NerdWallet remains a compelling buy, trading at just 5x FY26 adjusted EBITDA despite double-digit growth and expanding margins. NRDS raised full-year guidance, now targeting 15% Q4 revenue growth and $141–$145 million adjusted EBITDA, with margins up to 17%. Key risks include slowing insurance growth and a sharp decline in credit card revenue, but loans and 'other products' segments are acceler...
NerdWallet, Inc. demonstrates resilience amid macro volatility, AI disruption, and SEO competition, supported by diversification and business model evolution. Q3 2025 revenue grew 12.4% YoY to $215.1M, with insurance, loans, and emerging verticals offsetting declines in credit card and SMB segments. NRDS's acquisition of Next Door Lending expanded its revenue streams, reduced credit card partne...
NerdWallet remains undervalued despite a recent 30% rally, with strong Q3 revenue and earnings beats supporting continued bullishness. NRDS is expanding into below-prime consumer segments and leveraging AI-driven LLM traffic, offsetting organic search headwinds and broadening its addressable market. Q3 saw revenue rise 12% YoY to $215M, with significant margin expansion from cost reductions and...
NerdWallet, Inc. ( NRDS ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Robb Ferris Tim Chen - Co-founder, Chairman & CEO Jun Lee - Chief Financial Officer Conference Call Participants Justin Patterson - KeyBanc Capital Markets Inc., Research Division Ross Sandler - Barclays Bank PLC, Research Division Ralph Schackart - William Blair & Company L.L.C., Research Division...
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