NERDWALLET, INC.
No SEC Form 4 filings for $NRDS in the last 30 days.
NerdWallet (NRDS) shares rose about 12% after second-quarter revenue beat Wall Street. The company reported revenue of $197.3M, ~6% above the $186.2M consensus, with EPS of $0.07. Consumer revenue grew ~8% to $175.2M, while SMB revenue fell ~11%. NerdWallet guided Q3 revenue to $244–$260M.
Morgan Stanley kept an Equal-weight rating on Marqeta (MQ) with a $20 price target and maintained an Underweight on NerdWallet (NRDS), cutting its target to $8 from $9. For Marqeta, Morgan cited 4th straight quarter of payment volume growth over 30% YoY to a $91B base, but noted renewal and incentive timing uncertainty. For NerdWallet, it cited Q2 2026 revenue of $197M (+5.6% YoY) and higher sales and marketing costs.
NerdWallet (NASDAQ:NRDS) reported Q2 CY2026 revenue of $197.3 million, up 5.6% year on year, exceeding Wall Street estimates by 6%, according to the article. GAAP profit was $0.07 per share, in line with consensus. The stock was reported flat at $8.90 after results.
Over the past 7 days, alphai's AI scored 4 news stories mentioning NRDS (NERDWALLET, INC.). Coverage has skewed bullish: 2 bullish, 1 neutral, and 1 bearish.
Recent NRDS coverage spans financial news, earnings and insider activity.
The article frames a clean top-line beat plus upbeat Q3 revenue guidance as the driver of today’s sharp upside, despite margin caution.
The downgrade in valuation (PT cut) reflects skepticism about marketing efficiency and sustainability of revenue growth without performance marketing staying elevated.
Revenue beat with in-line EPS suggests modest positive read-through, but the article provides no guidance change or new forward catalyst.
Q2 results show revenue growth alongside profitability and cash pressure, plus management signaling a larger 2026 investment ramp tied to vertical integration.
Large insider-related (indirect) open-market sale may modestly pressure sentiment, but it is not a 10b5-1 plan and lacks stated rationale.
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.
NerdWallet (NRDS) shares rose about 12% after second-quarter revenue beat Wall Street. The company reported revenue of $197.3M, ~6% above the $186.2M consensus, with EPS of $0.07. Consumer revenue grew ~8% to $175.2M, while SMB revenue fell ~11%. NerdWallet guided Q3 revenue to $244–$260M.
4 min readMorgan Stanley kept an Equal-weight rating on Marqeta (MQ) with a $20 price target and maintained an Underweight on NerdWallet (NRDS), cutting its target to $8 from $9. For Marqeta, Morgan cited 4th straight quarter of payment volume growth over 30% YoY to a $91B base, but noted renewal and incentive timing uncertainty. For NerdWallet, it cited Q2 2026 revenue of $197M (+5.6% YoY) and higher sales and marketing costs.
4 min readNerdWallet (NASDAQ:NRDS) reported Q2 CY2026 revenue of $197.3 million, up 5.6% year on year, exceeding Wall Street estimates by 6%, according to the article. GAAP profit was $0.07 per share, in line with consensus. The stock was reported flat at $8.90 after results.
4 min readNERDWALLET, INC. (NRDS) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 earningsreleaseq2fy26.htm EX-99.1 Document EXHIBIT 99.1 NERDWALLET REPORTS SECOND QUARTER RESULTS Revenue of $197.3 million, up 6% Year-Over-Year FINANCIAL HIGHLIGHTS • Revenue of $197.3 million • GAAP income from operations of $7.0 million • GAAP net income of $4.3 mil
6 min readTopline Capital Management, LLC sold 1,961,860 indirectly-held shares of NERDWALLET, INC. (NRDS) at an average of $9.11 ($8.95–$9.27, $17.86M total) across 3 trades over 2026-06-26 to 2026-06-30.
2 min readTopline Capital Partners, LP sold 1,961,860 shares of NERDWALLET, INC. (NRDS) at an average of $9.11 ($8.95–$9.27, $17.86M total) across 3 trades over 2026-06-26 to 2026-06-30.
2 min readNerdWallet, Inc. (NRDS) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
3 min readWhile 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.
3 min readNerdWallet, Inc. (NRDS) delivered earnings and revenue surprises of +70.00% and +11.40%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?
2 min readNerdWallet ( NASDAQ:NRDS ) , a digital financial guidance platform known for connecting consumers and small businesses with financial products, released its Q2 FY2025 earnings on August 7, 2025. The headline results: GAAP earnings per share ( EPS ) of $0.11, GAAP EPS was ahead of analyst ...
3 min read
