Nerdy, Inc. Class A (NRDY)

Nerdy, Inc.'s stock price has experienced volatility over the past six months. Key events include a Q3 2025 earnings report with a reported loss and missed revenue estimates, a stock purchase by the CEO, analyst rating changes with lowered price targets, and the launch of Live Learning Platform 2.0 with new AI tools. The company also faced financial challenges, including delays in product launches and reduced institutional revenue, and secured a $50 million loan.

Nerdy, Inc. experiences demand seasonality, with lower revenues during school and university summer breaks due to a normal seasonality decline.

Nerdy, Inc. operates a platform for live online learning, connecting students with educators through its AI-driven platform. It is categorized under the Consumer Services sector and Education Services industry, with Varsity Tutors LLC as its flagship business. The company offers various learning formats and generates revenue through subscription fees, pay-per-session fees, and content licensing.

Nerdy, Inc. is headquartered in St. Louis, Missouri, and primarily operates its platform for live online learning in the United States.

Nerdy, Inc.'s brand reputation has been shaped by technological innovation and expansion efforts, with enhancements leading to stronger engagement and retention. The introduction of new Live+AI tools has been a positive development. However, the company has also experienced reputational challenges, including a decline in active members and reduced institutional revenue.

Nerdy, Inc. has a diverse ownership structure, with insiders holding the largest portion at approximately 41%. CEO Charles K. Cohn is the largest individual shareholder, owning 29.30% of the company. Major institutional owners include BlackRock, Inc., Technology Crossover Management VIII, Ltd., and Franklin Resources Inc, among others.