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NRDY: Tightened 2025 Revenue Guidance Will Support Improved Long Term Profitability

Advanced AI Adoption Will Expand Education Horizons

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NRDY
AnalystConsensusTarget
Not Invested
Published 31 Mar 2025

Update shared on 09 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
-28.9%
7D
3.1%

Analysts have modestly raised their price target on Nerdy to reflect slightly higher long term margin expectations and a marginally lower future valuation multiple. This results in a low single digit percentage increase in implied equity value, or roughly a few cents of upside per share.

What's in the News

  • Nerdy issued new fourth quarter 2025 revenue guidance, projecting between $45 million and $47 million (company guidance).
  • The company updated its full year 2025 revenue outlook to a range of $175 million to $177 million (company guidance).
  • Management signaled confidence in near term demand trends by tightening and reaffirming guidance across both the quarter and full year 2025 periods (company guidance).

Valuation Changes

  • Fair Value Estimate remains unchanged at approximately $1.79 per share, indicating no material revision to intrinsic value.
  • The Discount Rate has risen slightly from about 7.09 percent to roughly 7.12 percent, modestly increasing the required return on equity.
  • Revenue Growth is effectively unchanged at around 8.33 percent, reflecting a stable long term growth outlook.
  • The Net Profit Margin has risen slightly from about 12.26 percent to roughly 12.37 percent, implying marginally better long term profitability expectations.
  • The Future P/E has fallen slightly from roughly 10.95x to about 10.86x, indicating a modestly lower assumed valuation multiple on future earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.