Lendingtree Inc — MarketDX

United States

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LendingTree Shares Fall 7.8% as Meta's Muse Threatens Lead Generation

LendingTree shares fell 7.8% to close at $24.02 after the Wall Street Journal reported that Meta's Muse can buy goods online, respond to emails, and complete other tasks a user authorizes, threatening the lead-generation model that pays LendingTree when consumers visit its site to request a loan. Barron's Anita Hamilton wrote that the same dynamic is already hitting travel sites because Muse can book flights and places to stay, with Expedia, Booking Holdings, Tripadvisor, and Airbnb all falling. Bloomberg Intelligence analysts Mandeep Singh and William Tong wrote that if agents take 5% to 10% of travel, ride-hailing, and delivery business, the combined revenue loss could exceed $5 billion, Barron's reported, though that figure is a scenario for travel and delivery rather than a measured loss at either company. The move extends a broader selloff across lead-generation and marketplace names including EverQuote, CarGurus, Cars.com, Instacart, Expedia, and Booking Holdings, whose models depend on shoppers still arriving on a site where ads and commissions are charged. LendingTree is down 53.2% since the beginning of the year and trades 65.8% below its 52-week high of $70.56 from September 2025.

TREE ▼ABNB ▼BKNG ▼EXPE ▼TRIP ▼CARG ▼+2

TREE · Competition · Negative Meta's Muse threatens the lead-generation model that pays LendingTree when consumers visit its site to request a loan, sending shares down 7.8%.

ABNB · Competition · Negative Meta's Muse can book flights and stays, threatening Airbnb's marketplace model as travel sites fall.

BKNG · Competition · Negative Meta's Muse can book flights and places to stay, pressuring Booking Holdings' booking model.

EXPE · Competition · Negative Meta's Muse can book flights and stays, threatening Expedia's marketplace model; Expedia fell in the broader lead-generation selloff.

TRIP · Competition · Negative Tripadvisor fell as Meta's Muse can book flights and places to stay, undermining its marketplace/lead-generation model.

CARG · Competition · Negative CarGurus is caught in the broader selloff of lead-generation and marketplace names threatened by Meta's Muse.

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United States

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Tree.com Shares Down 10.9% Since Q2 Earnings Miss

Tree.com, the parent of LendingTree, has seen its shares fall 10.9% since reporting second-quarter 2026 earnings about a month ago, underperforming the S&P 500. The company reported adjusted net income of $1.27 per share, missing the Zacks Consensus Estimate of $1.46, though it beat the prior-year figure of $1.13. Total revenues rose 25.3% year over year to $313.4 million, slightly below the consensus estimate of $315.07 million, while adjusted EBITDA increased 10.6% to $35.2 million. The company lowered its full-year 2026 revenue guidance to a range of $1.30 billion to $1.32 billion, down from the prior range of $1.30 billion to $1.35 billion, and cut its adjusted EBITDA forecast to $145-$152 million from $152-$162 million. Analysts have revised estimates downward over the past month, and the stock carries a Zacks Rank #3 (Hold).

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TREE · Capital · Negative Q2 earnings miss and lowered full-year guidance

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Zacks Investment Research·37dRead more →

TREE▼

Tree.com misses Q2 earnings and revenue estimates

Tree.com reported second-quarter earnings of $1.27 per share, missing the Zacks Consensus Estimate of $1.46 per share and marking a negative earnings surprise of 13.01%. Revenue came in at $313.42 million, also below the consensus estimate by 0.52%, though up from $250.1 million a year earlier. The company has surpassed consensus EPS estimates twice over the last four quarters. Shares have lost about 22.8% since the start of the year, while the S&P 500 has gained 8.5%.

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TREE · Capital · Negative Missed Q2 earnings and revenue estimates, with negative earnings surprise of 13.01%

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Zacks Investment Research·67dRead more →

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Zacks Highlights Federal Agricultural Mortgage, Lending Tree, and Finance of America Amid Industry Weakness

Zacks Equity Research identifies Federal Agricultural Mortgage, Lending Tree, and Finance of America as mortgage-related services stocks to watch despite persistent industry headwinds. The Zacks Mortgage & Related Services industry faces elevated mortgage rates, with the 30-year fixed rate rising to nearly 6.5%, which is expected to subdue loan demand and hurt origination and refinancing activity. However, diversified operations and the servicing segment offer support, with mortgage service rights poised for value appreciation as U.S. single-family mortgage debt outstanding is projected to reach $15.2 trillion by the end of 2026. Federal Agricultural Mortgage, also known as Farmer Mac, reported double-digit year-over-year growth in business volume, revenues, and core earnings in the first quarter of 2026, approaching $35 billion in total outstanding business volume. LendingTree is focusing on improving purchase conversion rates and diversifying its non-mortgage product offerings, with 2026 earnings expected to surge 71% year over year. Finance of America, the leading reverse mortgage platform with roughly 30% market share, saw first-quarter 2026 submission volume increase 20% year over year to $918 million, and its 2026 earnings are expected to surge 56.3% year over year.

AGM ▲FOA ▲TREE ▲

AGM · Demand · Positive Double-digit growth in business volume, revenues, and core earnings in Q1 2026, approaching $35B in total outstanding business volume.

FOA · Demand · Positive First-quarter 2026 submission volume increased 20% year over year to $918 million, and 2026 earnings expected to surge 56.3%.

TREE · Demand · Positive Focus on improving purchase conversion rates and diversifying non-mortgage products; 2026 earnings expected to surge 71% year over year.

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Zacks Investment Research·95dRead more →

TREE▼

Magnite Stands Out as Profitable Stock to Watch, While Old Dominion and LendingTree Face Caution

StockStory highlights Magnite as a profitable stock to watch, citing its 24% annual revenue growth over five years and 25.8% annual EPS growth over two years, while questioning Old Dominion Freight Line and LendingTree. Old Dominion faces declining unit sales, an 8.1% annual EPS contraction, and waning returns on capital, trading at 38.2x forward P/E. LendingTree operates in a highly competitive market requiring heavy sales and marketing spend, trading at 0.4x forward price-to-gross profit. Magnite, with a 14.8% trailing operating margin, shows improving returns on capital and trades at 15.7x forward P/E.

MGNI ▲ODFL ▼TREE ▼

MGNI · Capital · Positive Article highlights Magnite's strong revenue and EPS growth, improving margins, and attractive valuation, making it a profitable stock to watch.

ODFL · Demand · Negative Old Dominion faces declining unit sales and an 8.1% annual EPS contraction, indicating weakening demand.

TREE · Competition · Negative LendingTree operates in a highly competitive market requiring heavy sales and marketing spend, pressuring profitability.

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