NRDS logo

NerdWallet, Inc. Stock Price

NasdaqGM:NRDS Community·US$559.3m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 11 Fair Values set on narratives written by author

NRDS Share Price Performance

US$8.36
-2.34 (-21.87%)
US$12.00
Fair Value
US$8.36
-2.34 (-21.87%)
30.3% undervalued intrinsic discount
US$12.00
Fair Value
Price US$8.36
AnalystConsensusTarget US$12.00
AnalystHighTarget US$19.00
AnalystLowTarget US$13.00

NRDS Community Narratives

·
Fair Value US$12 30.3% undervalued intrinsic discount

Digital Finance And AI Will Unlock New Opportunities

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6users have followed this narrative
·
Fair Value US$19 56.0% undervalued intrinsic discount

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

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0users have followed this narrative
·
Fair Value US$13 35.7% undervalued intrinsic discount

AI Search Shift Will Erode Traffic And Squeeze Margins Over Time

0users have liked this narrative
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US$12
30.3% undervalued intrinsic discount
Revenue
5.87% p.a.
Profit Margin
6.93%
Future PE
11.16x
Price in 2029
US$14.73
US$19
56.0% undervalued intrinsic discount
Revenue
6.2% p.a.
Profit Margin
10.98%
Future PE
15.67x
Price in 2029
US$24.23
US$13
35.7% undervalued intrinsic discount
Revenue
6.3% p.a.
Profit Margin
8.4%
Future PE
13.96x
Price in 2028
US$16.31

Trending Discussion

Updated Narratives

NRDS logo

NRDS: Performance Marketing Efficiency Will Drive Future Earnings Visibility And Profitability

Fair Value: US$12 30.3% undervalued intrinsic discount
6 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
NRDS logo

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

Fair Value: US$19 56.0% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
NRDS logo

AI Search Shift Will Erode Traffic And Squeeze Margins Over Time

Fair Value: US$13 35.7% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Outstanding track record with flawless balance sheet.

0 Risks
2 Rewards

NerdWallet, Inc. Key Details

US$849.6m

Revenue

US$59.1m

Cost of Revenue

US$790.5m

Gross Profit

US$721.6m

Other Expenses

US$68.9m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.05
93.04%
8.11%
4.4%
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

Narrative Update Jun 11

NRDS: Performance Marketing Efficiency Will Drive Future Earnings Visibility And Profitability

Narrative Update on NerdWallet NerdWallet's analyst-derived fair value estimate has been revised from $12.83 to $12.00, as analysts factor in a lower future P/E assumption and recent cuts to Street price targets following concerns around earnings expectations, marketing efficiency, and liquidity. Analyst Commentary Recent Street research has tilted cautious on NerdWallet, with multiple price target cuts and at least one downgrade tied to concerns about earnings expectations, marketing returns, and liquidity.
Narrative Update May 28

NRDS: Performance Marketing Investments Will Support Future Earnings Visibility Despite Execution Concerns

Analysts have trimmed NerdWallet's implied fair value by about $2.50 per share to $12.83 as they factor in softer revenue growth and profit margin assumptions, which are partly offset by a slightly higher future P/E multiple. Analyst Commentary Recent Street research on NerdWallet clusters around lower price targets and a more cautious stance on execution, particularly around marketing efficiency, earnings visibility, and balance sheet flexibility.

Recent updates

No updates