$NRDS

NERDWALLET, INC.

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No SEC Form 4 filings for $NRDS in the last 30 days.

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Diversified Financial Services Stocks Q2 Highlights: Corpay (NYSE:CPAY)

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.

NerdWallet (NRDS) Q2 2026 Earnings Call Transcript

NerdWallet (NRDS) reported Q2 2026 revenue of $197.3 million, up 6% year over year. Consumer revenue rose to $175.2 million, while SMB revenue fell 11% to $22.1 million. Non-GAAP operating income was $12.2 million. Net income was $4.3 million. Q3 guidance calls for $244 million to $260 million revenue.

Why Is NerdWallet (NRDS) Stock Rocketing Higher Today

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.

NRDS sentiment & insider activity

Over the past 7 days, alphai's AI scored 1 news story mentioning NRDS (NERDWALLET, INC.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.

Recent NRDS coverage spans earnings, financial news and insider activity.

What's driving NRDS

  • Strong beat and sizable price gain indicate bullish short-term momentum.

    stockstory.org · Aug 26, 2026

  • Guidance and capital allocation details (buybacks, marketing IRR targets) suggest a near-term earnings trajectory that traders can reprice.

    fool.com · Aug 13, 2026

  • The article frames a clean top-line beat plus upbeat Q3 revenue guidance as the driver of today’s sharp upside, despite margin caution.

    financialcontent.com · Aug 7, 2026

  • The downgrade in valuation (PT cut) reflects skepticism about marketing efficiency and sustainability of revenue growth without performance marketing staying elevated.

    investing.com · Aug 7, 2026

  • Revenue beat with in-line EPS suggests modest positive read-through, but the article provides no guidance change or new forward catalyst.

    financialcontent.com · Aug 6, 2026

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.

News on $NRDS

Score

Diversified Financial Services Stocks Q2 Highlights: Corpay (NYSE:CPAY)

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.

$NRDSMedAI 8/10

NerdWallet (NRDS) Q2 2026 Earnings Call Transcript

NerdWallet (NRDS) reported Q2 2026 revenue of $197.3 million, up 6% year over year. Consumer revenue rose to $175.2 million, while SMB revenue fell 11% to $22.1 million. Non-GAAP operating income was $12.2 million. Net income was $4.3 million. Q3 guidance calls for $244 million to $260 million revenue.

$NRDSMedAI 8/10

Why Is NerdWallet (NRDS) Stock Rocketing Higher Today

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.

$MQMed

Morgan Stanley maintains ratings on Marqeta and NerdWallet

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) Posts Better

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.

NERDWALLET, INC. (NRDS): Results of Operations and Financial Condition

NERDWALLET, INC. (NRDS) filed an SEC Form 8-K — Results of Operations and Financial Condition. 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 million, or $0.07 income per diluted share • Non-GAAP op

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