Nerdwallet Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
17.7%projected annual EPS growth
Analyst Coverage
5analysts covering
FY Revenue (est.)
$888.6Mnext fiscal year
FY EPS (est.)
$1.30next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 5 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Cumulative Registered Users Quarterly26MTarget: Continued growth to drive direct, personalized relationships and higher LTV
Quarterly Revenue Quarterly222.2MTarget: $186 million - $202 million (Q2 2026 guidance)
Non-GAAP Operating Income (NGOI) Quarterly33.7MTarget: $85 million - $110 million (Full-Year 2026 guidance)
Adjusted EBITDA Quarterly45.2MTarget: $132 million - $157 million (Full-Year 2026 guidance)
Watch Items
- Organic Search Traffic HeadwindsTrigger: Double-digit declines in organic search traffic or further contraction in SMB and Credit Card segment revenuesAction: Accelerate performance marketing, expand AI-driven LLM referral channels, and deepen registered user engagement to bypass search engines
- Macroeconomic Interest Rate EnvironmentTrigger: Persistent high interest rates or elevated consumer delinquency rates dampening partner underwriting appetiteAction: Focus on vertical integration (e.g., NerdWallet Mortgage Experts) and promote counter-cyclical products like high-yield deposit accounts
- Insurance Vertical NormalizationTrigger: Deceleration of insurance revenue growth below historical double-digit trends as carrier budgets stabilizeAction: Optimize the insurance shopping funnel and cross-sell insurance products to the existing registered user base
Research as of 19 Jun 2026