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2026-09-09 18:49 6h ago
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Match Group, Inc. (MTCH) Presents at Citi's 2026 Global TMT Conference Transcript
MTCH Match Group
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Original source text
Match Group, Inc. (MTCH) Presents at Citi's 2026 Global TMT Conference Transcript
2026-09-09 08:45 16h ago
2026-09-08 19:55 1d ago
Match Group, Inc. (MTCH) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
MTCH Match Group
FMP Stock News
Original source text
Match Group, Inc. (MTCH) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
2026-09-05 18:09 4d ago
2026-09-05 03:44 4d ago
AXQ Capital LP Takes $1.63 Million Position in Match Group Inc. $MTCH
MTCH Match Group
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Original source text
AXQ Capital LP bought a new position in shares of Match Group Inc. (NASDAQ: MTCH) during the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor bought 42,824 shares of the technology company's stock, valued at approximately $1,629,000. A number of other hedge funds also recently added to
2026-09-03 22:24 6d ago
2026-09-03 16:04 6d ago
Match Group: Tinder's AI Push Speeds Releases, Powers Smarter Recommendations
MTCH Match Group
FMP Stock News
Original source text
3 Big Earnings Misses: Is It Time to Buy the Dip?Match Group NASDAQ: MTCH outlined changes to Tinder’s product-development process, recommendation systems and artificial-intelligence strategy during a CEO connection event focused on the dating app’s recent pace of product releases.

Tinder Chief Product Officer Mark Kantor said the company has updated “nearly every part” of the app over the past 18 months, including trust and safety, recommendations and new social connection features. He said Tinder reduced the prevalence of bots and bad actors by more than 60% and introduced products including Double Date and Events.

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3 Stocks Ringing in The New Year With Large Buyback AnnouncementsKantor attributed the faster pace to organizational changes, including smaller and more autonomous teams, increased direct engagement with users and the adoption of “Sparks” as a central performance metric. Tinder defines a Spark as a multi-way, six-way conversation, and the company said the metric is intended to align teams around user outcomes rather than simpler measures such as matches or likes.

Engineering Output and AI Tools Tinder Chief Technology Officer Vinay Kuruvila said the engineering team is shipping product at twice the rate it was a year ago. He said the company reduced linear handoffs among product, design and engineering teams while increasing experimentation and iteration.

Bumble's Valuation Hits an All-Time Low, Can Its Fortunes Change?Kuruvila said Tinder has also invested in its technology stack, including rearchitecting systems affected by technical debt, upgrading infrastructure for recommendations and machine-learning teams, and improving its experimentation platform. The company rewrote its chat system while keeping other parts of the ecosystem moving forward, he said, and plans to focus next on onboarding.

Artificial intelligence has become central to both product development and customer-facing features, executives said. Kantor said Tinder uses AI to reduce onboarding friction, help users build profiles and choose photos, support trust and safety tools, and improve recommendations. He said AI has shortened certain work that previously took months into weeks, or weeks into days.

As an example, Kantor said the Events product moved from an initial meeting in January to rapid prototypes within days and a public minimum viable product launch in Los Angeles in March.

Kuruvila said more than 90% of new code at Tinder is AI-generated, while emphasizing that engineers review the output. According to Kuruvila, every AI-generated code submission is reviewed by two engineers, while AI agents are also used to write tests, verify code and fix simpler bugs with human oversight.

The company said it is placing greater emphasis on hiring early-career talent with AI fluency. Kuruvila said engineering candidates are asked to complete multiple tasks using AI and explain their approach. Kantor said he is seeking curiosity, initiative and evidence of personal projects from product and design candidates.

Recommendation System Focuses on “Sparks” Kuruvila described Tinder’s recommendation work as still being in the “early innings,” saying major releases continue to produce substantial changes in core metrics. A July launch, called Queue Unification V2, combined previously separate recommendation queues into a single system optimized for Sparks and Spark Coverage.

Previously, different queues could have distinct objectives, such as maximizing revenue, supporting new-user retention or retaining existing paying users. Under the unified approach, Kuruvila said Tinder’s machine-learning algorithms are optimized around Sparks. He said the change has driven Sparks “significantly higher” for straight women, while rollout to other segments remains ongoing.

