Nextdoor: Next Level Up

Stone Fox Capital Investing Group Leader Follow Summary Nextdoor Holdings has exited its turnaround, entering a double-digit growth phase with strong Q2'26 results and accelerating user growth. NXDR's Q3 guidance points to further record revenues ahead to end 2026. User growth is set to exceed 10% YoY growth in Q4, with revenue growth outpacing user gains even before activating increased marketing spend. The stock trades at ~2x EV/S, and under $2.50, NXDR remains attractively valued with significant upside potential if double-digit growth is sustained. This idea was discussed in more depth with members of my private investing community, Out Fox The Street. Learn More » Canan turan/iStock via Getty Images Nextdoor Holdings, Inc. ( NXDR ) has completed the turnaround phase and fully entered the double-digit growth phase. The social media stock has already doubled off the lows after the successful launch of the NEXT platform This article was written by Stone Fox Capital 56.74K Followers Follow Stone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential multibaggers while managing portfolio risk via diversification. Features include various model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and access to community chat and direct chat with Mark for questions. Learn more. Analyst’s Disclosure: I/we have a beneficial long position in the shares of NXDR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.