NRDY

Interested in Nerdy Inc.? Here are five stocks we like better. Nerdy beat first-quarter expectations, with revenue of $48.7 million above guidance and adjusted EBITDA turning positive at $1 million. The company also reported its third straight quarter of margin improvement and said gross margin rose to 66.2%. The new V3 learner platform is gaining traction, with direct onboarding for new customers and migration of existing users underway. Management said the AI-powered experience, including the Maya concierge, is improving engagement and could help drive better retention. AI is reducing costs while institutional sales remain weak, as sales, marketing and G&A expenses fell year over year. However, institutional revenue declined and bookings dropped sharply, even as Nerdy reaffirmed its full-year 2026 revenue and breakeven EBITDA outlook. Duolingo Speaking Volumes: Forms Bullish Chart Ahead of Earnings Nerdy (NYSE:NRDY) reported first-quarter 2026 revenue above its guidance range and posted its second consecutive quarter of positive non-GAAP adjusted EBITDA, as executives pointed to improving margins, AI-driven cost efficiencies and early traction from a new learner platform. Founder, Chairman and Chief Executive Officer Chuck Cohn said revenue was $48.7 million, above the company’s $46 million to $48 million guidance range and up 2% from a year earlier. Non-GAAP adjusted EBITDA was positive $1 million, ahead of the company’s guidance for approximately breakeven and an improvement of $7.3 million compared with the first quarter of 2025. → Rocket Lab Just Hit a New All-Time High—Time to Buy or Let It Breathe? Cohn said adjusted EBITDA margin expanded by more than 1,500 basis points year over year, marking Nerdy’s third consecutive quarter of sequential margin improvement. Gross margin reached 66.2%, up more than 800 basis points from the prior year. The company ended the quarter with $44.7 million in cash. “Three things stood out in the Q1,” Cohn said. “First, the product velocity that we said an AI native code base would unlock is now visible in shipped product. Second, our cost structure is structurally, not cyclically, better, and AI is the reason, and third, the rate of decline in active members on a year-over-year basis narrowed for the third consecutive quarter.” → MercadoLibre Boldly Invests in Growth: Discount Deepens Cohn said the company’s new learner...

A week ago, Nerdy Inc. (NYSE:NRDY) came out with a strong set of first-quarter numbers that could potentially lead to a re-rate of the stock. Revenues and losses per share were both better than expected, with revenues of US$49m leading estimates by 3.0%. Statutory losses were smaller than the analystsexpected, coming in at US$0.03 per share. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Taking into account the latest results, Nerdy's three analysts currently expect revenues in 2026 to be US$182.3m, approximately in line with the last 12 months. Losses are predicted to fall substantially, shrinking 24% to US$0.20. Yet prior to the latest earnings, the analysts had been forecasting revenues of US$183.0m and losses of US$0.20 per share in 2026. View our latest analysis for Nerdy As a result there was no major change to the consensus price target of US$2.08, implying that the business is trading roughly in line with expectations despite ongoing losses. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. The most optimistic Nerdy analyst has a price target of US$3.00 per share, while the most pessimistic values it at US$1.25. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business. Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. We would highlight that Nerdy's revenue growth is expected to slow, with the forecast 1.6% annualised growth rate until the end of 2026 being well below the historical 7.4% p.a. growth over the last five years. Compare this a...

