$TREE

LendingTree, Inc.

alphai earnings readSecond quarter 2026 · JUL 29Revenue Grew 25% YoY Driven By Strong Insurance Segment PerformanceVerdict: mixed

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Financial Technology Stocks Q2 Teardown: LendingTree (NASDAQ:TREE) Vs The Rest

LendingTree (TREE) reported $313.4M in Q2 revenue, up 25.3% YoY but missing estimates by 0.7%. Its stock fell 22.3% post-earnings. Robinhood (HOOD) saw $1.31B in revenue, up 32.3% YoY, beating estimates by 1.8%, and its stock rose 23.8%. Coinbase (COIN) reported $1.22B in revenue, down 18.5% YoY, missing estimates by 5.9%, yet its stock rose 13.6%. Remitly (RELY) reported $495.2M in revenue, up 20.2% YoY, beating estimates by 1.8%, and its stock rose 9.9%.

LendingTree Expands Marketplace with Six New Product Categories

LendingTree, Inc. (NASDAQ: TREE) said it is expanding its online financial marketplace with six new product categories: Business Insurance, Pet Insurance, RV Insurance, Student Loans, Student Loan Refinancing, and Financial Advising. The company cited partnerships with Tivly, MoneyGroup, Roamly, CollegeAve, SoFi, and Advisor.com.

Small Businesses Grow Choosier About Credit

The article says SMBs are becoming more cautious about taking new credit, citing LendingTree’s Q2 results and PYMNTS Intelligence research with Mastercard. LendingTree reported SMB borrower demand fell more than expected, while lender demand recovered. Survey data shows many SMBs use personal cards or cash, and costs/fees deter card use.

TREE sentiment & insider activity

Over the past 7 days, alphai's AI scored 1 news story mentioning TREE (LendingTree, Inc.). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.

Recent TREE coverage spans earnings, market movers and technology.

What's driving TREE

  • Negative earnings surprise and weak guidance likely pressure price lower.

    stockstory.org · Aug 26, 2026

  • The launch broadens LendingTree’s product funnel and partner mix, which could support longer-term revenue diversification but lacks near-term financial guidance.

    prnewswire.com · Aug 3, 2026

  • The article frames a demand-side slowdown for LendingTree’s SMB credit marketplace, implying near-term softness in originations even as lender supply recovers.

    pymnts.com · Aug 1, 2026

  • Analyst target cut signals reduced upside expectations, but consensus rating remains Buy.

    tradingview.com · Jul 30, 2026

  • Earnings miss plus lower full-year 2026 guidance suggests margin pressure and weaker Consumer segment momentum, likely keeping downside risk elevated.

    tradingview.com · Jul 30, 2026

alphai scores every news story that mentions TREE with an AI model for sentiment and relevance, and aggregates insider trades from LendingTree, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $TREE

Score
$TREEMedAI 8/10

Financial Technology Stocks Q2 Teardown: LendingTree (NASDAQ:TREE) Vs The Rest

LendingTree (TREE) reported $313.4M in Q2 revenue, up 25.3% YoY but missing estimates by 0.7%. Its stock fell 22.3% post-earnings. Robinhood (HOOD) saw $1.31B in revenue, up 32.3% YoY, beating estimates by 1.8%, and its stock rose 23.8%. Coinbase (COIN) reported $1.22B in revenue, down 18.5% YoY, missing estimates by 5.9%, yet its stock rose 13.6%. Remitly (RELY) reported $495.2M in revenue, up 20.2% YoY, beating estimates by 1.8%, and its stock rose 9.9%.

LendingTree Expands Marketplace with Six New Product Categories

LendingTree, Inc. (NASDAQ: TREE) said it is expanding its online financial marketplace with six new product categories: Business Insurance, Pet Insurance, RV Insurance, Student Loans, Student Loan Refinancing, and Financial Advising. The company cited partnerships with Tivly, MoneyGroup, Roamly, CollegeAve, SoFi, and Advisor.com.

$TREEMed

Small Businesses Grow Choosier About Credit

The article says SMBs are becoming more cautious about taking new credit, citing LendingTree’s Q2 results and PYMNTS Intelligence research with Mastercard. LendingTree reported SMB borrower demand fell more than expected, while lender demand recovered. Survey data shows many SMBs use personal cards or cash, and costs/fees deter card use.

LendingTree, Inc. Stock 12‑Month Price Target Cut to $56.67, Implies 44% Upside

Less than 1 min read According to estimates from 6 analysts, LendingTree, Inc. stock's average price target has fallen from $63.83 to $56.67, with forecasts ranging from $45 to $70 per share Based on the Jul. 29 closing price, the updated target implies approximately 44% potential upside Consensus rating remains at “Buy” across 6 covering analysts, with 6 Buys, 0 Holds and 0 Sells Explore more price target data and ratings for LendingTree, Inc.

$TREEMedAI 8/10

TREE Stock Down as Q2 Earnings Miss on Higher Costs, 2026 View Lowered

LendingTree, Inc. TREE reported second-quarter 2026 adjusted net income per share of $1.27, which missed the Zacks Consensus Estimate of $1.46. The figure compares favorably with $1.13 reported in the prior-year quarter. Shares of the company plunged nearly 3.8% in yesterday’s trading session following the release of lower-than-expected results and a lowered full-year 2026 outlook. Results were affected by a decline in Consumer segment revenues and higher total costs.

$TREEMed

LendingTree, Inc. (TREE): Results of Operations and Financial Condition

LendingTree, Inc. (TREE) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 LENDINGTREE REPORTS SECOND QUARTER 2026 RESULTS Revenue Grew 25% YoY Driven By Strong Insurance Segment Performance • Consolidated revenue of $313.4 million • GAAP net income of $9.6 million or $0.68 per diluted share • Variable marketing margin of $87.3 million • Ad

Stock Analysts’ Downgrades for June 21st (AGPU, ALNY, AMX, ATPC, BNKK, CLBK, CPT, CTRN, DVN, ESS)

Wall Street Zen downgraded multiple stocks on June 21, including Predictive Oncology (AGPU) to sell from hold, Agape ATP (ATPC) to sell from hold, Bonk (BNKK) to sell from hold, Columbia Financial (CLBK) to sell from hold, and Camden Property Trust (CPT) to sell from hold. It also cut several ratings to hold or buy for companies such as Devon Energy (DVN), fuboTV (FUBO), and Alnylam (ALNY).

$TREELow

LendingTree, Inc. (TREE): Submission of Matters to a Vote of Security Holders

LendingTree, Inc. (TREE) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. LendingTree, Inc. Form 8-K false 0001434621 0001434621 2026-06-17 2026-06-17 iso4217:USD xbrli:shares iso4217:USD xbrli:shares UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchang

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