PomegraLendingTree Stock Surges 27% After Q3 Earnings Beat
Why is LendingTree stock up today?
LendingTree (TREE) stock surged 26.6% to $36.56 on Wednesday after third-quarter earnings showed sales up 12% to $343.6 million and a full-year profit outlook above forecasts.
Key numbers
| Q3 revenue | $343.6M+12% YoY |
|---|---|
| Adjusted EBITDA | $39.6M-1% YoY |
| Net result | -$72.4Mvs +$10.2M a year ago |
| Insurance revenue | $234.9M+15% YoY |
| 2026 adj. EBITDA guidance | $151–153M+14% at midpoint |
| TREE share price | $36.56+26.6% on Wednesday (per [3]) |
What happened
LendingTree (TREE) stock surged 26.6% to $36.56 on Wednesday after third-quarter earnings showed sales up 12% to $343.6 million and a full-year profit outlook above forecasts. Adjusted profit (EBITDA) of $39.6 million beat analyst estimates of about $35 million. A one-time $98.8 million accounting write-down (goodwill charge) still left a $72.4 million net loss. LendingTree also repaid $60 million of debt and plans its first share buyback since 2022.
Why it matters
LendingTree runs an online marketplace where people compare loans and insurance, so its results offer a read on how much households are shopping around for money. Its insurance business, where sales grew 15%, is now the main engine. The report was mixed: a big profit beat, but a fourth-quarter sales forecast of $315–325 million that sat below analysts' roughly $340 million estimate (per).
Who this affects
- MarketneutralLow impact
- Small-cap shareholders gained; wider market barely affected.
- CompanybullishHigh impact
- Shareholders gain; buyback and debt paydown signal cash confidence.
- CompetitorsbullishLow impact
- Peers like EverQuote also grew fast; read-across mildly positive.
- IndustrymixedLow impact
- Insurance shopping demand is strong; consumer lending grows slowly.
LendingTree vs EverQuote, NerdWallet
How we got here
Rival EverQuote reports Q3 revenue up 25% to $218.1 million.
LendingTree reports Q3 results; shares edge up 2.3% to $29.63 in immediate reaction (per).
LendingTree shares surge 26.6% to $36.56 on the earnings (per).
What to watch
- LendingTree's first share buyback since 2022, which the company said it intends to start.Q4 2026
- Q4 guidance: revenue of $315–325M and adjusted EBITDA of $34–36M.Q4 2026
- Analyst estimate changes after the Q4 revenue outlook fell below consensus (per).2026-11-05
Educational content only. Not investment advice.
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