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Added to YB: 2026-06-15

Pitch date: 2026-06-09

LC [bullish]

LendingClub Corporation

Author Info

No bio for this author

Company Info

LendingClub Corporation, operates as a bank holding company, that provides range of financial products and services in the United States.

Market Cap

$2.1B

Pitch Price

N/A

Price Target

50.00

Dividend

N/A

EV/EBITDA

4.10

P/E

12.05

EV/Sales

0.94

Sector

Consumer Finance

Category

value

Show full summary:
LendingClub Corp. (NASDAQ: LC) - why I think 'Happen Bank' has a second leg

LC: Profitable digital bank (rebranding to Happen Bank, moving to Nasdaq) at ~10x fwd EPS vs 17x Fair-PE. Q1'26 net income $51.6m (4.4x YoY), EPS $0.44 beat, originations +31%, ROTCE 14.5%, 17% CET1. FY26 guide $1.65-1.80 EPS. ~$50 target in 3yrs, ~40% annualized. Risks: recession, rates, regulation, competition.

Read full article (9 min)