NerdWallet stock carries USD 639.2 million market value

Published on 10/01/2026 at 12:17 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

NerdWallet stock posted USD 197.3 million revenue in the second quarter, up 5.6 percent year over year. Market value was USD 639.2 million.

NRDS, US64082Q1004, Illustration mit AI erstellt.

NerdWallet (ISIN US64082Q1004) had a USD 639.2 million market capitalization as of September 30, 2026. The company reported USD 197.3 million in revenue for the second quarter of 2026, up 5.6 percent year over year, according to NerdWallet on August 6, 2026.

Revenue outpaced the estimate

The second-quarter result exceeded the USD 195.3 million analyst estimate by USD 2.0 million. Consumer revenue reached USD 175.2 million, up 8 percent year over year, while small and mid-sized business revenue fell 11 percent to USD 22.1 million, according to The Globe and Mail on August 6, 2026.

Profitability was more mixed. GAAP operating income was USD 7.0 million in the second quarter, down from USD 10.7 million a year earlier, while diluted earnings per share came in at USD 0.07 against a USD 0.09 consensus estimate.

Guidance points to a stronger third quarter

NerdWallet guided to third-quarter revenue of USD 244 million to USD 260 million, implying 17 percent year-over-year growth at the midpoint. Non-GAAP operating income guidance was USD 29 million to USD 37 million, and full-year 2026 non-GAAP operating income guidance stood at USD 90 million to USD 105 million, according to The Globe and Mail on August 6, 2026.

Management also reported USD 141.2 million of adjusted free cash flow on a trailing 12-month basis, up 100 percent year over year. Share repurchases totaled USD 23 million during the quarter, helping reduce the diluted share count by 14 percent year over year.

Analysts keep a Hold consensus

MarketBeat reported on September 18, 2026 that eight firms held a consensus Hold rating, comprising four Buy ratings, three Hold ratings and one Sell rating. The average 12-month price target was USD 12.83.

The target stood USD 4.05 above the September 30 Nasdaq price of USD 8.78, equivalent to 46.13 percent upside from that price. The same MarketBeat report listed a 52-week range of USD 7.33 to USD 16.24, placing the latest price USD 0.23 above the yearly low and USD 7.46 below the yearly high.

Market value and yearly range

NRDS was last at USD 8.78 on Nasdaq on September 30, 2026 at 4:00 p.m. ET, versus a prior close of USD 8.54. Its market capitalization was USD 639.2 million, with a 52-week range of USD 7.33 to USD 16.24.