LendingTree, Inc. (TREE)
NASDAQFinancialsFinancial - Credit ServicesSnapshot 2026-10-29
$28.03+5.69%
Close 2026-10-29 · 1-day change
NASDAQFinancialsFinancial - Credit ServicesSnapshot 2026-10-29
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Put TREE beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Financials is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Adjusted EBITDA for 2026 between $152 million and $162 million: Comparison needs review.
View ThesisRevenue is growing steadily — about 25% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 65% in its worst 12-month stretch.
View RiskTREE’s low valuation depends on steady financial performance and cash-backed profits. Revenue grew year over year, but the latest quarter missed earnings expectations. TREE trades at 7.5× earnings versus the 12× peer median. The price reflects less growth than our forecast. A 45% next-quarter miss probability threatens the case. The 2026 adjusted EBITDA comparison needs review, so the pressure on this pillar remains unverified. Peer multiples imply a price about 52% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. TREE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 6 analysts currently covering TREE (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| TREE Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Financials (broad) — fair value, gap to price, and forward P/E.
Compare the value case
Put TREE next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
New lawsuit could impact financial stability and operations.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase adjusted EBITDA and operating leverage
Adjusted EBITDA goal aligns with management's objectives.
Advances: Increase adjusted EBITDA and operating leverage
Adjusted EBITDA goal indicates operational improvement.
Threatens: Increase revenue guidance for 2026
Missed EPS raises concerns about future revenue guidance.
Threatens: Increase revenue guidance for 2026
Revenue miss could impact 2026 guidance.
Positive analysis supports LendingTree's valuation amidst leadership changes.
Advances: Expand product offerings and AI capabilities
AI roadmap contribution supports product expansion goals.
Strong Q1 earnings indicate potential for increased revenue guidance.