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Posted by
Two Blokes May 15 -
Filed in
Stock
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LendingClub delivered solid 1Q25 results, beating revenue estimates but missing EPS due to higher-than-expected credit provisioning, resulting from the ongoing tariff saga. Despite some broader concerns about a looming recession/stagflation, the capital markets appear to be on solid footing. I am lowering earnings estimates, but still expect strong EPS growth this year and in 2026.