NerdWallet (NRDS) Q3 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 · Editorial policy
Key numbers
- Adjusted EPS
- $0.20
- Estimate
- $0.36
- Surprise
- -45.4%
- Revenue (period 2026-09-30)
- $239.6M
- Score today
- 6.0/10
Revenue source: xbrl.
How the report landed
NerdWallet (NRDS) missed the $0.36 estimate with adjusted EPS of $0.20 — a large 45.4% shortfall.
Coverage in the report window
- William Blair Downgrades Nerdwallet to Market Perform — benzinga, 2026-11-06
Where TrendMatrix's rating stands now
TrendMatrix currently rates NRDS Sell at 6.0/10; no pre/post engine snapshot brackets this report.
0 of the last 4 quarters beat the estimate; this quarter's -45.4% surprise compares with a -46.8% four-quarter average. Next scheduled report: 2027-02-25.
What argues against it
- Risk below floor (2.4 < 3.0)
- Value-trap signals (2/5): Margin compression (op margin -5.3%), Material insider selling (8 sells, 0.15% of cap)
- Momentum score 2.9/10 — below 4.5 minimum
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
- $7.89
- Price target
- $9.78
- Stop
- $7.51
- Upside to target
- +24.0%
- Reward-to-risk
- 1.6:1
The stock trades at 10.1× trailing but 3.5× forward earnings — consensus estimates already build in a substantial earnings recovery.
Risk check: trading volume is running 3.4× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-11-07 — 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
- $504.4M
- P/E (fwd)
- 3.5
- P/E (ttm)
- 10.1
- 52-week range
- $7.33–$16.24
- Off 52-week high
- 51.4%
- RSI (14)
- 36
- Volume vs avg
- 3.44×
- Score today
- 6.0/10