Nextdoor Holdings, Inc. (NXDR) AI Stock Analysis
NXDR AI stock analysis summary
AI ResearchNextdoor Holdings, Inc. (NXDR) operates a neighborhood network connecting local residents, businesses, and public agencies across 11 countries. While the company generated $274.6M in trailing twelve-month revenue with positive free cash flow of $5.9M in FY2025, it continues to operate at a net loss of -$54.2M. Nextdoor retains significant liquidity, holding $350.3M in net cash as of June 30, 2026.
- Market cap
- $1.03B
- Revenue (TTM)
- $274.6M
- P/E
- —
- 1Y return
- 21.8% S&P 500 16.8%
- Avg. target
- $3.35 36.2% vs last close
Bull case
- Nextdoor achieved positive cash flow generation in FY2025, generating $6.5M in operating cash flow and $5.9M in free cash flow.
- The balance sheet maintains strong liquidity with $350.3M in net cash and a current ratio of 13.27 as of June 30, 2026.
- Quarterly revenue growth accelerated to 14.5% year-over-year in the quarter ended June 30, 2026, outpacing its US-listed Communication Services peer median of 4.0%.
Bear case
- Nextdoor remains unprofitable, reporting an annual net loss of -$54.2M in FY2025 and trailing twelve-month profit margin of -11.1%.
- Its price-to-sales ratio of 3.7x sits well above the US-listed Communication Services peer median of 0.8x.
- Total shares outstanding have diluted over the long term, with share count increasing 37.9% over 5 years.
What Nextdoor does
Nextdoor Holdings, Inc. operates a neighborhood network that connects neighbors, businesses, and public agencies in the United States and internationally. The platform provides local news, events, relevant discussions, and an avenue to exchange goods and services, as well as discover and support local businesses. Headquartered in San Francisco, California, the company operates across 11 countries and employs 463 people.
Growth and profitability
Nextdoor expanded revenue from $192.2M in FY2021 to $257.6M in FY2025, representing a 5-year revenue CAGR of 15.9%. Annual net losses narrowed from -$147.8M in FY2023 to -$54.2M in FY2025, improving net margin from -67.7% to -21.0%. Gross margins have stayed consistently high, posting 84.1% in FY2025. In the latest quarter ended June 30, 2026, quarterly revenue grew 14.5% year-over-year, bringing trailing twelve-month revenue to $274.6M. However, operating margin over the trailing twelve months remained negative at -7.6%, and trailing diluted earnings per share stood at -$0.08.
Balance sheet and cash flow
As of June 30, 2026, Nextdoor held $378.0M in cash and short-term investments against $27.7M in total debt, yielding net cash of $350.3M. The company reported a current ratio of 13.27 and a debt-to-equity ratio of 0.07 against shareholders' equity of $410.6M. In FY2025, operating cash flow turned positive to $6.5M. Capital expenditures totaled $580,000, leaving $5.9M in free cash flow, while the company allocated $18.9M toward share buybacks.
Valuation and performance
At a share price of $2.46, Nextdoor trades at a market capitalization of $1.03B and an enterprise value of $570.4M. Its price-to-sales multiple is 3.7x and enterprise value-to-revenue is 2.2x, compared to a price-to-sales multiple of 0.8x for the median of its US-listed Communication Services peers. The stock has gained 21.8% over the past year, outperforming the S&P 500 benchmark return of 16.8%.
What analysts expect
Consensus ratings include 2 Strong Buy and 3 Hold recommendations from analysts. The mean price target of $3.35 represents a 36.2% premium over the last closing price of $2.46. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $292.5M and an EPS of -$0.05. Nextdoor has beaten EPS estimates in each of the last 4 quarters, and its next earnings date is November 5, 2026.
Key risks and what to watch
- Profitability risk remains elevated as trailing twelve-month operating margin sits at -7.6%, compared to the sector peer median of 13.3%.
- Continued research and development costs of $135.2M in FY2025 account for more than half of the company's $257.6M annual revenue.
- The stock exhibits higher volatility than the broader market, evidenced by a beta of 1.41.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this NXDR AI stock analysis
This page is an AI-written research summary of Nextdoor Holdings, Inc. (NXDR). 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.
Related: NXDR income statement, NXDR balance sheet, NXDR key metrics, NXDR analyst forecast, NXDR chart. See the NXDR stock overview for the latest quote and news.
NXDR AI stock analysis FAQ
Does Nextdoor pay a dividend?
No, Nextdoor does not pay a dividend. In FY2025, the company returned capital to shareholders via $18.9M in share buybacks.
What is Nextdoor's cash position?
As of June 30, 2026, Nextdoor held $378.0M in cash and short-term investments against $27.7M in total debt, resulting in net cash of $350.3M.
When is Nextdoor's next earnings report?
Nextdoor's next scheduled earnings report date is November 5, 2026.
What are analysts forecasting for Nextdoor?
Analysts project revenue of $292.5M and an EPS of -$0.05 for FY2026, with a mean price target of $3.35.