NerdWalletNRDS
NRDS
About: Nerdwallet Inc is a company that provides consumer-driven advice about personal finance through its platform by connecting individuals and small and mid-sized businesses (SMBs) with providers of financial products. It gets revenue from fees paid by its financial services partners in the form of either revenue per action, revenue per click, revenue per lead and revenue per funded loan arrangements.
Employees: 650
0
Funds holding %
of 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
27% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 26
3% more funds holding
Funds holding: 127 [Q4 2024] → 131 (+4) [Q1 2025]
0% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 38
5.42% less ownership
Funds ownership: 69.99% [Q4 2024] → 64.57% (-5.42%) [Q1 2025]
36% less capital invested
Capital invested by funds: $389M [Q4 2024] → $248M (-$141M) [Q1 2025]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 1 (-1) [Q1 2025]
89% less call options, than puts
Call options by funds: $2.23M | Put options by funds: $19.5M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$11
4%
upside
Avg. target
$13
23%
upside
High target
$15
42%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
Keybanc Justin Patterson | 42%upside $15 | Overweight Maintained | 7 May 2025 |
Citigroup Peter Christiansen | 4%upside $11 | Neutral Maintained | 29 Apr 2025 |
Financial journalist opinion
Positive
Seeking Alpha
10 hours ago
NerdWallet: Revenue Diversity Will Lead To Continued Growth
NerdWallet continues strong revenue growth, expanding into new verticals like travel and integrating Next Door Lending to diversify and boost unit economics. Q1 2025 revenue rose 29% year-over-year, with insurance revenue up 246%, and the company maintains a robust balance sheet with no long-term debt. Despite AI-driven search risks, I believe NerdWallet's high-quality content and focus on complex financial topics will help retain user engagement and relevance.
Neutral
Fox Business
2 months ago
Products such as Credit Karma and NerdWallet benefit consumers, do not harm them: report
A new report from the Southwest Public Policy Institute details how comparison-shopping tools such as Credit Karma give customers choices that are under threat from over-regulation
Neutral
Seeking Alpha
2 months ago
NerdWallet, Inc. (NRDS) Q1 2025 Earnings Call Transcript
NerdWallet, Inc. (NASDAQ:NRDS ) Q1 2025 Earnings Conference Call May 6, 2025 4:30 PM ET Company Participants Caitlin MacNamee - Head-Investor Relations Tim Chen - Co-Founder & Chief Executive Officer John Lee - Chief Financial Officer Conference Call Participants Justin Patterson - KeyBanc Jed Kelly - Oppenheimer Ross Sandler - Barclays Ralph Schackart - William Blair Youssef Squali - Truist Securities Operator Good day, and thank you for standing by. Welcome to the NerdWallet Inc. First Quarter 2025 Earnings Call.
Neutral
Zacks Investment Research
2 months ago
NerdWallet, Inc. (NRDS) Reports Break-Even Earnings for Q1
NerdWallet, Inc. (NRDS) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of a loss of $0.10. This compares to earnings of $0.01 per share a year ago.
Neutral
Business Wire
2 months ago
NerdWallet Reports First Quarter 2025 Results
SAN FRANCISCO--(BUSINESS WIRE)--NerdWallet Reports First Quarter 2025 Results.
Positive
Zacks Investment Research
2 months ago
LendingTree & NerdWallet: Which Digital Finance Stock is a Smart Bet?
TREE and NRDS are expanding their market share in the digital marketplace. Read on to know which is a smart bet for now.
Neutral
Business Wire
2 months ago
The Zebra Welcomes Former NerdWallet and Priceline Executive John Caine as Chief Operating Officer
AUSTIN, Texas--(BUSINESS WIRE)--The Zebra, the easiest way to compare and buy insurance, today announced the appointment of John Caine as Chief Operating Officer. Caine brings decades of experience in product leadership to The Zebra, having served in multiple executive leadership roles at large consumer-facing companies like Shutterstock, NerdWallet, Vroom and Priceline. As The Zebra's COO, Caine will oversee the product, engineering, design and data teams, driving alignment to accelerate innov.
Neutral
Business Wire
2 months ago
NerdWallet Announces Conference Call to Review 2025 First Quarter Financial Results
SAN FRANCISCO--(BUSINESS WIRE)--NerdWallet Announces Conference Call to Review 2025 First Quarter Financial Results.
Positive
Seeking Alpha
3 months ago
NerdWallet: A Diverse And Growing Business
NerdWallet, a founder-led company, is expanding into new verticals and geographies, growing its user base, and increasing revenues despite recent stock under-performance. The company shows strong revenue growth, has no long-term debt, and at a promising valuation, makes it an attractive buy during this market correction. Risks include competition from social media and AI, but NerdWallet's reliable content and marketplace experience offer a competitive edge.
Positive
Seeking Alpha
3 months ago
NerdWallet: An Excellent Value Stock For A Volatile Market
Shares of NerdWallet have crashed more than 30% this year, creating another buying opportunity in this deep value stock. NerdWallet's risks include declining monthly unique users and a reduced margin profile, but these are already priced into the stock at ~5.5x adjusted EBITDA. Insurance products continue to drive outsized growth for NerdWallet, and the company is still expecting double-digit revenue growth in Q1.
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