Image source: The Motley Fool. Thursday, May 7, 2026 at 5 p.m. ET Chief Executive Officer — Charles Cohn Chief Financial Officer — Atul Bagga Charles Cohn: Thanks, TJ, and thank you to everyone for joining today's call. In the first quarter of 2026, we beat the top end of our revenue guidance and delivered our second consecutive quarter of positive non-GAAP adjusted EBITDA. We also translated the AI native foundation we finished building at the end of 2025 into shipped learner-facing products at a cadence we have never matched in the company's history. Revenue was $48.7 million, above the top end of our $46 million to $48 million guidance range and 2% up year-over-year. Non-GAAP adjusted EBITDA was positive $1.0 million, ahead of our guidance of approximately breakeven and improved by $7.3 million compared to Q1 2025. Adjusted EBITDA margin expanded more than 1,500 basis points year-over-year, our third consecutive quarter of sequential margin improvement. That represents roughly $30 million of annualized operating leverage on a flat-top line. Gross margin reached 66.2%, an expansion of more than 800 basis points year-over-year. We ended the quarter with $44.7 million of cash on the balance sheet. Three things stood out in the first quarter. First, the product velocity that we said an AI-native code base would unlock is now visible in shipped products with a meaningful slate of additional learner-facing releases reaching customers in the weeks ahead. Second, our cost structure is structurally not cyclically better, and AI is the reason. And third, the rate of decline in active members on a year-over-year basis narrowed for the third consecutive quarter, and we expect to return to positive growth by the end of 2026. When we finished replatforming on an AI native code base as we wrapped up 2025, we said the point of that work was not about the architecture itself. It was about the speed and quality of the products that we could ship on top of it. Q1 was the first full quarter operating in that new mode, and the cadence has fundamentally changed. The most visible expression of that shift is our new Learner Experience internally referred to as V3, which became the universal customer experience and surface for our consumer business in March. Every newly acquired customer is now onboarded directly to this new V3 experience, and we have begun migrating existing cus...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Achieved 1,500 basis points of adjusted EBITDA margin expansion on flat revenue, driven by a structural shift from manual processes to AI-automated workflows. Completed the transition to an AI-native code base, enabling a product release cadence that management describes as the fastest in company history. Launched 'V3', a universal learner experience featuring 'Maya', an AI concierge that handles a meaningful share of in-product interactions without human intervention. Reduced fixed headcount by approximately 20% year-over-year while increasing product output, demonstrating that AI is fundamentally lowering the company's cost floor. Narrowed the rate of active member decline for the third consecutive quarter, with early V3 cohorts showing improved retention and engagement signals. Expanded gross margins by over 800 basis points, primarily attributed to the full-period benefit of price increases enacted in early 2025. Expects to return to positive year-over-year active member growth by the end of 2026 as V3 cohorts mature and retention benefits scale. Anticipates a return to free cash flow positive status by investing with discipline in high-LTV member growth areas. Planned releases include an AI-enabled language learning experience and a college/career readiness counselor for high school districts targeted for the back-to-school 2026 season. Full-year guidance assumes a more stable institutional funding environment in the second half of 2026 and successful reception of the new Varsity Tutors for Schools platform. Management expects ARPM growth to moderate starting in Q2 as the company laps the significant price increases implemented in February 2025. Institutional bookings declined to $1.1 million from $4 million year-over-year, which will create a revenue headwind in Q2 due to recognition lags. The transition to V3 is ongoing, with approximately 10,000 existing customers migrated so far; full migration is expected to conclude by the end of the year. Liquidity remains stable with $44.7 million in cash, though the company currently has $20 million drawn on its term loan. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management noted that new customer co...

Nerdy delivers revenue above guidance and achieves positive non-GAAP Adjusted EBITDA in Q1 2026, beating guidance on both metrics and driving over 1,500 basis points of margin improvement year-over-year. ST. LOUIS, May 07, 2026--(BUSINESS WIRE)--Nerdy Inc. (NYSE: NRDY) today announced financial results for the first quarter ended March 31, 2026. "In the first quarter, we exceeded the top end of our revenue guidance range and delivered positive non-GAAP adjusted EBITDA, both ahead of our guidance. Our non-GAAP adjusted EBITDA margin improved over 1,500 basis points year-over-year, reflecting the operating discipline and efficiency gains we've driven across every line of the P&L," said Chuck Cohn, Founder, Chairman and CEO of Nerdy. "We're building on this momentum in 2026 by improving our Learner and Expert experiences, growing our active member base, and delivering sustainable profitability." Please visit the Nerdy investor relations website https://www.nerdy.com/investors to view the Nerdy Q1 Shareholder Letter on the Quarterly Results Page. First Quarter Financial Highlights: Revenue Beats Top End of Guidance Range – Revenue of $48.7 million, was above our guidance range of $46 to $48 million, and represented an increase of 2% year-over-year from $47.6 million during the same period in 2025. Revenue increased when compared to the prior year period due to higher Consumer revenue, partially offset by lower Institutional revenue. The increase in Consumer revenue was driven by higher ARPM, which was primarily a result of price increases enacted in February 2025. Consumer Learning Memberships – First quarter Learning Membership revenue increased 3% year-over-year. Revenue recognized in the first quarter from Learning Memberships was $38.9 million and represented 80% of total Company revenue. The growth was driven by higher ARPM, which was $374 as of March 31, 2026, a 12% increase year-over-year. As of March 31, 2026, there were 36.9 thousand Active Members, a 9% decrease year-over-year. This rate of decline has narrowed sequentially for three consecutive quarters, and we expect to return to positive growth by the end of 2026. Gross Margin – Gross margin was 66.2% for the three months ended March 31, 2026, compared to a gross margin of 58.0% during the comparable period in 2025. The increase in gross margin was primarily due to the benefit of price increases ena...

