Nerdy, Inc.

Nerdy, Inc.

NRDYยทNYSE

$0.78

+0.26%
TechnologySoftware - Application

Nerdy, Inc. operates platform for live online learning. The company's purpose-built proprietary platform leverages technology, including AI, to connect learners of various ages to experts, delivering value on both sides of the network. Its learning destination provides learning experiences across various subjects and multiple formats, including one-on-one instruction, small group classes, large format group classes, and adaptive self-study. The company's flagship business, Varsity Tutors, operates platforms for live online tutoring and classes. Its solutions are available directly to learners, as well as through schools and other institutions. The company was founded in 2007 and is headquartered in Saint Louis, Missouri.

At a Glance

Live Snapshot
Market Cap$95.82M
EPS-0.3300
P/E Ratio-2.37
Earnings Date08/06/2026
nrdy

Nerdy, Inc. Street Expectations Map

NRDY ยท NYSE

Wall Street analysts project that NRDY stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 1.75, with estimates ranging from a low of 1.00 to a high of 2.50.

Lowest Target
1.00
27.62%
Consensus Target
1.75
123.33%
Highest Target
2.50
219.04%

The consensus 1-year price target stands at 1.75, with estimates ranging from a low of 1.00 to a high of 2.50.

Analyst Consensus Analysis

Upside Potential

+123.3%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

85.7% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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Nerdy, Inc. Forward Estimates of Revenue

NRDY ยท NYSE
Latest Revenue
178.99M
FY 2025
Avg Estimate
182.29M
FY 2026
Estimate Range
181.36M - 183.22M
Analyst Spread

Forward Growth Analysis

Projected Growth+1.8%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Nerdy, Inc. Forward Estimates of Net Income

NRDY ยท NYSE
Latest Net Income
-39.92M
FY 2025
Avg Estimate
-23.74M
FY 2026
Estimate Range
-25.70M - -19.27M
Analyst Spread

Forward Growth Analysis

Projected Growth+40.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread27%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Nerdy, Inc. Forward Estimates of EPS

NRDY ยท NYSE
Latest EPS
-0.33
FY 2025
Avg Estimate
$-0.19
FY 2026
Estimate Range
$-0.21 - $-0.16
Analyst Spread

Forward Growth Analysis

Projected Growth+42.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread28%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Nerdy, Inc. Forward Estimates of EBIT

NRDY ยท NYSE
Latest EBIT
-60.79M
FY 2025
Avg Estimate
-1.92M
FY 2026
Estimate Range
-1.93M - -1.91M
Analyst Spread

Forward Growth Analysis

Projected Growth+96.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Nerdy, Inc. Forward Estimates of EBITDA

NRDY ยท NYSE
Latest EBITDA
-53.16M
FY 2025
Avg Estimate
5.08M
FY 2026
Estimate Range
5.05M - 5.11M
Analyst Spread

Forward Growth Analysis

Projected Growth+109.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Nerdy, Inc. Forward Estimates of SG&A Expense

NRDY ยท NYSE
Latest SG&A Expense
165.64M
FY 2025
Avg Estimate
202.60M
FY 2026
Estimate Range
201.57M - 203.63M
Analyst Spread

Forward Growth Analysis

Projected Growth+22.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Nerdy, Inc. Insider Positioning

NRDY ยท NYSE

During the last 12 months, insiders have purchased $4.30M and sold $895K worth of NRDY shares, resulting in $3.40M of net buying activity.

3 Months

Bought

0

0.00

Sold

248.4K

225.78K

Net Activity

-226K

-$226K

3-6 Months

Bought

1.3M

1.72M

Sold

262.1K

310.87K

Net Activity

+1.4M

+$1.41M

6-9 Months

Bought

2.1M

2.54M

Sold

171.9K

167.04K

Net Activity

+2.4M

+$2.38M

9-12 Months

Bought

25.0K

34.00K

Sold

138.0K

191.27K

Net Activity

-157K

-$157K

Top Buyers

1
CCK

Cohn Charles K.

Director, 10 Percent Owner, Officer: Chief Executive Officer

2.8M sharesโ€ข17 transactions

$3.60M

2
PJA

Paszterko John Andrew

Officer: Chief Operating Officer

600.0K sharesโ€ข1 transactions

$666K

3
BA

Blunt Abigail

Director

25.0K sharesโ€ข1 transactions

$34K

Top Sellers

1
PJH

Pello Jason H.

Officer: Chief Financial Officer

419.5K sharesโ€ข9 transactions

$478K

2
SCC

Swenson Christopher C.

Officer: Chief Legal Officer

300.6K sharesโ€ข10 transactions

$325K

3
PJA

Paszterko John Andrew

Officer: Chief Operating Officer

50.2K sharesโ€ข2 transactions

$48K

4
MG

Mrva Gregory

Director

50.0K sharesโ€ข2 transactions

$44K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $3.40M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

4.80:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Recent Trend (3 Months)

$226K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

Moderate Selling

4 insider sellers vs. 3 buyers. More insiders selling than buying suggests cautious or negative sentiment.

Insider Activity Insight

Compelling insider conviction: The combination of strong buy/sell ratio and multiple buyers suggests insiders see attractive risk/reward. Consider this alongside fundamental analysis for confirmation.