Nerdy Inc.

Report azionario NYSE:NRDY

Capitalizzazione di mercato: US$154.7m

Nerdy Gestione

Criteri Gestione verificati 4/4

Nerdy Il CEO è Chuck Cohn, nominato in Jan2007, e ha un mandato di 19.33 anni. la retribuzione annua totale è $ 1.00, composta da 100% di stipendio e 0% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 38.68% delle azioni della società, per un valore di $ 59.82M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.8 anni e 4.7 anni.

Informazioni chiave

Chuck Cohn

Amministratore delegato

US$1.0

Compenso totale

Percentuale dello stipendio del CEO100.00%
Mandato del CEO19.3yrs
Proprietà del CEO38.7%
Durata media del management2.8yrs
Durata media del Consiglio di amministrazione4.7yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione May 19

NRDY: NYSE Listing Cure And New CFO Appointment Will Support Upside Potential

Nerdy's analyst price target has been revised to $1.25, with analysts pointing to updated assumptions for discount rate, revenue growth, profit margin, and future P/E to support the new valuation view. What's in the News Nerdy received a NYSE notice on March 5, 2026 that its Class A common stock price was below the US$1.00 minimum average required for continued listing over a 30 trading day period.
Articolo di analisi May 11

Nerdy Inc. (NYSE:NRDY) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates

A week ago, Nerdy Inc. ( NYSE:NRDY ) came out with a strong set of first-quarter numbers that could potentially lead to...
Aggiornamento della narrazione Apr 28

NRDY: NYSE Compliance Progress And New CFO Will Support Upside Potential

Analysts have slightly adjusted their Nerdy price target to $1.25, reflecting modest tweaks to assumptions around discount rate, revenue growth, profit margins and future P/E, while keeping their overall valuation view effectively unchanged. What's in the News Nerdy received a notice from the New York Stock Exchange on March 5, 2026 that its Class A common stock did not meet the requirement for an average closing price of at least $1.00 over a 30 trading day period.
Aggiornamento della narrazione Apr 12

NRDY: NYSE Compliance Plan And Reverse Split Will Support Upside Potential

Analysts have made a small adjustment to their Nerdy price target, reflecting slightly different assumptions around discount rate, revenue growth, and future P/E, while keeping fair value steady at $1.25. What's in the News Nerdy received a notice from the NYSE on March 5, 2026 that its Class A common stock no longer meets the exchange's continued listing standard requiring a minimum average closing price of $1.00 over 30 trading days.
Aggiornamento della narrazione Mar 28

NRDY: NYSE Cure Plan And Reverse Split Option Will Unlock Upside Potential

Analysts have nudged their Nerdy price target slightly higher, citing small adjustments to inputs such as revenue growth, discount rate, profit margin, a fair value of $1.25 per share, and a forward P/E assumption that now sits at 8.52x. What's in the News Nerdy received a notice from the NYSE on March 5, 2026 that its Class A common stock did not meet the exchange's continued listing standard because the average closing price was under $1.00 for a consecutive 30 trading day period (Key Developments).
Aggiornamento della narrazione Mar 11

NRDY: NYSE Compliance Efforts And Reverse Split Option Will Support Bullish Upside

Analysts have slightly reduced their price targets for Nerdy to reflect modest adjustments in the discount rate, expected revenue growth, margin assumptions, and forward P/E. They have kept fair value estimates broadly unchanged at around $1.25 per share.
Aggiornamento della narrazione Feb 25

NRDY: Higher Future P/E And Margins Will Support Bullish Upside Potential

Analysts have trimmed their Nerdy price target to $1.25. The updated view reflects revised assumptions around slower revenue growth, a slightly lower discount rate, a modestly higher profit margin, and a higher future P/E multiple.
Aggiornamento della narrazione Feb 10

