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NRDS logo

NerdWallet, Inc. Stock Price

NasdaqGM:NRDS Community·US$578.5m Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 14 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

NRDS Share Price Performance

US$9.08
-2.26 (-19.93%)
​
US$12.00
Fair Value
US$9.08
-2.26 (-19.93%)
24.3% undervalued intrinsic discount
US$12.00
Fair Value
Price US$9.08
AnalystConsensusTarget US$12.00
AnalystLowTarget US$8.00
J_Tyrader US$44.66
Thu, 11 Jun 26
Fair ValueUS$12.00
Share Pricen/a

NRDS Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$12 24.3% undervalued intrinsic discount

Digital Finance And AI Will Unlock New Opportunities

0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$8 13.5% overvalued intrinsic discount

AI Search Shift Will Erode Traffic And Squeeze Margins Over Time

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
J_
J_Tyrader
J_Tyrader's
Fair Value
·
Fair Value US$44.66 79.7% undervalued intrinsic discount

5/8/26 — NerdWallet: trading 80% below a 9.8%-discounted fair value, with the cash flow to defend it

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
NRDS logo
NerdWallet
79.7% undervalued intrinsic discount

5/8/26 — NerdWallet: trading 80% below a 9.8%-discounted fair value, with the cash flow to defend it

View narrative
J_
J_Tyrader
J_Tyrader
Published 5 Aug
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NRDS logo
NerdWallet
13.5% overvalued intrinsic discount

AI Search Shift Will Erode Traffic And Squeeze Margins Over Time

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 8 Aug
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NRDS logo
NerdWallet
39.5% undervalued intrinsic discount

AI Traffic Catalysts And Below Prime Expansion Will Support Stronger NerdWallet Prospects

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 10 Jul
Read Narrative
NRDS logo
NerdWallet
24.3% undervalued intrinsic discount

Digital Finance And AI Will Unlock New Opportunities

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 11 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

J_
J_Tyrader
NRDS logo

5/8/26 — NerdWallet: trading 80% below a 9.8%-discounted fair value, with the cash flow to defend it

Fair Value: US$44.66 79.7% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
NRDS logo

NRDS: Lower Earnings Conviction Will Drive A Harsher Market Reassessment

Fair Value: US$8 13.5% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
NRDS logo

NRDS: Reset Earnings Outlook And Buybacks Will Support Future Upside Potential

Fair Value: US$15 39.5% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with proven track record.

0 Risks
3 Rewards
View Full Analysis

NerdWallet, Inc. Key Details

US$860.0m

Revenue

US$55.9m

Cost of Revenue

US$804.1m

Gross Profit

US$739.1m

Other Expenses

US$65.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.02
93.50%
7.56%
1.6%
View Full Analysis

About NRDS

Founded
2009
Employees
650
CEO
Tim Chen
WebsiteView website
www.nerdwallet.com

NerdWallet, Inc. operates a digital platform that provides financial guidance to consumers and small and mid-sized businesses (SMB) in the United States, the United Kingdom, Australia, and Canada. It offers editorial and content publishing, a consumer and SMB financial education, tools, calculators, guides, and research published under the NerdWallet brand; Marketplace And Referral Services, a tool that enable users to compare, pre-qualify for, or connect with third-party providers of credit cards, consumer loans, small business loans, insurance, mortgages, financial services, and related products, as well as services including fundera, nerdwallet insurance services, nerdwallet advisory, and nerdwallet compare; and Financial Services, a brokerage and advisory services provided by insurance agency, loan and mortgage brokerages, and investment advisory subsidiaries. Additionally, the company provides finance and refinance facilities to students for education. NerdWallet, Inc. was founded in 2009 and is based in San Mateo, California.

Recent NRDS News & Updates

Seeking Alpha • Sep 04

NerdWallet: Performance Marketing Burst Is A Red Flag

Summary NerdWallet faces significant headwinds from declining organic search traffic and shifting consumer content habits, prompting a reiterated sell rating. NRDS has cut full-year adjusted EBITDA guidance to $131–$147 million, driven by a strategic pivot to aggressive performance marketing spend amid falling profitability. Sales and marketing expenses surged to 73% of revenue in Q2, compressing adjusted EBITDA margins to 12% and raising concerns about the sustainability of this approach. Despite trading at a low 4.0x EV/FY26 adjusted EBITDA, execution risks and uncertain traffic recovery make NRDS unattractive relative to other tech sector opportunities. Read the full article on Seeking Alpha
User avatar
Narrative Update • Aug 08

NRDS: Lower Earnings Conviction Will Drive A Harsher Market Reassessment

NerdWallet's updated narrative reflects a trimmed analyst price target to $8 from $9, with analysts pointing to adjustments in fair value assumptions, a slightly higher discount rate, and refined views on revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent research commentary on NerdWallet highlights a more cautious tone from several firms, with a series of reduced price targets reinforcing the idea that analysts see a less generous valuation framework than before.

Recent updates

No updates

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