Tinder is also developing real-time adaptive recommendations, which Kuruvila said are expected to launch in late fourth quarter. Currently, a shift in a user’s swipe behavior can take up to four hours to affect recommendations, he said. The planned system is intended to respond to behavioral changes in seconds.

Kuruvila said the company’s decision to optimize for user outcomes rather than likes or revenue represents a major shift. He added that Tinder has a “user give back” budget allowing teams to pursue changes that could improve engagement even if they reduce revenue, although the company has generally found that engagement improvements also support revenue.

Social Features and Shared Technology Kantor said user research has repeatedly shown that singles want to bring friends into the dating experience. Tinder believes social features can reduce pressure, improve safety and make interactions more enjoyable, he said.

He said that in the U.S., more than one in five Tinder users between ages 18 and 22 has a Double Date pair. Tinder is also working on group hangouts that would support more participants, Kantor said. The company is continuing to add social elements to Events, noting that users commonly bring friends rather than attend alone.

Looking ahead, Kantor said Tinder is focused on improving the post-match experience, including using its rebuilt chat infrastructure to support conversations and meetup planning. Kuruvila said Match Group is increasingly sharing AI infrastructure, trust and safety technology and development tools across its portfolio of brands, including age assurance, verification and AI moderation capabilities.

About Match Group (NASDAQ:MTCH)Match Group, Inc NASDAQ: MTCH is a leading provider of online dating products and services. The company owns and operates a diverse portfolio of consumer brands that connect singles through digital platforms. Its flagship offerings include Match.com, Tinder, Hinge, OkCupid and PlentyOfFish, which together serve users looking for long-term relationships, casual encounters and social networking opportunities.

Originating with the launch of Match.com in 1995, Match Group has grown through a combination of organic development and strategic acquisitions.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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2026-09-03 22:24 6d ago
2026-09-03 16:09 6d ago
Match Group, Inc. (MTCH) Discusses Product Velocity and Innovation Within Tinder's Product and Engineering Teams Transcript
MTCH Match Group
FMP Stock News
Original source text
Match Group, Inc. (MTCH) Discusses Product Velocity and Innovation Within Tinder's Product and Engineering Teams September 3, 2026 12:30 PM EDT

Company Participants

Spencer Rascoff - CEO & Director
Mark Kantor - Senior VP & Head of Product
Vinay Kuruvila

Presentation

Spencer Rascoff
CEO & Director

Hi, everyone. Thanks for joining us today for the CEO Connection this quarter. Before we get started, I want to note that today's discussion may include some forward-looking statements, and the risks related to those are listed here and also in our filings with the Securities and Exchange Commission.

So today, we're going to go inside Tinder's product and engineering teams to discuss something that you've heard us discuss quite a bit, which is our product velocity. It's a very important part of the Tinder story and something that investors are keenly focused on, and I get asked about a lot for good reason. So today, I'm joined by Mark Kantor. Mark is our Chief Product Officer at Tinder. He leads our cross-functional teams of designers and product managers who help determine what we build into our product. Mark has more than 20 years of experience as a product builder and an entrepreneur and founder, including roles at Zynga and his own startups.

Also with us is Vinay Kuruvila, CTO of Tinder. Vinay leads engineering, AI and product innovation at Tinder and also leads our central AI teams at Match Group. Vinay has 20 years of engineering and product leadership experience at companies like Amazon, Venmo and Brightwheel. Before we get into that discussion, we're going to start with a quick look at how much the Tinder experience has evolved over just the past 18 months.

Many of you probably aren't active Tinder users. So we want to bring the product to you by highlighting where it
2026-09-03 17:32 6d ago
2026-09-03 12:36 6d ago
Why Is Match Group (MTCH) Up 11.2% Since Last Earnings Report?
MTCH Match Group
FMP Stock News
Original source text
It has been about a month since the last earnings report for Match Group (MTCH - Free Report) . Shares have added about 11.2% in that time frame, outperforming the S&P 500.

But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Match Group due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Match Group Inc. before we dive into how investors and analysts have reacted as of late.

Match Group Q2 Earnings & Revenues Miss Estimates, Sales Decline Y/YMatch Group reported second-quarter 2026 earnings of 92 cents per share, missing the Zacks Consensus Estimate by 5.15%.

Revenues were $853 million, down 1% year over year, and lagging the Zacks Consensus Estimate of $856 million by 0.34%. The quarter reflected improving engagement trends at Tinder and continued expansion at Hinge.

MTCH’s Q2 Operating Metrics DetailsThe company’s key operating metrics showed mixed momentum, with total payers declining 6% year over year to 13.3 million, while revenue per payer (RPP) increased 6% to $21.13. Tinder’s user trends improved, while Hinge continued to deliver strong growth through product innovation and international expansion.

MTCH Improves Tinder Engagement TrendsTinder direct revenues were $457.5 million in the second quarter, down 1% year over year and down 2% on a foreign exchange-neutral basis.

Payers declined 5% to 8.5 million, while RPP increased 4% to $17.90. Adjusted EBITDA was $233 million, down 5% year over year, with a 50% margin.

The company continued investing in Tinder’s product turnaround. Management highlighted improvements in recommendation algorithms, Trust and Safety initiatives, and new features designed to create lower-pressure ways for users to connect. Tinder’s daily active users declined 4% year over year in the quarter, representing the best performance in 10 quarters.

Match Group Sees Hinge Growth ContinueHinge remained a major growth contributor, with direct revenues rising 22% year over year to $203.5 million. Revenues increased 20% on a foreign exchange-neutral basis, supported by a 17% increase in payers to 2 million and a 4% rise in RPP to $33.11.

Match Group noted that Hinge’s global monthly active users increased 13% year over year, driven by expansion markets. The company continued broadening Hinge’s international presence, entering six new European countries and four additional countries in Latin America during the quarter.

The business is still expected to reach $1 billion in revenues in 2027, with growth expected to come from product innovation, international expansion and additional monetization opportunities.

MTCH Reports Segment Pressure From E&EEveryone Everywhere (E&E) direct revenues were $178.9 million, down 17% year over year and down 17% on a foreign exchange-neutral basis. Payers declined 21% to 2.7 million, while RPP increased 4% to $22.24. Adjusted EBITDA was $54 million, up 69%, and at a 30% margin.

The company continued restructuring the portfolio, with E&E now including Azar and Pairs. Management said the segment is benefiting from shared capabilities across Match Group, including Trust and Safety, recommendation algorithms, centralized marketing and consumer research.

The company expects E&E revenue trends to remain pressured by the Azar app redesign while maintaining a focus on improving the long-term health of the portfolio.

Match Group’s Q2 Operating DetailsTotal operating expenses declined 9% year over year to $608 million in the second quarter. Cost of revenues decreased 16% year over year, helped by alternative payment savings, while general and administrative expenses declined 22%, driven by lower headcount-related costs and legal expenses.

Adjusted EBITDA was $331 million, up 14% year over year, representing an adjusted EBITDA margin of 39%, which expanded approximately 500 basis points from 33% in the year-ago quarter.

MTCH’s Balance Sheet and Cash FlowAs of June 30, 2026, Match Group had cash, cash equivalents and short-term investments of $584 million compared with $1.02 billion as of March 31, 2026. The decline primarily reflected the use of $424 million in cash to repay the company’s 0.875% exchangeable senior notes due in June 2026.

Long-term debt, including current maturities, stood at $3.6 billion as of June 30, 2026. Match Group ended the quarter with trailing twelve-month gross leverage of 2.7x and net leverage of 2.2x. The company’s $500 million revolving credit facility remained undrawn as of June 30, 2026.

Match Group generated $370 million in operating cash flow and $353 million in free cash flow in the second quarter. It also repurchased 7.3 million shares for $245 million and paid $91 million in dividends during the period.

MTCH Provides Q3 & 2026 OutlookFor the third quarter of 2026, Match Group expects revenues of $885 million to $895 million, representing a year-over-year decline of 2% to 3%. Adjusted EBITDA is projected at $330 million to $335 million, implying a 10% year-over-year increase at the midpoint.

For full-year 2026, management expects revenues to be near the midpoint of its previously issued guidance range on an as-reported basis and at or above the midpoint on a foreign exchange-neutral basis. Adjusted EBITDA is expected to be at or above the high end of prior guidance, with margin expected to exceed the company’s 37.5% target.

The company expects Tinder direct revenues to decline in the low-single-digit percentage range for the year, an improvement from its previous outlook. It also expects free cash flow to be at the high end of its prior guidance range.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates revision.

The consensus estimate has shifted 11.67% due to these changes.

VGM ScoresCurrently, Match Group has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with a D. However, the stock has a grade of B on the value side, putting it in the top 40% for value investors.

Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Match Group has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months.

Performance of an Industry PlayerMatch Group belongs to the Zacks Internet - Software industry. Another stock from the same industry, Automatic Data Processing (ADP - Free Report) , has gained 4.1% over the past month. More than a month has passed since the company reported results for the quarter ended June 2026.

ADP reported revenues of $5.47 billion in the last reported quarter, representing a year-over-year change of +6.8%. EPS of $2.64 for the same period compares with $2.26 a year ago.

ADP is expected to post earnings of $2.78 per share for the current quarter, representing a year-over-year change of +11.7%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.

The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for ADP. Also, the stock has a VGM Score of D.
2026-08-31 10:34 9d ago
2026-08-25 04:19 15d ago
Bank of New York Mellon Corp Makes New Investment in Match Group Inc. $MTCH
MTCH Match Group
FMP Stock News
Original source text
Bank of New York Mellon Corp bought a new stake in shares of Match Group Inc. (NASDAQ:MTCH – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 2,649,034 shares of the technology company’s stock, valued at approximately $100,796,000. Bank of New York Mellon Corp owned 1.14% of Match Group at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the stock. Advisory Services Network LLC bought a new stake in Match Group during the 3rd quarter valued at about $28,000. Activest Wealth Management grew its stake in Match Group by 6,523.1% in the 4th quarter. Activest Wealth Management now owns 861 shares of the technology company’s stock worth $28,000 after acquiring an additional 848 shares in the last quarter. Whittier Trust Co. grew its stake in Match Group by 91.3% in the 1st quarter. Whittier Trust Co. now owns 903 shares of the technology company’s stock worth $29,000 after acquiring an additional 431 shares in the last quarter. Elevation Wealth Partners LLC increased its position in shares of Match Group by 1,319.4% during the second quarter. Elevation Wealth Partners LLC now owns 951 shares of the technology company’s stock worth $36,000 after acquiring an additional 884 shares during the period. Finally, Parkside Financial Bank & Trust increased its position in shares of Match Group by 53.0% during the fourth quarter. Parkside Financial Bank & Trust now owns 1,028 shares of the technology company’s stock worth $33,000 after acquiring an additional 356 shares during the period. 94.05% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth A number of analysts recently issued reports on the company. Weiss Ratings upgraded Match Group from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday, July 15th. Zacks Research upgraded Match Group from a “hold” rating to a “strong-buy” rating in a report on Tuesday, August 11th. Susquehanna reaffirmed a “positive” rating on shares of Match Group in a research report on Wednesday, August 5th. JPMorgan Chase & Co. began coverage on Match Group in a report on Monday. They issued a “neutral” rating and a $43.00 target price for the company. Finally, Wells Fargo & Company increased their price target on Match Group from $38.00 to $41.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 7th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $42.46.

View Our Latest Stock Analysis on MTCH Insider Activity at Match Group In related news, Director Glenn Schiffman acquired 3,000 shares of the firm’s stock in a transaction that occurred on Tuesday, August 11th. The stock was purchased at an average cost of $36.63 per share, for a total transaction of $109,890.00. Following the purchase, the director directly owned 56,370 shares of the company’s stock, valued at $2,064,833.10. This trade represents a 5.62% increase in their position. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this link. Insiders own 0.71% of the company’s stock.

Match Group Stock Performance Shares of MTCH opened at $41.73 on Tuesday. The company has a 50 day moving average price of $38.13 and a 200-day moving average price of $34.99. Match Group Inc. has a fifty-two week low of $28.81 and a fifty-two week high of $41.79. The stock has a market capitalization of $9.58 billion, a PE ratio of 14.75, a PEG ratio of 0.60 and a beta of 1.30.

Match Group (NASDAQ:MTCH – Get Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The technology company reported $0.70 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.65 by $0.05. The company had revenue of $853.11 million for the quarter, compared to analyst estimates of $857.77 million. Match Group had a net margin of 20.17% and a negative return on equity of 324.82%. Match Group’s revenue was down 1.2% compared to the same quarter last year. During the same period last year, the company posted $0.49 earnings per share. Equities research analysts forecast that Match Group Inc. will post 3.31 EPS for the current year.

Match Group Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Tuesday, October 20th. Stockholders of record on Monday, October 5th will be given a $0.20 dividend. This represents a $0.80 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend is Monday, October 5th. Match Group’s payout ratio is presently 28.27%.

About Match Group (Free Report)

Match Group, Inc (NASDAQ: MTCH) is a leading provider of online dating products and services. The company owns and operates a diverse portfolio of consumer brands that connect singles through digital platforms. Its flagship offerings include Match.com, Tinder, Hinge, OkCupid and PlentyOfFish, which together serve users looking for long-term relationships, casual encounters and social networking opportunities.

Originating with the launch of Match.com in 1995, Match Group has grown through a combination of organic development and strategic acquisitions.

Recommended Stories Five stocks we like better than Match Group Visa Just Put Hims & Hers in the Penalty Box—Here’s Why It Matters Treasury Yields Are Surging Again: 3 Stocks That Could Feel the Pain Snowflake Could Be Headed for New Highs Despite Insider Selling MongoDB Is Surging—And the Next Catalyst Is Almost Here

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2026-08-31 10:34 9d ago
2026-08-25 04:57 15d ago
Callan Family Office LLC Purchases Shares of 31,593 Match Group Inc. $MTCH
MTCH Match Group
FMP Stock News
Original source text
Callan Family Office LLC purchased a new stake in Match Group Inc. (NASDAQ:MTCH – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 31,593 shares of the technology company’s stock, valued at approximately $1,202,000.

A number of other hedge funds also recently made changes to their positions in the stock. Versant Capital Management Inc raised its position in shares of Match Group by 1.9% in the 2nd quarter. Versant Capital Management Inc now owns 15,463 shares of the technology company’s stock worth $588,000 after acquiring an additional 289 shares in the last quarter. Bessemer Group Inc. lifted its stake in shares of Match Group by 3.1% in the 1st quarter. Bessemer Group Inc. now owns 10,327 shares of the technology company’s stock valued at $317,000 after purchasing an additional 311 shares during the period. Bollard Group LLC boosted its position in shares of Match Group by 0.6% during the 1st quarter. Bollard Group LLC now owns 52,928 shares of the technology company’s stock valued at $1,625,000 after purchasing an additional 322 shares in the last quarter. Smartleaf Asset Management LLC boosted its position in shares of Match Group by 8.2% during the 2nd quarter. Smartleaf Asset Management LLC now owns 4,307 shares of the technology company’s stock valued at $133,000 after purchasing an additional 326 shares in the last quarter. Finally, Parkside Financial Bank & Trust grew its stake in Match Group by 53.0% during the fourth quarter. Parkside Financial Bank & Trust now owns 1,028 shares of the technology company’s stock worth $33,000 after purchasing an additional 356 shares during the period. 94.05% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades MTCH has been the subject of a number of research analyst reports. Royal Bank Of Canada lifted their target price on Match Group from $37.00 to $42.00 and gave the stock an “outperform” rating in a report on Wednesday, May 6th. The Goldman Sachs Group restated a “buy” rating and issued a $43.00 price target on shares of Match Group in a report on Wednesday, May 6th. TD Cowen decreased their price target on shares of Match Group from $46.00 to $45.00 and set a “buy” rating for the company in a research note on Wednesday, August 5th. UBS Group upped their price objective on shares of Match Group from $34.00 to $38.00 and gave the company a “neutral” rating in a report on Wednesday, May 6th. Finally, Truist Financial upped their price objective on shares of Match Group from $37.00 to $41.00 and gave the company a “hold” rating in a report on Wednesday, August 5th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat, Match Group currently has a consensus rating of “Moderate Buy” and an average target price of $42.46.

Check Out Our Latest Analysis on Match Group Match Group Stock Performance Shares of NASDAQ MTCH opened at $41.73 on Tuesday. Match Group Inc. has a fifty-two week low of $28.81 and a fifty-two week high of $41.79. The firm’s 50-day simple moving average is $38.13 and its 200 day simple moving average is $34.99. The stock has a market cap of $9.58 billion, a price-to-earnings ratio of 14.75, a PEG ratio of 0.60 and a beta of 1.30.

Match Group (NASDAQ:MTCH – Get Free Report) last announced its earnings results on Tuesday, August 4th. The technology company reported $0.70 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.65 by $0.05. Match Group had a negative return on equity of 324.82% and a net margin of 20.17%.The company had revenue of $853.11 million for the quarter, compared to analysts’ expectations of $857.77 million. During the same quarter in the previous year, the firm earned $0.49 earnings per share. Match Group’s quarterly revenue was down 1.2% on a year-over-year basis. On average, sell-side analysts predict that Match Group Inc. will post 3.31 EPS for the current year.

Match Group Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, October 20th. Shareholders of record on Monday, October 5th will be issued a dividend of $0.20 per share. This represents a $0.80 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend is Monday, October 5th. Match Group’s payout ratio is currently 28.27%.

Insider Transactions at Match Group In other news, Director Glenn Schiffman bought 3,000 shares of Match Group stock in a transaction dated Tuesday, August 11th. The stock was purchased at an average price of $36.63 per share, for a total transaction of $109,890.00. Following the purchase, the director directly owned 56,370 shares in the company, valued at $2,064,833.10. The trade was a 5.62% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.71% of the stock is owned by corporate insiders.

Match Group Company Profile (Free Report)

Match Group, Inc (NASDAQ: MTCH) is a leading provider of online dating products and services. The company owns and operates a diverse portfolio of consumer brands that connect singles through digital platforms. Its flagship offerings include Match.com, Tinder, Hinge, OkCupid and PlentyOfFish, which together serve users looking for long-term relationships, casual encounters and social networking opportunities.

Originating with the launch of Match.com in 1995, Match Group has grown through a combination of organic development and strategic acquisitions.

Recommended Stories Five stocks we like better than Match Group Visa Just Put Hims & Hers in the Penalty Box—Here’s Why It Matters Treasury Yields Are Surging Again: 3 Stocks That Could Feel the Pain Snowflake Could Be Headed for New Highs Despite Insider Selling MongoDB Is Surging—And the Next Catalyst Is Almost Here Want to see what other hedge funds are holding MTCH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Match Group Inc. (NASDAQ:MTCH – Free Report).

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2026-08-31 10:34 9d ago
2026-08-25 16:11 15d ago
Match Group to Present at Upcoming Investor Conferences
MTCH Match Group
FMP Stock News
Original source text
LOS ANGELES, Aug. 25, 2026 /PRNewswire/ -- Match Group (NASDAQ: MTCH) announced today that members of its executive team will present at the following upcoming investor conferences: Spencer Rascoff, Chief Executive Officer of Match Group, will participate in a fireside chat at the Goldman Sachs Communacopia + Technology Conference on Tuesday, September 8th at 5:25 p.m. Eastern Time (ET).
2026-08-22 12:01 18d ago
2026-08-22 07:30 18d ago
Can Bumble, Tinder make a comeback as users leave apps
MTCH Match Group
FMP Stock News
Original source text
The online dating industry is facing one of its biggest tests since the pandemic boom.

After years of rapid expansion caused by swipe-based matchmaking, many of the industry's biggest players are grappling with slowing user growth, declining engagement and increasing skepticism from younger users. 

While companies are investing in artificial intelligence, safety features and new products to revive growth, investors remain cautious about whether the sector can return to its high-growth days.

The diverging fortunes of Match Group's Hinge and Tinder, alongside Bumble's continued struggles, illustrate how the market is evolving—and why Wall Street is waiting for stronger evidence before turning more optimistic on the sector.

Users are increasingly disillusioned with dating apps as they find it increasingly hard to find their companions via apps. 

The scrolling experience has also made users more anxious rather than going out or having fun. 

According to a Forbes survey, 78% of users on dating apps have felt “emotionally, mentally or physically exhausted” by the apps. 

Research shows that dating app users are more likely to have symptoms of anxiety, depression, and anxious attachment orientation than non-users.

The increasingly frustrating experience with dating apps has led people to look for romance in real-life meetups, social events or niche clubs. 

According to Strava’s Year in Sport: Trend Report for 2025, Gen Z was 39% more likely than Gen X to use fitness to meet people who share similar interests. 

Susannah Streeter, chief investment strategist at Wealth Club, told Invezz, “Younger users in particular are increasingly meeting people through shared interests, events and “third places” like gyms rather than relying solely on dedicated dating platforms.”

Expert view

After years of relying on swipe-based platforms, some users are experiencing dating fatigue as the whole process can feel repetitive and transactional, creating a perception that apps are better at encouraging engagement than helping people move towards meaningful relationships.

The latest results of dating app companies show companies have still not managed to arrest the user decline. 

Match Group, owner of Tinder and Hinge, reported revenue of $853 million in the second quarter, coming below analyst expectations. Paying users across the company’s apps also fell by 6%.

Tinder’s monthly average user trends fell by 7% from the previous year. Hinge has been a bright spot for the company, with global monthly active users increasing by 13% year over year. 

Bumble’s second-quarter revenue fell by 15% to $210.5 million, and total paying users fell by 16% to 3.16 million.

Match Group’s stock is up only 4% in the last 12 months, while Bumble’s shares have plunged 55% in the same period. 

A Reuters report in June said Bumble was exploring a sale, amid a slowdown in dating app usage.

Wall Street is also indifferent to the performance of the companies.

According to TipRanks data, Match Group has 3 buy ratings and 6 hold ratings across its coverage. Bumble, on the other hand, has 9 hold ratings and 1 sell rating. 

Chris Beauchamp, chief market analyst at IG Group, told Invezz that investors are reluctant to become more optimistic because the companies have yet to prove they can return to sustainable growth.

"Analysts see enough cash generation to rule out a sell, but not enough growth to justify a buy," he said.

According to Beauchamp, pricing has already been pushed aggressively while user growth continues to slow. 

“To earn upgrades, companies must show retention, engagement and product changes feeding through into the numbers”, he added.

Streeter said that “To shift analyst sentiment, companies need to demonstrate that they can improve the quality of interactions rather than simply drive more activity.”

She added that investors are looking for “stronger retention, better conversion of free users into paying subscribers, improved match quality and evidence that premium features are genuinely delivering better outcomes.”

Broader economic conditions, which have caused people to cut down on discretionary spending, have also affected dating. 

A BMO Financial Group survey conducted from the end of December for a month shows that the average date cost in the US is $189, an increase of 12.5% from the previous year.

The survey shows that 50% of Gen Z daters and 40% of millennial daters said the costs interfere with their financial goals. 

This, coupled with screen fatigue, means the dating app companies’ struggles are not over. 

Analysts also said that even if economic conditions improve, dating apps would struggle to bring back users without providing meaningful experiences.

Beauchamp said the falling user growth is due to a combination of genuine structural shift and macro pressures.

Expert view

Cost-of-living pressure and screen fatigue can ease if the macro backdrop improves. But some people are dating differently now, leaning on friend networks and in-person circles, which suggests the swipe-based audience may not fully rebound even when conditions do.

Streeter said that cost pressures have made consumers reassess discretionary subscriptions. 

“However, even if the economic backdrop improves, dating apps will still need to prove they remain relevant in a world where people have more ways than ever to meet and connect”, she added. 

One area where dating companies have managed to offset slowing user growth is monetization.

Beauchamp noted that companies have relied more heavily on premium subscription tiers, shorter-duration plans and pricing changes to lift average revenue per paying user.

However, he warned that the strategy leaves companies vulnerable if consumers become resistant to additional price increases.

Among the major platforms, he views Hinge as the most resilient, citing continued growth in both paying users and revenue. 

Tinder remains critical because of its enormous scale; even modest growth can have a meaningful impact on Match Group's financial performance. 

Bumble, by comparison, continues to see greater pressure on its paying subscriber base.

Investors in the companies would be banking on their efforts to win back customers. 

