LendingTree Q4 revenue beats estimates on insurance segment strength

Reuters03-03
<a href="https://laohu8.com/S/TREE">LendingTree</a> Q4 revenue beats estimates on insurance segment strength

Overview

  • Online financial services marketplace's Q4 revenue beat analyst expectations

  • Insurance segment revenue rose 25% yr/yr, driving strong Q4 performance

Outlook

  • LendingTree expects Q1 2026 revenue between $317 mln and $325 mln

  • Company forecasts full-year 2026 revenue between $1.275 bln and $1.33 bln

Result Drivers

  • INSURANCE SEGMENT - Revenue rose 25% yr/yr to $214.6 mln, driven by strong demand from partners and consumers seeking lower insurance payments

  • CONSUMER SEGMENT - Revenue increased 23% yr/yr to $68.6 mln, with small business revenue growing 78%

Company press release: ID:nPn4Bm3hha

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

Beat

$319.70 mln

$286.49 mln (6 Analysts)

Q4 Adjusted Net Income

-$5.40 mln

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the consumer lending peer group is "buy"

  • Wall Street's median 12-month price target for Lendingtree Inc is $83.00, about 122.1% above its February 27 closing price of $37.37

  • The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 11 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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