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Stock impact report

NerdWallet: Revenue Growth Continues Despite Ongoing Organic Search Challenges [Seeking Alpha]

NerdWallet, Inc. - Class A (NRDS) 
Company Research Source: Seeking Alpha
NRDS posted Q4 2025 revenue of $225 million, up 23% YoY, with notable growth in Loans (+141%) and Emerging Verticals (+57%). The company maintains a robust balance sheet, no long-term debt, and continues share buybacks, supporting shareholder value. NRDS trades at a P/S of 1.38, below sector and historical averages, suggesting undervaluation despite AI-related concerns. Khanchit Khirisutchalual/iStock via Getty Images I continue to remain bullish on NerdWallet ( NRDS ) as this founder-led company has continued to find new ways to diversify the business and grow revenue despite the ongoing AI concerns. Since my last article Show less Read more
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