Lending Tree stock price target raised to $72 at Truist Securities

Published 06/03/2025, 12:24
Lending Tree stock price target raised to $72 at Truist Securities

On Thursday, Truist Securities increased the price target for Lending Tree (NASDAQ: TREE) shares to $72 from $70, while reiterating a Buy rating on the stock. The adjustment comes after Lending Tree reported robust fourth-quarter results and provided an outlook for the first quarter and full year 2025 that aligns with expectations, particularly highlighting the performance in the Insurance sector. According to InvestingPro data, five analysts have recently revised their earnings estimates upward, with price targets ranging from $58 to $78.

Lending Tree has reached a significant turning point, achieving double-digit revenue growth across its Home, Consumer, and Insurance segments for the first time since the second quarter of 2021. This growth is attributed to the company’s strong execution in the face of high-interest rates. The company maintains an impressive gross profit margin of 95.5% and has generated positive free cash flow of $55.9 million over the last twelve months. Management anticipates that this momentum will be sustained throughout the fiscal year 2025, with the expectation of improved operating margins. These enhancements are anticipated to reduce the net leverage ratio, aiding the company in retiring debt that is due later in the year.

The company’s stock is currently trading at 0.9 times and 7.5 times the fiscal year 2025 revenue and adjusted EBITDA estimates, respectively. Truist Securities finds these valuation levels to be compelling. The financial firm’s outlook is based on the company’s performance, which includes a diversified revenue stream and a solid trajectory in its core business areas. InvestingPro analysis suggests the stock is currently undervalued, with additional metrics and 8 more exclusive ProTips available to subscribers through the comprehensive Pro Research Report.

Lending Tree’s recent achievements are seen as a testament to its ability to navigate a challenging economic environment, marked by elevated interest rates that typically impact the lending industry. The company’s strategic focus on areas like Insurance has allowed it to offset some of the headwinds faced in other segments.

Investors are watching closely as Lending Tree positions itself for the upcoming fiscal year. With management’s confidence in the company’s trajectory and the recent price target upgrade by Truist Securities, Lending Tree is poised to continue its growth and address its financial obligations in the near term.

In other recent news, LendingTree Inc. reported a strong performance for the fourth quarter of 2024, significantly exceeding earnings expectations. The company posted an earnings per share (EPS) of $1.16, far surpassing the anticipated loss of $0.14. Revenue also exceeded forecasts, reaching $261.5 million against an expected $230.9 million. LendingTree’s CEO, Doug Lebda, expressed satisfaction with the company’s results, highlighting the substantial growth in their insurance and home equity segments. The company projects double-digit revenue growth for the first quarter of 2025, with a focus on expanding its direct sales force and enhancing operational efficiency. Furthermore, LendingTree anticipates a 16% growth in adjusted EBITDA for 2025, driven by revenue increases across its key product lines. In the analyst community, firms like Oppenheimer have been observing the company’s recovery and growth trajectory, especially in the insurance segment. These developments indicate a positive outlook for LendingTree as it continues to build on its recent successes.

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