NASDAQ$NRDS
NerdWallet Inc · Q1 2026 earnings
Q1 2026 earnings · · Investor relations
Briefing
NerdWallet reported Q1 2026 revenue of $222.2M with net income of $20.4M and diluted EPS of $0.29.
Revenue increased 6% to $222.2 million while income from operations rose to $27.2 million from $0.7 million as marketing efficiency improved. Net income was $20.4 million, or $0.29 per diluted share, versus $0.2 million and breakeven EPS a year ago.
- Revenue $222.2M (+6% YoY); income from operations $27.2M.
- Sales and marketing spend declined to $149.1M from $159.7M.
- Net income $20.4M; diluted EPS $0.29.
- Consumer finance verticals drove engagement monetization.
Headline financials
Revenue & EPS history
NerdWallet · Revenue · Quarterly
$222M
Revenue by segment
NerdWallet · $86.9M total across 2 segments · Q3 2023
- Credit cards$54M-5.9%62.1%
- Loans$32.9M+15.8%37.9%
Forward guidance
MD&A focuses on traffic quality, monetization per user, and marketing ROI without issuing formal EPS guidance in the 10-Q.
Tailwinds
- Operating leverage from higher revenue and lower marketing.
- Positive net income with strong cash generation.
Headwinds
- Heavy dependence on digital marketing channels.
- Regulatory changes in financial products advertising.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2026
+6.0%
Avg return
Earnings day
+4.1%
Avg return
5 days after
+4.8%
Avg return
30 days after
55%
12 / 22 earnings
Positive
+43.5%
Q3 2023
Best reaction
-28.6%
Q1 2023
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +2.8% | -22.8% | -26.8% | |
| Q4 2025 | +7.5% | +11.2% | -3.1% | |
| Q3 2025 | -2.0% | +1.5% | +26.7% | |
| Q1 2025 | +29.2% | +40.1% | +31.8% | |
| Q4 2024 | -18.6% | -25.0% | -34.8% | |
| Q3 2024 | +30.1% | +25.3% | +22.9% | |
| Q2 2024 | -27.8% | -31.8% | -18.4% | |
| Q1 2024 | -6.3% | -8.6% | -0.2% | |
| Q4 2023 | +4.1% | +8.0% | -2.4% | |
| Q3 2023 | +43.5% | +65.6% | +70.7% | |
| Q2 2023 | -8.1% | -10.1% | -13.9% | |
| Q1 2023 | -28.6% | -33.6% | -29.5% | |
| Q4 2022 | +27.3% | +24.0% | +18.9% | |
| Q3 2021 | +27.7% | +26.0% | +20.1% | |
| Q3 2022 | +27.7% | +26.0% | +20.1% | |
| Q2 2021 | +11.2% | +12.9% | +10.7% | |
| Q2 2022 | +6.3% | +9.3% | +9.9% | |
| Q1 2022 | -1.0% | -20.8% | +17.3% | |
| Q1 2021 | -1.0% | -20.8% | +17.3% | |
| Q4 2019 | -2.2% | +3.3% | -23.7% | |
| Q4 2020 | -2.2% | +3.3% | -23.7% | |
| Q4 2021 | +13.1% | +6.3% | +16.8% | |
| Q3 2020 | — | — | — | |
| Q2 2020 | — | — | — | |
| Q1 2020 | — | — | — |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro