Nextdoor Holdings, Inc.(NXDR)Stock Analysis
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Rank #2,442 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
NXDR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Nextdoor Holdings, Inc. (NXDR), a Technology sector company. 13F Pro's AI-powered ranking engine scores NXDR at 28.3/100 on a 32-signal composite quality model, placing it at rank #2,442 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include institutional flow (4.1) and balance sheet strength (15.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 7.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Nextdoor Holdings, Inc. reports quarterly revenue of $61.7M, net income of $-11.4M, an operating margin of -24.9%. Top institutional holders of NXDR by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, Bond Capital Management,, based on the most recent SEC filings. NXDR trades on the NYSE exchange and files with the SEC under CIK 1846069. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate NXDR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Nextdoor Holdings, Inc. directly from SEC EDGAR. Nextdoor Holdings, Inc.'s 13F Pro composite quality score has ranged between 8 and 61 since 2022, currently 28.3 — a declining long-term trajectory across 51 quarterly and live scoring snapshots.
Revenue
Q1 2026
$61.7M
Net Income
Q1 2026
$-11.4M
Free Cash Flow
Q1 2026
$1.2M
Operating Margin
Q1 2026
-24.9%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+4.2% YoYNet Income
+44.7% YoYOperating Income
+40.9% YoYEPS (Diluted)
+44.0% YoYTotal Assets
-5.3% YoYOp. Cash Flow
+132.0% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $257.6M +4.2% | $247.3M +13.3% | $218.3M +2.6% | $212.8M +10.7% | $192.2M +55.9% | $123.3M |
| Net Income | $-54.2M +44.7% | $-98.1M +33.6% | $-147.8M -7.1% | $-137.9M -44.7% | $-95.3M -26.7% | $-75.2M |
| Operating Income | $-71.9M +40.9% | $-121.6M +29.4% | $-172.3M -19.5% | $-144.2M -52.1% | $-94.8M -23.7% | $-76.7M |
| EPS (Diluted) | $-0.14 +44.0% | $-0.25 +35.9% | $-0.39 -8.3% | $-0.36 +44.6% | $-0.65 +21.7% | $-0.83 |
| Total Assets | $486.8M -5.3% | $514.0M -21.5% | $654.6M -6.4% | $699.6M -16.7% | $840.1M +285.8% | $217.7M |
| Operating Cash Flow | $6.5M +132.0% | $-20.2M +65.9% | $-59.3M +2.0% | $-60.5M -18.0% | $-51.3M -23.2% | $-41.6M |
AI Insight: NXDR Financial Trends
Nextdoor is narrowing losses steadily — operating loss compressed from -$49M in Q2 2024 to -$15M in Q1 2026 — but equity erosion and negative FCF persist.
• Operating loss improved markedly from -$49M in Q2 2024 to -$7M in Q4 2025, before widening slightly to -$15M in Q1 2026.
• Net loss narrowed from -$43M in Q2 2024 to -$4M in Q4 2025, the best result in the observed period.
• Equity has declined every quarter from $472M in Q2 2024 to $401M in Q1 2026, reflecting cumulative net losses.
• Operating cash flow remains volatile and mostly negative, ranging from -$13M to $12M over eight quarters with no clear positive trend.
⚠ Q1 2026 operating loss re-widened to -$15M after Q4 2025's -$7M low — watch whether the seasonal dip reverses in Q2 2026.
⚠ Equity fell $29M in Q1 2026 alone, the steepest single-quarter drop since Q2 2024; continued erosion pressures the balance sheet.
⚠ Revenue has been range-bound between $54M–$69M for eight quarters; a breakout above $70M would signal genuine growth acceleration.
AI Insight: NXDR Ratio Trends
Nextdoor's losses are narrowing year-over-year but remain deeply negative, with Q4 2025's -10.7% operating margin the lone bright spot in an otherwise loss-heavy trajectory.
• Operating margin improved dramatically from -77.4% in Q2 2024 to -10.7% in Q4 2025, signaling meaningful cost discipline over six quarters.
• Q1 2026 operating margin of -24.9% is better than Q1 2025's -49.9%, showing year-over-year improvement despite seasonal weakness.
• All profitability metrics — ROE, ROA, ROIC — remain negative across every reported quarter, with no quarter achieving positive returns.
⚠ Q1 seasonality causes sharp margin deterioration each year; whether Q1 2026's -24.9% floor improves further in Q2 2026 is critical.
⚠ Q4 2025's -10.7% operating margin was a multi-year best — watch whether that level is sustainable or a one-quarter anomaly.
⚠ D/E data is unavailable across all periods, leaving leverage and balance-sheet risk unquantifiable.
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Available Research
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Top Institutional Holders of NXDR
BlackRock, Inc.
$28.5M20,323,104 shVANGUARD CAPITAL MANAGEMENT LLC
$13.5M9,673,479 shBond Capital Management, LP
$11.7M8,355,605 shSTATE STREET CORP
$7.9M5,665,807 shWESTERLY CAPITAL MANAGEMENT, LLC
$7.7M5,500,000 shGEODE CAPITAL MANAGEMENT, LLC
$7.6M5,405,126 shMILLENNIUM MANAGEMENT LLC
$5.3M3,816,938 shQuinn Opportunity Partners LLC
$4.7M3,390,954 shQube Research & Technologies Ltd
$4.6M3,303,037 shVANGUARD PORTFOLIO MANAGEMENT LLC
$4.4M3,156,966 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $28.5M | 20,323,104 |
| VANGUARD CAPITAL MANAGEMENT LLC | $13.5M | 9,673,479 |
| Bond Capital Management, LP | $11.7M | 8,355,605 |
| STATE STREET CORP | $7.9M | 5,665,807 |
| WESTERLY CAPITAL MANAGEMENT, LLC | $7.7M | 5,500,000 |
| GEODE CAPITAL MANAGEMENT, LLC | $7.6M | 5,405,126 |
| MILLENNIUM MANAGEMENT LLC | $5.3M | 3,816,938 |
| Quinn Opportunity Partners LLC | $4.7M | 3,390,954 |
| Qube Research & Technologies Ltd | $4.6M | 3,303,037 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4.4M | 3,156,966 |
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Popular Research
Is NXDR a good stock to buy?
13F Pro's AI-powered analysis of Nextdoor Holdings, Inc. (NXDR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for NXDR are available on the NXDR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own NXDR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling NXDR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Nextdoor Holdings, Inc.'s investment landscape.