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NerdWallet is reshaping growth by reducing Google search reliance, scaling performance marketing and deepening monetization through vertical integration.
NerdWallet Inc. NRDS shares gained 12.6% in the past six months against the industry's decline of 17.9%. Its peers FUTU Holdings FUTU and LendingClub LC have also outperformed the industry.
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.
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.
SAN FRANCISCO--(BUSINESS WIRE)--NerdWallet Announces its 2026 Best-Of Awards Winners.
Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:
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 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.
SAN FRANCISCO--(BUSINESS WIRE)--NerdWallet Announces $50 Million Increase in Share Repurchase Program.
SAN FRANCISCO--(BUSINESS WIRE)--NerdWallet Is Giving Away $2.5 Million This December.
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 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.
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) 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.
SAN FRANCISCO--(BUSINESS WIRE)--NerdWallet Reports Third Quarter 2025 Results.
Y Intercept Hong Kong Ltd grew its holdings in NerdWallet, Inc. (NASDAQ: NRDS) by 65.2% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 124,268 shares of the company's stock after buying an additional 49,058 shares during the period. Y Intercept Hong Kong Ltd owned 0.17%
NerdWallet (NASDAQ: NRDS - Get Free Report) and Roma Green Finance (NASDAQ: ROMA - Get Free Report) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their risk, valuation, dividends, profitability, institutional ownership, earnings and analyst recommendations. Insider and Institutional Ownership 38.8% of NerdWallet
NerdWallet (NASDAQ: NRDS - Get Free Report) will likely be issuing its Q3 2025 results after the market closes on Thursday, November 6th. Analysts expect the company to announce earnings of $0.20 per share and revenue of $193.3120 million for the quarter. NerdWallet has set its Q3 2025 guidance at EPS.Parties can find conference call details
SAN FRANCISCO--(BUSINESS WIRE)--NerdWallet Announces Conference Call to Review 2025 Third Quarter Financial Results.
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.