Nextdoor Holdings 향후 성장
Future 기준 점검 3/6
Nextdoor Holdings은 연간 수입과 매출이 각각 70.7%와 8.5% 증가할 것으로 예상되고 EPS는 연간 70.5%만큼 증가할 것으로 예상됩니다.
핵심 정보
70.7%
이익 성장률
70.48%
EPS 성장률
| Interactive Media and Services 이익 성장 | 4.4% |
| 매출 성장률 | 8.5% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 14 Aug 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Sep 04
NXDR: Rising WAU And Local Business Engagement Will Support Higher Future P/E
Analysts have raised their fair value estimate for Nextdoor Holdings from $2.64 to $3.35 per share. This reflects updated views on revenue trends, margins, and user engagement after recent Q2 results and price target changes that now cluster around the $2.85 to $3.30 range.
내러티브 업데이트 • Aug 21
NXDR: Improving WAU And Margin Trends Will Likely Uncover Upside Potential
Analysts have raised their fair value estimate for Nextdoor Holdings stock from $2.30 to $2.85, citing updated models that factor in Q2 revenue and EBITDA that were ahead of expectations as well as improving Platform WAU trends, monetization, and margins. Analyst Commentary Recent research on Nextdoor Holdings highlights a mixed picture, with some analysts encouraged by the Q2 revenue and EBITDA results and the trends in Platform WAU, monetization, and margins.분석 기사 • Aug 07
Earnings Update: Here's Why Analysts Just Lifted Their Nextdoor Holdings, Inc. (NYSE:NXDR) Price Target To US$3.21
Nextdoor Holdings, Inc. ( NYSE:NXDR ) just released its second-quarter report and things are looking bullish. Revenues...내러티브 업데이트 • Aug 07
NXDR: Future WAU And Margin Gains Will Likely Expose Rich Earnings Multiple
Nextdoor Holdings' analyst price target has increased to $3.30. Analysts attribute the change from $2.00 to stronger Q2 revenue, adjusted EBITDA ahead of consensus, two consecutive quarters of year-over-year Platform WAU growth, improving monetization, and better margins.Seeking Alpha • Jul 13
Nextdoor: Building An AI Business That Big Companies Can't Copy
Summary Nextdoor leverages its vast, verified local identity network to power AI-driven local discovery and recommendations. NXDR's competitive edge stems from 110 million verified neighbors across 350,000 neighborhoods, enabling trusted, accurate AI outputs. Unlike larger platforms, the company focuses on organizing and monetizing existing community data, not generating new content. If successful, NXDR's unique data moat could prove highly defensible and difficult for competitors to replicate. Read the full article on Seeking Alpha내러티브 업데이트 • Jun 29
NXDR: Future Share Repurchases Will Likely Expose Elevated Earnings Multiple
Analysts increased their price target on Nextdoor Holdings to $2.00 from $1.10, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E following recent Street research, including a $0.25 target raise referenced in the latest commentary. What's in the News Nextdoor Holdings and Freshpaint rolled out a new integration that links Nextdoor's Ads Manager with Freshpaint's privacy focused platform.내러티브 업데이트 • Jun 15
NXDR: Hyperlocal Healthcare Ads And Buybacks Will Support Higher Future P/E
Analysts have raised their price target on Nextdoor Holdings by $0.25, reflecting updated views on the company as they factor in recent research and valuation inputs. What's in the News Nextdoor announced a new integration with Freshpaint that lets healthcare advertisers link hyperlocal Nextdoor campaigns to patient actions such as booked appointments and new patient volume, while keeping data privacy and compliance controls in place.내러티브 업데이트 • Jun 01
NXDR: Buybacks And AI Advertising Integration Will Support Higher Future P/E
Analysts modestly raised the implied fair value estimate for Nextdoor Holdings to about $2.64 per share, up from roughly $2.58, reflecting updated assumptions on growth, margins, and P/E multiples that are consistent with recent price target adjustments cited in Street research. Analyst Commentary Street research has pointed to a modest price target increase of about $0.25 per share, which feeds into the small uplift in the implied fair value estimate to roughly $2.64.내러티브 업데이트 • Apr 28
