LendingTree Q4 revenue beats estimates on insurance segment strength

LendingTree

02/03/2026 21:26

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.)