Nextdoor Holdings, Inc. (NXDR) Stock Price & Analysis
Nextdoor Holdings, Inc. (NXDR) closed at USD 2.37 on Wednesday, October 28, 2026, down 1.66% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 2.41; the Oct 28, 2026 session ranged USD 2.33–2.45 on volume of 2,498,195 shares. Market capitalization is $916.83M, with a 52-week range of USD 2.33–2.65 (NCM). Source: Nexqual, retrieved October 29, 2026 at 06:23 UTC.
Also available as compact Markdown for AI agents: nexqual.com/NXDR.md
Key facts (NXDR)
- Last four reported quarters (through Jun 30, 2026): revenue $275M, net income -$30.4M (-11.1% margin), free cash flow $12.3M (SEC filings).
- Insider open-market sales, last ~7 months: 17 Form 4 filings, $1.8M; 0 not under a Rule 10b5-1 plan ($0K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 2.60 on a 1–5 scale) (5 analysts), mean target USD 3.35 (range 2.85–4).
- Total return with dividends: 1Y -3.7% vs S&P 500 +13.6%; 5Y -3.7% vs S&P 500 +79.8%.
- Next earnings: 2026-11-05, EPS estimate USD -0.01, revenue estimate $77.2M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (NXDR)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $192M | $213M | $218M | $247M | $258M | $275M |
| Gross profit | $163M | $174M | $177M | $205M | $217M | — |
| Operating income | -$94.8M | -$144M | -$172M | -$122M | -$71.9M | -$45.6M |
| Net income | -$95.3M | -$138M | -$148M | -$98.1M | -$54.2M | -$30.4M |
| EPS (diluted) | -$0.65 | -$0.36 | -$0.39 | -$0.25 | -$0.14 | — |
| Free cash flow | -$60.1M | -$63.7M | -$59.5M | -$20.6M | $5.9M | $12.3M |
| Gross margin | 85.0% | 81.7% | 80.9% | 83.1% | 84.1% | — |
| Operating margin | -49.3% | -67.8% | -78.9% | -49.2% | -27.9% | -16.6% |
| Net margin | -49.6% | -64.8% | -67.7% | -39.7% | -21.0% | -11.1% |
| Revenue growth | +55.9% | +10.7% | +2.6% | +13.3% | +4.2% | — |
| Cash + short-term investments | $716M | $583M | $531M | $427M | $405M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (NXDR)
P/S 3.3x · P/FCF 74.7x · P/B 2.2x · FCF yield 1.34% · Earnings yield -3.32% · Buyback yield (TTM) 3.60%
Insider sales (SEC Form 4, open-market, last ~7 months) (NXDR)
17 of 17 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-10-20 | Kiernan Michael | Chief Revenue Officer | 50,000 | $127K | 9.9% | Yes (adopted May 22, 2026) | Too little history (no open-market trades in 2023–2025) |
| 2026-10-16 | Schwartz Sophia | Chief Legal Officer, Secretary | 48,120 | $121K | 11.8% | Yes (adopted September 4, 2025) | Too little history (no open-market trades in 2023) |
| 2026-10-16 | How Antoinette | Chief Accounting Officer | 20,705 | $52K | 100% | Yes (adopted June 3, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-10-13 | How Antoinette | Chief Accounting Officer | 10,800 | $29K | 100% | Yes (adopted June 3, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-09-22 | Kiernan Michael | Chief Revenue Officer | 50,000 | $127K | 9.8% | Yes (adopted May 22, 2026) | Too little history (no open-market trades in 2023–2025) |
| 2026-09-21 | How Antoinette | Chief Accounting Officer | 40,000 | $105K | 100% | Yes (adopted June 3, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-09-15 | How Antoinette | Chief Accounting Officer | 154,893 | $376K | 100% | Yes (adopted June 3, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-09-02 | How Antoinette | Chief Accounting Officer | 35,581 | $80K | 100% | Yes (adopted June 3, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-21 | Kiernan Michael | Chief Revenue Officer | 111,559 | $266K | 18% | Yes (adopted May 22, 2026) | Too little history (no open-market trades in 2023–2025) |
| 2026-08-17 | Schwartz Sophia | Chief Legal Officer, Secretary | 2,500 | $6K | 0.7% | Yes (adopted September 4, 2025) | Too little history (no open-market trades in 2023) |
| 2026-07-16 | Lisowski Craig | President of Products | 30,000 | $75K | 1.7% | Yes (adopted September 4, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-07-16 | How Antoinette | Chief Accounting Officer | 9,424 | $23K | 20.9% | Yes (adopted June 2, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-07-16 | Schwartz Sophia | General Counsel and Secretary | 52,582 | $131K | 13.5% | Yes (adopted September 4, 2025) | Too little history (no open-market trades in 2023) |
