Eric Jackson, the architect behind the massive retail rally in Opendoor Technologies, Inc. (NASDAQ:OPEN) , has identified his next high-conviction “100-bagger” candidate as Nextdoor Holdings, Inc. (NYSE:NXDR) .NXDR stock is climbing. See the chart and price action here. Jackson lit a fire in the stock on Wednesday when he declared Nextdoor “the most mispriced Agentic-AI platform of the 2020s.” The recommendation immediately sent shares soaring, much like the previous “meme stock” rallies Jackson inspired in ...

然而，Jackson在最新社交媒体上发布的帖子却认为，该公司是"市场上最被误解的平台之一"，其AI潜 力尚未得到市场认可。 12月11日，从Opendoor到Nextdoor，今年一些最疯狂的美国散户，似乎找到了自己的赚钱 之"门"(door)，而在背后推动这两只网红妖股飙升的对冲基金EMJ Capital创始人Eric Jackson，似乎也当 仁不让地成为了美国散户们的新"带头大哥"…… 行情数据显示，美国社交平台Nextdoor的股价在周三大幅收涨了25.87%，盘初涨幅一度达到惊人的近 50%，创下逾四年来最大盘中涨幅。 该股隔夜的快速冲高，只因今年早些时候曾推动Opendoor Technologies和Better Home & Finance等散 户爆炒股大涨的幕后推手——Jackson，对这款社区社交媒体应用持乐观态度。 Nextdoor于2001年通过特殊目的收购公司(SPAC)合并上市，是一家专注于社区的社交媒体平台，为用户 提供与邻居联系、获取本地新闻和推荐信息的途径。该公司上个月公布的收入有所增长，但盈利能力一 直不尽如人意。 Jackson指出，华尔街交易员仍将该公司视为主要依赖低增 ...

Nextdoor Holdings Inc. (NYSE:NXDR) shares are trending on Thursday.Check out the current price of NXDR stock here. Shares of the hyperlocal social networking platform climbed 16.62% in after-hours trading on Wednesday, reaching $2.95 after investor Eric Jackson shared an investment thesis in a series of social media posts.Investor Cites Verified User NetworkJackson described Nextdoor on X as a verified neighborhood platform with 100 million users across 10 countries. He disclosed that he holds a long positi ...

Nextdoor (NXDR) stock soared as much as 45% on Wednesday morning after Eric Jackson dubbed the hyperlocal social networking service “the most mispriced Agentic-AI platform of the 2020s.” Jackson’s call bears significant weight since his retail activist campaign has triggered a more than 15x rally in Opendoor (OPEN) shares in the back half of 2025. More News from Barchart At its intraday peak, Nextdoor stock was seen trading at a new year-to-date high. It has, however, reversed part of the gain in recen ...

As the year winds down to a close, with just three weeks left on the calendar, Nextdoor may be the next, last, big meme stock of 2025. Here’s why. Most Read from Fast Company What happened? On Wednesday, Nextdoor Holdings Inc. (NYSE: NXDR) shares rose 49% in early trading, the most in over four years, according to Bloomberg. The gains come on the heels of a series of posts on X on Wednesday morning by investor Eric Jackson, founder of the EMJ Capital hedge fund, who described the neighborhood-focused ...

公司介绍 - 公司为本地社交应用Nextdoor 拥有超过1亿验证邻居用户群 [1] - 公司于7月推出平台转型项目NEXT [1] 管理层信息 - 公司联合创始人兼首席执行官为Nirav Tolia [1] - 本次会议由花旗互联网团队分析师Jamesmichael Sherman-Lewis主持 [1]

财务数据和关键指标变化 - Q2营收6500万美元 同比增长3% [24] - Q2 GAAP净亏损1500万美元 利润率-24% [26] - Q2调整后EBITDA亏损200万美元 利润率-3% 同比改善6个百分点 [26] - 连续第三个季度实现正经营现金流 [17][26] - 现金及等价物4.13亿美元 零债务 [28] 各条业务线数据和关键指标变化 - 自助服务渠道收入占比近60% 同比增长27% [23] - 大型广告商销售环比改善但同比仍下降 [24] - 新闻内容占信息流总量5% 覆盖77%美国城市 [8] - FAVES AI助手目前在6个美国市场测试 [10] 公司战略和发展方向 - 产品转型聚焦三大支柱：本地新闻、实时警报、FAVES AI助手 [7][9][10] - 重组计划将减少年度运营费用约3000万美元 [18][29] - 目标2026年实现全年调整后EBITDA收支平衡 [30] - 完成供应方平台整合 需求方平台整合预计年底前完成 [25] 管理层评论 - 净推荐值(NPS)过去六个月改善幅度创历史记录 [6] - 产品转型仍处早期阶段 用户获取和重新激活尚未全面展开 [15] - 广告策略优先优化用户体验而非增加广告负载 [35] - 实时警报功能响应速度优于苹果等竞品 [50] 其他重要信息 - 股票代码变更为NXDR [4] - 首席财务官Matt Anderson将于9月1日离职 [20] - 任命Craig Lisowski为产品总裁 [19] - Q3营收指引6600万美元 调整后EBITDA亏损约500万美元 [29] 问答环节 广告策略 - 将试验新广告格式而非简单增加广告负载 [35] - 广告主更看重用户体验改善 [40] - AI优化使广告点击率提升 成本下降 [36] 产品使用情况 - 本地新闻内容吸引超半数用户互动 [47] - 实时警报功能依赖实际事件触发 [48] - FAVES功能计划年内推广至全美市场 [58] 大型广告主 - 程序化平台整合将改善大客户收入 [53] - 点击优化效果将逐步显现 [53] - 出版商数量3500家 预计TAM为8000-10000家 [61]