Nextdoor
Connects verified neighbors, businesses, publishers, and agencies through a local advertising platform.
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Profile
Runs a verified-neighbor network for local news, recommendations, listings, events, alerts, and public-agency updates. Revenue is advertising-led through self-serve, managed, and partner channels, with the business concentrated in the U.S. and organized as a single reportable segment.
Operates a verified-neighbor network where people use real names and addresses to follow local news, discuss neighborhood topics, find recommendations, join events and groups, exchange goods and services, and connect with public agencies. Business Pages, publisher news, Alerts, Ask, and listings are product surfaces around the same local graph.
Monetization runs through the Nextdoor Ads Platform and Nextdoor Ads Manager, supported by self-serve buying, managed campaigns, and programmatic or data partners. The company reports a single segment, and revenue is concentrated in the U.S. while the platform also operates internationally.
Execution centers on making local information timely and commercially useful after the founder-CEO return and recent product redesign. The model depends on verified identity, moderation quality, advertiser brand safety, and enough neighborhood engagement to sustain local ad demand.
Company facts
Categories
Key statistics
Year to date +8.7% · Average volume (30d) 2.2M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | B. Riley | Upgrade | Neutral | Buy | ||
| Aug 6, 2026 | B. Riley Securities | Upgrade | Neutral | Buy | ||
| May 7, 2026 | Goldman Sachs | Target | $3.50 | $2.25 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | −$0.02 | −$0.01 | +50.0% | $72.2M | $74.6M | +3.2% | +6.06% |
| May 6, 2026Q1 FY26 | −$0.05 | −$0.03 | +40.0% | $58.2M | $61.7M | +6.0% | +17.79% |
| Feb 18, 2026Q4 FY25 | −$0.03 | −$0.01 | +66.7% | $67.8M | $69.5M | +2.5% | +5.45% |
| Nov 5, 2025Q3 FY25 | −$0.06 | −$0.02 | +66.7% | $67.7M | $68.9M | +1.7% | −2.91% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $54.2M | $65.1M | $68.9M | $69.5M | $61.7M | $74.6M | |
| Gross profit | $44.7M | $54.5M | $58.5M | $59.0M | $50.6M | $63.1M | |
| Operating income | −$27.0M | −$20.3M | −$17.2M | −$7.4M | −$15.3M | −$5.7M | |
| Net income | −$22.0M | −$15.4M | −$12.9M | −$4.0M | −$11.4M | −$2.1M | |
| Diluted EPS | −$0.06 | −$0.04 | −$0.03 | −$0.01 | −$0.03 | −$0.01 | |
| Gross margin | 82.6% | 83.6% | 84.9% | 84.9% | 82.1% | 84.6% | |
| Operating margin | -49.9% | -31.1% | -25.0% | -10.7% | -24.9% | -7.6% |
Fiscal years (4-quarter sums)FY21 $192.2M · FY22 $212.8M · FY23 $218.3M · FY24 $247.3M · FY25 $257.6M
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $378.0M · Total debt $27.7M · Total assets $461.9M · Shareholders' equity $410.6M
Dividends
No dividends on record.
Ownership
Shares outstanding 386.87M · Float 236.30M · 61.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 13.41M | 7.10% | 13D/G | Oct 22, 2024 |
| Nirav N. Tolia · director, 10 percent owner, officer: CEO and President | 2.01M | 0.52% | Form 4 | Jul 17, 2026 |
| Craig Lisowski · officer: President of Products | 1.72M | 0.45% | Form 4 | Jul 20, 2026 |
| Matthew S. Anderson · officer: CFO and Treasurer | 694.0K | 0.18% | Form 4 | Jul 17, 2025 |
| Robert Hohman · director | 544.2K | 0.14% | Form 4 | Jun 10, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 21, 2026 | Michael Kiernan | officer: Chief Revenue Officer | −111,559 | $2.39 |
| Aug 17, 2026 | Sophia Schwartz | officer: Chief Legal Officer, Secretary | −2,500 | $2.51 |
| Jul 16, 2026 | Craig Lisowski | officer: President of Products | −30,000 | $2.51 |
| Jul 16, 2026 | Sophia Schwartz | officer: General Counsel and Secretary | −52,582 | $2.49 |
| Jul 16, 2026 | Antoinette How | officer: Chief Accounting Officer | −9,424 | $2.48 |
Peers
- Meta
Broad local-social and location-targeted ad rival
- Alphabet Class A
Dominant local search, Maps, Business Profile and ads rival
- Yelp
Direct local reviews, services leads and local ads rival
- Reddit
Community-forum and contextual advertising substitute
- Angi
Home-services marketplace and lead-generation rival
- Zillow Group Class C
Real-estate marketplace rival around local home discovery
- Amazon
Safety-alert and neighborhood security community rival
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Nextdoor | $2.27 | +0.44% | $878.2M | — | — | 3.2 | +14.5% |
| Meta | $578.36 | +0.06% | $1.47T | 21.8 | 19.0 | 6.5 | +28.0% |
| Alphabet Class A | $346.00 | −0.14% | $4.19T | 17.4 | 25.8 | 9.4 | +24.2% |
| Yelp | $23.18 | 0.00% | $1.27B | 11.1 | 10.9 | 0.9 | +1.4% |
| $153.35 | +0.28% | $29.44B | 35.6 | 25.0 | 10.6 | +61.1% | |
| Angi | $5.03 | 0.00% | $203.9M | — | 10.8 | 0.2 | −10.9% |
| Zillow Group Class C | $35.50 | −0.43% | $8.57B | 161.4 | 13.9 | 3.1 | +17.9% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Median | 21.6 | 19.0 | 3.7 | +19.6% |