LendingTree (TREE) Stock Forecast & Price Target

LendingTree Inc. has revised its revenue expectations for FY25, anticipating figures between $1.00 billion and $1.05 billion, surpassing the consensus estimate of $981.2 million. The company demonstrated strong cash flow generation, reporting $28 million in free cash flow for the third quarter, an increase from $25 million in the previous quarter. Additionally, the company achieved a 27% year-over-year growth in profit within its Home segment, further supported by increased EBITDA guidance, reflecting robust operational performance and positive trends in its personal loan business.

LendingTree Inc. has demonstrated some positive metrics, such as a reduction in its net leverage ratio to 2.6x, the lowest since 2020, and all three reportable segments recorded double-digit year-over-year growth in revenues and profits in the third quarter of 2025. However, the company faces significant challenges, as revenue growth in its home and consumer segments remains under pressure, and there are concerns regarding the potential impact on profitability due to slower-than-expected integration of acquisitions. Furthermore, the risk factors include heightened competition, a rising interest rate environment, and the possibility of a pullback in its insurance segment, which could adversely affect demand for customer leads.