Nextdoor Holdings, Inc.

NYSE:NXDR Stock Report

Market Cap: US$774.2m

Nextdoor Holdings Past Earnings Performance

Past criteria checks 0/6

Nextdoor Holdings has been growing earnings at an average annual rate of 5.4%, while the Interactive Media and Services industry saw earnings growing at 21.1% annually. Revenues have been growing at an average rate of 9.2% per year.

Key information

5.38%

Earnings growth rate

27.00%

EPS growth rate

Interactive Media and Services Industry Growth6.15%
Revenue growth rate9.15%
Return on equity-10.88%
Net Margin-16.47%
Last Earnings Update31 Mar 2026

Recent past performance updates

Recent updates

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 Alpha
Narrative 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...
User avatar
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 Alpha
Analysis 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 Alpha
Seeking 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 Alpha
Analysis 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 Alpha
Analysis 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 Alpha
Analysis 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 Alpha
Analysis 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...
Analysis Article Dec 14

Nextdoor Holdings, Inc.'s (NYSE:KIND) Intrinsic Value Is Potentially 99% Above Its Share Price

Key Insights The projected fair value for Nextdoor Holdings is US$3.59 based on 2 Stage Free Cash Flow to Equity...

Revenue & Expenses Breakdown

How Nextdoor Holdings makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

NYSE:NXDR Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Mar 26265-44148130
31 Dec 25258-54152132
30 Sep 25253-62154134
30 Jun 25250-64160133
31 Mar 25248-92165130
31 Dec 24247-98174128
30 Sep 24238-126183128
30 Jun 24228-150189136
31 Mar 24222-142195142
31 Dec 23218-148194144
30 Sep 23216-141194142
30 Jun 23214-137191136
31 Mar 23212-139190131
31 Dec 22213-138191127
30 Sep 22219-134196123
30 Jun 22218-118188115
31 Mar 22209-103175105
31 Dec 21192-9516197
30 Sep 21173-8114681
30 Jun 21152-8113474
31 Mar 21134-7812268
31 Dec 20123-7510969
31 Dec 1983-7310143

Quality Earnings: NXDR is currently unprofitable.

Growing Profit Margin: NXDR is currently unprofitable.


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: NXDR is unprofitable, but has reduced losses over the past 5 years at a rate of 5.4% per year.

Accelerating Growth: Unable to compare NXDR's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: NXDR is unprofitable, making it difficult to compare its past year earnings growth to the Interactive Media and Services industry (-1.3%).


Return on Equity

High ROE: NXDR has a negative Return on Equity (-10.88%), as it is currently unprofitable.


Return on Assets


Return on Capital Employed


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/09 07:30
End of Day Share Price 2026/06/09 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

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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.

AnalystInstitution
Naved KhanB. Riley Securities, Inc.
Jamesmichael Sherman-LewisCitigroup Inc
Jason KreyerCraig-Hallum Capital Group LLC