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Nextdoor Holdings, Inc. (NXDR) Stock Fundamental Analysis & AI Rating 2026

NXDR NYSE Services-Computer Programming, Data Processing, Etc. DE CIK: 0001846069
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
SELL
75% Conf
Pending
Analysis scheduled

📊 NXDR Key Takeaways

Revenue: $257.6M
Net Margin: -21.0%
Free Cash Flow: $5.9M
Current Ratio: 14.03x
Debt/Equity: 0.00x
EPS: $-0.14
AI Rating: SELL with 75% confidence
Nextdoor Holdings, Inc. (NXDR) receives a SELL rating with 75% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $257.6M, net profit margin of -21.0%, and return on equity (ROE) of -12.6%, Nextdoor Holdings, Inc. demonstrates mixed fundamentals in the Technology sector. Below is our complete NXDR stock analysis for 2026.

Is Nextdoor Holdings, Inc. (NXDR) a Good Investment?

Claude

Nextdoor is deeply unprofitable with -$71.9M operating losses and only 4.2% revenue growth, creating fundamental value destruction despite recent loss improvement. With $63.3M cash against annual operating losses exceeding that amount, the company has limited runway unless profitability improves substantially.

Why Buy Nextdoor Holdings, Inc. Stock? NXDR Key Strengths

Claude
  • + Operating losses improved 44.7% YoY indicating trajectory toward profitability
  • + Strong balance sheet with $431.3M equity, zero debt, and 14.03x current ratio provides financial runway
  • + Positive free cash flow ($5.9M) despite operating losses suggests operational discipline in capital allocation

NXDR Stock Risks: Nextdoor Holdings, Inc. Investment Risks

Claude
  • ! Severe operating losses of -$71.9M on $257.6M revenue represent structural unprofitability and value destruction
  • ! Anemic 4.2% revenue growth for a software/services company indicates weak market demand or monetization
  • ! Cash runway of less than 1 year ($63.3M) relative to $71.9M annual operating burn rate creates existential risk
  • ! Negative ROE (-12.6%) and ROA (-11.1%) demonstrate poor capital efficiency and value creation
  • ! Barely positive FCF ($5.9M, 2.3% margin) leaves no buffer for operational fluctuations or investments

Key Metrics to Watch

Claude
  • * Path to operating profitability and estimated timeline to breakeven
  • * Revenue growth acceleration (must exceed 10%+ to justify cash burn trajectory)
  • * Operating margin expansion toward breakeven and beyond
  • * Monthly cash burn rate and remaining runway before capital depletion
  • * User monetization and ARPU trends as proxy for platform viability

Nextdoor Holdings, Inc. (NXDR) Financial Metrics & Key Ratios

Revenue
$257.6M
Net Income
$-54.2M
EPS (Diluted)
$-0.14
Free Cash Flow
$5.9M
Total Assets
$486.8M
Cash Position
$63.3M

💡 AI Analyst Insight

The relatively thin 2.3% FCF margin may limit capital allocation flexibility. Strong liquidity with a 14.03x current ratio provides a solid financial cushion.

NXDR Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -27.9%
Net Margin -21.0%
ROE -12.6%
ROA -11.1%
FCF Margin 2.3%

NXDR vs Technology Sector: How Nextdoor Holdings, Inc. Compares

How Nextdoor Holdings, Inc. compares to Technology sector averages

Net Margin
NXDR -21.0%
vs
Sector Avg 18.0%
NXDR Sector
ROE
NXDR -12.6%
vs
Sector Avg 22.0%
NXDR Sector
Current Ratio
NXDR 14.0x
vs
Sector Avg 2.5x
NXDR Sector
Debt/Equity
NXDR 0.0x
vs
Sector Avg 0.5x
NXDR Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Nextdoor Holdings, Inc. Stock Overvalued? NXDR Valuation Analysis 2026

