Nerdy Inc.

NYSE:NRDY 株式レポート

時価総額:US$164.8m

Nerdy マネジメント

マネジメント 基準チェック /44

Nerdyの CEO はChuck Cohnで、 Jan2007年に任命され、 の在任期間は 19.33年です。 の年間総報酬は$ 1.00で、 100%給与と0%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の39.28%を直接所有しており、その価値は$ 64.75M 。経営陣と取締役会の平均在任期間はそれぞれ2.8年と4.7年です。

主要情報

Chuck Cohn

最高経営責任者

US$1.0

報酬総額

CEO給与比率100.00%
CEO在任期間19.3yrs
CEOの所有権39.3%
経営陣の平均在職期間2.8yrs
取締役会の平均在任期間4.7yrs

経営陣の近況

Recent updates

ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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).
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
分析記事 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...
分析記事 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
分析記事 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...
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新しいナラティブ 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
分析記事 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
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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
分析記事 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...
Seeking Alpha Apr 12

Nerdy: Pay Attention To Institutional Business And AI-Driven Savings

Summary Nerdy's institutional business' freemium strategy is working well, as evidenced by the positive booking momentum for this segment. NRDY can lower its future operating expenses by utilizing AI to generate learning content and reduce the amount of employees needed to support its customer service function. My Buy rating for Nerdy stock is maintained after analyzing the growth outlook for its institutional segment and the company's AI-related cost savings opportunities. Read the full article on Seeking Alpha
分析記事 Mar 20

Companies Like Nerdy (NYSE:NRDY) Can Afford To Invest In Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...

CEO報酬分析

Nerdy の収益と比較して、Chuck Cohn の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Chuckの 総報酬 ($USD 1.00 ) は、 US市場 ($USD 1.59M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Chuckの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Chuck Cohn (38 yo)

19.3yrs
在職期間
US$1
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Charles Cohn
Founder19.3yrsUS$1.0039.28%
$ 64.7m
Christopher Swenson
Chief Legal Officer & Corporate Secretary6.8yrsUS$994.34k0.96%
$ 1.6m
Atul Bagga
Chief Financial Officerless than a yearデータなしデータなし
John Paszterko
Chief Operating Officerless than a yearデータなし0.080%
$ 132.1k
Rian Schilligo
Chief People Officer2.8yrsデータなしデータなし
Jason Botel
Head of Government Relations2.5yrsデータなしデータなし
Kyle Callaway
VP & Controller3.1yrsデータなしデータなし
T. Lynn
Associate General Counselno dataデータなしデータなし
2.8yrs
平均在職期間
47.5yo
平均年齢

経験豊富な経営陣: NRDYの経営陣は 経験豊富 であると考えられます ( 2.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Charles Cohn
Founderno dataUS$1.0039.28%
$ 64.7m
Christopher Marshall
Independent Director4.7yrsUS$205.00kデータなし
Greg Mrva
Independent Director4.7yrsUS$210.00k0.77%
$ 1.3m
Robert Hutter
Independent Director8.5yrsUS$193.00kデータなし
Stuart Udell
Independent Director3.8yrsUS$194.00k0.30%
$ 494.9k
Abigail Blunt
Independent Director2yrsUS$192.50k0.23%
$ 371.2k
4.7yrs
平均在職期間
56yo
平均年齢

経験豊富なボード: NRDYの 取締役会経験豊富 であると考えられます ( 4.7年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 00:32
終値2026/05/07 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Nerdy Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5

アナリスト機関
Ross SandlerBarclays
X. LuBarclays
Bryan SmilekJ.P. Morgan