NRDY: Slightly Richer P/E And Margins Will Support Bullish Upside Potential

Analysts have modestly adjusted their price expectations for Nerdy, linking a slightly lower profit margin outlook and a somewhat higher assumed future P/E multiple to small refinements in discount rate and revenue growth assumptions rather than a major shift in the story. Valuation Changes Fair Value Estimate was kept unchanged at 1.25, indicating no shift in the central valuation output.
Aggiornamento della narrazione Jan 27

NRDY: Secured Term Loan Will Support Rising Revenue Guidance And Profitability

Analysts have maintained their fair value estimate for Nerdy at US$1.25 per share while refining assumptions around discount rate, revenue growth, profit margin and future P/E. This reflects updated views on the risk profile and earnings potential without any change to the headline price target.
Aggiornamento della narrazione Jan 12

NRDY: Future Debt Facility Will Support Higher Revenue Guidance And Profitability

Narrative Update on Nerdy Analysts have lifted their price target on Nerdy to US$1.25, citing updated assumptions that include a slightly lower discount rate, higher revenue growth expectations of 9.76%, and a reduced future P/E of 7.08x. Together, these factors keep their fair value view anchored at the same level.
Aggiornamento della narrazione Dec 24

NRDY: Forward Outlook Will Balance New Debt Facility And Profitability

Analysts have lowered their price target on Nerdy by approximately 17 percent. This change reflects more moderate revenue growth expectations, a slightly higher discount rate, and a lower future earnings multiple, partially offset by improved projected profit margins.
Aggiornamento della narrazione Dec 09

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

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.
Articolo di analisi Nov 29

What Nerdy, Inc.'s (NYSE:NRDY) 33% Share Price Gain Is Not Telling You

Nerdy, Inc. ( NYSE:NRDY ) shareholders are no doubt pleased to see that the share price has bounced 33% in the last...
Aggiornamento della narrazione Nov 25

NRDY: Upcoming 2025 Revenue Guidance Will Drive Renewed Market Optimism

Nerdy Sees Slight Price Target Reduction as Analysts Adjust Forecasts Analysts have revised Nerdy's fair value estimate downward by $0.08 to $1.79, following updated projections for profitability and adjusted future earnings multiples. What's in the News Nerdy, Inc.
Articolo di analisi Nov 11

Time To Worry? Analysts Just Downgraded Their Nerdy, Inc. (NYSE:NRDY) Outlook

Market forces rained on the parade of Nerdy, Inc. ( NYSE:NRDY ) shareholders today, when the analysts downgraded their...
Aggiornamento della narrazione Nov 10

NRDY: Upcoming 2025 Revenue Guidance Will Drive Renewed Market Optimism

Analysts have revised their price target for Nerdy downward from $2.04 to $1.88, citing lower projected revenue growth and a re-evaluation of future profitability estimates. What's in the News Nerdy, Inc.
Articolo di analisi Nov 09

Nerdy, Inc. (NYSE:NRDY) Just Reported And Analysts Have Been Cutting Their Estimates

It's been a mediocre week for Nerdy, Inc. ( NYSE:NRDY ) shareholders, with the stock dropping 13% to US$0.86 in the...
Articolo di analisi Oct 14

There Is A Reason Nerdy, Inc.'s (NYSE:NRDY) Price Is Undemanding

When close to half the companies operating in the Consumer Services industry in the United States have price-to-sales...
Seeking Alpha Aug 11

Nerdy: Consider Both Growth And Profitability (Rating Downgrade)

Summary I have reduced Nerdy's rating to a Hold following my evaluation of its below-expectations second quarter revenue and ambitious Q4 profitability target. Growth is lackluster, with full-year revenue expected to rise just 2% amidst continued headwinds from reduced government education funding. But profitability is improving; margin expansion from higher-priced subscriptions and AI-driven cost cuts could potentially lead to positive EBITDA by Q4 2025. Read the full article on Seeking Alpha
Articolo di analisi Apr 25

