Tearsheet

Nextdoor (NXDR)


Market Price (4/15/2026): $1.445 | Market Cap: $564.9 Mil
Sector: Communication Services | Industry: Interactive Media & Services

Nextdoor (NXDR)


Market Price (4/15/2026): $1.445
Market Cap: $564.9 Mil
Sector: Communication Services
Industry: Interactive Media & Services

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -66%

Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -32%

Megatrend and thematic drivers
Megatrends include Hyperlocal Social & Economic Networks. Themes include Neighborhood Social Networking, Local Online Marketplaces, and Local Business Engagement.

Weak multi-year price returns
2Y Excs Rtn is -63%, 3Y Excs Rtn is -99%

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -72 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -28%

Expensive valuation multiples
P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 87x

Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 25%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -14%

Key risks
NXDR key risks include [1] persistent unprofitability and challenges monetizing its hyperlocal ad model, Show more.

0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -66%
1 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -32%
2 Megatrend and thematic drivers
Megatrends include Hyperlocal Social & Economic Networks. Themes include Neighborhood Social Networking, Local Online Marketplaces, and Local Business Engagement.
3 Weak multi-year price returns
2Y Excs Rtn is -63%, 3Y Excs Rtn is -99%
4 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -72 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -28%
5 Expensive valuation multiples
P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 87x
6 Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 25%
7 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -14%
8 Key risks
NXDR key risks include [1] persistent unprofitability and challenges monetizing its hyperlocal ad model, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Nextdoor (NXDR) stock has lost about 30% since 12/31/2025 because of the following key factors:

1. Nextdoor projected a return to negative Adjusted EBITDA in Q1 2026, forecasting between –$6 million and –$4 million, despite achieving a positive Adjusted EBITDA of $1 million for the full year 2025. This guidance indicated a near-term profitability challenge and a strategic shift prioritizing user experience over immediate earnings.

2. The company reported a 5% year-over-year decline in Platform Weekly Active Users (WAU) to 21.0 million in Q4 2025. Management acknowledged intentionally limiting new user acquisition and not planning to increase ad load in Q1 2026, which signaled a focus on engagement quality over raw user growth but raised concerns about the platform's shrinking reach.

Show more

Stock Movement Drivers

Fundamental Drivers

The -31.4% change in NXDR stock from 12/31/2025 to 4/14/2026 was primarily driven by a -31.9% change in the company's P/S Multiple.
(LTM values as of)123120254142026Change
Stock Price ($)2.101.44-31.4%
Change Contribution By: 
Total Revenues ($ Mil)2532581.7%
P/S Multiple3.22.2-31.9%
Shares Outstanding (Mil)387391-0.9%
Cumulative Contribution-31.4%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 4/14/2026
ReturnCorrelation
NXDR-31.4% 
Market (SPY)-5.4%37.0%
Sector (XLC)-1.0%36.6%

Fundamental Drivers

The -31.1% change in NXDR stock from 9/30/2025 to 4/14/2026 was primarily driven by a -31.7% change in the company's P/S Multiple.
(LTM values as of)93020254142026Change
Stock Price ($)2.091.44-31.1%
Change Contribution By: 
Total Revenues ($ Mil)2502583.0%
P/S Multiple3.22.2-31.7%
Shares Outstanding (Mil)383391-2.1%
Cumulative Contribution-31.1%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2025 to 4/14/2026
ReturnCorrelation
NXDR-31.1% 
Market (SPY)-2.9%32.0%
Sector (XLC)-1.2%28.3%

Fundamental Drivers

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Market Drivers

3/31/2025 to 4/14/2026
ReturnCorrelation
NXDR  
Market (SPY)16.3%33.3%
Sector (XLC)22.0%27.0%

Fundamental Drivers

null
null

Market Drivers

3/31/2023 to 4/14/2026
ReturnCorrelation
NXDR  
Market (SPY)63.3%33.3%
Sector (XLC)107.1%27.0%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
NXDR Return----2%-35%-33%
Peers Return36%-57%60%-6%-20%-23%-46%
S&P 500 Return27%-19%24%23%16%-0%81%

Monthly Win Rates [3]
NXDR Win Rate----50%0% 
Peers Win Rate55%30%65%43%43%50% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
NXDR Max Drawdown-----23%-35% 
Peers Max Drawdown-18%-62%-11%-24%-45%-37% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: YELP, ANGI, META, THRY, IAC.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/14/2026 (YTD)

How Low Can It Go

NXDR has limited trading history. Below is the Communication Services sector ETF (XLC) in its place.

