MarketBeat report covering Nextdoor Holdings Inc. (Class A) (NXDR) market action, institutional positioning, and fundamental catalysts.
Why NXDR Stock dropped -2.61% Today — RQD Quant Desk Flash
Nextdoor Holdings Inc. (Class A) (NXDR) carries a Roarable Rating of D (Sell) with 48/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is NXDR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, Nextdoor Holdings Inc. (Class A) (NASDAQ: NXDR) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 48/100 at a spot price of $2.24 (-2.61% 1D, market cap $889.8M). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 5/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 8/20, and SEC Balance-Sheet Forensics 6/20. Across 714 tracked Technology issuers, NXDR ranks #380 in composite RQD confidence.
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does NXDR compare to TBLA and DSP in the Technology sector?
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Within the Technology sector (Computer Software: Programming Data Processing), NXDR carries a Roarable D (48/100 RQD), trailing P/E of N/A, gross margin of 84.1%, and ROIC of -15.4%. By comparison, TBLA (Taboola.com Ltd.) holds a D+ grade (56/100 RQD, P/E 21.0x, ROIC 3.9%, cap $887.4M) and DSP (Viant Technology Inc. (Class A)) posts a B- grade (70/100 RQD, P/E 106.2x, ROIC 21.5%, cap $887.1M). Among the 5-stock peer group, TBLA leads on earnings multiple (21.0x) while DSP leads on capital efficiency (21.5% ROIC).
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for NXDR?
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Per NXDR's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001846069), Nextdoor Holdings Inc. (Class A) generated $257.6M in revenue (+4.2% YoY), -$54.2M in net income, and $5.9M in free cash flow against $486.8M in total assets and $0 in total debt. Key quantitative strengths: Clean SEC annual filing review with no major hidden accounting time-bombs.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
Altman Z-Score 8.04 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9
SEC XBRL FY 2025 (10-K): 2.3% FCF Margin ($5.9M FCF) & 84.1% Gross Margin
Put hedging (50% put share) caps near-term gamma upside (-15 pts vs max)
⚔️ Adversarial Opposing Case: What Could Spark a NXDR Turnaround Squeeze
While NXDR currently carries a cautious 48/100 (D) rating due to Whale & Options Positioning (5/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
Clean SEC annual filing review with no major hidden accounting time-bombs.
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($2.35) and Max Pain ($2.35) forces dealer call-delta covering toward $2.78.
Forensic Repair Trigger: Halting share dilution (Dilution Drag (+1.64% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
Why NXDR Stock dropped -2.61% Today — RQD Quant Desk Flash
Nextdoor Holdings Inc. (Class A) (NXDR) dropped -2.61% to $2.24, trading at 11% of its 52-week range ($2.19 – $2.65). Stretched risk/reward at current multiples (-15% return on capital) under elevated 10-year interest-rate pressure.
- ▸Technical Tape: Trading at 11% of its 52-week range ($2.19 – $2.65) with RSI-14 at 38.7 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±9.4% around $2.24 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable D (Sell) backed by 84.1% gross margin and $5.9M annual free cash flow.
Stock Titan report covering Nextdoor Holdings Inc. (Class A) (NXDR) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Nextdoor Holdings Inc. (Class A) (NXDR) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Nextdoor Holdings Inc. (Class A) (NXDR) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Nextdoor Holdings Inc. (Class A) (NXDR) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Nextdoor Holdings Inc. (Class A) (NXDR) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Nextdoor Holdings Inc. (Class A) (NXDR) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Nextdoor Holdings Inc. (Class A) (NXDR) market action, institutional positioning, and fundamental catalysts.
