Nerdy, Inc.
NRDY
NYSE·Technology·Software - Application·Mkt cap $79.0M
$9.57
▼ -1.24%
P/E
-38.60
Mkt Cap
$79.0M
52-Wk Range
$9.15–$22.35
52-Week Range
$9.15 - $22.35
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 50.7% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Proprietary AI-powered matching and platform technology optimizing tutor-student connections
- Two-sided network effects with 100,000+ vetted tutors and millions of learners
- Diversified learning formats (1-on-1, group, self-study) serving multiple customer segments
- Institutional partnerships providing stable recurring revenue and market reach
- Established brand (Varsity Tutors) with 15+ years of market presence and trust
Bear Case
1 risk
- Above-average volatility (beta 1.7).
Growth
Stable outlook
Expansion of institutional partnerships with K-12 schools and universities
Value
Deep value opportunity - significant discount to Enterprise SaaS peers
Momentum
Weak
-17.5% over 3m
Quality
Excellent
Mixed fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying NRDY right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 6, 2026
Reported EPS of -$0.04 vs -$0.05 consensus (+20.0% surprise). Revenue of $43.3M vs $43.0M expected (+0.7%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+20.0%
Revenue trend · last 8Q
—
-13%
-11%
-11%
-1%
+2%
+2%
-4%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$37.5M
$48.0M
$47.6M
$45.3M
$37.0M
$49.1M
$48.7M
$43.2M
Margins · last 8Q
Gross
64.7%
Operating
-15.0%
Profit
-10.8%
Wall Street consensus
Analyst coverage
Live ratings and price targets aggregated across covering analysts.
vs Industry
How NRDY stacks vs Software - Application
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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