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
- Adjusted 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 adjusted 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 6.1/10.
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
- Margin of safety: 34%
What argues against it
- Sector modifier (Communication Services): -0.8
- Consecutive earnings misses (3)
- Below 200-MA, MA slope -7.1%/30d (confirmed downtrend)
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
- $8.86
- Price target
- $9.78
- Stop
- $8.24
- Upside to target
- +10.4%
- Reward-to-risk
- 1.1:1
The stock trades at 9.8× trailing but 3.9× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-10-07 — 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
- $566.4M
- P/E (fwd)
- 3.9
- P/E (ttm)
- 9.8
- 52-week range
- $7.33–$16.24
- Off 52-week high
- 45.4%
- RSI (14)
- 39
- Volume vs avg
- 0.59×
- Score today
- 6.1/10