Financial guidance platform NerdWallet (NASDAQ: NRDS) will be reporting results this Thursday after market close. Here’s what investors should know.
NerdWallet missed analysts’ revenue expectations by 4.4% last quarter, reporting revenues of $186.9 million, up 24.1% year on year. It was a disappointing quarter for the company, with and a significant miss of analysts’ EPS estimates.
Is NerdWallet a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting NerdWallet’s revenue to be flat year on year at $193.2 million, slowing from the 25.2% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.32 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. NerdWallet has missed Wall Street’s revenue estimates twice over the last two years.
Looking at NerdWallet’s peers in the diversified financial services segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Paymentus delivered year-on-year revenue growth of 34.2%, beating analysts’ expectations by 10.7%, and Donnelley Financial Solutions reported a revenue decline of 2.3%, topping estimates by 3.3%. Paymentus traded up 26.6% following the results while Donnelley Financial Solutions was down 11.7%.
Read our full analysis of Paymentus’s results here and Donnelley Financial Solutions’s results here.
The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the diversified financial services stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.2% on average over the last month. NerdWallet is up 8.7% during the same time and is heading into earnings with an average analyst price target of $14.50 (compared to the current share price of $11.90).
The biggest winners—Microsoft, Alphabet, Coca-Cola, Monster Beverage—were all riding powerful megatrends before Wall Street caught on. We’ve just identified an under-the-radar profitable growth stock positioned at the center of the AI boom. Get it FREE here before the crowd discovers it. GO HERE NOW.
StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.
