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Nerdy Inc

Nerdy Inc

NRDY
$0.83USD↓-2.26%-0.02 today

MARKET CAP

158.5M

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$1 – $1

52W RANGE

$1
$2

AI Summary

Stalk
Buy NowMedium

NRDY remains in an early Stage 1 consolidation after a multi‐year downtrend. A recent Bearish Exhaustion inflection suggests sellers are losing control and increases the probability of a bottoming bounce. Price is holding a pullback into the rising 9‐ and 21‐EMA zone within the base, offering a structurally supported entry. Buy now on this pullback into the consolidation support area.

  • ↑Q1 2026 revenue $48.7M (+2% YoY), non-GAAP EBITDA of $1M.
  • ↑Gross margin improved to 66.2%, up 820 basis points YoY.
  • ↓Balance sheet strain and negative earnings yield suggest overvaluation.
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The case for & against

Bull & Bear analysis

Bearish

Nerdy Inc. (NASDAQ: NRDY) is a leading player in the online education technology sector, primarily known for its Varsity Tutors platform. The company targets the unmet needs of over 50 million K-12 and college students in the U.S. by offering personalized learning solutions, enhancing user experiences through AI-driven tools. As Nerdy pivots towards an AI-native platform, it positions itself to harness rapidly growing trends in educational technology, focusing on delivering quality educational services amid a competitive landscape.

Bull says

  • ↑Q1 2026 revenue $48.7M (+2% YoY), non-GAAP EBITDA of $1M.
  • ↑Gross margin improved to 66.2%, up 820 basis points YoY.
  • ↑V3 AI platform onboarded 6,000+ new customers, boosting engagement.
  • ↑Full-year 2026 revenue guidance $180–190M; targeting breakeven adjusted EBITDA.
  • ↑ARPA rose 12% YoY to $374, evidencing higher monetization.
  • ↑Positive growth factor and manageable leverage support resilience.

Bear says

  • ↓Balance sheet strain and negative earnings yield suggest overvaluation.
  • ↓Q1 active members fell 9% YoY to 36.9K, retention concerns.
  • ↓Profitability factors weak, revisions factor negative, hinting at deterioration.
  • ↓Volatility score high, indicating large price swings and liquidity risk.
  • ↓Institutional revenue risk from volatile education funding and bookings.
  • ↓Low profitability and high leverage elevate financial vulnerabilities.

Earnings Call · Q1 2025 · Mgmt. Guidance

Updated 06-14-2026neutral

Transcript signals

Bull points

  • In the first quarter, we continued to execute against our goals to deliver product innovation and operational improvements that will enable a return to growth and profitability.
  • Our investments in the quality of our revenue and focus on delivering enhancements to learning memberships are continuing to build momentum.
  • Average revenue per member per month, or ARPA, increased to $335, a 14% improvement on a year-over-year basis as of March 31, 2025.

Bear points

  • During the quarter, gross margins were lower year-over-year due to the temporary timing differences between the investments we've made in Tudor incentives and the price increases enacted for our new consumer customers.
  • we decreased headcount by about 16% since December 31st.
  • NERDI delivered revenue of $47.6 million in the first quarter above our guidance range of $45 to $47 million, which represented a decrease of 11% year-over-year from $53.7 million during the same period in 2024.
Read full transcript analysis ›