Unique KeyEventXLCS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-47.2%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven89.5%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven602 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-30.1%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven43.2%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven112 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-24.8%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven32.9%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven326 days120 days

Compare to YELP, ANGI, META, THRY, IAC

In The Past

The Communication Services Select Sector SPDR Fund's stock fell -47.2% during the 2022 Inflation Shock from a high on 9/1/2021. A -47.2% loss requires a 89.5% gain to breakeven.

Preserve Wealth

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Asset Allocation

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About Nextdoor (NXDR)

Nextdoor Holdings, Inc. operates as the neighborhood network that connects neighbors, businesses, and public services in the United States and internationally. It enables small and mid-sized businesses, large brands, public agencies, and nonprofits to receive information, give and get help, and build connections. The company is headquartered in San Francisco, California.

AI Analysis | Feedback

Here are 1-3 brief analogies for Nextdoor:

  • Facebook for neighborhoods
  • Reddit for local communities
  • Craigslist for verified neighborhood interactions

AI Analysis | Feedback

  • Nextdoor Neighborhood Network: A digital platform connecting neighbors for local interactions, information exchange, and community building.
  • Local Business Advertising: Services enabling small and mid-sized businesses, as well as large brands, to reach local customers and promote their offerings within specific neighborhoods.
  • Public Agency & Non-profit Engagement: Tools and channels for public services, government agencies, and non-profits to communicate with residents and share important local information.

AI Analysis | Feedback

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Nextdoor (NXDR) primarily sells to other companies and organizations. Its major customers fall into the following categories:

  • Small and Mid-Sized Businesses: These are local businesses that use the Nextdoor platform to connect with neighbors, promote their services, and advertise to local communities.
  • Large Brands: Larger national and international brands that leverage Nextdoor's platform for targeted advertising campaigns to reach specific local demographics and build brand presence within neighborhoods.
  • Public Agencies: Government entities, such as local police departments, fire departments, city councils, and other public services, that utilize Nextdoor to disseminate important information, alerts, and engage with residents.
  • Nonprofits: Charitable organizations and community groups that use Nextdoor to raise awareness for their causes, recruit volunteers, and connect with local supporters.
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AI Analysis | Feedback

  • Amazon.com, Inc. (AMZN)
  • Alphabet Inc. (GOOGL, GOOG)

AI Analysis | Feedback

Nirav Tolia, Chief Executive Officer, President, and Chairperson of the Board

Nirav Tolia is a co-founder of Nextdoor. He returned as CEO, President, and Chairperson of the Board in Q2 2024. Prior to co-founding Nextdoor in 2010, Tolia co-founded Epinions.com, an online consumer review platform that later became Shopping.com and went public before being acquired by eBay in a $634 million deal in 2005. He also served as COO of Shopping.com. Before that, he was an early employee at Yahoo! and an Entrepreneur-in-Residence at Benchmark Capital.

Indrajit Ponnambalam, Chief Financial Officer

Indrajit Ponnambalam was appointed Chief Financial Officer of Nextdoor, effective December 1, 2025. He oversees all aspects of Nextdoor's finance organization. Before joining Nextdoor, Ponnambalam served as Chief Financial Officer at Premion, an advertising platform. He also spent five years in senior finance leadership roles at Match Group, including Chief Administrative Officer and SVP of Finance, where he helped scale its global portfolio and supported the company's growth as a public company.

Sarah Leary, Co-Founder, Chief Marketing Officer, and Chief Global Business Operations Officer

Sarah Leary is a co-founder of Nextdoor. She began her career at Microsoft and held senior leadership roles at tech organizations including Epinions and eBay before co-founding Nextdoor in 2011. During her tenure at Nextdoor from 2010-2019, she served as Vice President of Product and Marketing, and later as Vice President of Marketing, International, and Operations. She is also a Venture Partner at Unusual Ventures and a board member at Spindrift Beverage Co., Inc.

Craig Lisowski, President of Products

Craig Lisowski is Nextdoor's President of Product, bringing over 20 years of experience in engineering, data analytics, business development, and IT. Before Nextdoor, he was Head of Business Platform Engineering at Block, Inc. (formerly Square), where he managed large-scale data systems and led multiple engineering functions. His previous roles include senior positions at Silicon Graphics, VeriSign, and Oracle.

Michael Kiernan, Chief Revenue Officer

Michael Kiernan serves as Nextdoor's Chief Revenue Officer, responsible for sales, client services, and operations. He has nearly 20 years of experience in achieving growth and transformations across leading technology organizations. Kiernan held various go-to-market leadership roles at companies such as X (formerly Twitter) and Yahoo!, and helped lead venture-backed startups like Turn and BrightRoll to successful exits.

AI Analysis | Feedback

Key Risks to Nextdoor (NXDR)

  1. Intense Competition and Market Saturation: Nextdoor operates in a highly competitive social media landscape, contending with platforms such as Facebook Neighborhoods and various local community applications that vie for the same user base. This intense competition, coupled with potential market saturation, makes it challenging for Nextdoor to sustain user growth and maintain its appeal to a diverse audience.
  2. Challenges in User Engagement, Content Moderation, and Trust: The platform faces ongoing issues related to declining content quality, inconsistent moderation practices, and the spread of misinformation or toxic discourse. Nextdoor's reliance on volunteer "Leads" for content oversight can result in biased or uneven enforcement of community guidelines, leading to user dissatisfaction and churn. Additionally, concerns regarding user privacy, aggressive advertising, and the potential for the platform to skew perceptions of local crime can erode user trust. These factors threaten the core value proposition of a trusted neighborhood network.
  3. Profitability Struggles and Dependence on Advertising Revenue: Nextdoor has historically grappled with persistent losses despite efforts to grow revenue. A substantial portion of the company's revenue is derived from advertising, making it vulnerable to economic downturns and shifts in advertising budgets. Reports indicate that some advertisers have experienced poor returns on investment, and the company has observed revenue growth deceleration due to reduced spending by major advertisers and a transition to programmatic ad buying.

AI Analysis | Feedback

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AI Analysis | Feedback

Nextdoor Holdings, Inc. (NXDR) operates in substantial addressable markets related to local advertising and location-based advertising. For their primary product of connecting neighbors and facilitating local commerce, Nextdoor primarily monetizes through advertising. The estimated addressable market for local advertising in the U.S. is significant: * The U.S. non-political, core local advertising spend is projected to reach $171 billion in 2025. A slightly revised projection estimates total local media spending at $168.2 billion for 2025, excluding political advertising. * Within this, digital media is anticipated to capture $89 billion in 2025, accounting for 52% of all local media spending in the U.S. * One source specifically mentions Nextdoor tapping into the U.S. local advertising market, which it estimates at $200 billion. The location-based advertising market also represents a significant addressable market for Nextdoor: * Globally, the location-based advertising market was valued at approximately US$123.34 billion in 2024 and is projected to grow to about US$143.47 billion in 2025, with a compound annual growth rate (CAGR) of 16.3%. * The global location-based advertising market size was USD 81.7 billion in 2022 and is forecast to reach USD 303.8 billion by 2032. North America accounted for over 30% of this market's revenue share in 2022. Nextdoor operates in the United States and 10 other countries internationally. The market sizes provided for local advertising are primarily for the U.S., while the location-based advertising market sizes include both global and North American figures.

AI Analysis | Feedback

Nextdoor (NXDR) is expected to drive future revenue growth over the next 2-3 years through several strategic initiatives focused on enhancing its advertising platform, improving user engagement, and leveraging artificial intelligence.

One significant driver is the **enhancement of its advertising platform, including a focus on self-serve advertisers and a strategic shift towards programmatic ad buying**. The company has seen consistent growth in advertising revenue, with self-serve revenue making up a substantial portion of total revenue and growing significantly year-over-year. This shift aims to capture a larger share of the local advertising market by offering greater advertiser value and simplifying the ad-buying process.

A second key driver is the **"NEXT" product transformation aimed at increasing user engagement and making Nextdoor a primary neighborhood application**. This comprehensive overhaul of the platform, expected to be fully delivered by mid-2025, focuses on improving the user experience, integrating more relevant local content, and fostering community-powered recommendations. Deeper user engagement is crucial for driving advertising revenue and overall platform monetization.

Thirdly, **AI-driven personalization and ad optimization** are expected to contribute to revenue growth. Nextdoor is investing in an AI-enabled ad stack to enhance personalized content, recommendations, and ad platform optimization. Features like click optimization have already demonstrated significant improvements in ad performance, such as reducing cost per click for advertisers.

Finally, **growth in Average Revenue Per User (ARPU)** is a direct indicator of successful monetization efforts. Nextdoor has shown positive momentum in ARPU, with increases attributed to better ad relevance, improved sales productivity, and enhanced platform performance without necessarily increasing ad load. This indicates the company's ability to effectively monetize its existing user base.

AI Analysis | Feedback

Share Repurchases

  • Nextdoor authorized a share repurchase program of up to $100 million of its Class A common stock on June 1, 2022, valid through June 30, 2024.
  • Between October 1, 2025, and December 31, 2025, the company repurchased 2,465,638 shares for $4.36 million.
  • As of February 18, 2026, Nextdoor had completed the repurchase of 65,096,191 shares for $171.58 million under the June 1, 2022 buyback authorization.

Share Issuance

  • Nextdoor's post-SPAC IPO in November 2021 included a private placement where investors subscribed for 27,000,000 shares of Class A common stock at $10.00 per share, totaling $270,000,000.
  • The fully-diluted share count in 2024 was lower than in 2021 when the company went public, but the share count had also tripled to 385 million, contributing to a dilution of book value per share from $5.09 in 2021 to $1.18 in 2024.
  • As of February 24, 2025, there were 235,586,510 shares of Class A common stock outstanding and 150,715,125 shares of Class B common stock outstanding.

Inbound Investments

  • In November 2021, as part of its SPAC IPO, Nextdoor received $270,000,000 from a private placement where investors bought 27,000,000 shares of Class A common stock at $10.00 per share.

Capital Expenditures

  • Capital expenditures remained consistently low, under $1 million annually between 2022 and 2024.
  • Purchases of property, plant, and equipment in Q4 2025 amounted to -$78,000, reflecting a 12.4% year-over-year decrease.
  • Capital allocation focuses on R&D investments.

Better Bets vs. Nextdoor (NXDR)

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1Nextdoor Earnings Notes12/16/2025
Title
0ARTICLES

Trade Ideas

Select ideas related to NXDR.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
META_3272026_Dip_Buyer_ValueBuy03272026METAMeta PlatformsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
8.8%8.8%0.0%
CARG_3062026_Insider_Buying_GTE_1Mil_EBITp+DE_V203062026CARGCarGurusInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
1.2%1.2%-8.3%
YELP_2132026_Dip_Buyer_High_CFO_Margins_ExInd_DE02132026YELPYelpDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
17.9%17.9%-5.7%
TRIP_2132026_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG02132026TRIPTripadvisorDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
10.9%10.9%-3.9%
OMC_2062026_Dip_Buyer_FCFYield02062026OMCOmnicomDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
8.9%8.9%-3.7%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

NXDRYELPANGIMETATHRYIACMedian
NameNextdoor Yelp Angi Meta Pla.Thryv IAC  
Mkt Price1.4426.197.59662.493.0941.8516.89
Mkt Cap0.61.60.31,672.10.13.31.1
Rev LTM2581,4651,031200,9657852,3931,248
Op Inc LTM-721857883,2765711094
FCF LTM63244546,109314244
FCF 3Y Avg-252846648,08367143105
CFO LTM6372105115,800646184
CFO 3Y Avg-2432111892,747101202160

Growth & Margins

NXDRYELPANGIMETATHRYIACMedian
NameNextdoor Yelp Angi Meta Pla.Thryv IAC  
Rev Chg LTM4.2%3.7%-13.0%22.2%-4.7%-8.7%-0.5%
Rev Chg 3Y Avg6.7%7.1%-16.3%19.9%-12.9%-21.0%-3.1%
Rev Chg Q6.5%-0.5%-10.1%23.8%2.7%-10.5%1.1%
QoQ Delta Rev Chg LTM1.7%-0.1%-2.6%6.1%0.6%-3.1%0.3%
Op Mgn LTM-27.9%12.6%7.6%41.4%7.2%4.6%7.4%
Op Mgn 3Y Avg-52.0%9.7%2.5%39.4%6.9%-1.4%4.7%
QoQ Delta Op Mgn LTM4.3%-0.3%1.8%-1.8%2.2%2.0%1.9%
CFO/Rev LTM2.5%25.4%10.2%57.6%8.1%2.6%9.1%
CFO/Rev 3Y Avg-10.9%22.8%10.1%55.3%11.7%7.5%10.9%
FCF/Rev LTM2.3%22.1%4.4%22.9%4.0%1.8%4.2%
FCF/Rev 3Y Avg-11.1%20.2%5.6%29.5%7.8%5.5%6.7%

Valuation

NXDRYELPANGIMETATHRYIACMedian
NameNextdoor Yelp Angi Meta Pla.Thryv IAC  
Mkt Cap0.61.60.31,672.10.13.31.1
P/S2.21.10.38.30.21.41.2
P/EBIT-7.88.63.819.22.685.56.2
P/E-10.411.07.327.7438.6-31.39.1
P/CFO87.04.33.014.42.153.29.4
Total Yield-9.6%9.1%13.8%3.9%0.2%-3.2%2.1%
Dividend Yield0.0%0.0%0.0%0.3%0.0%0.0%0.0%
FCF Yield 3Y Avg-11.9%57.6%3.8%12.4%4.0%11.9%
D/E0.10.01.60.11.90.40.2
Net D/E-0.7-0.20.70.01.80.10.1

