What Happened?
Shares of financial marketplace platform LendingTree (NASDAQ: TREE) fell 9.5% in the morning session after the announcement of new tariffs on imported goods, sparked investor concern about rising costs for consumer-facing companies.
Wall Street opened lower following the announcement of a new 15% tariff, with threats of more to come. This trade policy shift directly impacts companies that rely on international supply chains, such as apparel and footwear retailers. For example, shares of Nike and Gap fell as investors anticipate that tariffs could increase import costs. Companies may face the difficult choice of absorbing these higher costs, which would hurt their profit margins, or passing them on to consumers, which could dampen demand, especially amid other signs of economic slowing.
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What Is The Market Telling Us
LendingTree’s shares are extremely volatile and have had 41 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The biggest move we wrote about over the last year was about 1 month ago when the stock gained 3% on the news that President Trump cooled fears of a transatlantic trade war by calling off scheduled tariffs on European allies.
The rally followed a productive meeting in Davos with NATO Secretary General Mark Rutte, where a "framework of a future deal" regarding Greenland and the Arctic region was established. By explicitly ruling out the use of military force and suspending the 10% tariffs previously set for February 1st, the administration provided the "sigh of relief" the market desperately needed after Tuesday's sharp sell-off. Technology and semiconductor leaders like Nvidia and AMD spearheaded the recovery as investors quickly pivoted back into growth stocks. The "Sell America" trade from the prior session reversed sharply, with the Nasdaq Composite jumping 1.5% and the S&P 500 erasing its 2026 losses. This rebound was further supported by a stabilization in the bond market; as tariff-related inflation fears subsided, the 10-year Treasury yield retreated from its recent highs, creating a more favorable backdrop for equity valuations across the board.
LendingTree is down 30.7% since the beginning of the year, and at $35.71 per share, it is trading 53.3% below its 52-week high of $76.51 from September 2025. Investors who bought $1,000 worth of LendingTree’s shares 5 years ago would now be looking at an investment worth $109.40.
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