NerdWallet (NRDS) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $0.06
- Estimate
- $0.20
- Surprise
- -67.8%
- Revenue (period 2026-06-30)
- $197.3M
- Score at report (before → after)
- 6.1 → 6.0/10
Revenue source: xbrl.
How the report landed
NerdWallet (NRDS) missed the $0.20 estimate with diluted EPS of $0.06 — a large 67.8% shortfall. TrendMatrix's engine moved from Buy (Wait) (6.1/10) to Sell at 6.0/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates NRDS Sell at 5.9/10.
1 of the last 4 quarters beat the estimate; this quarter's -67.8% surprise compares with a -32.8% four-quarter average. Next scheduled report: 2026-11-05.
What supports the rating
- Attractive valuation
- Wide economic moat
What argues against it
- Thin upside margin: 3.9%
- Consecutive earnings misses (3)
- Elevated risk factors
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $9.75
- Price target
- $10.27
- Stop
- $9.19
- Upside to target
- +5.3%
- Reward-to-risk
- 0.3:1
The stock trades at 11.1× trailing but 4.4× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-08-23 — shown for context, not personalized investment advice.
NRDS at TrendMatrix's latest read
Communication and media names are subscriber-economics stories; engagement and ARPU trends behind the print drive the reaction.
- Industry
- Internet Content & Information
- Market cap
- $631.6M
- P/E (fwd)
- 4.4
- P/E (ttm)
- 11.1
- 52-week range
- $7.33–$16.24
- Off 52-week high
- 40.0%
- RSI (14)
- 61
- Volume vs avg
- 1.41×
- Score today
- 5.9/10