Nextdoor Q4 revenue up 7%, beats analyst expectations

Nextdoor Holdings

18/02/2026 21:18

Overview

Neighborhood network's Q4 revenue grew 7%, beating analyst expectations

Adjusted EBITDA for Q4 beat analyst expectations

Company achieved first positive full-year adjusted EBITDA in its history

Outlook

Company did not provide specific guidance for the upcoming quarters

Result Drivers

REVENUE GROWTH - Q4 revenue increased 7% year-over-year, exceeding analyst expectations

USER ENGAGEMENT - Despite a 5% decline in weekly active users, co focused on AI-driven content to enhance engagement

COST MANAGEMENT - Co reduced net loss by more than half year-over-year, reflecting improved cost management

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$69.48 mln
$67.71 mln (5 Analysts)
Q4 Net Income
-$4.03 mln
Q4 Adjusted EBITDA
Beat
$7.62 mln
$4.004 mln (5 Analysts)
Q4 Income from Operations
-$7.42 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the online services peer group is "buy."

Wall Street's median 12-month price target for Nextdoor Holdings Inc is $2.30, about 39.4% above its February 17 closing price of $1.65

Press Release: ID:nBw6yCKFpa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)