Nerdwallet Inc (NRDS) Q4 2025 Earnings Call Highlights: Surpassing Revenue Expectations Amid ... [Yahoo! Finance]
NerdWallet, Inc. (NRDS)
Company Research
Source: Yahoo! Finance
This article first appeared on GuruFocus Release Date: February 25, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript Positive Points Nerdwallet Inc ( NASDAQ:NRDS ) exceeded its guidance for revenue and non-GAAP operating income for Q4 2025. The company reported a 23% year-over-year revenue growth for the fourth quarter, driven by performance marketing and non-search referral channels. Full-year revenue grew by 22% to $837 million, with non-GAAP operating income increasing over 100% year-over-year. Lending revenue saw a significant increase of 141% year-over-year, with personal loans growing by 264%. Nerdwallet Inc ( NASDAQ:NRDS ) completed $51 million in share repurchases, reflecting confidence in its long-term prospects. Negative Points The company faced headwinds from declining organic search traffic due to increased consumer reliance on AI and LLMs. Credit card and SMB revenues declined by 24% and 12% ye
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News
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- NerdWallet (NRDS) had its price target lowered by Oppenheimer Holdings, Inc. from $18.00 to $15.00. They now have an "outperform" rating on the stock.MarketBeat
NRDS
Earnings
- 2/25/26 - Beat
NRDS
Sec Filings
- 3/5/26 - Form SCHEDULE
- 3/5/26 - Form 144
- 3/4/26 - Form 4
- NRDS's page on the SEC website