NerdWallet Inc. (NRDS)
NerdWallet: Still Cheap Amid Profit Surge
NerdWallet remains a compelling buy, trading at just 5x FY26 adjusted EBITDA despite double-digit growth and expanding margins. NRDS raised full-year guidance, now targeting 15% Q4 revenue growth and $141–$145 million adjusted EBITDA, with margins up to 17%. Key risks include slowing insurance growth and a sharp decline in credit card revenue, but loans and 'other products' segments are accelerating.
NerdWallet vs. LendingTree: Which Digital Finance Platform to Bet On?
Does NRDS's affiliate-driven model, user growth and strategic acquisition tilt the long-term digital finance battle in its favor compared with TREE? Let us find out.
NerdWallet: Prudent And Resilient Business Model Supported By Robust Fundamentals
NerdWallet, Inc. demonstrates resilience amid macro volatility, AI disruption, and SEO competition, supported by diversification and business model evolution. Q3 2025 revenue grew 12.4% YoY to $215.1M, with insurance, loans, and emerging verticals offsetting declines in credit card and SMB segments. NRDS's acquisition of Next Door Lending expanded its revenue streams, reduced credit card partner dependence, and enhanced protection from AI threats.
NerdWallet: Promising Opportunity With LLM Traffic And New Low Prime Customers
NerdWallet remains undervalued despite a recent 30% rally, with strong Q3 revenue and earnings beats supporting continued bullishness. NRDS is expanding into below-prime consumer segments and leveraging AI-driven LLM traffic, offsetting organic search headwinds and broadening its addressable market. Q3 saw revenue rise 12% YoY to $215M, with significant margin expansion from cost reductions and ongoing share buybacks, reinforcing financial discipline.
Can NerdWallet, Inc. (NRDS) Run Higher on Rising Earnings Estimates?
NerdWallet, Inc. (NRDS) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
NerdWallet, Inc. (NRDS) Q3 2025 Earnings Call Transcript
NerdWallet, Inc. ( NRDS ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Robb Ferris Tim Chen - Co-founder, Chairman & CEO Jun Lee - Chief Financial Officer Conference Call Participants Justin Patterson - KeyBanc Capital Markets Inc., Research Division Ross Sandler - Barclays Bank PLC, Research Division Ralph Schackart - William Blair & Company L.L.C., Research Division Presentation Operator Good day, and thank you for standing by.
Compared to Estimates, NerdWallet, Inc. (NRDS) Q3 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for NerdWallet, Inc. (NRDS) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
NerdWallet, Inc. (NRDS) Q3 Earnings and Revenues Surpass Estimates
NerdWallet, Inc. (NRDS) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.2 per share. This compares to break-even earnings per share a year ago.
NerdWallet: Efficient Expansion As Adjusted EBITDA Heats Up
NerdWallet remains a top pick for portfolio rotation, offering growth potential and secular tailwinds amid market volatility. NRDS benefits from diversified revenue streams, lower interest rate trends, and a highly efficient cost structure supporting margin expansion. Recent headcount reductions and raised EBITDA guidance highlight NRDS's commitment to efficient growth and operational discipline.
NerdWallet: Creating Efficiencies For The Future
NerdWallet is down 19% YTD but remains a diverse, founder-led company with multiple growing revenue streams and a strong brand. NRDS is focusing on operational efficiencies, AI-driven personalization, and vertical integration to drive long-term growth despite short-term revenue disruptions. Q2 revenue grew 24% year-over-year, with insurance and emerging verticals leading gains; the company remains profitable and maintains a strong balance sheet.
NerdWallet, Inc. (NRDS) Q2 2025 Earnings Call Transcript
NerdWallet, Inc. (NASDAQ:NRDS ) Q2 2025 Earnings Conference Call August 7, 2025 4:30 PM ET Company Participants Jun Hyung Lee - Chief Financial Officer Sara Colvin - Corporate Participant Tim Chen - Co-founder, Chairman & CEO Conference Call Participants Justin Tyler Patterson - KeyBanc Capital Markets Inc., Research Division Michael Nicholas Infante - Morgan Stanley, Research Division Ralph Edward Schackart - William Blair & Company L.L.C., Research Division Operator Ladies and gentlemen, thank you for standing by.
NerdWallet, Inc. (NRDS) Q2 Earnings Meet Estimates
NerdWallet, Inc. (NRDS) came out with quarterly earnings of $0.11 per share, in line with the Zacks Consensus Estimate . This compares to a loss of $0.12 per share a year ago.