This article first appeared on GuruFocus. Nerdy Inc (NYSE:NRDY) is set to release its Q1 2026 earnings on May 7, 2026. The consensus estimate for Q1 2026 revenue is $47.45 million, and the earnings are expected to come in at -$0.06 per share. The full year 2026's revenue is expected to be $184.04 million, and the earnings are expected to be -$0.23 per share. More detailed estimate data can be found on the Forecast page. Warning! GuruFocus has detected 6 Warning Signs with NRDY. Is NRDY fairly valued? Test your thesis with our free DCF calculator. Over the past 90 days, revenue estimates for Nerdy Inc (NYSE:NRDY) have declined from $186.66 million to $184.04 million for the full year 2026, and from $208.57 million to $202.50 million for 2027. Earnings estimates have also decreased from -$0.20 per share to -$0.23 per share for 2026, and from -$0.15 per share to -$0.17 per share for 2027. In the previous quarter ending on December 31, 2025, Nerdy Inc's (NYSE:NRDY) actual revenue was $49.11 million, which beat analysts' revenue expectations of $45.95 million by 6.88%. Nerdy Inc's (NYSE:NRDY) actual earnings were -$0.08 per share, which missed analysts' earnings expectations of -$0.053 per share by -50.94%. After releasing the results, Nerdy Inc (NYSE:NRDY) was up by 3.93% in one day. Based on the one-year price targets offered by 3 analysts, the average target price for Nerdy Inc (NYSE:NRDY) is $2.08, with a high estimate of $3.00 and a low estimate of $1.25. The average target implies an upside of 137.63% from the current price of $0.88. Based on GuruFocus estimates, the estimated GF Value for Nerdy Inc (NYSE:NRDY) in one year is $1.53, suggesting an upside of 74.52% from the current price of $0.88. Based on the consensus recommendation from 4 brokerage firms, Nerdy Inc's (NYSE:NRDY) average brokerage recommendation is currently 3.0, indicating a "Hold" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.

ST. LOUIS, April 20, 2026--(BUSINESS WIRE)--Nerdy Inc. (NYSE: NRDY), a leading platform for delivering live online learning, today announced the Company will release its first quarter financial results for the period ended March 31, 2026 after the U.S. stock market closes on Thursday, May 7, 2026. Following the release, Nerdy management will host a conference call and webcast at 5:00 p.m. Eastern Time to discuss the company’s financial and operating results. Interested parties in the U.S. may listen to the call by dialing 1-833-461-5787. International callers can dial 1-585-542-9983. The Access Code is 397446705. A live webcast of the call will also be available on Nerdy’s investor relations website at https://www.nerdy.com/investors. About Nerdy Inc. Nerdy (NYSE: NRDY) operates a next-generation live tutoring and intervention platform that leverages the power of human expertise with advanced artificial intelligence ("AI") to personalize learning, accelerate student achievement, and empower educators. Our mission is to transform the way people learn through technology. The Company’s purpose-built proprietary platform leverages technology, including AI, to connect learners of all ages to experts, delivering superior value on both sides of the network. Nerdy’s comprehensive learning destination provides learning experiences across thousands of subjects and multiple formats—including Learning Memberships, one-on-one instruction, small group tutoring, large format classes, and adaptive assessments. Nerdy’s flagship business, Varsity Tutors, is one of the nation’s largest platforms for live online tutoring and classes. Its solutions are available directly to students and consumers, as well as through schools and other institutions. Learn more about Nerdy at https://www.nerdy.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260420374725/en/ Contacts Investor Relations [email protected]

