The average of price targets set by Wall Street analysts indicates a potential upside of 27.9% in NerdWallet, Inc. (NRDS). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
NerdWallet, Inc. (NRDS) made it through our 'Fast-Paced Momentum at a Bargain' screen and could be a great choice for investors looking for stocks that have gained strong momentum recently but are still trading at reasonable prices.
NerdWallet, Inc. (NRDS) Q2 2026 Earnings Call Transcript
NerdWallet NASDAQ: NRDS reported second-quarter revenue of $197 million, up 6% from a year earlier, as growth in personal loans and deposit accounts helped offset continued organic-search pressure in credit cards and small-business products.
NerdWallet, Inc. (NRDS) came out with quarterly earnings of $0.07 per share, missing the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.11 per share a year ago.
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) 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
Diversification is powering NerdWallet NASDAQ: NRDS. The question for investors now: Will the economy, consumers and how they use the internet cooperate?
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 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, 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