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Update shared on08 Aug 2025

Fair value Decreased 5.43%
AnalystConsensusTarget's Fair Value
US$14.50
30.5% undervalued intrinsic discount
15 Aug
US$10.08
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1Y
-14.1%
7D
9.8%

NerdWallet’s target price was revised downward, primarily due to a material decrease in consensus revenue growth forecasts and a concurrent rise in future P/E, resulting in a new fair value estimate of $14.50 per share.


What's in the News


  • NerdWallet raised its full-year 2025 GAAP operating income guidance to $38 million–$48 million.
  • The company expects third quarter 2025 revenue of $189 million–$197 million, representing 1% year-over-year growth at the midpoint.
  • Third quarter 2025 GAAP operating income is projected at $17 million–$21 million.

Valuation Changes


Summary of Valuation Changes for NerdWallet

  • The Consensus Analyst Price Target has fallen from $15.33 to $14.50.
  • The Consensus Revenue Growth forecasts for NerdWallet has significantly fallen from 7.2% per annum to 4.9% per annum.
  • The Future P/E for NerdWallet has significantly risen from 17.06x to 18.89x.

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.