NerdWallet (NRDS) Q4 Earnings: What To Expect

NerdWallet (NRDS) Q4 Earnings: What To Expect

Kayode Omotosho

Tue, February 24, 2026 at 12:20 PM GMT+9 2 min read

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NRDS

-6.71%

Financial guidance platform NerdWallet (NASDAQ:NRDS) will be reporting results this Wednesday after market close. Here’s what investors should know.

NerdWallet beat analysts’ revenue expectations last quarter, reporting revenues of $215.1 million, up 12.4% year on year. It was an exceptional quarter for the company, with an impressive beat of analysts’ revenue estimates and a beat of analysts’ EPS estimates.

Is NerdWallet a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting NerdWallet’s revenue to be flat year on year, slowing from the 37.5% increase it recorded in the same quarter last year.

NerdWallet Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. NerdWallet rarely misses Wall Street’s revenue estimates.

Looking at NerdWallet’s peers in the diversified financial services segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Paymentus delivered year-on-year revenue growth of 28.1%, beating analysts’ expectations by 6.2%, and Donnelley Financial Solutions reported revenues up 10.4%, topping estimates by 11.1%. Donnelley Financial Solutions traded up 26.2% following the results.

Read our full analysis of Paymentus’s results here and Donnelley Financial Solutions’s results here.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the diversified financial services stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 10% on average over the last month. NerdWallet is down 26% during the same time and is heading into earnings with an average analyst price target of $16.17 (compared to the current share price of $9.80).

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