NerdWallet

NRDS

Market cap $934M

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 accelerating.

Does NRDS's affiliate-driven model, user growth and strategic acquisition tilt the long-term digital finance battle in its favor compared with TREE? Let us find out.

SAN FRANCISCO--(BUSINESS WIRE)--NerdWallet Announces its 2026 Best-Of Awards Winners.

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:

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 partner dependence, and enhanced protection from AI threats.

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 ongoing share buybacks, reinforcing financial discipline.

SAN FRANCISCO--(BUSINESS WIRE)--NerdWallet Announces $50 Million Increase in Share Repurchase Program.

SAN FRANCISCO--(BUSINESS WIRE)--NerdWallet Is Giving Away $2.5 Million This December.

NerdWallet, Inc. (NRDS) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

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 Presentation Operator Good day, and thank you for standing by.