LendingTree（TREE）株式概要
LendingTree, Inc.はその子会社を通じて、米国でオンライン消費者向けプラットフォームを運営している。 詳細
TREE Community Fair Values
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Analyst Price Targets
LendingTree, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$39.07 |
| 52週高値 | US$77.35 |
| 52週安値 | US$32.65 |
| ベータ | 2.05 |
| 1ヶ月の変化 | 4.86% |
| 3ヶ月変化 | -3.34% |
| 1年変化 | 12.04% |
| 3年間の変化 | 80.21% |
| 5年間の変化 | -82.44% |
| IPOからの変化 | 433.74% |
最新ニュース
Seeking Alpha • Jun 07
LendingTree: Wall Street Dumped The Stock, But Strong Insurance Growth Makes Me Bullish
Summary LendingTree is experiencing explosive growth in its insurance segment, now a major earnings driver. Q1 2026 revenue reached $327.27M, up 36.53% YoY, with EPS of $1.53, beating expectations by $0.06. Despite strong results, TREE shares sold off after the Q1 2026 report, creating a potential buying opportunity. I see TREE as a must-own today, supported by robust topline growth and insurance segment momentum. Read the full article on Seeking Alpha
新しいナラティブ • Apr 29
AI Investments And New Product Categories Will Reshape Earnings Profiles Yet Keep Risks Elevated
Catalysts About LendingTree LendingTree operates an online marketplace that connects consumers with a broad network of lenders and insurance carriers for a range of financial products. What are the underlying business or industry changes driving this perspective?Recent updates
Seeking Alpha • Jun 07
LendingTree: Wall Street Dumped The Stock, But Strong Insurance Growth Makes Me Bullish
Summary LendingTree is experiencing explosive growth in its insurance segment, now a major earnings driver. Q1 2026 revenue reached $327.27M, up 36.53% YoY, with EPS of $1.53, beating expectations by $0.06. Despite strong results, TREE shares sold off after the Q1 2026 report, creating a potential buying opportunity. I see TREE as a must-own today, supported by robust topline growth and insurance segment momentum. Read the full article on Seeking Alpha新しいナラティブ • Apr 29
AI Investments And New Product Categories Will Reshape Earnings Profiles Yet Keep Risks Elevated
Catalysts About LendingTree LendingTree operates an online marketplace that connects consumers with a broad network of lenders and insurance carriers for a range of financial products. What are the underlying business or industry changes driving this perspective?
新しいナラティブ • Apr 15
Expanded Insurance And AI Adoption Will Drive Strong Future Momentum
Catalysts About LendingTree LendingTree operates an online marketplace that connects consumers and small businesses with a wide range of lenders and insurance carriers for financial products. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Apr 14
TREE: Insurance Momentum And Diversified Revenue Are Expected To Support Recovery
Analysts have lowered the blended price target on LendingTree from about $81 to roughly $65, reflecting lower assumed future P/E multiples. At the same time, they highlight stronger recent results, improving revenue growth assumptions and solid momentum in the insurance segment.ナラティブの更新 • Feb 26
TREE: Stable Outlook And Higher Future P/E Will Support Continued Recovery
The updated analyst price target for LendingTree now stands at $81.33, with analysts pointing to modest adjustments in the discount rate and future P/E assumptions to support this level. Valuation Changes Fair Value: $81.33 remains unchanged, indicating no adjustment to the modeled intrinsic value per share.ナラティブの更新 • Feb 11
TREE: Updated Bylaws And Stable Outlook Will Support Continued Recovery
Analysts have maintained their fair value estimate for LendingTree at $81.33, making only minor adjustments to assumptions such as a modestly higher discount rate and a slightly revised future P/E multiple that inform their latest price target update. What's in the News On November 21, 2025, LendingTree's board approved and adopted amendments to the company's Amended and Restated Bylaws, which became effective immediately (company filing).ナラティブの更新 • Jan 27
