Nextdoor Holdings: Operating Like A Scaled Platform Without The Scale
Nextdoor Holdings Q4'25 showed 7% revenue growth and 11% adjusted EBITDA margin, but platform weekly active users declined 5% YoY to 21 million. The local social platform reported ARPU rose 12.6% YoY, signaling higher-intent engagement, yet user growth remains the missing catalyst for sustained revenue acceleration. NXDR stock trades at deep value, with enterprise value below 1x 2026 EV/S and a cash-rich balance sheet.
Nextdoor Holdings, Inc. (NXDR) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of a loss of $0.03. This compares to a loss of $0.03 per share a year ago.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 14 | $29 | $35.42 | $6.42 | 22.14% |
| BG Bart Gancher Intech Investment Management LLC | 55,708 | $96,112.53 | $140,384.16 | $44,271.63 | 46.06% |
Point72 Asset Management LP Point72 Asset Management LP | 335,879 | $470,231 | $839,697.5 | $369,466.5 | 78.57% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 25,921 | $43,907.56 | $64,932.1 | $21,024.54 | 47.88% |
Joseph Castro Nuveen LLC | 449,900 | $688,385.83 | $1.13M | $439,333.51 | 63.82% |
| IT Services Industry | Information Technology Sector | Nirav N. Tolia CEO | NYSE Exchange | 65345M108 CUSIP |
| US Country | 546 Employees | - Last Dividend | - Last Split | 24 Mar 2021 IPO Date |
Nextdoor Holdings, Inc. is a unique platform that operates with a focus on fostering local community connections. It serves as a neighborhood network that effectively bridges the gap between neighbors, businesses, and public services both in the United States and internationally. Situated in San Francisco, California, Nextdoor Holdings, Inc. positions itself as a pivotal hub for community engagement, information exchange, and local business promotion. By enabling strong neighborly bonds and facilitating access to local services and businesses, the company strives to enhance the social fabric of communities, making them more informed, helpful, and connected spaces.
A core service offered by Nextdoor is its neighborhood network, designed to connect neighbors with each other along with local businesses and public services. This platform allows users to share information, seek and offer help, exchange goods and services, and foster stronger community ties. It serves as a digital town square where local knowledge, resources, and needs are shared and addressed, promoting a sense of belonging and community resilience.
Nextdoor provides tailored advertising solutions aimed at businesses seeking to expand their visibility and connection with local customers. These advertising services are crafted to generate significant value by enhancing local business presence within the community, driving sales, and fostering long-term customer relationships. Through targeted and community-centric advertising, businesses can effectively reach their ideal audiences within their immediate geographical area, leveraging Nextdoor as a platform for growth and connectivity.