Nextdoor Holdings Management
Management criteria checks 3/4
Nextdoor Holdings' CEO is Nirav Tolia, appointed in May 2024, has a tenure of 2.08 years. total yearly compensation is $3.26M, comprised of 15.3% salary and 84.7% bonuses, including company stock and options. directly owns 7.64% of the company’s shares, worth $64.11M. The average tenure of the management team and the board of directors is 1.4 years and 4.6 years respectively.
Key information
Nirav Tolia
Chief executive officer
US$3.3m
Total compensation
| CEO salary percentage | 15.33% |
| CEO tenure | 2.1yrs |
| CEO ownership | 7.6% |
| Management average tenure | 1.4yrs |
| Board average tenure | 4.6yrs |
Recent management updates
Recent updates
Narrative Update • 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.Narrative Update • 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.Seeking Alpha • May 08
Nextdoor: Inflection Point Arrives
Summary Nextdoor Holdings has reached a critical inflection point, returning to double-digit growth and reporting a significant Q1 revenue beat. NXDR's self-serve ad business, now 68% of revenue, grew 28% YoY, while user growth remains nascent, setting up potential for further acceleration. Despite strong results and improved profitability, the stock trades at just 1x forward EV/S, making it the cheapest social media stock relative to peers. Management is aggressively repurchasing shares and guiding for 10%+ revenue growth in 2026, with positive EBITDA and free cash flow supporting buybacks. Read the full article on Seeking AlphaNarrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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).Analysis Article • 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...Narrative Update • 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.Analysis Article • 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...New Narrative • 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.Analysis Article • 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 AlphaAnalysis Article • 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 AlphaAnalysis Article • 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 AlphaAnalysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • Apr 17
At US$1.96, Is It Time To Put Nextdoor Holdings, Inc. (NYSE:KIND) On Your Watch List?
While Nextdoor Holdings, Inc. ( NYSE:KIND ) might not have the largest market cap around , it saw a significant share...Analysis Article • Mar 27
Estimating The Fair Value Of Nextdoor Holdings, Inc. (NYSE:KIND)
Key Insights Nextdoor Holdings' estimated fair value is US$2.79 based on 2 Stage Free Cash Flow to Equity Current share...Analysis Article • Mar 01
Optimistic Investors Push Nextdoor Holdings, Inc. (NYSE:KIND) Shares Up 39% But Growth Is Lacking
The Nextdoor Holdings, Inc. ( NYSE:KIND ) share price has done very well over the last month, posting an excellent gain...Seeking Alpha • Feb 29
Nextdoor: Follow The Engagement Growth
Summary Nextdoor Holdings, Inc. has struggled with growth, but new ad technology and higher user engagement offer potential for massive growth opportunities. The market appears to like the return of the co-founder as CEO. Nextdoor Holdings has the potential for multiple expansions and aims to improve adjusted EBITDA margins, but needs to demonstrate faster growth and eliminate ongoing losses. Nextdoor Holdings stock trades at a forward EV/S target of only 1x versus far higher sector multiples. Read the full article on Seeking AlphaAnalysis Article • Jan 17
We're Hopeful That Nextdoor Holdings (NYSE:KIND) Will Use Its Cash Wisely
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Analysis Article • Dec 22
Optimistic Investors Push Nextdoor Holdings, Inc. (NYSE:KIND) Shares Up 26% But Growth Is Lacking
Nextdoor Holdings, Inc. ( NYSE:KIND ) shares have had a really impressive month, gaining 26% after a shaky period...CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$44m |
| Dec 31 2025 | US$3m | US$500k | -US$54m |
| Sep 30 2025 | n/a | n/a | -US$62m |
| Jun 30 2025 | n/a | n/a | -US$64m |
| Mar 31 2025 | n/a | n/a | -US$92m |
| Dec 31 2024 | US$21m | US$388k | -US$98m |
| Sep 30 2024 | n/a | n/a | -US$126m |
| Jun 30 2024 | n/a | n/a | -US$150m |
| Mar 31 2024 | n/a | n/a | -US$142m |
| Dec 31 2023 | US$95k | n/a | -US$148m |
| Sep 30 2023 | n/a | n/a | -US$141m |
| Jun 30 2023 | n/a | n/a | -US$137m |
| Mar 31 2023 | n/a | n/a | -US$139m |
| Dec 31 2022 | US$70k | n/a | -US$138m |
Compensation vs Market: Nirav's total compensation ($USD3.26M) is about average for companies of similar size in the US market ($USD3.70M).
Compensation vs Earnings: Nirav's compensation has been consistent with company performance over the past year.
CEO
Nirav Tolia (54 yo)
2.1yrs
Tenure
US$3,262,222
Compensation
Mr. Nirav N. Tolia Co-Founded Nextdoor Holdings, Inc. and is its Director since November 2021 and Executive Chair since March 2024 and CEO and President since May 8, 2024. He served as Director of Palmetto...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 2.1yrs | US$3.26m | 7.64% $ 64.1m | |
| Treasurer & CFO | less than a year | US$4.02m | 0.018% $ 151.9k | |
| Chief Legal Officer & Secretary | no data | US$1.22m | 0.088% $ 740.0k | |
| President of Products | no data | US$3.71m | 0.44% $ 3.7m | |
| Chief Revenue Officer | 1.4yrs | US$722.91k | 0.15% $ 1.2m | |
| Co-Founder | 1.9yrs | no data | no data | |
| Chief Accounting Officer | less than a year | no data | 0.0064% $ 53.4k | |
| Head of Investor Relations | no data | no data | no data | |
| Executive VP of Communications | no data | no data | no data | |
| Executive Vice President of People | 1.4yrs | no data | no data | |
| Head of Global Market Operations & Corporate Strategy | 5yrs | no data | no data | |
| Executive VP of Product Design | less than a year | no data | no data |
1.4yrs
Average Tenure
51yo
Average Age
Experienced Management: NXDR's management team is not considered experienced ( 1.4 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 4.6yrs | US$3.26m | 7.64% $ 64.1m | |
| Independent Director | 4.6yrs | US$219.00k | 0.098% $ 822.9k | |
| Independent Director | 4.6yrs | US$225.00k | 0.048% $ 400.1k | |
| Independent Director | 2.7yrs | US$246.97k | 0.040% $ 336.0k | |
| Lead Independent Director | 4.6yrs | US$224.45k | 0.046% $ 385.7k | |
| Director | 1.9yrs | US$242.34k | 0.048% $ 403.1k | |
| Independent Director | 4.6yrs | US$246.97k | 0.38% $ 3.2m | |
| Member of Neighborhood Vitality Advisory Board | no data | no data | no data | |
| Member of Neighborhood Vitality Advisory Board | no data | no data | no data | |
| Member of Neighborhood Vitality Advisory Board | no data | no data | no data | |
| Member of Neighborhood Vitality Advisory Board | no data | no data | no data | |
| Member of Neighborhood Vitality Advisory Board | no data | no data | no data |
4.6yrs
Average Tenure
59yo
Average Age
Experienced Board: NXDR's board of directors are considered experienced (4.6 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/21 21:17 |
| End of Day Share Price | 2026/06/18 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Nextdoor Holdings, Inc. is covered by 6 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Naved Khan | B. Riley Securities, Inc. |
| Jamesmichael Sherman-Lewis | Citigroup Inc |
| Jason Kreyer | Craig-Hallum Capital Group LLC |