Is LendingTree, Inc. (NASDAQ:TREE) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating LendingTree, Inc. at current levels.
Three-engine comeback at 5x forward earnings, with insurance carriers spending like it's 2021 and rates finally cracking.
Where TREE is headed
LendingTree in 2028 looks nothing like the broken roll-up the market priced for dead in 2023. The Insurance segment, which carried the company through the mortgage winter, is now joined by a Home business that finally has something to sell. Mortgage rates have drifted into the low 6s after the Fed's cutting cycle through 2025 and 2026, refinance application volume on the MBA index has tripled off the 2023 floor, and TREE's variable-cost auction model means almost every incremental click drops to operating income. Revenue mix shifts back toward something resembling the 2021 balance: roughly 40% Insurance, 35% Consumer, 25% Home, on a base that gets back above $1.2B.
Read the full Compass Direction on TREE
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios (around $36.42).
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Frequently asked questions
Is LendingTree, Inc. (NASDAQ:TREE) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating LendingTree, Inc. at current levels. Three-engine comeback at 5x forward earnings, with insurance carriers spending like it's 2021 and rates finally cracking.
What is TREE's Compass Score?
LendingTree, Inc. scores 82/100 on Alexandria's Compass, placing it in the "True North" tier. Scores blend eight factors and update weekly.
What is the price target for TREE?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the TREE page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.