LendingTree(TREE)股价11月1日盘中大跌超21%,报收46.71美元,成交量暴增,引发市场广泛关注。公司此前披露的第三季度业绩实际好于预期,但随后公布的第四季度收入指引却低于市场预期,加深了投资者对公司业绩增长前景的疑虑。
根据财报数据,LendingTree第三季度营收约2.61亿美元、同比增长28%,超出分析师预期。但公司预计第四季度营收将在2.31至2.41亿美元区间,低于上季。这一展望令投资者对公司业务增长放缓的担忧浮现,从而推动大量抛售行为。
不过,分析师对公司核心保险业务的市场前景普遍持乐观态度。多家机构如Truist、KBW等上调了LendingTree的目标价,并给予"买入"评级,认为公司保险业务营收仍将强劲增长。但他们也提到,公司遭遇费率环境及营销成本上升压力,可能继续拖累其家庭和消费者业务的增长。
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