NERDWALLET, INC.
NerdWallet provides consumers and small and mid-sized businesses with financial guidance, educational content, comparison tools, personalized insights, and connections to financial product providers. Its digital platform spans credit cards, banking, lending, insurance, mortgages, investing, wealth management, and other finance categories. The company operates in the United States, Canada, and the United Kingdom and is remote-first, with primary corporate offices in San Mateo, California and Scottsdale, Arizona. NerdWallet’s platform combines editorial publishing under the NerdWallet brand, financial product marketplaces and referral services, and financial services through subsidiaries. Its offerings include Fundera for small business financing, mortgage brokerage through Next Door Lending, insurance brokerage, advisor matching, and investment advisory and wealth management services. NerdWallet makes money primarily through referral fees, lead-generation compensation, and partner marketing arrangements, as well as brokering and advisory services.
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No SEC Form 4 filings for $NRDS in the last 30 days.
See all $NRDS insider activity →Citigroup kept its Neutral rating on Nerdwallet but cut its price target to $8.50 from $11, a 22.7% reduction. This implies an 8.7% upside from the Nov 9 close of $7.82.
Analyst rating changes drove significant stock moves this week. Inovio (INO) surged 213.7% after FDA approval, but later fell 36%. Ibotta (IBTA) rose 20.5% on an upgrade. Amdocs (DOX) dropped 30.1% after guidance cuts. LegalZoom (LZ) fell 13.7% on a downgrade and missed earnings. NerdWallet (NRDS) declined 31.0% following a downgrade and earnings miss.
William Blair downgraded Nerdwallet's rating from Outperform to Market Perform, according to the report.
Over the past 7 days, AlphAI's AI scored 10 news stories mentioning NRDS (NERDWALLET, INC.). Coverage has skewed bearish: 0 bullish, 1 neutral, and 9 bearish.
Recent NRDS coverage spans financial news and earnings.
Citigroup kept its Neutral rating on Nerdwallet but cut its price target to $8.50 from $11, a 22.7% reduction. This implies an 8.7% upside from the Nov 9 close of $7.82.
Significant downside from earnings miss and downgrade.
William Blair downgraded Nerdwallet's rating from Outperform to Market Perform, according to the report.
Analyst downgrade suggests potential downside pressure on Nerdwallet.
The downgrade signals weaker growth prospects and may trigger short-term selling pressure.
AlphAI scores every news story that mentions NRDS with an AI model for sentiment and relevance, and aggregates insider trades from NERDWALLET, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Citigroup kept its Neutral rating on Nerdwallet but cut its price target to $8.50 from $11, a 22.7% reduction. This implies an 8.7% upside from the Nov 9 close of $7.82.
Analyst rating changes drove significant stock moves this week. Inovio (INO) surged 213.7% after FDA approval, but later fell 36%. Ibotta (IBTA) rose 20.5% on an upgrade. Amdocs (DOX) dropped 30.1% after guidance cuts. LegalZoom (LZ) fell 13.7% on a downgrade and missed earnings. NerdWallet (NRDS) declined 31.0% following a downgrade and earnings miss.
William Blair downgraded Nerdwallet's rating from Outperform to Market Perform, according to the report.
Truist Securities kept its Buy rating on Nerdwallet but reduced its price target from $15 to $12, a 20% cut. This implies a 5% upside from the Nov 5 close of $11.43.
William Blair downgraded NerdWallet (NASDAQ: NRDS) to Market Perform, citing search headwinds and uncertainty in growth. Q3 revenue grew 11% YoY, while sales and marketing spending rose 28%. Auto insurance revenue declined $17M YoY. Q3 earnings missed estimates, with adjusted EPS of $0.23 vs. $0.34 expected, and revenue of $239.6M vs. $251.89M. The stock trades at a P/E of 9.93 and PEG of 0.22, suggesting potential value according to InvestingPro.
NerdWallet reported Q3 GAAP operating income of $19M and non-GAAP income of $30M, at the low end of guidance. The company adjusted its non-GAAP definition, adding $3.9M. Insurance partnerships and AI strategy were discussed, with challenges in predicting AI-driven traffic. NerdWallet forecasted Q4 revenue of $191M-$203M and non-GAAP income of $9M-$15M, with investments impacting near-term profits.
Nerdwallet (NRDS) reported Q3 EPS of $0.23, missing estimates by $0.11, with revenue at $239.6M, below the $251.89M consensus. Q4 2026 revenue guidance is $191M-$203M, below the $241.50M estimate. The stock is up 15.34% over 3 months but down 4.59% over 12 months.
NERDWALLET, INC. (NRDS) filed an SEC Form 8-K — Results of Operations and Financial Condition. EXHIBIT 99.1 NERDWALLET REPORTS THIRD QUARTER RESULTS Revenue of $239.6 million, up 11% Year-Over-Year FINANCIAL HIGHLIGHTS • Revenue of $239.6 million • GAAP income from operations of $19.4 million • GAAP net income of $14.9 million, or $0.23 income per diluted share • Non-GAAP
NerdWallet (NRDS) reported Q2 revenue growth of 6% to $197.3M, but GAAP net income fell 48% to $4.3M. CEO Tim Chen cited an inflection point, investing heavily in customer relationships. Consumer revenue rose 8% to $175.2M, driven by personal loans and deposit accounts. H1 2026 net income tripled to $24.7M, with significant share buybacks. Q3 guidance projects 17% revenue growth. Expenses, particularly sales and marketing, outpaced revenue growth, pressuring profitability.
Corpay (CPAY) reported Q2 revenue of $1.34B, up 21.5% YoY, beating estimates. Berkshire Hathaway (BRK.A) saw $117.9B revenue, up 19.2% YoY, outperforming expectations. Western Union (WU) reported $1.01B revenue, down 1.3% YoY, missing estimates. Euronet (EEFT) reported $1.11B revenue, up 3.2% YoY, lagging expectations. NerdWallet (NRDS) reported $197.3M revenue, up 5.6% YoY, topping estimates. Diversified financial services stocks averaged 3.8% gain post-earnings.
