Nextdoor Holdings, Inc. (NXDR)
NYSECommunication ServicesInternet Content & InformationSnapshot 2026-11-04
NYSECommunication ServicesInternet Content & InformationSnapshot 2026-11-04
QuarterlyIQ Insights · NXDR
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 240.2% |
| Our one-year growth estimate | diamond | 16.4% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 223.8 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 12 industry peers
NXDR — legal / regulatory event — Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standar…
Dated 2026-10-01
Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing. On October 1, 2026, Nextdoor Holdings, Inc. (the “Company”), acting pursuant to authorization from its Board of Directors, notified the New York Stock Exchange (the “NYSE”) of its intention to voluntarily withdraw the listing of its Class A common stock, par value $0.0001 per share (the “Common Stock”), from the NYSE and transfer the listing to The Nasdaq Stock Market LLC (“Nasdaq”). The Compa…
Why it matters: Q2 revenue grew 15% year over year, and Nextdoor raised its full-year outlook. Q3 results test whether that growth continues.
Watch forQ3 revenue is above $78M and year-over-year growth stays at or above 15%.
Also watch forQ3 revenue is below $76M or year-over-year growth falls below 11%.
Why it matters: The sector read flags a shift if revenue growth drops below its median. Nextdoor's raised outlook makes its next growth rate a key test.
Worry ifNextdoor reports revenue growth under 10% from a year earlier in a quarter.
Less concerning ifNextdoor keeps year-over-year revenue growth at or above 10% in the next quarter.
Why it matters: The product leader left in September. A named successor or clear handoff may ease concern about product work; a long gap may raise it.
Watch forNextdoor names a successor or gives a clear product-lead handoff plan.
Also watch forNextdoor reports no successor or handoff plan by the next earnings update.
Why it matters: More active neighbors can support ad demand and revenue. Q2 set a new high, after two quarters of sequential growth.
Supportive ifQ3 Platform WAU exceeds 22.9 million and remains above the year-ago level.
Worry ifQ3 Platform WAU falls below 22.9 million or below the year-ago level.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$201 on $10,000 · ±2.0% | How much price usually moves either way. |
| Bad day | $461 loss on $10,000 · 4.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,090 loss on $10,000 · 50.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.