Nerdy, Inc. (NRDY) AI Stock Analysis

Nerdy, Inc. operates a platform dedicated to live online learning, utilizing proprietary technology with artificial intelligence to connect learners of all ages with experts. Its flagship business, Varsity Tutors, specializes in live online tutoring and classes for individual learners and educational institutions. The platform offers educational experiences across multiple formats, including one-on-one instruction, small group classes, large group classes, and adaptive self-study options. Founded in 2007 and based in Saint Louis, Missouri, Nerdy delivers personalized learning solutions that adapt to student needs while giving educators tools to deliver instruction.

Nerdy experienced a five-year revenue compound annual growth rate of 11.5% from FY2020 to FY2025. Annual revenue expanded from $140.7M in FY2021 to a peak of $193.4M in FY2023, before contracting 1.6% to $190.2M in FY2024 and 5.9% to $179.0M in FY2025. Gross margin decreased from 66.8% in FY2021 and 70.6% in FY2023 to 57.3% in FY2025. The company posted net losses across all five years, including -$39.9M in FY2025. For the trailing twelve months ended June 30, 2026, revenue stood at $178.1M, with quarterly revenue falling 4.5% year-over-year and an operating margin of -12.9%.

As of June 30, 2026, Nerdy held $38.4M in cash and short-term investments against total debt of $19.6M, resulting in net cash of $18.8M. Total assets stood at $64.6M alongside shareholders' equity of $17.3M, yielding a current ratio of 2.70 and a debt-to-equity ratio of 1.13. Cash flow from operations was -$18.8M in FY2025, and free cash flow was -$24.2M after capital expenditures of $5.4M. Over five years, the company's share count increased 59.5%.

NRDY traded at $6.17 on October 16, 2026, with a market capitalization of $445.7M and an enterprise value of $54.1M. The stock trades at a price-to-sales multiple of 2.5x, slightly below the 2.8x median of its US-listed Technology peers. Its enterprise value-to-revenue ratio is 0.3x, and its price-to-book ratio is 4.2x. Over the trailing 1-year period, NRDY fell 62.3%, underperforming the S&P 500 (SPY) return of 16.8%. Over 5 years, the stock declined 95.4% compared to an 83.0% gain for the benchmark.

Wall Street coverage consists of 1 Buy rating and 1 Hold rating, with 0 Strong Buy, Sell, or Strong Sell ratings. The mean price target is $24.38, representing a 295.1% upside compared to the last close of $6.17. For the fiscal year ending December 31, 2026, analysts estimate an EPS of -$1.05 and revenue of $171.3M. Over the last four quarters, the company beat EPS estimates once. The next earnings date is scheduled for November 5, 2026.

This page is an AI-written research summary of Nerdy, Inc. (NRDY). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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