NerdWallet Surpasses Q3 2025 Expectations, Highlights Banking & Loans Growth

NerdWallet, Inc. delivered a strong Q3 2025 performance, posting revenue of about $215 million, up 12% year‑over‑year and above its guidance range of $189 million–$197 million. Non‑GAAP operating income reached approximately $41 million, well ahead of guidance. The company cited major strength in its banking segment (up ~96% YoY) and personal loans (up ~91% YoY) as key drivers of growth. Meanwhile, SMB and credit‑card verticals faced headwinds from organic search traffic decline. On the strategic front, NerdWallet emphasized two long‑term initiatives: expanding into below‑prime consumer markets and leveraging large‑language‑model (LLM) traffic for higher conversion. CEO Tim Chen noted that while LLM‑driven traffic is still modest, conversion rates are significantly higher, and they plan to increase investment in that channel. Looking ahead to Q4, revenue guidance is set between $207 million and $250 million, with non‑GAAP operating income expected in the range of $20 million to $24 million. #NerdWallet #FintechEarnings #BankingGrowth #PerformanceMarketing #SlimScan #GrowthStocks #CANSLIM