NRDSCommunication Services · Internet Content & InformationThe 5 Wall Street analysts covering NerdWallet, Inc. hold a median 12-month price target of $10 — +37.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 84 of 100 as at 13 Nov 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores NerdWallet, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Value (100): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Growth (28): Sales and profits are flat, shrinking, or growing more slowly than they were.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on NRDS, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +37.4% from it.
Of the 20 most recent actions, 0 moved their price target up and 6 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 10 Nov 2026 | Citigroup | Maintains | Neutral | $11 → $8.50 |
| 6 Nov 2026 | Truist Securities | Maintains | Buy | $15 → $12 |
| 6 Nov 2026 | William Blair | Downgrade | Market Perform | — |
| 11 May 2026 | Citigroup | Maintains | Neutral | — |
| 11 May 2026 | Citigroup | Maintains | Neutral | $13 → $11 |
| 11 May 2026 | Oppenheimer | Maintains | Outperform | $15 → $12 |
| 11 May 2026 | Oppenheimer | Maintains | Outperform | — |
| 11 May 2026 | Truist Securities | Maintains | Buy | — |
| 11 May 2026 | Truist Securities | Maintains | Buy | $18 → $15 |
| 8 May 2026 | Keybanc | Maintains | Overweight | — |
| 8 May 2026 | Keybanc | Maintains | Overweight | $15 → $13 |
| 13 Mar 2026 | Morgan Stanley | Downgrade | Underweight | — |
| 4 Mar 2026 | Oppenheimer | Maintains | Outperform | — |
| 26 Feb 2026 | Truist Securities | Maintains | Buy | — |
| 11 Nov 2025 | Oppenheimer | Maintains | Outperform | — |
| 10 Nov 2025 | Morgan Stanley | Maintains | Equal-Weight | — |
| 10 Nov 2025 | Truist Securities | Maintains | Buy | — |
| 7 Nov 2025 | Barclays | Maintains | Overweight | — |
| 7 Nov 2025 | Keybanc | Maintains | Overweight | — |
| 11 Aug 2025 | Truist Securities | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
NRDS appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 13 Nov 2026, NerdWallet, Inc. returned −47.6% against +13.4% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 59% of US stocks
Cheaper than 79% of US stocks
Cheaper than 56% of US stocks
Cheaper than 54% of US stocks
Higher than 57% of US stocks
Higher than 13% of US stocks
Higher than 97% of US stocks
Higher than 63% of US stocks
Higher than 62% of US stocks
Higher than 73% of US stocks
Higher than 91% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
NerdWallet, Inc. has a market value of $463.4M and an enterprise value of $400.2M.
Revenue in the twelve months to 30 June 2026: $860.0M. The latest quarter grew 11.4% year on year.
Net income over the same four quarters: $65.0M, a 7.6% net margin.
Diluted earnings per share, trailing twelve months: $0.89.
Free cash flow in the twelve months to 30 June 2026: $147.2M, after $16.2M of capital spending.
NerdWallet, Inc. spent $158.7M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 9.6×; forward P/E: 3.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
NerdWallet, Inc. employs 650 people — $1.3M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own NerdWallet, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
NerdWallet reported third-quarter total revenue of $240 million, up 11% year over year. Auto insurance revenue declined by $17 million year over year.
Why it matters — The results show overall revenue growth alongside a year-over-year decline in auto insurance revenue, two developments relevant to NRDS watchers.
NerdWallet’s consumer revenue grew 12% in Q3, while costs rose 22%, nearly twice as fast.
Why it matters — NRDS watchers may note that costs outpaced consumer revenue growth in the quarter.
NerdWallet held its Q3 2026 earnings call on November 5, 2026. The excerpt identifies company executives and participating analysts but provides no financial results or other discussion details.
Why it matters — The call is a company update for NRDS watchers, but the supplied excerpt does not include information about performance or business developments.
NerdWallet reported third-quarter revenue of $240 million, up 11% year over year but below its guidance range. A $17 million decline in auto insurance revenue offset growth in several lending and deposit products.
Why it matters — NRDS watchers may note the revenue growth alongside the shortfall against guidance and the impact of lower auto insurance revenue.
NerdWallet reported quarterly earnings of $0.23 per share, below the Zacks Consensus Estimate of $0.35. Earnings were $0.34 per share in the same period a year earlier.
Why it matters — The results show NRDS fell short of the cited earnings estimate and reported lower per-share earnings than a year ago.
The 5 Wall Street analysts covering NerdWallet, Inc. have a median 12-month price target of $10, with estimates ranging from $8 to $12. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 5 analysts covering NerdWallet, Inc., 2 rate it a Buy, 2 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks NerdWallet, Inc. 84 out of 100 across roughly 4,600 US stocks as at 13 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 13 Nov 2026, NerdWallet, Inc. ranks 84 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (100 of 100).
No one can know that. What the data says: the median 12-month target from 5 analysts implies +37.4% from the last close, and Ticker Nerd's factor model ranks NerdWallet, Inc. 84 out of 100 as at 13 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering NerdWallet, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for NRDS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $8 to $12 over the next 12 months.
NerdWallet, Inc. returned -47.6% over the 12 months to 13 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
NerdWallet Inc. Class A Common Stock represents ownership in NerdWallet, a financial technology company that provides online tools, educational content, and consumer-driven guidance for personal finance.
The most recent item we track (The Motley Fool, 10 Nov 2026): "NerdWallet: 3 Key Takeaways for Long-Term Investors". NerdWallet reported third-quarter total revenue of $240 million, up 11% year over year. Auto insurance revenue declined by $17 million year over year.
NerdWallet Inc. Class A Common Stock represents ownership in NerdWallet, a financial technology company that provides online tools, educational content, and consumer-driven guidance for personal finance. The company’s platform helps individuals and small and mid-sized businesses compare and navigate financial products such as credit cards, loans, mortgages, insurance, banking, and investing services. NerdWallet also connects users with financial product providers through its marketplace and referral-driven model, making it a digital destination for financial decision support. Its services are delivered through its website and mobile app, where articles, calculators, and product comparisons are designed to simplify everyday money decisions. NerdWallet Inc. is headquartered in San Mateo, California and operates as a consumer-focused fintech business within the broader financial services and digital media landscape.
CEO Mr. Tim Chen · 650 employees · United States · https://www.nerdwallet.com
