LendingTree, Inc. (NASDAQ:TREE) Receives Average Rating of “Moderate Buy” from Brokerages

LendingTree, Inc. (NASDAQ:TREE) has been given a consensus rating of “Moderate Buy” by the eight research firms that are presently covering the company, MarketBeat Ratings reports. Two research analysts have rated the stock with a hold rating, five have assigned a buy rating and one has issued a strong buy rating on the company. The average 12 month price objective among brokerages that have issued ratings on the stock in the last year is $72.50.

TREE has been the topic of a number of recent analyst reports. Zacks Research lowered shares of LendingTree from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, December 30th. Needham & Company LLC lowered their price objective on LendingTree from $85.00 to $60.00 and set a “buy” rating for the company in a report on Tuesday. Weiss Ratings restated a “hold (c-)” rating on shares of LendingTree in a research note on Monday, December 29th. Finally, Wall Street Zen downgraded LendingTree from a “strong-buy” rating to a “buy” rating in a report on Monday, November 10th.

Hedge Funds Weigh In On LendingTree

Hedge funds have recently added to or reduced their stakes in the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of LendingTree by 5.5% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 23,598 shares of the financial services provider’s stock worth $1,188,000 after purchasing an additional 1,222 shares during the period. AlphaQuest LLC raised its stake in LendingTree by 11.4% during the second quarter. AlphaQuest LLC now owns 2,212 shares of the financial services provider’s stock worth $82,000 after acquiring an additional 227 shares during the period. Acadian Asset Management LLC increased its position in LendingTree by 53.4% in the second quarter. Acadian Asset Management LLC now owns 224,169 shares of the financial services provider’s stock worth $8,305,000 after buying an additional 78,012 shares during the period. Geode Capital Management LLC grew its position in LendingTree by 7.3% in the 2nd quarter. Geode Capital Management LLC now owns 267,264 shares of the financial services provider’s stock worth $9,909,000 after purchasing an additional 18,207 shares during the last quarter. Finally, Cetera Investment Advisers increased its position in LendingTree by 43.6% in the 2nd quarter. Cetera Investment Advisers now owns 16,039 shares of the financial services provider’s stock valued at $595,000 after acquiring an additional 4,871 shares during the period. Institutional investors and hedge funds own 68.26% of the company’s stock.

LendingTree Price Performance

TREE stock opened at $46.75 on Wednesday. The stock’s 50 day moving average is $51.20 and its two-hundred day moving average is $57.52. LendingTree has a 52-week low of $32.65 and a 52-week high of $77.35. The company has a market capitalization of $639.07 million, a PE ratio of 4.36 and a beta of 2.21. The company has a quick ratio of 1.43, a current ratio of 1.43 and a debt-to-equity ratio of 2.93.

LendingTree (NASDAQ:TREE) last released its quarterly earnings results on Monday, March 2nd. The financial services provider reported ($0.39) earnings per share for the quarter, missing analysts’ consensus estimates of $0.90 by ($1.29). The company had revenue of $310.92 million for the quarter, compared to analyst estimates of $286.56 million. LendingTree had a return on equity of 16.88% and a net margin of 13.55%.LendingTree’s quarterly revenue was up 22.3% compared to the same quarter last year. Analysts predict that LendingTree will post 0.48 earnings per share for the current fiscal year.

Trending Headlines about LendingTree

Here are the key news stories impacting LendingTree this week:

• Positive Sentiment: LendingTree reported record annual revenue (about $1.12B) and Q4 revenue beat street estimates, driven in part by AI-enhanced marketing and product improvements that the company says are boosting lead generation and conversion. LendingTree hits record $1.12 billion in revenue as AI tools fuel growth
• Positive Sentiment: The company raised revenue outlook: FY2026 revenue guidance was increased to about $1.3B (vs. ~ $1.2B consensus) and Q1 revenue guidance of $317M–$325M tops consensus, signaling management expects demand to remain strong into 2026. LendingTree Shares Surge After 4Q Revenue, Outlook Beat Expectations
• Positive Sentiment: Analysts and media flagged that AI investments are beginning to scale, cited in multiple pieces as a catalyst for sustained revenue growth and efficiency improvements—a narrative supporting the stock rally. LendingTree leans into AI as the Charlotte fintech tops $1B in annual revenue
• Neutral Sentiment: Company released detailed earnings materials and call transcripts; they show strong revenue growth (+22% YoY) and higher VMM/adjusted EBITDA metrics, useful for modeling but not a clear immediate catalyst by themselves. LendingTree Inc (TREE) Q4 2025 Earnings Call Highlights
• Negative Sentiment: On the flip side, LendingTree posted an adjusted net loss per share of $(0.39), missing consensus (+$0.90), which highlights ongoing profitability pressure in the core marketplace business despite revenue gains. Tree.com (TREE) Reports Q4 Loss, Beats Revenue Estimates
• Negative Sentiment: GAAP reporting shows a large one-time tax benefit that produced material GAAP net income; investors may discount this as non-recurring, so earnings quality and path to sustained profitability remain watch points. LENDINGTREE REPORTS FOURTH QUARTER 2025 RESULTS

About LendingTree

LendingTree, Inc operates an online marketplace that connects consumers with a network of lenders and financial service providers. Through its platform, borrowers can compare loan offers for mortgages, home equity loans, personal loans, student loans, auto loans and small business financing. The company also offers tools for comparing credit cards and deposit accounts, allowing users to research rates and terms from a range of providers in one place.

Founded in 1996 by Doug Lebda, LendingTree pioneered the comparison-shopping model for consumer credit products.