What Happened?

Shares of financial guidance platform NerdWallet (NASDAQ: NRDS) jumped 7.2% in the afternoon session after the company reported fourth-quarter 2025 results that beat Wall Street's expectations. 

The company announced GAAP earnings of $0.19 per share on revenue of $225.4 million. These figures comfortably surpassed consensus estimates, which called for earnings of $0.17 per share and revenue of $183.5 million. The top-line result also marked a 22.6% increase compared to the same period in the previous year. Although the stock initially dipped following the earnings release, investors appeared to have reconsidered the strong top- and bottom-line beats, leading to a rebound in the share price.

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What Is The Market Telling Us

NerdWallet’s shares are very volatile and have had 21 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 22 days ago when the stock dropped 3.7% on the news that the market slid following the release of weaker-than-expected private-sector employment data, fueling concerns about a cooling economy. According to the ADP report, U.S. private employers added only 22,000 jobs in January, falling significantly short of economists' estimates of 45,000. This miss signals that the multi-year cooling in labor demand has continued into the new year. The disappointing data added to existing market pressures, particularly on the tech sector, as investors weigh the implications of a potential economic slowdown on corporate earnings and growth prospects.

NerdWallet is down 13.5% since the beginning of the year, and at $11.19 per share, it is trading 29.8% below its 52-week high of $15.93 from December 2025. Investors who bought $1,000 worth of NerdWallet’s shares at the IPO in November 2021 would now be looking at an investment worth $395.23.

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