Nerdy reported Q4 revenue of $49.1 million (up 2% YoY and above guidance) and delivered positive non-GAAP adjusted EBITDA of $1.3 million, driven by margin expansion, cost cuts (headcount down ~22%) and ending the year with $47.9 million in cash. The company completed a ground-up re-platform to an AI-native "Live+AI" product that pairs one-on-one tutors with AI tools to improve outcomes, with surveys showing 85% of users rated the new experience better or the same and an 82% customer satisfaction score. Nerdy shifted to higher-frequency, higher-price memberships—lifting ARPM to $364 (+21% YoY) with 33.2k active members—and guided 2026 revenue of $180–$190 million while targeting breakeven non-GAAP adjusted EBITDA for the year. Interested in Nerdy Inc.? Here are five stocks we like better. Duolingo Speaking Volumes: Forms Bullish Chart Ahead of Earnings Nerdy (NYSE:NRDY) reported fourth-quarter 2025 results that management said met three goals set at the start of the year: returning the business to growth, accelerating its shift to an AI-native platform, and reaching positive non-GAAP adjusted EBITDA. Founder and CEO Chuck Cohn said revenue in the quarter was $49.1 million, up 2% year-over-year and above the company’s guidance range of $45 million to $47 million. He added that the quarter marked the first time since Q1 2024 that both Nerdy’s consumer and institutional businesses grew simultaneously. Non-GAAP adjusted EBITDA was positive $1.3 million, ahead of the company’s guidance range of a $2 million loss to breakeven and improving by $6.8 million from Q4 2024, according to Cohn. → Diamondback Sees Resilient Demand Despite Cautious Guidance Cohn emphasized that Nerdy rebuilt its platform “from the ground up” during 2025 using an AI-native code base. He said the company’s aim is to combine live tutoring with AI tools to improve outcomes, rather than replace human instruction, arguing that one-on-one tutoring remains a durable premium market driven by “human connection, accountability, expertise, rapport, and trust.” He cited the U.S. academic tutoring market at approximately $20 billion annually and said Nerdy currently serves fewer than 40,000 active members. Management’s approach, he said, is to scale “high-quality live learning” focused on one-to-one relationships while using AI to improve the tutor and parent experience. → AI Is Separating Software Winn...

Achieved simultaneous growth in consumer and institutional segments for the first time since 2024, driven by a return to fundamentals and higher-frequency learning memberships. Completed a full-scale replatforming to an AI-native code base, which management claims has increased product development velocity by approximately 10 times. Shifted the consumer model toward recurring weekly tutoring habits, resulting in a 21% year-over-year increase in Average Revenue Per Active Member (ARPAM) to $364. Implemented a 'Live + AI' strategy that uses automation to generate lesson plans and real-time insights while preserving human-led emotional connection and accountability. Realized structural cost improvements through a 22% headcount reduction enabled by automating marketplace functions like tutor matching and customer service. Expanded non-GAAP adjusted EBITDA margins by over 1,400 basis points year over year through gross margin expansion and durable operational efficiencies. Validated the new platform through a survey of 277 active customers, where 85% rated the experience as better or equal to the legacy system. Targets full-year 2026 revenue between $180 million and $190 million, assuming a more stable institutional funding environment in the second half of the year. Aims for full-year non-GAAP adjusted EBITDA breakeven, representing a year-over-year margin improvement of more than 1,000 basis points. Prioritizes a return to active member growth by accelerating top-of-funnel marketing and launching an improved mobile experience to drive virality. Expects sequential gross margin expansion throughout 2026 as tutor incentive programs are further optimized and revenue mix continues to shift. Anticipates that the new architecture will allow for faster innovation in personalized learning, deepening engagement beyond traditional one-on-one tutoring. Recorded a one-time abandonment charge in Q4 related to legacy capitalized internal-use software as part of the transition to the new AI-native platform. Institutional bookings decreased 11% year over year due to ongoing federal and state funding delays affecting high-dosage tutoring contract starts. Invested in front-loaded tutor incentives to drive behavioral changes, which initially pressured gross margins but improved early-stage customer retention. Maintains a liquidity position of $47.9 million in cash, with a projecte...

