NRDSNerdWallet, Inc.
The Read
NerdWallet’s stock rallied about 7% after Q4 2025 earnings met EPS estimates and highlighted strong underlying metrics, but then remained flat after Q1 2026 results matched EPS estimates without new growth or margin catalysts.
The schedule
- Tue6Oct
Assessment of fall search algorithm updates and its potential impact on organic traffic acquisition costs.
- Wed3Feb
Q3 2026 earnings to gauge revenue durability and margin expansion in a shifting macroeconomic environment.
- Sun14Feb
Q4 2026 earnings accompanied by pivotal 2027 guidance for free cash flow and fintech market positioning.
- Wed5May
Q1 2027 earnings release serving as a crucial test for continued bottom-line leverage and net income growth.
Past
- Wed5Aug
Actual outcome: Bull
NerdWallet reported Q2 revenue of $197 million, a 6% year-over-year increase, as strength in personal loans and deposit accounts offset organic-search pressures in credit cards and small-business products. Despite a slight miss on bottom-line estimates, CEO Tim Chen noted the company is reaching a business inflection point. This optimistic commentary and solid top-line growth in key segments overshadowed the EPS miss, driving the stock 11.2% higher as analysts subsequently highlighted the company's fast-paced momentum and potential upside.
Q2 2026 earnings release focusing on consumer credit commentary and personal loan volume trends.
- Wed6May
Actual outcome: Bear · $7.58 at outcome
NerdWallet reported Q1 2026 EPS of $0.19, exactly matching consensus estimates. Without a clear earnings beat or miss to shift expectations regarding revenue growth and margin expansion, the stock remained completely flat. The in-line results failed to provide the necessary catalyst to push shares toward either the bull or bear targets.
- Wed25Feb
Actual outcome: Bull · $11.07 at outcome
NerdWallet reported Q4 2025 earnings with an EPS of $0.19, exactly meeting Wall Street estimates. The stock rallied 7.3% following the release, as investors reacted positively to the company's underlying key metrics and full-year financial health detailed in the report, driving optimism despite the in-line headline earnings.