Nerdy Inc.

NYSE:NRDY Voorraadrapport

Marktkapitalisatie: US$154.7m

Nerdy Beheer

Beheer criteriumcontroles 4/4

De CEO Nerdy is Chuck Cohn, benoemd in Jan2007, heeft een ambtstermijn van 19.33 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 1.00, bestaande uit 100% salaris en 0% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 38.68% van de aandelen van het bedrijf, ter waarde $ 59.82M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.8 jaar en 4.7 jaar.

Belangrijke informatie

Chuck Cohn

Algemeen directeur

US$1.0

Totale compensatie

Percentage CEO-salaris100.00%
Dienstverband CEO19.3yrs
Eigendom CEO38.7%
Management gemiddelde ambtstermijn2.8yrs
Gemiddelde ambtstermijn bestuur4.7yrs

Recente managementupdates

Recent updates

Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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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Nieuw narratief 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
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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...

Analyse CEO-vergoeding

Hoe is Chuck Cohn's beloning veranderd ten opzichte van Nerdy's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 1.00 ) Chuck } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 1.66M ).

Compensatie versus inkomsten: De vergoeding van Chuck is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Chuck Cohn (38 yo)

19.3yrs
Tenure
US$1
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
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 yeargeen gegevensgeen gegevens
John Paszterko
Chief Operating Officerless than a yeargeen gegevens0.079%
$ 122.1k
Rian Schilligo
Chief People Officer2.8yrsgeen gegevensgeen gegevens
Jason Botel
Head of Government Relations2.5yrsgeen gegevensgeen gegevens
Kyle Callaway
VP & Controller3.1yrsgeen gegevensgeen gegevens
T. Lynn
Associate General Counselno datageen gegevensgeen gegevens
2.8yrs
Gemiddelde duur
47.5yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van NRDY wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.8 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Charles Cohn
Founderno dataUS$1.0038.68%
$ 59.8m
Christopher Marshall
Independent Director4.7yrsUS$205.00kgeen gegevens
Greg Mrva
Independent Director4.7yrsUS$210.00k0.76%
$ 1.2m
Robert Hutter
Independent Director8.5yrsUS$193.00kgeen gegevens
Stuart Udell
Independent Director3.8yrsUS$194.00k0.30%
$ 457.2k
Abigail Blunt
Independent Director2yrsUS$192.50k0.22%
$ 343.0k
4.7yrs
Gemiddelde duur
56yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van NRDY wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.7 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/24 11:03
Aandelenkoers aan het einde van de dag2026/05/22 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Nerdy Inc. wordt gevolgd door 5 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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