Key Highlights

  • LendingTree (NASDAQ:TREE) traded at USD 38.30 after gains of 40.86% over 1 week and 55.25% over 1 month, with the latest session down 0.13%, in a published screener snapshot dated November 5, 2026.
  • Longer windows read 20.55% over 3 months and negative 3.04% over 6 months, while the year to date figure is negative 28.41%, so the surge follows a deep drawdown.
  • Third quarter 2026 Revenue rose 12% to USD 343.6 million from USD 307.8 million, adjusted EBITDA was USD 39.6 million against USD 39.8 million, and variable Marketing Margin rose 2% to USD 94.9 million.
  • Full year guidance is revenue of USD 1.30 billion to USD 1.31 billion, adjusted EBITDA of USD 151 million to USD 153 million, and a first buyback since the first quarter of 2022.

What Moved LendingTree (40.86% in 1 Week)

LendingTree reported third quarter results on November 3, 2026. Revenue of USD 343.6 million rose 12%, with insurance at USD 234.9 million, up 15%, consumer at USD 67.2 million, up 2%, and home at USD 41.5 million, up 9%. Home Equity revenue of USD 34.0 million grew 20%. The GAAP net loss was USD 72.4 million, or USD 5.15 per share, against Net Income of USD 10.2 million, or USD 0.73, a year earlier, because of a USD 98.8 million non-cash Goodwill impairment.

Why a Stock Like This Re-Rates

The rationale combines guidance, deleveraging and a buyback. Full year variable marketing margin guidance is USD 370 million to USD 375 million, implying 17% revenue growth and 14% adjusted EBITDA growth at the midpoints. Fourth quarter guidance is revenue of USD 315 million to USD 325 million and adjusted EBITDA of USD 34 million to USD 36 million. Debt fell to USD 330.6 million from USD 391.6 million at year end, helped by a USD 60 million voluntary repayment, and the company intends to repurchase shares in the fourth quarter, with no amount disclosed.

Valuation, Liquidity and Risks After a Big Run

Cash was USD 82.7 million at September 30, 2026. Net debt is about USD 248 million, simple arithmetic on two published numbers (USD 330.6 million of debt less USD 82.7 million of cash). Total debt fell by roughly USD 61 million since December 31, 2025, also simple arithmetic. Adjusted EBITDA slipped 1% and consumer segment profit fell 16% to USD 29.6 million, so growth is concentrated in insurance, where profit was USD 54.2 million. The 40.86% weekly rise leaves the stock negative 28.41% year to date. Small caps can see a small number of trades move the price, spreads can be wide, and the move may reverse. A P/E is not meaningful given the loss, and average Volume and the 52-week range were not visible in the snapshot. The goodwill charge is non-cash, but it signals that earlier acquisitions are carried at less than book.

Where Things Stand

LendingTree (NASDAQ:TREE) jumped 40.86% in a week mainly because third quarter revenue grew 12% to USD 343.6 million, full year guidance was set at USD 1.30 billion to USD 1.31 billion and a share buyback was signaled, despite the Impairment driven loss. It ranks among small cap leaders on both 1 week and 1 month, and the stock remains 28.41% lower year to date. The 3 month gain of 20.55% and the 6 month change of negative 3.04% show most of the recovery came in the last month, and this article makes no forecast.