Update shared on09 Sep 2025
Fair value Increased 4.93%LendingTree’s consensus price target was raised from $67.67 to $71.00 as analysts cite strong Q2 results, improved company guidance, and expectations of Fed rate cuts boosting the Mortgage segment.
Analyst Commentary
- Bullish analysts are responding to a "solid" Q2 earnings performance.
- Upward revision of company guidance has increased confidence in LendingTree's prospects.
- Anticipated potential Fed rate cuts in the second half of the year could be a significant catalyst, particularly for the Mortgage segment.
- LendingTree is positioned to capitalize on ongoing tailwinds from lower interest rates.
- Raised price targets reflect optimism about the company benefiting from macroeconomic trends favoring lending activity.
What's in the News
- LendingTree completed its buyback program announced in May 2014, having repurchased 1,986,534 shares (15.74% of shares) for $254.01 million; no shares were repurchased from April to July 2025.
- The company raised its Q2 2025 revenue guidance to $250 million, above the prior range of $241 million–$248 million.
- Full-year 2025 revenue guidance was increased to $1 billion–$1.05 billion, up from $955 million–$995 million previously.
- Q3 2025 revenue is expected to be in the range of $273 million–$281 million.
Valuation Changes
Summary of Valuation Changes for LendingTree
- The Consensus Analyst Price Target has risen slightly from $67.67 to $71.00.
- The Future P/E for LendingTree has risen slightly from 17.39x to 18.21x.
- The Discount Rate for LendingTree remained effectively unchanged, moving only marginally from 9.25% to 9.19%.
Disclaimer
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