Needham & Company LLC Has Lowered Expectations for LendingTree (NASDAQ:TREE) Stock Price

Posted by Francis Steltz on Jul 30th, 2026

LendingTree (NASDAQ:TREE – Get Free Report) had its price target cut by Needham & Company LLC from $60.00 to $45.00 in a research report issued on Thursday,Benzinga reports. The firm currently has a “buy” rating on the financial services provider’s stock. Needham & Company LLC’s target price indicates a potential upside of 41.00% from the company’s current price.

A number of other research analysts also recently commented on the stock. Wall Street Zen downgraded shares of LendingTree from a “strong-buy” rating to a “buy” rating in a research report on Monday, July 20th. Truist Financial dropped their target price on shares of LendingTree from $78.00 to $70.00 and set a “buy” rating on the stock in a report on Thursday. Weiss Ratings reiterated a “hold (c)” rating on shares of LendingTree in a research note on Wednesday, June 24th. Zacks Research cut LendingTree from a “strong-buy” rating to a “hold” rating in a report on Tuesday, June 30th. Finally, JPMorgan Chase & Co. initiated coverage on LendingTree in a research report on Tuesday, April 14th. They set an “overweight” rating and a $50.00 price target on the stock. Five analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, LendingTree currently has a consensus rating of “Moderate Buy” and a consensus price target of $61.33.

Read Our Latest Stock Report on TREE

LendingTree Stock Down 19.1%

Shares of NASDAQ TREE traded down $7.54 during midday trading on Thursday, reaching $31.91. The company’s stock had a trading volume of 1,016,042 shares, compared to its average volume of 323,014. The stock has a 50 day simple moving average of $40.30 and a 200-day simple moving average of $43.81. The company has a current ratio of 1.89, a quick ratio of 1.89 and a debt-to-equity ratio of 1.27. The stock has a market capitalization of $445.21 million, a price-to-earnings ratio of 2.48 and a beta of 2.00. LendingTree has a fifty-two week low of $29.77 and a fifty-two week high of $77.35.

LendingTree (NASDAQ:TREE – Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The financial services provider reported $1.38 EPS for the quarter, missing the consensus estimate of $1.49 by ($0.11). The company had revenue of $319.07 million for the quarter, compared to analyst estimates of $321.32 million. LendingTree had a net margin of 15.02% and a return on equity of 17.01%. The business’s revenue for the quarter was up 36.5% on a year-over-year basis. During the same period last year, the company posted $0.99 earnings per share. Equities research analysts predict that LendingTree will post 3.64 earnings per share for the current year.

Institutional Trading of LendingTree

Large investors have recently made changes to their positions in the company. Jennison Associates LLC bought a new stake in LendingTree during the fourth quarter worth $31,120,000. Ameriprise Financial Inc. increased its stake in shares of LendingTree by 1,747.8% in the 2nd quarter. Ameriprise Financial Inc. now owns 546,536 shares of the financial services provider’s stock valued at $20,260,000 after purchasing an additional 516,958 shares during the last quarter. Mariner LLC raised its holdings in shares of LendingTree by 31.5% during the 4th quarter. Mariner LLC now owns 1,760,407 shares of the financial services provider’s stock worth $93,461,000 after buying an additional 421,826 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in shares of LendingTree by 1,163.1% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 263,835 shares of the financial services provider’s stock worth $17,078,000 after buying an additional 242,947 shares in the last quarter. Finally, Blue Grotto Capital LLC lifted its position in shares of LendingTree by 64.3% during the 4th quarter. Blue Grotto Capital LLC now owns 584,931 shares of the financial services provider’s stock worth $31,054,000 after buying an additional 228,858 shares during the last quarter. Institutional investors and hedge funds own 68.26% of the company’s stock.

LendingTree News Roundup

Here are the key news stories impacting LendingTree this week:

Positive Sentiment: Revenue increased 25% year over year to $313.4 million, driven largely by strong performance in LendingTree’s insurance segment. The company also reported $87.3 million in variable marketing margin and $35.2 million in adjusted EBITDA. LendingTree Reports Second Quarter 2026 Results
Positive Sentiment: Management highlighted an expansion of artificial-intelligence initiatives, ongoing insurance momentum and plans to address the weakness in small-business lending, offering potential longer-term growth catalysts. TREE Q2 Earnings Call Highlights AI Push Amid SMB Weakness
Positive Sentiment: Truist Financial maintained a “buy” rating, although it reduced its price target from $78 to $70, indicating the analyst still sees substantial upside if LendingTree executes on its recovery plans. Truist Financial Price Target Update
Neutral Sentiment: The earnings call focused on rebuilding the small-business lending business and expanding AI capabilities, but the timing and financial impact of these initiatives remain uncertain. LendingTree Q2 2026 Earnings Call Transcript
Negative Sentiment: GAAP EPS was $0.68, down from $1.13 a year earlier and below analysts’ $1.41 estimate. Revenue of $313.4 million also fell short of the roughly $315.6 million consensus, while higher costs pressured profitability. TREE Q2 Earnings and Revenues Miss Estimates
Negative Sentiment: Third-quarter revenue guidance of $325 million to $335 million was below the $337.3 million consensus, and the company lowered its 2026 outlook. The weaker forecast increases concerns about near-term growth and earnings visibility. TREE Stock Down as Q2 Earnings Miss on Higher Costs

About LendingTree

(Get Free Report)

LendingTree, Inc operates an online marketplace that connects consumers with a network of lenders and financial service providers. Through its platform, borrowers can compare loan offers for mortgages, home equity loans, personal loans, student loans, auto loans and small business financing. The company also offers tools for comparing credit cards and deposit accounts, allowing users to research rates and terms from a range of providers in one place.

Founded in 1996 by Doug Lebda, LendingTree pioneered the comparison-shopping model for consumer credit products.