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 7,323 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
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$15
40%
upside
Avg. target
$15
40%
upside
High target
$15
40%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Keybanc Justin Patterson | 40%upside $15 | Overweight Maintained | 7 May 2025 |
Financial journalist opinion
Based on 4 articles about NRDS published over the past 30 days
Positive
Seeking Alpha
4 days ago
NerdWallet Is Becoming A Cash Flow Powerhouse
NerdWallet is a great content business, but the market is under-rating the company's moves towards vertical integration. We expect GAAP profitability to improve rapidly as these changes filter down the income statement. Trading at under 10x EV/FCF, we think shares look incredibly cheap, and investors at this price could enjoy multiple expansions in addition to organic growth.
Neutral
Business Wire
1 week ago
NerdWallet Announces Conference Call to Review 2025 Second Quarter Financial Results
SAN FRANCISCO--(BUSINESS WIRE)--NerdWallet Announces Conference Call to Review 2025 Second Quarter Financial Results.
Positive
Seeking Alpha
2 weeks ago
NerdWallet: Chasing Growth At High Cost, But A Great Value Play Nevertheless
NerdWallet benefits from surging auto insurer marketing, driving near-30% revenue growth and positioning the company as a growth stock. Despite cyclical risks and AI headwinds, NerdWallet's highly visible brand and diversified affiliate revenue streams support optimism for future growth. The company boasts rich gross margins and double-digit adjusted EBITDA margins, with potential for strong economies of scale as it scales up.
Positive
Seeking Alpha
2 weeks 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
3 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.
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