Stock Preachers News Commentary - A new personal AI agent has been downloaded 10.9 million times in the six weeks since its September 8 launch, according to Sensor Tower data reported by Yahoo Finance on October 20, with
Energy driven inflation in the US just hit 3.7% year on year, which puts rising costs and squeezed household budgets back in the spotlight. When prices feel jumpy, smaller stocks with low share prices but sturdier financ
Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring NXDR)
- ✓Walkthrough of NXDR's RQD Radar, SEC cash-conversion gap & downside invalidation levels
- ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
- ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
NXDR Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +4.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on NXDR today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for NXDR. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (NXDR)
1. Head-to-Head Technology Peer Comparison (NXDR vs. TBLA, DSP, CEVA, SIFY)
Industry: Computer Software: Programming Data Processing (72 Tracked Issuers)Across 714 tracked Technology securities in the Roarable RQD universe, Nextdoor Holdings Inc. (Class A) (NXDR) ranks #380 by composite RQD confidence (48/100, grade D) and #360 by equity capitalization ($889.8M). Within this direct 5-issuer industry benchmark cohort, TBLA leads on earnings valuation at 21.0x trailing P/E, while DSP leads on capital efficiency and profitability with 21.5% ROIC and 45.8% gross margin. DSP currently holds the highest overall quantitative score in the immediate peer group at 70/100 (B-) compared with NXDR at 48/100 (D).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| NXDR
ACTIVE
Nextdoor Holdings Inc. (Class A) | D | 48/100 | — | 84.1% | -15.4% | -2.61% | $889.8M | Benchmark Subject |
| TBLA Taboola.com Ltd. | D+ | 56/100 | 21.0x | 29.8% | 3.9% | -1.56% | $887.4M | /tbla-vs-nxdr → |
| DSP Viant Technology Inc. (Class A) | B- | 70/100 | 106.2x | 45.8% | 21.5% | -3.82% | $887.1M | /dsp-vs-nxdr → |
| CEVA CEVA Inc. | E | 30/100 | — | 87.1% | -3.0% | -8.18% | $905.2M | /ceva-vs-nxdr → |
| SIFY Sify Technologies Limited | D | 48/100 | — | — | — | -1.50% | $914.8M | /sify-vs-nxdr → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001846069In its most recent audited fiscal period (FY2025, filed 2025-12-31), Nextdoor Holdings Inc. (Class A) (NXDR) reported GAAP revenue of $257.6M (+4.2% vs. FY2024 revenue of $247.3M , and +18.0% cumulative change since FY2023) , GAAP net income of -$54.2M, operating cash flow of $6.5M, and free cash flow of $5.9M (+128.6% YoY). On the balance sheet, NXDR closed FY2025 with $486.8M in total assets against $0 in total debt (Altman Z-Score: 8.04, Piotroski F-Score: 7/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $257.6M | -$54.2M | $6.5M | $5.9M | $486.8M | — |
| FY2024 (FY) | 2024-12-31 | $247.3M | -$98.1M | -$20.2M | -$20.6M | $514.0M | — |
| FY2023 (FY) | 2023-12-31 | $218.3M | $147.8M | -$59.3M | -$59.3M | — | — |
3. NXDR Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs NXDR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-02, Nextdoor Holdings Inc. (Class A) (NASDAQ: NXDR) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 48/100 at a spot price of $2.24 (-2.61% 1D, market cap $889.8M). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 5/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 8/20, and SEC Balance-Sheet Forensics 6/20. Across 714 tracked Technology issuers, NXDR ranks #380 in composite RQD confidence.
How does NXDR compare to TBLA and DSP in the Technology sector?
Within the Technology sector (Computer Software: Programming Data Processing), NXDR carries a Roarable D (48/100 RQD), trailing P/E of N/A, gross margin of 84.1%, and ROIC of -15.4%. By comparison, TBLA (Taboola.com Ltd.) holds a D+ grade (56/100 RQD, P/E 21.0x, ROIC 3.9%, cap $887.4M) and DSP (Viant Technology Inc. (Class A)) posts a B- grade (70/100 RQD, P/E 106.2x, ROIC 21.5%, cap $887.1M). Among the 5-stock peer group, TBLA leads on earnings multiple (21.0x) while DSP leads on capital efficiency (21.5% ROIC).
What are the biggest fundamental strengths and SEC risk factors for NXDR?
Per NXDR's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001846069), Nextdoor Holdings Inc. (Class A) generated $257.6M in revenue (+4.2% YoY), -$54.2M in net income, and $5.9M in free cash flow against $486.8M in total assets and $0 in total debt. Key quantitative strengths: Clean SEC annual filing review with no major hidden accounting time-bombs.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is NXDR trading relative to its 50-day, 200-day, and 52-week technical levels?
NXDR last traded at $2.24 (-2.61% on volume of 1,654,349 shares), positioning the stock -4.68% below its 50-day simple moving average ($2.35) and -9.31% below its 200-day simple moving average ($2.47). Across its 52-week range of $2.19 to $2.65, NXDR sits at the 10.9% percentile with a 14-day RSI of 38.7 (NEUTRAL RANGE) and an implied next-earnings move of ±9.4% ($2.03 to $2.45).
NXDR Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is NXDR stock moving today?
Why NXDR Stock dropped -2.61% Today — RQD Quant Desk Flash. Stretched risk/reward at current multiples (-15% return on capital) under elevated 10-year interest-rate pressure.
NXDR — Nextdoor Holdings Inc. (Class A): What the Facts Mean to a Prospective Investor
Roarable Rating Brief: What This Means to a Prospective Investor
Per the Roarable RQD rating, NXDR scores 48 out of 100, a letter grade of D, with the verdict label "Roarable Sell — Underperform / Distribution Warning." The five pillars are:
- Fundamental Cash Engine: 13 / 20. Per the Roarable RQD rating, this reflects ROIC of -15.4% and an FCF yield of 0.66%. For a prospective investor, the pillar signals that the business is not currently generating meaningful returns on capital, and cash yield relative to the $889.8M market cap is thin.
- Whale 13F Flow: 5 / 20. The pillar is labeled as reflecting institutional accumulation and options positioning. The underlying 13F holdings data is not provided in the source data, so the specific drivers of this low score cannot be confirmed.
- Insider Conviction: 6 / 20. The pillar is labeled as reflecting SEC Form 4 and Congressional PTR cluster flow. The individual transactions are not itemized in the holders section, which is empty.
- Macro Regime Fit: 8 / 20. Per the Roarable RQD rating, beta is 1.0, with a sector-sensitivity component. For an investor, this indicates market-level volatility exposure without a demonstrated defensive offset.
