold 57,216 shares of company stock valued at $553,129 over the last quarter. Insiders own 23.32% of the company’s stock.

Hedge Funds Weigh In On Porch Group

Several hedge funds have recently bought and sold shares of the business. Invesco Ltd. increased its holdings in Porch Group by 448.4% during the third quarter. Invesco Ltd. now owns 3,795,064 shares of the company’s stock valued at $63,681,000 after buying an additional 3,103,018 shares during the period. Divisadero Street Capital Management LP acquired a new position in shares of Porch Group in the 2nd quarter valued at $28,810,000. Marshall Wace LLP raised its stake in shares of Porch Group by 55.2% in the second quarter. Marshall Wace LLP now owns 3,341,484 shares of the company’s stock worth $39,396,000 after purchasing an additional 1,188,273 shares during the last quarter. Dimensional Fund Advisors LP raised its position in Porch Group by 264.2% during the 4th quarter. Dimensional Fund Advisors LP now owns 1,084,265 shares of the company’s stock worth $9,899,000 after buying an additional 786,583 shares during the last quarter. Finally, Wellington Management Group LLP acquired a new position in Porch Group during the third quarter valued at $12,747,000. Institutional investors own 48.48% of the company’s stock.

Porch Group Stock Up 12.5%

The company has a quick ratio of 1.33, a current ratio of 1.33 and a debt-to-equity ratio of 36.18. The stock has a market cap of $1.06 billion, a PE ratio of -170.80 and a beta of 3.08. The business has a 50 day moving average price of $8.71 and a 200 day moving average price of $12.60.

About Porch Group

Porch Group, Inc operates a technology-driven home services platform designed to connect homeowners with professional contractors, maintenance providers and home improvement specialists. Through its online marketplace and proprietary software solutions, Porch enables users to research, compare and book services ranging from home repairs and remodeling to maintenance and renovations. The company’s platform integrates detailed provider profiles, customer reviews and real-time appointment scheduling to streamline the process of sourcing and managing home projects.

In addition to its core marketplace, Porch offers software products tailored for service professionals.