| 2026-07-14 | Lisowski Craig | President of Products | 60,000 | $150K | 3.3% | Yes (adopted September 4, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-06-22 | Schwartz Sophia | General Counsel and Secretary | 28,616 | $64K | 8.5% | Yes (adopted September 4, 2025) | Too little history (no open-market trades in 2023) |
| 2026-04-16 | Schwartz Sophia | General Counsel and Secretary | 43,015 | $66K | 11.3% | Yes (adopted September 4, 2025) | Too little history (no open-market trades in 2023) |
| 2026-04-16 | How Antoinette | Chief Accounting Officer | 15,597 | $24K | 39.1% | Yes (adopted June 2, 2025) | Too little history (no open-market trades in 2023 or 2024) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (NXDR)
Consensus Hold (mean 2.60 on a 1–5 scale), 5 analysts; mean target USD 3.35 (low 2.85, high 4).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-17 | Citigroup | Target raised | Neutral | $2.3 → $2.85 |
| 2026-08-06 | B. Riley Securities | Upgrade | Neutral → Buy | $2 → $3.3 |
Total return (dividends reinvested) (NXDR)
| 1Y (from 2026-10-16) | 5Y (from 2026-10-12) | |
|---|---|---|
| Total return | -3.7% | -3.7% |
| S&P 500 (SPY) | +13.6% | +79.8% |
| Per year | — | — |
| Volatility (annualized) | 42.1% | 9.0% |
| Max drawdown | -9.9% (Oct 2026→Oct 2026) | -3.7% (Oct 2026→Oct 2026) |
NXDR earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | −$0.01 | −$0.02 | Beat +$0.01 | — |
| — | Quarter ended Mar 31, 2026 | −$0.03 | −$0.04 | Beat +$0.01 | — |
| — | Quarter ended Dec 31, 2025 | −$0.01 | −$0.02 | Beat +$0.01 | — |
| — | Quarter ended Sep 30, 2025 | −$0.03 | −$0.05 | Beat +40.0% | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
NXDR recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Oct 1, 2026 | 8-K | Delisting notice or listing-rule failure; Regulation FD disclosure “On October 1, 2026, Nextdoor Holdings, Inc. (the "Company"), acting pursuant to authorization from its Board of Directors, notified the New York Stock Exchange (the "NYSE") of its intention to voluntarily withdraw the listing of its Class A common stock, par value $0.0001 per share (the "Common Stock"), from the NYSE and transfer the listing to The Nasdaq Stock Market LLC ("Nasdaq"). The Company expects that listing and trading of its Common Stock on the NYSE will end at market close on October 13, 2026 and…” |
| Sep 25, 2026 | 8-K | Director or executive officer change, or pay arrangement “On September 21, 2026, Craig Lisowski resigned from his position as the President of Products of Nextdoor Holdings, Inc. (the "Company"), effective October 16, 2026. Mr. Lisowski's resignation is not the result of any disagreement regarding the Company's operations, policies or practices.” |
| Aug 4, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Aug 4, 2026 | 8-K | Quarterly results |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
NXDR revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $71.7M | 96.2% | +14.1% |
| International | $2.9M | 3.8% | +26.6% |
| Total revenue | $74.6M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
NXDR suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Amazon (AMZN) | “•We rely on third-party software and service providers, including Amazon Web Services ("AWS"), to provide systems, storage and services for our platform.” |
| Competitor | Meta Platforms (META) | “Of these companies, we most directly compete with social media companies that offer local products to advertisers and users, including large companies such as Meta (including Facebook and Instagram), Alphabet (including Google), and other similar service providers.” |
| Competitor | Alphabet (Google) (GOOGL) | “Of these companies, we most directly compete with social media companies that offer local products to advertisers and users, including large companies such as Meta (including Facebook and Instagram), Alphabet (including Google), and other similar service providers.” |
Quoted from the company's 10-K filed Feb 18, 2026.