Insufficient Growth At Nerdy, Inc. (NYSE:NRDY) Hampers Share Price

Nerdy, Inc.'s ( NYSE:NRDY ) price-to-sales (or "P/S") ratio of 1x may look like a pretty appealing investment...
User avatar
Nuova narrazione Mar 31

Tutor Copilot Will Streamline Tutor Sessions

AI-driven enhancements and dynamic pricing strategies are expected to boost engagement, retention, and ARPU, contributing to improved margins and revenue growth.
Seeking Alpha Mar 08

Nerdy: Lingering Headwinds Keep This EdTech Pure-Play In Limbo

Summary Nerdy stock's impressive rally has fizzled out, with market stagnation and challenges from Generative AI and DOE closure impacting its growth trajectory. Despite strong top-line growth and a scalable freemium model, Nerdy faces financial slowdowns and significant net losses, raising concerns about its future performance. The proposed DOE closure and rise of AI tools like ChatGPT pose substantial risks, undercutting Nerdy's value proposition and future funding streams. Given the current EdTech industry state and Nerdy's financial performance, it's prudent to wait for stronger catalysts before committing to this stock. Read the full article on Seeking Alpha
Articolo di analisi Jan 07

Is Now The Time To Look At Buying Nerdy, Inc. (NYSE:NRDY)?

Nerdy, Inc. ( NYSE:NRDY ), is not the largest company out there, but it saw a significant share price rise of 137% in...
Seeking Alpha Dec 12

Nerdy: A Combination Of Strong Financials, Strategic Shift And Niche Opportunity At Discount

Summary Nerdy, Inc. presents a speculative investment opportunity due to strong financials, insider buying, and a unique market position in online K-12 tutoring. Despite revenue growth challenges and potential education budget cuts under a Trump administration, NRDY's strategic shifts and healthy balance sheet offer resilience. With a current share price of $1.70, I forecast a target price of $2.48, indicating a 45.88% upside potential based on peer group valuation metrics. Risks include technology reliability issues and the impact of no-show bookings, but insider confidence and strategic focus on school district relationships are positive signs. Read the full article on Seeking Alpha
Articolo di analisi Nov 22

Nerdy, Inc.'s (NYSE:NRDY) Shares Bounce 31% But Its Business Still Trails The Industry

Nerdy, Inc. ( NYSE:NRDY ) shareholders would be excited to see that the share price has had a great month, posting a...
Articolo di analisi Nov 16

We're Not Worried About Nerdy's (NYSE:NRDY) Cash Burn

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Seeking Alpha Sep 24

Nerdy: 3 Reasons To Buy This Speculative Edtech Play

Summary After tumbling by more than 91% since going public via a SPAC merger in 2021, now may be the time to buy Nerdy stock. Despite disappointing results and guidance in recent quarters, there's still strong potential for this online learning company to experience a game-changing shift to consistent profitability. It all has to do with Nerdy's flagship Varsity Tutors business, which lately has been focusing on the institutional education market. While uncertainty still runs high, weighing this against potential upside suggests that risk/return is highly tilted in one's favor with NRDY stock. Read the full article on Seeking Alpha
Articolo di analisi Aug 10

Revenues Working Against Nerdy, Inc.'s (NYSE:NRDY) Share Price Following 47% Dive

To the annoyance of some shareholders, Nerdy, Inc. ( NYSE:NRDY ) shares are down a considerable 47% in the last month...
Articolo di analisi Aug 07

Here's Why We're Not At All Concerned With Nerdy's (NYSE:NRDY) Cash Burn Situation

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Seeking Alpha Jul 17

Nerdy: Making Some Progress

Summary Today, we take a look at online learning provider Nerdy, Inc. for the first time in two years. The company focuses on online learning for K-8, high school, college, and professional licensing, transitioning to an access-based consumer subscription model. Despite struggling with profitability, Nerdy's institutional offerings show growth potential, and the company's founder recently made a large insider purchase. An updated analysis around Nerdy follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Jun 21

