NerdWallet Inc. (NRDS)
NerdWallet: Priced For A Melt That Isn't Happening
NerdWallet is rated a Strong Buy with a $12 price target, reflecting 43% upside and a conservative valuation floor. NRDS is successfully pivoting from SEO-dependent referrals to higher-margin, vertically integrated transactions, driving revenue and free cash flow growth despite declining traffic. The company trades at just 3.5x 2025 EBITDA and an 18% free cash flow yield, well below peers, with robust buybacks providing downside support.
NerdWallet, Inc. (NRDS) Q1 Earnings Top Estimates
NerdWallet, Inc. (NRDS) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.25 per share. This compares to break-even earnings per share a year ago.
NerdWallet, Inc. (NRDS) Q1 2026 Earnings Call Transcript
NerdWallet, Inc. (NRDS) Q1 2026 Earnings Call Transcript
NerdWallet's Growth Story Looks Strong—But Can It Last?
Diversification is powering NerdWallet NASDAQ: NRDS. The question for investors now: Will the economy, consumers and how they use the internet cooperate?
NerdWallet: Despite Search Challenges, The Bottom Line Remains Strong
NerdWallet remains a "Buy" despite a ~30% drawdown from December highs, with valuation now highly attractive. NRDS offsets search-driven revenue headwinds in legacy verticals by growing affiliate revenue from insurance and brokerage accounts. Gross margins in the mid-90%s and $98.3 million in cash with no debt provide robust financial flexibility for NRDS.
NerdWallet: Revenue Growth Continues Despite Ongoing Organic Search Challenges
NerdWallet remains resilient amid AI-driven search headwinds, leveraging strong brand equity and strategic financial partnerships. NRDS posted Q4 2025 revenue of $225 million, up 23% YoY, with notable growth in Loans (+141%) and Emerging Verticals (+57%). The company maintains a robust balance sheet, no long-term debt, and continues share buybacks, supporting shareholder value.
NerdWallet (NASDAQ:NRDS) Shares Gap Down After Analyst Downgrade
NerdWallet, Inc. (NASDAQ: NRDS - Get Free Report) gapped down before the market opened on Friday after Morgan Stanley downgraded the stock from an equal weight rating to an underweight rating. The stock had previously closed at $10.36, but opened at $9.74. Morgan Stanley now has a $9.00 price target on the stock, down from their
NerdWallet, Inc. (NRDS) Reports Q4 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for NerdWallet, Inc. (NRDS) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
NerdWallet, Inc. (NRDS) Q4 2025 Earnings Call Transcript
NerdWallet, Inc. (NRDS) Q4 2025 Earnings Call Transcript
How to Approach NerdWallet Stock Ahead of Q4 Earnings Release?
Can NRDS sustain 15% y/y revenue growth and rising EBITDA guidance as it heads toward Q4 results? Let us find out.
NerdWallet: Undervalued And Misunderstood
NerdWallet: Undervalued And Misunderstood
NRDS' Strategic Pivot: Diversifying Traffic, Deepening Monetization
NerdWallet is reshaping growth by reducing Google search reliance, scaling performance marketing and deepening monetization through vertical integration.