NXDR: AI Ads Expansion And Buybacks Will Support Higher Future P/E
Analysts have trimmed Nextdoor Holdings' average price target by about $0.15, reflecting recent cuts from $2.40 to $2.20 and from $2.20 to $2.10, and cited balanced risk and reward even after Q4 results came in ahead of muted expectations. Analyst Commentary Recent research notes point to a cautious tone on Nextdoor Holdings, with modest trims to price targets and an emphasis on balanced risk and reward despite Q4 results that were ahead of muted expectations.내러티브 업데이트 • Apr 13
NXDR: AI Advertising And Share Repurchases Will Support Higher Future P/E
Analysts have trimmed their average price target on Nextdoor Holdings by $0.10 to $2.10, reflecting recent target cuts from $2.20 and $2.40. They see a more balanced risk and reward profile despite Q4 results coming in ahead of muted expectations.내러티브 업데이트 • Mar 30
NXDR: AI Advertising Suite And Buybacks Will Support Higher Future P/E
Analysts have trimmed their price targets on Nextdoor Holdings to a range around $2.10 to $2.20, a reduction of about $0.10 to $0.20. This reflects a view that recent results, while ahead of muted expectations, still leave the risk and reward profile broadly balanced.내러티브 업데이트 • Mar 15
NXDR: AI Ad Tools And Real Time Alerts Will Support Higher Future P/E
Analysts have trimmed their price targets on Nextdoor to a range of about $2.10 to $2.20, reflecting updated views on discount rates, profit margins, and future P/E assumptions, while maintaining a generally neutral stance on the stock. Analyst Commentary Recent research notes around Nextdoor highlight a cautious but engaged view from the Street, with price targets now clustered around the low US$2 range and ratings kept at Neutral.내러티브 업데이트 • Mar 01
NXDR: Expanded Real-Time Alerts Will Support A Higher Future P/E Multiple
The analyst price target for Nextdoor Holdings has been trimmed from $2.65 to $2.58, with analysts pointing to slightly lower assumed profit margins and a modestly lower future P/E multiple, partly echoed by recent cuts to $2.10 and $2.20 from Citi and B. Riley.내러티브 업데이트 • Feb 15
NXDR: Expanded Real-Time Alerts Will Support A Higher Future Earnings Multiple
Analysts have adjusted their valuation assumptions for Nextdoor Holdings, keeping the fair value view around $2.65 while recalibrating profit margin expectations and a higher future P/E. These changes together inform an updated price target framework without a material headline change in the dollar figure itself.내러티브 업데이트 • Feb 01
NXDR: Expanded Real-Time Alerts And AI Ads Will Support Bullish Outlook
Analysts kept their fair value estimate for Nextdoor Holdings steady at US$2.65, citing only very small tweaks to inputs such as the discount rate, long term revenue growth, profit margin, and future P/E assumptions rather than any major change in their view of the stock. What's in the News Nextdoor expanded its Alerts product with real time earthquake data from the U.S. Geological Survey, building on existing partnerships with The Weather Company, Samdesk, PowerOutage.us, and Waze to deliver 3.7 million alerts since launch, with alerts appearing in the newsfeed and via push notification for severe events.내러티브 업데이트 • Jan 18
NXDR: Expanded Real-Time Alerts And AI Advertising Will Support Bullish Outlook
Analysts now frame their valuation outlook for Nextdoor Holdings around an updated fair value estimate of US$2.65 per share from US$2.38 per share, reflecting refreshed assumptions for discount rate, revenue growth, profit margin and future P/E. What's in the News Nextdoor expanded its Alerts product with real-time earthquake data from the U.S. Geological Survey, alongside earlier integrations such as Waze road and traffic data, increasing the range of critical local information available on the platform (Key Developments).분석 기사 • Dec 11
Subdued Growth No Barrier To Nextdoor Holdings, Inc. (NYSE:NXDR) With Shares Advancing 42%
Nextdoor Holdings, Inc. ( NYSE:NXDR ) shares have had a really impressive month, gaining 42% after a shaky period...내러티브 업데이트 • Aug 15