- Forensic Balance Sheet: 16 / 20. Per the Roarable RQD rating, Altman Z is 8.04, Piotroski F is 7/9, and Debt/Equity is 0.5. This is the strongest pillar and suggests the balance sheet is not the primary risk factor.
Taken together, the rating frames NXDR as a company with a relatively sound balance-sheet profile but weak cash generation, low institutional and insider conviction signals, and an unfavorable operating return profile. The rating's verdict is a distribution warning rather than a valuation call, so the prospective investor's core question is whether operating economics can improve enough to justify the current $2.24 price, which the source data does not resolve.
Business
Nextdoor Holdings Inc. (Class A) is a NASDAQ-listed issuer in the Technology sector, within the Computer Software: Programming Data Processing industry. The source data does not describe its products, customers, or revenue model beyond the sector classification. Per the market data, gross margin is 84.1%, operating margin is -27.9%, and net margin is -21%. Per the news wire, the company's ad tool is described as enabling targeting of neighborhoods within covered ZIP codes.
Financial Trend
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 (filed 2025-12-31) | $257.6M | $-71.9M | $-54.2M | N/A | $5.9M | $63.3M | N/A |
| FY 2024 (filed 2024-12-31) | $247.3M | $-121.6M | $-98.1M | N/A | $-20.6M | $45.5M | N/A |
| FY 2023 (filed 2023-12-31) | $218.3M | $-172.3M | $147.8M | N/A | $-59.3M | N/A | N/A |
Per the SEC financials, revenue rose in each reported year, from $218.3M to $257.6M, while operating losses narrowed from $-172.3M to $-71.9M, and FY 2025 free cash flow turned positive at $5.9M. Per the market data, ROIC is -15.4%, operating margin is -27.9%, and net margin is -21%. Per the Roarable RQD rating, the Altman Z-Score is 8.04 and the Piotroski F-Score is 7/9, with Debt/Equity at 0.5, indicating a forensically sound balance sheet. The FY 2023 net income of $147.8M alongside a $-172.3M operating loss is not explained by the source data.
Recent Catalysts & News Wire Analysis
Per the news wire, six items were published for NXDR, all rated YELLOW:
- A MarketBeat report noted the stock price rose 4.8%.
- A Stock Titan report states the Class A stock is to be removed from listing and/or registration. This is the most material item in the wire, and its scope, timing, and mechanics are not detailed in the source data.
- A Simply Wall St report covers valuation and price targets, though the targets are not provided in the source data.
- A Stock Titan report covers the ad-targeting product.
- A MarketBeat report notes a CAO sale of $51,555.45 in stock.
- A Stock Titan report describes quarterly vesting of 103,249 shares for the CFO under a four-year stock award.
The Butterfly Supply-Chain Graph reports supply chain as NONE, with no butterfly links and no proprietary signals.
Open Questions
- What is the scope, timing, and mechanism of the reported removal from listing and/or registration?
- What explains the FY 2023 net income of $147.8M despite an operating loss of $-172.3M?
- What are the EPS, debt, and cash-flow-from-operations figures that would allow P/E and leverage assessment?
- What is the composition of revenue and the underlying drivers of FY 2025 positive free cash flow?
- Who are the 13F institutional holders and insiders behind the Whale and Insider pillar scores?
NXDR Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Nextdoor Holdings Inc. (Class A) (NXDR) • Click "Debate This Headline" to argue it in the Roar Pit below
MarketBeat report covering Nextdoor Holdings Inc. (Class A) (NXDR) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Nextdoor Holdings Inc. (Class A) (NXDR) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Nextdoor Holdings Inc. (Class A) (NXDR) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Nextdoor Holdings Inc. (Class A) (NXDR) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Nextdoor Holdings Inc. (Class A) (NXDR) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Nextdoor Holdings Inc. (Class A) (NXDR) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Nextdoor Holdings Inc. (Class A) (NXDR) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Nextdoor Holdings Inc. (Class A) (NXDR) market action, institutional positioning, and fundamental catalysts.
NXDR Bull vs. Bear Conversation Board — What's Your Call at $2.24?
🔥 Official Bull vs. Bear Debate: Is NXDR (D • RQD 48/100) a Buy at $2.24?
Welcome to the NXDR (Nextdoor Holdings Inc. (Class A)) Roar Pit. Current RQD Composite is 48/100 (Roarable Sell — Underperform / Distribution Warning) in Computer Software: Programming Data Processing. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Pump the brakes on NXDR — check the valuation vs. margin headwinds
Everyone in here is repeating the bull case on NXDR, but look at what you are paying: current EV/EBITDA multiples with 84.1% gross margins. Unless Nextdoor Holdings Inc. (Class A) expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
NXDR cash flow & RQD setup is being underpriced by the Street here
Looking at the 5-pillar RQD breakdown on NXDR, the market is fixating on short-term headline noise in Computer Software: Programming Data Processing and ignoring the balance sheet and cash flow trajectory. At $2.24 (52-wk range $2.19 - $2.65), any beat on forward guidance forces shorts and underweight funds to chase.