#TREEprediction $TREE
Here’s the latest update on LendingTree, Inc. (NASDAQ ticker: $TREE ):
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📌 Key Highlights as of August 2, 2025
Stock Performance & Valuation
Current share price: ~$49.47, showing a modest intraday gain
Market cap roughly $652 million, with a 52-week trading range from about $33.50 to $62.49
Analyst Sentiment & Price Targets
Consensus rating: Buy (across 8 analysts)
Average 12-month price target: approximately $64.13 (~30–55% upside potential)
Q1 & Q2 2025 Financial Update
Reported Q1 2025 revenue of $239.7M (up ~43% YoY)
GAAP net loss: –$12.4M; adjusted net income ~$0.99/share
Variable marketing margin: $77.7M; adjusted EBITDA: $24.6M
In July, management raised Q2 revenue guidance from $241M–$248M to around $250M, and updated full-year revenue guidance to $1.00B–$1.05B from previous $955M–$995M
Business Trends
Rapid growth in the insurance segment (~71% YoY) offsetting softer margins in Consumer and Home units
Strategic investments continue in marketing and technology
New CFO appointment: Jason Bengel; ongoing legal reserve from QuoteWizard breach appears manageable
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🚀 Investment Outlook
Factor Highlights
Growth Drivers Insurance and home equity segments powering revenue recovery
Profitability Still operating at a GAAP net loss, but improving adjusted margins
Analyst Sentiment Strong buy consensus with revisited price targets
Stock Risk Volatility tied to interest rate shifts and consumer credit behaviors
LendingTree is positioning itself as a stronger financial marketplace player, particularly in insurance, but remains sensitive to macro lending conditions and digital marketing costs.