Stephens analyst John Campbell sees LendingTree's acquisition of Iron Horse Holdings, a credit card leads aggregator operating under the name of CompareCards, as an "intelligent deal." The analyst believes it should "greatly" improve LendingTree's existing credit card offering, and notes that the company appears to have landed it at a great price. Further, Campbell thinks the deal should provide a "nice positive" margin mix shift, and the Non-Mortgage revenue growth should help offset some potential Mortgage softness with the rising rate environment. He reiterates an Overweight rating and $130 price target on the shares.