This article first appeared on GuruFocus. Revenue: $49.1 million, up 2% year over year, above guidance range of $45 million to $47 million. Non-GAAP Adjusted EBITDA: $1.3 million, beating guidance range of negative $2 million to break even, improving by $6.8 million from Q4 2024. Consumer Revenue: $41.6 million, representing a 6% increase year over year. Institutional Revenue: $7.2 million, representing 14% of total company revenue. Gross Margin: 66.8%, excluding a one-time abandonment charge, with sequential improvement for the third consecutive quarter. Active Members: 33.2 thousand at year-end. ARPA (Average Revenue Per Active Member): $364, a 21% increase year over year. Sales and Marketing Expenses: $14.2 million, a decrease of $4.2 million from the same period in 2024. General and Administrative Expenses: $24.7 million, a decrease of $5.2 million from the same period in 2024. Cash and Cash Equivalents: $47.9 million as of December 31st. Full Year 2026 Revenue Guidance: $180 million to $190 million. Full Year 2026 Non-GAAP Adjusted EBITDA Guidance: Approximately break-even. Warning! GuruFocus has detected 4 Warning Signs with NRDY. Is NRDY fairly valued? Test your thesis with our free DCF calculator. Release Date: February 26, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Nerdy Inc (NYSE:NRDY) achieved positive non-GAAP adjusted EBITDA of $1.3 million in Q4 2025, surpassing guidance and marking a significant improvement from the previous year. The company reported Q4 2025 revenue of $49.1 million, exceeding the top end of guidance and representing a 2% year-over-year increase. Nerdy Inc (NYSE:NRDY) successfully completed the rollout of a new AI native platform, enhancing product development velocity and improving unit economics. The company's consumer learning membership revenue grew by 6% year-over-year, driven by a shift towards higher frequency learning memberships and price increases. Nerdy Inc (NYSE:NRDY) reported a 21% year-over-year increase in ARPA, reaching $364, indicating improved monetization and customer retention. Institutional revenue faced challenges, with Varsity Tutors for Schools experiencing an 11% year-over-year decrease in quarterly bookings due to federal and state funding delays. Despite improvements, the company still serves fewer than 40,000 active members in a $20 bil...

Image source: The Motley Fool. Thursday, February 26, 2026 at 5 p.m. ET Chief Executive Officer — Chuck Cohn Chief Financial Officer — Jason H. Pello Chuck Cohn: Thanks, TJ, and thank you to everyone for joining today's call. In the fourth quarter, I am pleased to share we delivered on the three goals we set entering 2025: return the business to growth, accelerate our transformation into an AI-native platform, and achieve positive non-GAAP adjusted EBITDA. Fourth quarter revenue was $49.1 million, above the top end of guidance and up 2% year over year. This is the first quarter since 2024 in which both our consumer and institutional businesses grew simultaneously. Non-GAAP adjusted EBITDA was positive $1.3 million, beating our guidance range of negative $2 million to breakeven and improving by $6.8 million from Q4 2024. We completed the rollout of our new learner and expert experiences in the fourth quarter with an AI-native code base and entered 2026 with a stronger, more flexible foundation, improved unit economics, and significantly higher product development velocity. Zooming out, we get a lot of questions about how AI is changing how we think about our business and our industry. The demand signals we are seeing and the conversations we are having with customers indicate that the market for high-quality, personalized, one-on-one tutoring remains large and enduring, and it represents a big opportunity for us to better serve and reach these learners. Roughly 50 million students progress through the K-12 education system and higher education system in the United States each year, and families seek premium private tutoring for meaningful long-term goals whether it is the first grader learning to read with a specialist, a high school junior aiming for an elite college, or a college student fighting to stay on the path to medical school and get past organic chemistry. These are deeply personal journeys where sustained human connection, accountability, expertise, rapport, trust, and a little pushing can go a long way to getting differential results. The U.S. academic tutoring market is estimated at approximately $20 billion per year, yet we currently serve fewer than 40,000 active members. Given our strong monetization, success does not require capturing the entire market, and we have very purposely focused our platform and go-to-market on serving that long-ter...