Nerdy, Inc. Class A (NRDY)

Nerdy, Inc.'s stock price has decreased by 35.12% over the past six months. This performance was influenced by executive stock transactions involving both insider selling and buying. Leadership changes included the appointment of John Paszterko as COO in August 2025. Financial performance showed Q1 2025 revenue of $48 million, slightly above guidance but a marginal year-over-year decline, with a decrease in active learning memberships and an increase in ARPM due to a price hike. Q2 2025 revenue also saw a decline. Analyst ratings were impacted by Wall Street Zen downgrading Nerdy to a "Sell" rating in September 2025. Product innovation was marked by Varsity Tutors introducing new Live+AI™ tools and capabilities in October 2025.

Demand for Nerdy, Inc.'s products and services exhibits seasonality, particularly around academic calendars. The "back-to-school season" is a critical period for the company, and the fourth quarter is often the busiest for revenue in the education industry.

Nerdy, Inc. is a technology company in the Software - Application industry, transforming learning through its live online learning platform. Founded in 2007 and headquartered in St. Louis, Missouri, it uses AI to connect learners with tutors and experts, offering diverse learning experiences across subjects and formats, including one-on-one instruction, small group tutoring, and self-study tools. Its flagship business, Varsity Tutors, provides live online tutoring and classes directly to learners and through institutions.

Nerdy, Inc. primarily operates its live online learning platform within the United States. Varsity Tutors for Schools has partnerships with over 500 school districts across the country, indicating a significant presence in the U.S. education market.

Nerdy, Inc. has worked on enhancing its brand reputation and offerings. Varsity Tutors introduced new Live+AI™ tools and capabilities. Varsity Tutors for Schools has expanded its reach through partnerships, including with Rossville Consolidated School District and Manassas City Public Schools. The company also signed the White House Pledge to Advance AI Education for America's Youth. Nerdy's AI-powered infrastructure has received a high rating, and a SWOT analysis noted that AI integration is boosting the edtech stock.

Individual insiders collectively hold the largest share of Nerdy, Inc., accounting for 41% of the company's ownership. CEO Charles Cohn is the largest individual shareholder, holding 38% of the outstanding shares. Major institutional owners include BlackRock, Inc., Technology Crossover Management VIII, Ltd., Franklin Resources Inc, Vanguard Group Inc, Geode Capital Management, Llc, and State Street Corp. Learn Capital, LLC is also a significant shareholder, owning 6.8% of the common stock.