Nerdy Inc. (NRDY)
Consumer Discretionary · Online tutoring and learning marketplace · NYSE
Nerdy provides an AI-powered live online tutoring and learning platform that connects learners with subject matter experts across the academic and professional development spectrum.
What Nerdy Inc. does
Nerdy Inc. operates a live online tutoring and learning platform (flagship: Varsity Tutors) that connects students and learners with tutors and subject-matter experts through a two-sided marketplace. The platform offers personalized learning experiences across multiple subjects and formats—including one-on-one instruction, small group classes, chat-based tutoring, essay review, adaptive assessments, and self-study tools. Learners access the platform through direct consumer memberships or via institutional partnerships with schools and education systems.
Themes: Live online tutoring marketplace, EdTech / education technology, AI-powered learning personalization, Test prep and academic remediation, Professional and technical skill development
Fundamentals
- Price$10.39 as of 2026-08-26 close
- Market cap$139M as of 2026-08-27
- 1-year returnn/a our price history for this company shows an unadjusted split or scale break
- P/En/a negative earnings
- Net margin-18.6% as of 2026-08-27
- Gross margin+64.5% as of 2026-08-27
- ROE-141.9% as of 2026-08-27
- Debt / equity1.01 as of 2026-08-27
- Revenue growth (YoY)-2.2% as of 2026-08-27
- Revenue CAGR (3y)+3.2% SEC XBRL
- Beta1.75 as of 2026-08-27
- Last reported earnings2026-08-06 SEC EDGAR Form 8-K (Item 2.02)
How NRDY compares in its sector
- net profit marginbottom 10% 334 covered Consumer Discretionary peers, as of 2026-08-27
- operating marginbottom 10% 334 covered Consumer Discretionary peers, as of 2026-08-27
- gross margintop 25% 331 covered Consumer Discretionary peers, as of 2026-08-27
- return on equitybottom 10% 334 covered Consumer Discretionary peers, as of 2026-08-27
- 3-year revenue CAGRmiddle range 325 covered Consumer Discretionary peers
- free cash flow (absolute dollars, latest fiscal year)bottom 25% 311 covered Consumer Discretionary peers, as of FY2025
Position among covered Consumer Discretionary companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Analyst consensus
- Consensus ratingBuy (2.50 mean, 1=Strong Buy…5=Strong Sell) — 2 analysts
- Mean price target$24.38 range $18.75 – $30.00
Analyst estimates, as of 2026-08-23. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for NRDY
- Consensus EPS estimate-$1.05 next reporting period, as of 2026-08-23
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Unprofitable with negative 18.6% net margin; operating losses continuing in Q1 2026; cash runway pressure given negative operating cash flow of $1.8M in Q1 2026.","Intense competition from established tutoring platforms, academic enrichment providers, and emerging ed-tech solutions; customer acquisition costs and retention challenges in a discretionary education market.","Dependence on labor supply and quality of a large network of independent tutors/experts; regulatory or classification risks around contractor-versus-employee status and gig economy regulations."]
What changed in the latest 10-Q
AI-assisted comparison of NRDY's 10-Q filed 2026-05-07 against the prior one filed 2025-11-06.
Management's Discussion & Analysis (MD&A)
- Reworded:
- Reference to Annual Report changed from 'year ended December 31, 2024 (the "2024 Annual Report"), filed with the United States Securities and Exchange Commission (the "SEC") on February 27, 2025' in older filing to 'year ended December 31, 2025 (the "2025 Annual Report"), filed with the United States Securities and Exchange Commission (the "SEC") on February 26, 2026' in newer filing
- Notes:
- Text appears truncated at end of both excerpts; comparison limited to provided content
Risk Factors
The two filings could not be meaningfully compared for this section.
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
4 open-market purchases and 5 open-market sales by insiders in the last 90 days.
- Last 90 days4 buys ($950853) · 5 sells ($103676) — 1 buying, 4 selling insiders
- Last 180 days4 buys ($950853) · 8 sells ($216386) — 1 buying, 4 selling insiders
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-07-16. As of 2026-08-27.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about NRDY's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Institutional ownership (13F)
5 institutional 13F filers reported holding NRDY as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 5
- Reported shares held 5,879,107
- Reported value $4,798,528
reported quarterly holdings change (2025-12-31 → 2026-03-31): 0 new, 2 increased, 3 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
NRDY had 3,711,074 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
Short interest as a percent of shares outstanding is not shown for NRDY because we do not hold a verified share count to divide it by. The reported figures above are unaffected.
- Reported short interest (shares) 3,711,074
- Prior settlement (shares) 3,634,265
- Reported change 2.11%
- Days to cover (reported) 11.96
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Chegg (CHGG)
- Duolingo (DUOL)
- Coursera (COUR)
- Udemy (UDMY)
- Pearson
- Stride (LRN)
- 2U (TWOU)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
Compare NRDY vs…
Frequently asked questions
What does Nerdy Inc. (NRDY) do?
Nerdy Inc. operates a live online tutoring and learning platform (flagship: Varsity Tutors) that connects students and learners with tutors and subject-matter experts through a two-sided marketplace. The platform offers personalized learning experiences across multiple subjects and formats—including one-on-one instruction, small group classes, chat-based tutoring, essay review, adaptive assessments, and self-study tools.
What sector is Nerdy Inc. (NRDY) in?
Nerdy Inc. (NRDY) is classified in the Consumer Discretionary sector. Its industry is Online tutoring and learning marketplace. It trades on NYSE.
Who are Nerdy Inc.'s (NRDY) competitors?
Notable peers of Nerdy Inc. (NRDY) include Chegg, Duolingo, Coursera, Udemy and Pearson. This peer set is informational only — not financial advice.
Where does stocks-llm's data on NRDY come from?
Fundamentals and prices come from market data, as of 2026-08-27; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-27. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-26.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.