TREE: Normalizing Rates And Improved Leverage Will Support Segment Recovery
Analysts have raised their blended price target for LendingTree by about $10 to the low US$80s, citing solid Q3 results, broad-based growth in personal loans and insurance, and improving leverage. They believe these factors support a more constructive outlook on the shares.分析記事 • Jan 15
Improved Revenues Required Before LendingTree, Inc. (NASDAQ:TREE) Stock's 27% Jump Looks Justified
LendingTree, Inc. ( NASDAQ:TREE ) shares have had a really impressive month, gaining 27% after a shaky period...ナラティブの更新 • Jan 12
TREE: Normalizing Rates Will Support Broader Segment Recovery And Operating Leverage Improvements
Narrative Update on LendingTree Analysts have lifted their price expectations for LendingTree into the low to mid US$70 to low US$80 range, citing solid Q3 results, broad-based segment growth led by Insurance, and improved operating leverage that supports a more constructive outlook on the shares. Analyst Commentary Recent Street research paints a mainly constructive picture around LendingTree, with several price target increases tied to Q3 results, segment trends, and updated company guidance.ナラティブの更新 • Dec 15
TREE: Normalizing Rates Will Support Durable Gains In Personal Loans And Insurance
Analysts have nudged their price target on LendingTree higher, reflecting a roughly 15 percent upside from prior levels as they point to broad based double digit growth across all segments, particularly in personal loans and insurance, improved operating leverage, and a more favorable outlook as interest rates normalize. Analyst Commentary Bullish analysts highlight that LendingTree's recent quarter underscores the durability of its recovery, with double digit growth across personal loans and insurance reinforcing confidence in the sustainability of higher earnings power and supporting recent price target increases.ナラティブの更新 • Nov 29
TREE: Normalizing Rates Will Drive Double-Digit Gains in Key Segments
LendingTree's analyst price target has risen significantly, with recent updates increasing the target by $20 to $83 per share. Analysts highlight broad-based segment growth and improving leverage, supporting a favorable outlook.ナラティブの更新 • Nov 15
TREE: Strong Q3 Results and Segment Recovery Will Drive Outperformance
Analysts have raised their price targets for LendingTree by a notable margin. Recent updates reflect increased confidence due to strong quarterly results, broad-based growth across key segments, and expectations of continued recovery as market conditions improve.ナラティブの更新 • Nov 01
TREE: Broad-Based Expansion And Rate Cuts Will Drive Future Performance
Analysts have raised LendingTree's fair value estimate from $71 to approximately $81.33, citing broad-based growth and improving financial flexibility as highlighted in recent research updates. Analyst Commentary Bullish Takeaways Bullish analysts have increased their price targets for LendingTree, citing strong quarterly earnings and positive forward guidance as a basis for these adjustments.ナラティブの更新 • Sep 09
Digital Finance And AI Integration Will Create Future Value
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.分析記事 • Jul 25
LendingTree, Inc.'s (NASDAQ:TREE) Shares Bounce 38% But Its Business Still Trails The Industry
LendingTree, Inc. ( NASDAQ:TREE ) shareholders are no doubt pleased to see that the share price has bounced 38% in the...
新しいナラティブ • May 04
Cost Control And Relaxed Regulations Will Revive Insurance And Home
Regulatory relief in Insurance is expected to improve customer experience and support revenue and EBITDA growth.分析記事 • Apr 02
LendingTree, Inc. (NASDAQ:TREE) Stock Catapults 31% Though Its Price And Business Still Lag The Industry
The LendingTree, Inc. ( NASDAQ:TREE ) share price has done very well over the last month, posting an excellent gain of...分析記事 • Feb 14
LendingTree, Inc. (NASDAQ:TREE) Stock Rockets 26% But Many Are Still Ignoring The Company
