TREE Earnings

TREE reported its FY2025Q3 earnings on 2025-10-30, showcasing a revenue of 308.00M against an estimate of 278.00M, resulting in a 10.57% surprise. The EPS was 1.7, surpassing the expected 1.16 by 46.55% . The stock experienced a 6.32% price change on the earnings day and a 2.68% change over the next five days, reflecting market reactions to the results.

Following TREE's FY2025Q3 earnings announcement on 2025-10-30, the stock price moved by 6.32% on the day of the release. Over the subsequent five days, it saw a 2.68% change. Historically, TREE's stock price tends to shift by an average of -3.72% in the 10 days leading up to earnings and +1.39% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate TREE’s annual revenue to reach 287.00M, while the EPS is projected at 1.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 3.9% and EPS estimates Revise Upward by 6.54% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between TREE's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Upward by 3.9%, while EPS estimates moved Revise Upward by 6.54% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, TREE's stock price typically moves by -3.72% in the 10 days before its earnings and +1.39% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 1.00 and revenue of 287.00M.

The company reported strong revenue growth across multiple segments, with record margins in the Consumer segment and improved revenue visibility, particularly in insurance. The strategic focus on AI and expansion of the lender network positions the company for future growth. Despite some vague management responses, the overall sentiment from the Q&A is positive, with confidence in sustained growth and strategic capital allocation plans. The absence of negative factors like revenue or EPS misses and the potential for share buybacks contribute to a positive outlook.