Based on fundamental analysis, Nextdoor Holdings, Inc. has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
-12.6%
Sector avg: 22%
Net Profit Margin
-21.0%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Nextdoor Holdings, Inc. Balance Sheet: NXDR Debt, Cash & Liquidity

Current Ratio
14.03x
Quick Ratio
14.03x
Debt/Equity
0.00x
Debt/Assets
11.4%
Interest Coverage
N/A
Long-term Debt
N/A

NXDR Revenue & Earnings Growth: 5-Year Financial Trend

NXDR 5-year financial data: Year 2021: Revenue $192.2M, Net Income -$75.2M, EPS $-0.83. Year 2022: Revenue $212.8M, Net Income -$75.2M, EPS $-0.83. Year 2023: Revenue $218.3M, Net Income -$95.3M, EPS $-0.65. Year 2024: Revenue $247.3M, Net Income -$137.9M, EPS $-0.36. Year 2025: Revenue $257.6M, Net Income -$147.8M, EPS $-0.39.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Nextdoor Holdings, Inc.'s revenue has grown significantly by 34% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.39 indicates the company is currently unprofitable.

NXDR Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
2.3%
Free cash flow / Revenue

NXDR Quarterly Earnings & Performance

Quarterly financial performance data for Nextdoor Holdings, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $65.6M -$12.9M $-0.03
Q2 2025 $63.3M -$15.4M $-0.04
Q1 2025 $53.1M -$22.0M $-0.06
Q3 2024 $56.1M -$14.9M $-0.04
Q2 2024 $56.9M -$35.4M $-0.09
Q1 2024 $49.8M -$28.3M $-0.07
Q3 2023 $54.0M -$34.7M $-0.09
Q2 2023 $54.5M -$35.4M $-0.09

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Nextdoor Holdings, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$6.5M
Cash generated from operations
Stock Buybacks
$18.9M
Shares repurchased (TTM)
Capital Expenditures
$580.0K
Investment in assets
Dividends
None
No dividend program

NXDR SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Nextdoor Holdings, Inc. (CIK: 0001846069)

📋 Recent SEC Filings

Date Form Document Action
Apr 2, 2026 4 xslF345X06/wk-form4_1775160160.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775160132.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775160105.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775160073.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775160039.xml View →

Frequently Asked Questions about NXDR

What is the AI rating for NXDR?

Nextdoor Holdings, Inc. (NXDR) has an AI rating of SELL with 75% confidence, based on fundamental analysis of SEC EDGAR filings.

What are NXDR's key strengths?

Claude: Operating losses improved 44.7% YoY indicating trajectory toward profitability. Strong balance sheet with $431.3M equity, zero debt, and 14.03x current ratio provides financial runway.

What are the risks of investing in NXDR?

Claude: Severe operating losses of -$71.9M on $257.6M revenue represent structural unprofitability and value destruction. Anemic 4.2% revenue growth for a software/services company indicates weak market demand or monetization.

What is NXDR's revenue and growth?

Nextdoor Holdings, Inc. reported revenue of $257.6M.

Does NXDR pay dividends?

Nextdoor Holdings, Inc. does not currently pay dividends.

Where can I find NXDR SEC filings?

Official SEC filings for Nextdoor Holdings, Inc. (CIK: 0001846069) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NXDR's EPS?

Nextdoor Holdings, Inc. has a diluted EPS of $-0.14.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is NXDR a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Nextdoor Holdings, Inc. has a SELL rating with 75% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is NXDR stock overvalued or undervalued?

Valuation metrics for NXDR: ROE of -12.6% (sector avg: 22%), net margin of -21.0% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

Should I buy NXDR stock in 2026?

Our dual AI analysis gives Nextdoor Holdings, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is NXDR's free cash flow?

Nextdoor Holdings, Inc.'s operating cash flow is $6.5M, with capital expenditures of $580.0K. FCF margin is 2.3%.

How does NXDR compare to other Technology stocks?

Vs Technology sector averages: Net margin -21.0% (avg: 18%), ROE -12.6% (avg: 22%), current ratio 14.03 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI