NerdWallet stock price target lowered to $17 at Truist Securities

Published 11/08/2025, 15:42
NerdWallet stock price target lowered to $17 at Truist Securities

Investing.com - Truist Securities lowered its price target on NerdWallet Inc (NASDAQ:NRDS) to $17.00 from $19.00 on Monday, while maintaining a Buy rating on the financial guidance company. The stock, currently trading at $9.16, has declined over 30% year-to-date, though InvestingPro analysis suggests the stock is trading below its Fair Value.

The price target reduction follows what Truist described as a "mixed quarter" for NerdWallet, with the firm citing an "insurance mishap" that caused a temporary slowdown in insurance revenue. The issue has since been resolved, with recovery observed in July. Despite recent challenges, the company maintains strong fundamentals with a healthy current ratio of 3.44 and impressive revenue growth of 28.75% over the last twelve months.

Despite the slight miss on top-line revenue, NerdWallet delivered a bottom-line beat thanks to improved cost management. The company’s banking segment was highlighted as a particular bright spot, while performance in other segments remained relatively consistent quarter-over-quarter. InvestingPro data reveals 10+ additional insights about NerdWallet’s financial health and growth prospects, available exclusively to subscribers.

Truist noted that while NerdWallet is not directly impacted by tariffs, a weakening consumer environment could adversely affect several of its business categories. However, the firm pointed to renewed momentum in insurance, loans, and banking segments, along with the acquisition of a mortgage broker and cost containment measures as positive factors.

These elements should help management deliver on its fiscal year 2025 guidance while the company awaits a more favorable interest rate environment, according to Truist Securities.

In other recent news, NerdWallet, Inc. announced that its Board of Directors’ Compensation Committee has approved equity awards for Sam Yount, the Chief Business Officer. These awards are part of the company’s 2021 Equity Incentive Plan. The decision includes 62,790 restricted stock units (RSUs) and options to purchase 125,581 shares of the company’s Class A Common Stock, with an exercise price set at $10.80 per share. The RSUs are scheduled to vest quarterly, beginning on September 1, 2025, with subsequent vesting dates on March 1, June 1, September 1, and December 1 each year. The stock options will vest monthly, starting on July 3, 2025, and will continue to vest on the third day of each month thereafter. Both the RSUs and options are contingent upon Mr. Yount’s continued service with NerdWallet. These developments reflect the company’s ongoing efforts to align executive compensation with long-term performance goals.

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