Key Takeaways NerdWallet's affiliate model, expanding content and user growth aid its long-term digital finance strategy.NRDS expanded reach via the Next Door Lending acquisition, data initiatives and international market growth.TREE is diversifying beyond mortgages and posting solid adjusted EBITDA growth.In the rapidly evolving world of digital finance, platforms that help consumers compare loans, credit cards and other financial products are battling for long-term dominance. Two prominent players — NerdW ...

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

Group 1 - The analyst has revised their view on NerdWallet, Inc. (NRDS) based on significant insights into its business, leading to a stock price increase of approximately $4 or 35.8%, which supports a buy recommendation [1] - The analyst has nearly two decades of experience in the logistics sector and has been involved in stock investing and macroeconomic analysis for almost a decade, focusing on ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1] - The analyst began trading in the Philippine stock market in 2014, initially investing in blue-chip companies and later diversifying into various industries and market capitalizations, including holdings for retirement and trading profits [1] Group 2 - The analyst entered the US market in 2020, gaining experience through a trading account managed for a relative, which increased awareness of the US market before opening their own account [1] - The analyst has been utilizing analyses from Seeking Alpha since discovering the platform in 2018 to compare with their own analyses in the Philippine market [1]

Core Insights - NerdWallet (NRDS) has experienced a significant increase of over 30% since the last article, attributed to the company's earnings and revenue exceeding expectations in Q3 [1] Financial Performance - The company reported a strong performance in Q3, with both earnings and revenue surpassing analyst forecasts [1]

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

Core Points - NerdWallet is launching a giveaway program with a total of $2.5 million to be distributed in December [1] Group 1 - The giveaway aims to provide financial support to individuals during the holiday season [1] - This initiative reflects NerdWallet's commitment to helping consumers make informed financial decisions [1] - The program is part of a broader strategy to enhance brand visibility and customer engagement [1]

Core Viewpoint - NerdWallet, Inc. (NRDS) shows a significant improvement in earnings outlook, making it an attractive investment option as analysts continue to raise earnings estimates for the company [1][2]. Earnings Estimate Revisions - The upward trend in earnings estimate revisions indicates growing analyst optimism regarding NerdWallet's earnings prospects, which is expected to positively impact its stock price [2]. - For the current quarter, NerdWallet is projected to earn $0.17 per share, reflecting a remarkable increase of +1,600.0% year-over-year, with a consensus estimate increase of 11.48% over the last 30 days [5]. - For the full year, the earnings estimate is $0.58 per share, representing a year-over-year change of +680.0%, with a consensus estimate increase of 24.6% due to three upward revisions and no negative revisions [6][7]. Zacks Rank and Performance - NerdWallet currently holds a Zacks Rank 1 (Strong Buy), indicating strong agreement among analysts in raising earnings estimates, which historically correlates with stock price outperformance [3][8]. - Stocks with a Zacks Rank 1 and 2 have shown significant outperformance compared to the S&P 500, with Zacks 1 stocks averaging a +25% annual return since 2008 [3][8]. Recent Stock Performance - The stock has increased by 36.2% over the past four weeks due to strong estimate revisions, suggesting potential for further upside [9].

Core Insights - NerdWallet, Inc. reported revenue of $215.1 million for the quarter ended September 2025, reflecting a year-over-year increase of 12.4% [1] - The earnings per share (EPS) for the quarter was $0.34, a significant improvement from $0 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $193.1 million by 11.4%, while the EPS surpassed the consensus estimate of $0.20 by 70% [1] Revenue Breakdown - Revenue from Insurance was $70.9 million, exceeding the average analyst estimate of $64.82 million [4] - Revenue from Credit Cards was $34.1 million, slightly below the average estimate of $35.18 million [4] - Revenue from Emerging Verticals reached $46.9 million, significantly higher than the estimated $36.45 million [4] - Revenue from Loans was $39.6 million, surpassing the average estimate of $29.52 million [4] - Revenue from SMB Products was $23.6 million, falling short of the estimated $27 million [4] Stock Performance - Over the past month, shares of NerdWallet, Inc. have returned +13.8%, outperforming the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - NerdWallet, Inc. reported quarterly earnings of $0.34 per share, exceeding the Zacks Consensus Estimate of $0.20 per share, and compared to break-even earnings per share a year ago, representing an earnings surprise of +70.00% [1] - The company posted revenues of $215.1 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 11.40%, and showing an increase from year-ago revenues of $191.3 million [2] - NerdWallet, Inc. shares have declined approximately 9.5% year-to-date, while the S&P 500 has gained 15.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.15 on revenues of $195.11 million, and for the current fiscal year, it is $0.47 on revenues of $784.32 million [7] - The estimate revisions trend for NerdWallet, Inc. was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Financial - Miscellaneous Services industry, to which NerdWallet belongs, is currently ranked in the top 35% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - NerdWallet reported Q3 CY2025 revenue of $215.1 million, exceeding analyst estimates of $193.2 million by 11.3% and reflecting a year-on-year growth of 12.4% [2][5] - The company's non-GAAP profit was $0.34 per share, surpassing analysts' consensus estimates by 7.3% [1][2] - Following the earnings report, NerdWallet's stock increased by 6.3% to $12.77 [7] Revenue Growth - Over the last five years, NerdWallet achieved an impressive annualized revenue growth of 26.5%, outperforming the average financial services company [3] - The annualized revenue growth over the past two years was 14.4%, which is below the five-year trend but still indicates healthy demand [4] Company Overview - Founded in 2009 by Tim Chen, NerdWallet is a digital platform that provides financial guidance to consumers and small businesses, focusing on credit cards, loans, insurance, and other financial products [2]