NXDR company outlook (results filed Aug 4, 2026)
- “Drove Second Consecutive Quarter of Sequential Platform WAU Growth Achieved Quarterly All-Time-High Platform WAU and Revenue Raises Full-Year 2026 Guidance SAN FRANCISCO, CA, August 4, 2026 — Nextdoor Holdings, Inc.”
- “The combination of accelerating engagement, durable revenue growth, and disciplined expense management gives us the confidence to raise our full-year outlook." For more detailed information on our operating and financial results for the second quarter ended June 30, 2026, please reference our Nextdoor Investor Update posted to our Investor Relations website located at investors.nextdoor.com.”
Quoted word-for-word from the SEC 8-K results press release.
NXDR analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $-0.01 | $-0.01 | $0.00 | $77.2M | 3 |
| Next quarter (ends Dec 2026) | $0.00 | $0.00 | $0.00 | $79.1M | 3 |
| Current fiscal year (ends Dec 2026) | $-0.05 | $-0.06 | +$0.01 | $292.5M | 3 |
| Next fiscal year (ends Dec 2027) | $-0.04 | $-0.06 | +$0.02 | $327.3M | 3 |
NXDR options: expected move
Options price a move of about ±18.0% (±$0.43) by Dec 18, 2026, which includes earnings on Nov 5, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Dec 18, 2026 | 51 | 56.9% | ±18.0% |
| Mar 19, 2027 | 142 | 72.0% | ±37.0% |
| Jun 17, 2027 | 232 | 63.7% | ±46.5% |
30-day implied volatility 67.1%. Put/call ratio (volume) 0. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 29, 2026 at 06:23 UTC)
| Price | USD 2.37 |
|---|---|
| Change | ▼ 1.66% (down) |
| Previous Close | USD 2.41 |
| Open | USD 2.45 |
| Day Range | USD 2.33 – 2.45 |
| 52-Week Range | USD 2.33 – 2.65 |
| Volume | 2,498,195 shares |
| Market Cap | $916.83M |
| Exchange | NCM |
Analyst Ratings (NXDR)
Wall Street analysts rate NXDR "Hold" based on 5 analysts, with a mean price target of USD 3.35 (range USD 2.85–4), per Nexqual as of October 29, 2026 at 06:23 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 5 |
| Mean Target | USD 3.35 |
| High Target | USD 4 |
| Low Target | USD 2.85 |
| Buy / Hold / Sell | 2 / 3 / 0 |
Earnings (NXDR)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD -0.01 |
| Revenue Estimate | $77.23M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -0.01 vs est -0.02 ▲ beat |
| 2026-03-31 | USD -0.03 vs est -0.05 ▲ beat |
| 2025-12-31 | USD -0.01 vs est -0.02 ▲ beat |
| 2025-09-30 | USD -0.03 vs est -0.05 ▲ beat |
Source: Nexqual, October 29, 2026 at 06:23 UTC.
Financials & Fundamentals (NXDR)
| Total Revenue | $274.60M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +14.50% |
| Gross Margin | +84.19% |
| Operating Margin | -7.60% |
| Profit Margin | -11.08% |
| ROE | -7.24% |
| Debt / Equity | 0.07 |
| Current Ratio | 13.27 |
| Total Cash | $377.97M |
| Total Debt | $27.70M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $12.27M (4.5% of revenue) |
Source: Nexqual, October 29, 2026 at 06:23 UTC.