LendingTree, Inc. ( NASDAQ:TREE ) shareholders would be excited to see that the share price has had a great month...分析記事 • Dec 08
Cautious Investors Not Rewarding LendingTree, Inc.'s (NASDAQ:TREE) Performance Completely
With a price-to-sales (or "P/S") ratio of 0.7x LendingTree, Inc. ( NASDAQ:TREE ) may be sending bullish signals at the...Seeking Alpha • Sep 19
LendingTree: Solid Fundamental And Financial Outlook Is Backing Price Momentum
Summary LendingTree's share price surged 90% YTD and 271% in the last twelve months, driven by strong performance and expected rate cuts boosting demand. Fundamentals are strengthening with prospects of rate cuts in 2024 and 2025, improving demand for LendingTree's financial products and reducing bad debt risks. Business strategies, particularly in the insurance segment, are yielding significant revenue growth, with plans to replicate this success in home and consumer segments. Despite recent gains, LendingTree remains a buy due to robust financial growth outlook, improved fundamentals, and strategic initiatives positioning it for future success. Read the full article on Seeking Alpha分析記事 • Aug 01
Further Upside For LendingTree, Inc. (NASDAQ:TREE) Shares Could Introduce Price Risks After 28% Bounce
LendingTree, Inc. ( NASDAQ:TREE ) shares have had a really impressive month, gaining 28% after a shaky period...分析記事 • Jul 31
Growth Investors: Industry Analysts Just Upgraded Their LendingTree, Inc. (NASDAQ:TREE) Revenue Forecasts By 19%
LendingTree, Inc. ( NASDAQ:TREE ) shareholders will have a reason to smile today, with the analysts making substantial...Seeking Alpha • Jun 30
LendingTree: Disproportionate Spending On Sales Vs. Cybersecurity
Summary Recent data leak at LendingTree can perhaps find roots in its spending on cybersecurity risk mitigation. The company seems to have weak brand recognition in acquiring and retaining customers, which resulted in costly sales and marketing expenses. Without heavy sales spending, its top line could continue to weaken, which could lead to the deterioration of all margins. Read the full article on Seeking Alpha株主還元
| TREE | US Consumer Finance | US 市場 | |
|---|---|---|---|
| 7D | 6.9% | 6.4% | 1.7% |
| 1Y | 12.0% | 9.8% | 25.1% |
業界別リターン: TREE過去 1 年間で9.8 % の収益を上げたUS Consumer Finance業界を上回りました。
リターン対市場: TREEは、過去 1 年間で25.1 % のリターンを上げたUS市場を下回りました。
価格変動
| TREE volatility | |
|---|---|
| TREE Average Weekly Movement | 9.2% |
| Consumer Finance Industry Average Movement | 6.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: TREE 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TREEの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1996 | 919 | Scott Peyree | www.lendingtree.com |
レンディングツリー社は子会社を通じて、米国で消費者向けオンライン・プラットフォームを運営している。同社は3つのセグメントで事業を展開している：ホーム、コンシューマー、インシュアランス。ホーム部門は住宅ローン、住宅ローン借り換え、ホームエクイティローン、クレジットラインなどを提供している。消費者部門は、クレジットカード、個人ローン、中小企業ローン、自動車ローン、預金口座、その他債務整理サービスなどのクレジット商品を提供している。保険部門は、自動車、住宅、生命保険、医療保険、メディケアなどの保険見積もり商品に関する情報、ツール、アクセスを提供し、消費者が保険のオファーや保険契約を得るために、保険リードアグリゲーターとのマッチングを行う。また、保険比較のマーケットプレイスであるQuoteWizardや、様々な金融トピックに関する客観的な分析を消費者に提供するパーソナル・ファイナンスのウェブサイトであるValuePenguinも提供している。同社は以前はTree.com, Inc.として知られていたが、2015年1月にLendingTree, Inc.に社名を変更した。レンディングツリー社は1996年に法人化され、ノースカロライナ州シャーロットに本社を置いている。
LendingTree, Inc. 基礎のまとめ
| TREE 基礎統計学 | |
|---|---|
| 時価総額 | US$545.14m |
| 収益（TTM） | US$180.95m |
| 売上高(TTM) | US$1.20b |
3.0x
PER（株価収益率0.5x
P/SレシオTREE は割高か？
公正価値と評価分析を参照収益と収入
| TREE 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.20b |
| 売上原価 | US$44.31m |
| 売上総利益 | US$1.16b |
| その他の費用 | US$979.60m |
| 収益 | US$180.95m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 12.97 |
| グロス・マージン | 96.32% |
| 純利益率 | 15.02% |
| 有利子負債／自己資本比率 | 128.3% |
TREE の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/19 11:50 |
| 終値 | 2026/06/18 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
LendingTree, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16
| アナリスト | 機関 |
|---|---|
| Nathaniel Schindler | BofA Global Research |
| Mark Stephen Mahaney | Citigroup Inc |
| Kunal Madhukar | Deutsche Bank |