LendingTree (NASDAQ:TREE) Share Price Breaks Above 200 Day Moving Average Following Weak Earnings

LendingTree, Inc. (NASDAQ:TREE) crossed above its 200-day moving average during trading on Wednesday after the company announced better than expected quarterly earnings. The stock has a 200-day moving average of $37.84 and traded as high as $39.60. LendingTree shares last traded at $38.35, with a volume of 1,569,701 shares traded.

The financial services provider reported ($5.15) earnings per share for the quarter, missing the consensus estimate of $1.26 by ($6.41). LendingTree had a return on equity of 15.26% and a net margin of 7.60%. The company had revenue of $343.59 million during the quarter, compared to analysts’ expectations of $329.72 million. During the same quarter in the previous year, the company earned $1.70 EPS. The business’s quarterly revenue was up 11.6% on a year-over-year basis.

Key Headlines Impacting LendingTree

Here are the key news stories impacting LendingTree this week:

• Positive Sentiment: Third-quarter revenue increased 12% year over year to $343.6 million, beating estimates, with growth across all three business segments. Adjusted EPS was reported at $2.20, above the $1.29 consensus estimate. LendingTree Q3 results
• Positive Sentiment: Management plans to resume share repurchases in Q4 2026, citing improved cash flow and lower leverage. The company also sees approximately 14% adjusted EBITDA growth at the midpoint of its 2026 guidance, supporting the case for stronger cash generation. Buyback plans and outlook
• Neutral Sentiment: Truist and JPMorgan lowered their price targets to $65 and $40, respectively, but maintained Buy and Overweight ratings. The revisions temper some optimism, while the continued positive ratings signal both firms still see potential upside. JPMorgan rating update
• Negative Sentiment: LendingTree posted a GAAP loss of $72.4 million, or $5.15 per share, due to a $98.8 million noncash goodwill impairment. The company’s fourth-quarter revenue outlook also came in below expectations, a concern despite the stronger third-quarter sales. Q3 sales and revenue outlook

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on TREE. JPMorgan Chase & Co. lowered their price target on LendingTree from $48.00 to $40.00 and set an “overweight” rating for the company in a research report on Wednesday. Needham & Company LLC dropped their price target on shares of LendingTree from $60.00 to $45.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. Wall Street Zen downgraded shares of LendingTree from a “buy” rating to a “hold” rating in a research report on Saturday, October 24th. Northland Securities set a $60.00 price objective on shares of LendingTree in a research note on Thursday, July 30th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of LendingTree in a research note on Monday, September 21st. Four equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, LendingTree currently has a consensus rating of “Moderate Buy” and an average price target of $53.60.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Asset Management One Co. Ltd. lifted its stake in LendingTree by 54.2% during the 3rd quarter. Asset Management One Co. Ltd. now owns 1,743 shares of the financial services provider’s stock valued at $43,000 after acquiring an additional 613 shares during the period. Signaturefd LLC boosted its holdings in shares of LendingTree by 578.8% during the 3rd quarter. Signaturefd LLC now owns 2,790 shares of the financial services provider’s stock valued at $68,000 after acquiring an additional 2,379 shares during the last quarter. Counterpoint Mutual Funds LLC bought a new stake in shares of LendingTree in the third quarter worth approximately $359,000. State of Alaska Department of Revenue grew its stake in shares of LendingTree by 55.4% in the third quarter. State of Alaska Department of Revenue now owns 9,323 shares of the financial services provider’s stock worth $227,000 after acquiring an additional 3,325 shares during the period. Finally, Integrated Wealth Concepts LLC bought a new stake in shares of LendingTree in the second quarter worth approximately $42,000. Hedge funds and other institutional investors own 68.26% of the company’s stock.

LendingTree Price Performance

The company has a quick ratio of 1.85, a current ratio of 1.85 and a debt-to-equity ratio of 1.20. The firm’s fifty day moving average price is $26.54 and its two-hundred day moving average price is $37.84. The stock has a market capitalization of $538.43 million, a PE ratio of 5.46 and a beta of 1.99.

LendingTree Company Profile

LendingTree, Inc operates an online marketplace that helps consumers compare financial products and services from a network of lenders, insurers and other providers. Its platform is designed to connect shoppers with potential offers based on their financial needs and preferences.

The company’s marketplace includes products such as mortgages and other home loans, personal loans, business loans, auto loans, credit cards, insurance and deposit accounts. LendingTree also provides educational content, comparison tools and financial guidance intended to help consumers evaluate borrowing, insurance and saving options.

Founded in 1996 by Doug Lebda, LendingTree is headquartered in Charlotte, North Carolina, and primarily serves consumers in the United States.