The NEXT Initiative And AI Features Will Transform User Engagement
Analysts have raised Nextdoor Holdings’ price target from $2.01 to $2.38 as they highlight its large user base and unique local advertising position, though they caution that a near-term focus on engagement over monetization and ongoing strategic uncertainty may create financial volatility and dilution risk. Analyst Commentary Significant user base with 100M signed-up neighbors globally and exposure to one-third of U.S. households, providing a unique position in hyper-local advertising.분석 기사 • Jul 16
Pinning Down Nextdoor Holdings, Inc.'s (NYSE:KIND) P/S Is Difficult Right Now
When you see that almost half of the companies in the Interactive Media and Services industry in the United States have...새로운 내러티브 • May 18
The NEXT Initiative And AI Features Will Transform User Engagement
NEXT initiative enhancements in UI and AI-driven features could boost user engagement, driving more ad inventory and increasing revenue growth.분석 기사 • May 10
Companies Like Nextdoor Holdings (NYSE:KIND) Can Afford To Invest In Growth
Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Seeking Alpha • Mar 29
Nextdoor Is Ready For Major Platform Changes
Summary Nextdoor Holdings, Inc. has shown positive financial performance with 17% revenue growth and its first positive Adjusted EBITDA of $3M in Q4 2024. CEO Nirav Tolia aims to transform Nextdoor into a more engaging, content-driven platform, inspired by Reddit, to boost user engagement. The new platform design, NEXT, has shown immediate engagement improvements in test markets but may introduce political content, which could be divisive. Despite the stock's low EV/sales ratio, I remain cautious due to potential volatility and will wait to see the impact of the NEXT initiative. Read the full article on Seeking Alpha분석 기사 • Mar 07
Risks Still Elevated At These Prices As Nextdoor Holdings, Inc. (NYSE:KIND) Shares Dive 33%
Nextdoor Holdings, Inc. ( NYSE:KIND ) shareholders that were waiting for something to happen have been dealt a blow...Seeking Alpha • Jan 17
Nextdoor: Favorable Industry Trends And Positive Financials
Summary Nextdoor Holdings (KIND) is poised to benefit from digital advertising trends, leveraging hyper-local engagement to attract advertisers. KIND's financial performance is improving, with revenue growth accelerating and WAUs increasing, driven by strategic enhancements to the ad platform. The NEXT initiative aims to shift user interactions to discovery-driven experiences, potentially transforming KIND into a daily-use platform and boosting ad revenue. Read the full article on Seeking AlphaSeeking Alpha • Nov 08
Nextdoor: Next Step Up
Summary Nextdoor has achieved a significant turnaround under the return of founding CEO Nirav Tolia, with 17% revenue growth and record WAUs. The company nearly eliminated losses, reporting a Q3 adjusted EBITDA loss of just $1 million, and expects to be cash flow positive in Q4. Nextdoor's had a strong balance sheet with $425 million in cash and the company has reduced diluted shares by 20 million via share buybacks. The stock trades at just above 2x EV/S offering a compelling investment opportunity with potential for significant valuation uplift as new initiatives roll out. Read the full article on Seeking Alpha분석 기사 • Sep 25
We Think Nextdoor Holdings (NYSE:KIND) Can Easily Afford To Drive Business Growth
Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Seeking Alpha • Aug 23
Nextdoor: Valuation Provides Limited Margin Of Safety For Execution Risks
Summary Shares are up more than 30% this year, reflecting the significant improvements seen in the underlying business. Revenue growth has seen an acceleration over the last two quarters, while management expects to reach FCF breakeven in Q4. The company is aggressively repurchasing its shares as its cash balance represents nearly half its market cap. Despite my positive outlook for the company, I find that the current valuation provides investors with a limited margin of safety. Read the full article on Seeking Alpha분석 기사 • Aug 04
When Should You Buy Nextdoor Holdings, Inc. (NYSE:KIND)?