Financial Health Score (NXDR)
Nexqual rates Nextdoor Holdings, Inc.'s overall financial health "Mixed" across five dimensions, as of October 29, 2026 at 06:23 UTC.
| Growth | Mixed — Revenue +4.2% YoY (annual), slow |
|---|---|
| Profitability | Solid — Gross margin 84%, operating -17% (last 4 quarters to Jun 2026, SEC) |
| Balance Sheet | Strong — $378M cash vs $28M debt, net cash position |
| Cash Flow | Mixed — FCF $12M (last 4 quarters to Jun 2026, SEC), slim 4.5% margin |
| Efficiency | Critical — ROE -7%, ROA -6.6% (last 4 quarters, SEC) |
Ownership (NXDR)
| Insider Ownership | +3.53% |
|---|---|
| Institutional Ownership | +68.46% |
| Shares Outstanding | 259.38M |
| Float | 238.11M |
| Short % of Float | +2.79% |
Source: Nexqual, October 29, 2026 at 06:23 UTC.
Leadership (NXDR)
Nextdoor Holdings, Inc. is led by Nirav N. Tolia, Co-Founder, CEO, President & Chairperson of the Board, per Nexqual as of October 29, 2026 at 06:23 UTC.
| Co-Founder, CEO, President & Chairperson of the Board | Nirav N. Tolia |
|---|---|
| Treasurer & CFO | Indrajit Ponnambalam |
Major Backers & Investors (NXDR)
Notable institutional backers of Nextdoor Holdings, Inc. include Acadian Asset Management. LLC, Fidelity, Mackenzie Financial Corporation, according to Nexqual as of October 29, 2026 at 06:23 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Acadian Asset Management. LLC | 3.85% |
| Fidelity | 2.56% |
| Mackenzie Financial Corporation | 2.34% |
| Bond Capital Management, LP | 2.15% |
| Westerly Capital Management, LLC | 1.91% |
| Millennium Management | 1.75% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 8.47% |
| Vanguard Group | 5.53% |
| State Street | 2.38% |
| Geode Capital | 2.36% |
Source: Nexqual, October 29, 2026 at 06:23 UTC.
From Nextdoor Holdings, Inc.'s Latest SEC 10-K Filing (filed 2026-02-18)
Key Strengths & Strategy (as disclosed to the SEC)
- Our Nextdoor Ads Platform is built on a proprietary ad stack that includes the Nextdoor Ads Manager interface, our native ad server, and measurement and API tools.
- We rely on a variety of statutory, regulatory and common-law frameworks and defenses relevant to the content available on our platform, including the Digital Millennium Copyright Act (the "DMCA"), the Communications Decency Act ("CDA") and the fair-use doctrine in the United States, the Digital Services Act in the European Union (the "DSA"), and the Electronic Commerce Directive in the European Union (the "E-Commerce Directive").
- Our platform is powered by unique geospatial technology and a proprietary advertising system that enables businesses of all sizes to reach highly engaged audiences with a local focus.
- Nextdoor Ads Manager ("NAM") is the primary interface to our proprietary ad stack and powers our self-serve advertising channel by enabling advertisers to independently plan, launch, and optimize campaigns.
Partnerships
- Our People Operations function supports a flexible hybrid work environment that balances in-person collaboration with remote efficiency.
Legal & Regulatory Risks (Item 1A, quoted)
- We may be liable as a result of content or information that is published or made available on our platform.
- Our business is subject to complex and evolving U.S. and foreign laws, regulations, and industry standards, many of which are subject to change and uncertain interpretations, which uncertainty could harm our business, operating results, and financial condition.
- The costs of complying with these laws and regulations, which in some cases can be enforced by private parties in addition to government entities, are high and likely to increase in the future, particularly as the degree of regulation increases, our business grows and our geographic scope expands.
- We are currently, and in the future may be, involved in legal disputes that are expensive and time consuming, and, if resolved adversely, could harm our business, operating results, and financial condition.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 06:23 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt