Nerdy Inc. (NRDY) Posts Fourth Quarter Loss, Surpasses Revenue Projections

Nerdy Inc. Reports Quarterly Results: Loss Narrows, Revenue Beats Expectations

Nerdy Inc. (NRDY) posted a quarterly loss of $0.08 per share, which was slightly wider than the consensus estimate of a $0.06 loss. This result marks an improvement from the $0.09 loss per share reported in the same period last year. The numbers have been adjusted to exclude one-time items.

This quarter's results reflect a negative earnings surprise of 45.46%. In the previous quarter, the company was anticipated to report a loss of $0.16 per share but instead reported a smaller loss of $0.10, resulting in a positive surprise of 37.5%.

Over the past four quarters, Nerdy has exceeded consensus earnings per share estimates three times.

Operating within the Zacks Schools industry, Nerdy generated $49.11 million in revenue for the quarter ending December 2025, surpassing analyst expectations by 7.45%. This is an increase from $47.99 million in revenue during the same period last year. The company has outperformed revenue estimates twice in the last four quarters.

How the stock reacts in the near term will largely depend on management's insights shared during the earnings call and future earnings guidance.

Since the start of the year, Nerdy's share price has declined by approximately 10.6%, while the S&P 500 has risen by 1.5%.

What Lies Ahead for Nerdy?

Although Nerdy has trailed the broader market so far this year, investors are now focused on what the future holds for the stock.

While there is no simple answer, a key factor to watch is the company's earnings outlook. This includes not only current consensus estimates for upcoming quarters but also recent changes in those projections.

Studies have shown that short-term stock price movements are closely linked to trends in earnings estimate revisions. Investors can monitor these changes themselves or use established tools like the Zacks Rank, which has a strong record of leveraging estimate revisions to predict performance.

Prior to this earnings release, estimate revisions for Nerdy were mixed. Following the latest results, the company's Zacks Rank stands at #3 (Hold), suggesting the stock is likely to perform in line with the market in the near term.

It will be important to watch how analyst estimates for the next quarters and the current fiscal year evolve in the coming days. At present, the consensus forecast is for a loss of $0.05 per share on $47.44 million in revenue for the next quarter, and a loss of $0.20 per share on $181.66 million in revenue for the full fiscal year.

Investors should also consider the broader industry outlook, as it can significantly influence Nerdy's performance. The Zacks Industry Rank places the Schools sector in the top 9% of over 250 industries. Historically, the top half of Zacks-ranked industries outperforms the bottom half by more than two to one.

Another company in the same sector, Afya (AFYA), has yet to announce its results for the quarter ending December 2025.

Afya, which focuses on medical education, is projected to report quarterly earnings of $0.36 per share, unchanged from the same period last year. The consensus estimate for Afya's earnings has remained stable over the past month.

Afya's revenue is expected to reach $175.15 million, representing a 20.6% increase year over year.

Is Nerdy Inc. (NRDY) a Good Investment?

If you're considering investing in Nerdy Inc. (NRDY), you might also be interested in learning about the top stock picks for the next month. Zacks Investment Research offers a complimentary report on the 7 best stocks to buy now.

Since 1978, Zacks Investment Research has provided investors with independent analysis and tools. Over the past 25 years, the Zacks Rank stock-rating system has delivered an average annual return of +24.08%, more than doubling the S&P 500's performance during the period from January 1, 1988, to May 6, 2024.

Want to see the latest stock recommendations from Zacks? Download the 7 Best Stocks for the Next 30 Days for free.