Nerdy: Hold Before Buying More

Summary Nerdy is positioned to capitalize on remote education demand with AI-driven learning solutions. The company operates through Consumer and Institutional segments, showing revenue growth in Q1 2024. Mixed financial performance and strategic investments warrant a cautious approach, recommending a Hold on NRDY stock. Read the full article on Seeking Alpha
Articolo di analisi May 10

What You Can Learn From Nerdy, Inc.'s (NYSE:NRDY) P/S

It's not a stretch to say that Nerdy, Inc.'s ( NYSE:NRDY ) price-to-sales (or "P/S") ratio of 1.3x right now seems...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Chuck Cohn rispetto agli utili di Nerdy?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

-US$33m

Dec 31 2025US$1US$1

-US$40m

Sep 30 2025n/an/a

-US$41m

Jun 30 2025n/an/a

-US$44m

Mar 31 2025n/an/a

-US$46m

Dec 31 2024US$1US$1

-US$43m

Sep 30 2024n/an/a

-US$38m

Jun 30 2024n/an/a

-US$34m

Mar 31 2024n/an/a

-US$29m

Dec 31 2023US$1US$1

-US$40m

Sep 30 2023n/an/a

-US$43m

Jun 30 2023n/an/a

-US$49m

Mar 31 2023n/an/a

-US$37m

Dec 31 2022US$1US$1

-US$35m

Sep 30 2022n/an/a

-US$9m

Jun 30 2022n/an/a

-US$12m

Mar 31 2022n/an/a

-US$15m

Dec 31 2021US$47mUS$198k

-US$4m

Sep 30 2021n/an/a

-US$46m

Jun 30 2021n/an/a

-US$25m

Mar 31 2021n/an/a

-US$22m

Dec 31 2020US$273kUS$270k

-US$25m

Compensazione vs Mercato: La retribuzione totale di Chuck ($USD 1.00 ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 1.66M ).

Compensazione vs guadagni: La retribuzione di Chuck è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Chuck Cohn (38 yo)

19.3yrs
Mandato
US$1
Compensazione

Mr. Charles Cohn, also known as Chuck, is founded Nerdy, Inc in 2007 and serves as its Chairman, CEO and President. He founded Varsity Tutors LLC in 2007 and serves as its Chief Executive Officer and Chair...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Charles Cohn
Founder19.3yrsUS$1.0038.68%
$ 59.8m
Christopher Swenson
Chief Legal Officer & Corporate Secretary6.8yrsUS$994.34k0.94%
$ 1.5m
Atul Bagga
Chief Financial Officerless than a yearNessun datoNessun dato
John Paszterko
Chief Operating Officerless than a yearNessun dato0.079%
$ 122.1k
Rian Schilligo
Chief People Officer2.8yrsNessun datoNessun dato
Jason Botel
Head of Government Relations2.5yrsNessun datoNessun dato
Kyle Callaway
VP & Controller3.1yrsNessun datoNessun dato
T. Lynn
Associate General Counselno dataNessun datoNessun dato
2.8yrs
Durata media
47.5yo
Età media

Gestione esperta: Il team dirigenziale di NRDY è considerato esperto (durata media dell'incarico 2.8 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Charles Cohn
Founderno dataUS$1.0038.68%
$ 59.8m
Christopher Marshall
Independent Director4.7yrsUS$205.00kNessun dato
Greg Mrva
Independent Director4.7yrsUS$210.00k0.76%
$ 1.2m
Robert Hutter
Independent Director8.5yrsUS$193.00kNessun dato
Stuart Udell
Independent Director3.8yrsUS$194.00k0.30%
$ 457.2k
Abigail Blunt
Independent Director2yrsUS$192.50k0.22%
$ 343.0k
4.7yrs
Durata media
56yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di NRDY sono considerati esperti (durata media dell'incarico 4.7 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/24 19:32
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Nerdy Inc. è coperta da 5 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Ross SandlerBarclays
X. LuBarclays
Bryan SmilekJ.P. Morgan