MeridianLink Exceeds Q2 Earnings and Revenue Estimates, Shares Down 23.1% YTD

MeridianLink (MLNK) reported Q2 earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.09 per share. Revenues of $84.6 million surpassed the Zacks Consensus Estimate by 3.62%. The company has topped consensus revenue estimates four times over the last four quarters. MeridianLink shares have lost about 23.1% since the beginning of the year. The Zacks Rank for the stock is #3 (Hold), indicating the shares are expected to perform in line with the market in the near future.

MeridianLink Inc. (MLNK) reported its second-quarter (Q2) 2025 earnings on Monday, August 11, 2025, exceeding analyst expectations. The company announced a non-GAAP earnings per share (EPS) of $0.13, surpassing the Zacks Consensus Estimate of $0.09 per share. This marks a significant improvement over the previous quarter, where EPS was $0.04.

Revenue for the quarter stood at $84.6 million, representing an 8% year-over-year increase and exceeding the Zacks Consensus Estimate by 3.62%. This strong revenue performance is driven by the company's core lending software segment, which saw a 12% year-over-year increase in revenue. The subscription-based model, which accounts for 84% of total revenue, continues to be a key driver of growth for MeridianLink [2].

The company also announced a transformative acquisition by Centerbridge Partners for $2.0 billion in all cash, valuing MeridianLink at $20 per share. This acquisition, which is expected to provide significant liquidity to shareholders, comes on the heels of MeridianLink's strong earnings performance. However, the acquisition has raised questions about operational continuity and the potential impact on future guidance [2].

MeridianLink's stock has experienced a challenging year, with shares declining by about 23.1% since the beginning of 2025. Despite this, the company's ability to consistently beat consensus revenue estimates over the last four quarters suggests a strong foundation for growth. The Zacks Rank for the stock is #3 (Hold), indicating that analysts expect the shares to perform in line with the market in the near future [3].

Investors should closely monitor MeridianLink's upcoming earnings release and the progress of the Centerbridge acquisition to gauge the company's financial health and future prospects. The company's ability to meet or exceed analyst expectations will be crucial in determining its stock performance in the coming months.

References:
[1] https://www.benzinga.com/insights/earnings/25/08/47007911/exploring-meridianlinks-earnings-expectations
[2] https://www.ainvest.com/news/meridianlink-q2-2025-results-blueprint-long-term-growth-scalability-2508/
[3] https://www.nasdaq.com/articles/meridianlink-revenue-jumps-8-percent