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LendingClub Corporation (LC) Stock Analysis

HoldModerate Confidence

Financial Services · Banks - Regional

Hold if already holding. Not a fresh buy at $17.17, but acceptable to hold if already in. Reason: Negative momentum.

LendingClub operates a nationally chartered digital bank focused on creditworthy U.S. consumers, offering personal loans, auto refinance, and point-of-sale financing via a branchless platform. Revenue comes from origination fees, servicing fees from marketplace investors, and... Read more

$17.17+16.7% A.UpsideScore 6.1/10#49 of 142 Banks - Regional
Stop $15.98Target $20.05(analyst − 13%)A.R:R 1.1:1
Analyst target$23.05+34.2%10 analysts
$20.05our TP
$17.17price
$23.05mean
$29

Hold if already holding. Not a fresh buy at $17.17, but acceptable to hold if already in. Reason: Negative momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. Score 6.1/10, moderate confidence.

Passes 5/7 gates (clean insider activity, no SEC red flags, news boost analyst 0.60, earnings proximity 88d clear, semi cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

Thesis

Rewards
Strong earnings beat streak (3/4)
Attractive valuation
Recent Analyst detected in news
Risks
Negative momentum

Key Metrics

P/E (TTM)11.4
P/E (Fwd)7.4
Mkt Cap$2.0B
EV/EBITDA3.9
Profit Mgn12.8%
ROE12.2%
Rev Growth12.5%
Beta1.95
DividendNone
Rating analysts19

Quality Signals

Piotroski F9/9

Options Flow

P/C0.70bullish
IV64%elevated
Max Pain$6-65.1% vs spot

Concentration Risks(10-K Item 1A)

  • MEDIUMCustomerlimited number of marketplace investors
    10-K Item 1A: 'We may also experience significant concentration on our marketplace bank platform, where a limited number of marketplace investors purchase a large volume of loans from our platform.'

Material Events(8-K, last 90d)

  • 2026-01-27Item 5.02MEDIUM
    CRO Annie Armstrong resigning March 1, 2026 (orderly transition). Board Chairman John C. Morris resigning March 31; Timothy J. Mayopoulos named independent Chairman April 1, 2026. No disagreement cited.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Volume
0.0
Obv
1.0
Macd
3.9
Rsi
5.0
Ma Position
9.0
Volume distribution (falling OBV)Above 200-day MA
GatesMomentum 3.8<4.5A.R:R 1.1 < 1.5@spotInsider activity: OKNo SEC red flagsNEWS BOOST ANALYST 0.60EARNINGS PROXIMITY 88d clearSEMI CYCLE PEAK CLEARSuitability: Aggressive
RSI
65 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $14.33Resistance $18.88

Price Targets

$16
$20
A.Upside+16.8%
A.R:R1.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Momentum score 3.8/10 — below 4.5 minimum
! Reward/Risk 1.1:1 at current price — below 1.5:1 minimum

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-28 (88d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is LC stock a buy right now?

Hold if already holding. Not a fresh buy at $17.17, but acceptable to hold if already in. Reason: Negative momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. Target $20.05 (+16.8%), stop $15.98 (−7.4%), A.R:R 1.1:1. Score 6.1/10, moderate confidence.

What is the LC stock price target?

Take-profit target: $20.05 (+16.7% upside). Target $20.05 (+16.8%), stop $15.98 (−7.4%), A.R:R 1.1:1. Stop-loss: $15.98.

What are the risks of investing in LC?

Negative momentum.

Is LC overvalued or undervalued?

LendingClub Corporation trades at a P/E of 11.4 (forward 7.4). TrendMatrix value score: 9.1/10. Verdict: Hold.

What do analysts say about LC?

19 analysts cover LC with a consensus score of 4.4/5. Average price target: $23.

What does LendingClub Corporation do?LendingClub operates a nationally chartered digital bank focused on creditworthy U.S. consumers, offering personal...

LendingClub operates a nationally chartered digital bank focused on creditworthy U.S. consumers, offering personal loans, auto refinance, and point-of-sale financing via a branchless platform. Revenue comes from origination fees, servicing fees from marketplace investors, and net interest income, with more than $100 billion of loans originated since founding in 2006. Its marketplace bank platform connects borrowers with institutional investors who purchase loans.

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