NerdWallet — Third Quarter 2026 Earnings Summary

NerdWallet reported third-quarter 2026 revenue of $239.6 million, representing an 11% year-over-year increase driven by growth in consumer loan and deposit account segments. The company achieved GAAP net income of $14.9 million, or $0.23 per diluted share, while non-GAAP operating income reached $30.4 million. Despite the revenue growth, GAAP operating income declined 44% year-over-year to $19.4 million due to increased sales and marketing expenses. Management has adjusted its full-year 2026 guidance, projecting GAAP operating income between $56 million and $62 million and non-GAAP operating income between $85 million and $91 million.