Returns

NXDRYELPANGIMETATHRYIACMedian
NameNextdoor Yelp Angi Meta Pla.Thryv IAC  
1M Rtn-8.3%9.9%2.7%8.0%5.1%12.3%6.6%
3M Rtn-27.3%-10.9%-41.2%5.1%-41.9%4.1%-19.1%
6M Rtn-29.8%-22.3%-46.2%-6.4%-72.3%25.7%-26.0%
12M Rtn-29.8%-22.6%-39.3%25.0%-73.3%23.6%-26.2%
3Y Rtn-29.8%-14.7%-64.0%201.5%-86.4%-13.9%-22.2%
1M Excs Rtn-13.3%4.8%-2.3%3.0%0.0%7.3%1.5%
3M Excs Rtn-27.1%-14.1%-42.2%3.4%-44.8%5.7%-20.6%
6M Excs Rtn-36.8%-19.8%-49.5%-12.2%-77.5%23.8%-28.3%
12M Excs Rtn-62.0%-55.8%-72.2%-10.6%-104.9%-10.3%-58.9%
3Y Excs Rtn-99.5%-85.2%-134.6%139.2%-156.1%-85.9%-92.7%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil2025202420232022
Single Segment218213192123
Total218213192123


Short Interest

Short Interest: As Of Date3312026
Short Interest: Shares Quantity6.5 Mil
Short Interest: % Change Since 31520265.7%
Average Daily Volume3.4 Mil
Days-to-Cover Short Interest1.9 days
Basic Shares Quantity390.9 Mil
Short % of Basic Shares1.7%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
2/18/20265.5%4.2%-11.5%
11/5/2025-2.9%-0.6%8.1%
8/7/202513.7%2.7%9.8%
SUMMARY STATS   
# Positive222
# Negative111
Median Positive9.6%3.5%9.0%
Median Negative-2.9%-0.6%-11.5%
Max Positive13.7%4.2%9.8%
Max Negative-2.9%-0.6%-11.5%

SEC Filings

Expand for More
Report DateFiling DateFiling
12/31/202502/18/202610-K
09/30/202511/05/202510-Q
06/30/202508/07/202510-Q
03/31/202505/07/202510-Q
12/31/202402/27/202510-K
09/30/202411/06/202410-Q
06/30/202408/07/202410-Q
03/31/202405/07/202410-Q
12/31/202302/27/202410-K
09/30/202311/07/202310-Q
06/30/202308/08/202310-Q
03/31/202305/09/202310-Q
12/31/202202/28/202310-K
09/30/202211/08/202210-Q
06/30/202208/09/202210-Q
03/31/202205/10/202210-Q

Recent Forward Guidance [BETA]

Latest: Q4 2025 Earnings Reported 2/18/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q1 2026 Revenue57.00 Mil58.00 Mil59.00 Mil-14.1% LoweredGuidance: 67.50 Mil for Q4 2025
Q1 2026 Adj. EBITDA-6.00 Mil-5.00 Mil-4.00 Mil-225.0% LoweredGuidance: 4.00 Mil for Q4 2025
Q1 2026 Adj. EBITDA Margin-11.0%-9.0%-7.0%-250.0%-15.0%LoweredGuidance: 6.0% for Q4 2025
2026 Revenue Growth      
2026 Adj. EBITDA Margin 5.0%    

Prior: Q3 2025 Earnings Reported 11/5/2025

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q4 2025 Revenue67.00 Mil67.50 Mil68.00 Mil2.3% Higher NewGuidance: 66.00 Mil for Q3 2025
Q4 2025 Adj. EBITDA3.50 Mil4.00 Mil4.50 Mil180.0% Higher NewGuidance: -5.00 Mil for Q3 2025
Q4 2025 Adj. EBITDA Margin5.0%6.0%7.0%175.0%14.0%Higher NewGuidance: -8.0% for Q3 2025

Insider Activity

Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Schwartz, SophiaGeneral Counsel and SecretaryDirectSell10620262.0712,52225,974522,041Form
2Schwartz, SophiaGeneral Counsel and SecretaryDirectSell121720252.1740,00086,976574,461Form
3Lisowski, CraigPresident of ProductsDirectSell121220252.5230,00075,6003,396,010Form
4How, AntoinetteChief Accounting OfficerDirectSell121220252.6331,89483,89433,385Form
5Schwartz, SophiaGeneral Counsel and SecretaryDirectSell110520251.9240,00076,860584,507Form