While Nextdoor Holdings, Inc. ( NYSE:KIND ) might not have the largest market cap around , it received a lot of...분석 기사 • Jul 05
Is There An Opportunity With Nextdoor Holdings, Inc.'s (NYSE:KIND) 34% Undervaluation?
Key Insights The projected fair value for Nextdoor Holdings is US$3.91 based on 2 Stage Free Cash Flow to Equity...분석 기사 • Jun 14
We're Not Worried About Nextdoor Holdings' (NYSE:KIND) Cash Burn
Just because a business does not make any money, does not mean that the stock will go down. For example, although...분석 기사 • May 21
What Nextdoor Holdings, Inc.'s (NYSE:KIND) 27% Share Price Gain Is Not Telling You
Nextdoor Holdings, Inc. ( NYSE:KIND ) shares have continued their recent momentum with a 27% gain in the last month...Seeking Alpha • May 14
Nextdoor: Reinvigorating Growth
Summary Nextdoor Holdings, Inc. is experiencing reinvigorated growth with the return of its founding CEO. The company should exit the year with a 10%+ sales growth rates, adding to investor interest in the local social platform. Nextdoor Holdings stock trades below 2x EV/S targets due to a strong cash balance of $500 million. Read the full article on Seeking Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 359 | 1 | 62 | 63 | 4 |
| 12/31/2027 | 327 | -12 | 45 | 45 | 5 |
| 12/31/2026 | 293 | -18 | 25 | 26 | 5 |
| 6/30/2026 | 275 | -30 | 12 | 13 | N/A |
| 3/31/2026 | 265 | -44 | 7 | 7 | N/A |
| 12/31/2025 | 258 | -54 | 6 | 6 | N/A |
| 9/30/2025 | 253 | -62 | 8 | 9 | N/A |
| 6/30/2025 | 250 | -64 | 1 | 2 | N/A |
| 3/31/2025 | 248 | -92 | -7 | -6 | N/A |
| 12/31/2024 | 247 | -98 | -21 | -20 | N/A |
| 9/30/2024 | 238 | -126 | -47 | -47 | N/A |
| 6/30/2024 | 228 | -150 | -52 | -52 | N/A |
| 3/31/2024 | 222 | -142 | -59 | -59 | N/A |
| 12/31/2023 | 218 | -148 | -60 | -59 | N/A |
| 9/30/2023 | 216 | -141 | -65 | -64 | N/A |
| 6/30/2023 | 214 | -137 | -60 | -58 | N/A |
| 3/31/2023 | 212 | -139 | -71 | -69 | N/A |
| 12/31/2022 | 213 | -138 | -64 | -61 | N/A |
| 9/30/2022 | 219 | -134 | -62 | -59 | N/A |
| 6/30/2022 | 218 | -118 | -58 | -54 | N/A |
| 3/31/2022 | 209 | -103 | -56 | -48 | N/A |
| 12/31/2021 | 192 | -95 | -60 | -51 | N/A |
| 9/30/2021 | 173 | -81 | -50 | -40 | N/A |
| 6/30/2021 | 152 | -81 | -51 | -42 | N/A |
| 3/31/2021 | 134 | -78 | -45 | -38 | N/A |
| 12/31/2020 | 123 | -75 | -47 | -42 | N/A |
| 12/31/2019 | 83 | -73 | N/A | -64 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: NXDR 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.7%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: NXDR (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: NXDR 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: NXDR 의 수익(연간 8.5%)이 US 시장(연간 13.4%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: NXDR 의 수익(연간 8.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: NXDR의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/14 07:52 |
| 종가 | 2026/09/11 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Nextdoor Holdings, Inc.는 6명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Naved Khan | B. Riley Securities, Inc. |
| Jamesmichael Sherman-Lewis | Citigroup Inc |
| Jason Kreyer | Craig-Hallum Capital Group LLC |