The industry's largest players are already rolling out product changes aimed at improving engagement and attracting users back to their platforms.

Match Group said Tinder updated its recommendation algorithm in mid-July, resulting in more longer conversations and more real-world connections. The company also introduced Tinder's first global rebrand in more than five years, with Match stating that nearly all engagement metrics improved following the rollout.

Tinder is also targeting Gen Z users through features designed to encourage in-person interactions, including events and optional location-based tools with privacy controls that help users discover people nearby.

Bumble, meanwhile, is rebuilding its platform through its AI-powered "Bumble 2.0" initiative, which the company says is designed to deliver a more curated experience rather than relying solely on traditional swipe-based matching.

The company also removed its women-first texting requirement in the app, which was one of the app's unique features from its inception in 2014.

Ultimately, dating apps will need to prove that their product changes can rebuild user engagement and deliver sustainable growth before investors are likely to turn more bullish on the sector.
2026-08-20 21:14 20d ago
2026-08-20 16:11 20d ago
Match Group CEO Connection Series
MTCH Match Group
FMP Stock News
Original source text
LOS ANGELES, Aug. 20, 2026 /PRNewswire/ -- Match Group (NASDAQ: MTCH) today announced the next installment of its CEO Connection Series, hosted by CEO Spencer Rascoff, focused on Tinder's product evolution and velocity. The event will provide a closer look at how the Tinder experience has evolved over the past 12 to 18 months, followed by a discussion of how changes to Tinder's culture and product development approach are enabling faster learning, testing, and execution.
2026-08-14 20:17 26d ago
2026-08-14 15:00 26d ago
Match Group Director Schiffman Sells 20,030 Shares for $736,703
MTCH Match Group
FMP Stock News
Original source text
Glenn Schiffman, a Director at Match Group, Inc. (MTCH +1.91%), executed an exercise of 20,030 options at $24.45 per share and subsequently disposed of 20,030 shares at $36.78 per share on August 11, 2026. SEC Form 4 filing.

Transaction summaryMetricValueTransaction value~$736,703Shares sold20,030Post-transaction shares (directly held)59,340Post-transaction value$2.18 millionTransaction value based on SEC Form 4 weighted average purchase price ($36.78); post-transaction value based on August 11, 2026 market close ($36.80).

Key questionsWhat were the specific mechanics of this transaction?
Glenn Schiffman exercised 20,030 options at a strike price of $24.45 and subsequently disposed of the shares at a weighted average price of $36.78 per share.How did this activity impact the director's equity stake?
The disposal reduced the director's direct ownership by 27%, leaving a remaining balance of 59,340 shares.What is the current valuation of the remaining holdings?
The direct equity position was valued at $2.18 million based on the market close on the date of the transaction, and the director continues to hold 53,760 derivative securities.What was the stock's performance context at the time of the trade?
As of the August 12, 2026 market close, the stock was priced at $36.58, following a 3% one-year return as of the August 11, 2026 transaction date.Company OverviewMetricValueShare Price (as of market close 2026-08-12)$36.58Market Capitalization$8.4 billionRevenue (TTM)$3.5 billionNet Income (TTM)$707.8 millionCompany SnapshotMatch Group operates a diversified portfolio of digital dating and social connection platforms, including Tinder, Hinge, Match, OkCupid, Plenty of Fish, Pairs, BLK, and Azar, generating revenue primarily through subscription services and in-app purchases.The company monetizes its user base through tiered subscription models, premium features, and virtual goods, leveraging network effects and user engagement to drive recurring revenue across its global platform ecosystem.Match Group serves millions of users worldwide seeking romantic connections and social engagement, targeting diverse demographic segments through specialized brand positioning and localized service offerings across multiple geographies.Match Group is a leading global digital dating and social connection platform operator with a market capitalization of $8.4 billion and TTM revenue of $3.5 billion. The company maintains a diversified brand portfolio spanning multiple geographies and user preferences, generating strong profitability with TTM net income of $707.8 million. Match Group's competitive advantage derives from its network effects, brand recognition, and ability to cross-monetize users across its complementary platform ecosystem.

What this transaction means for investorsSchiffman's sale of Match Group shares may leave investors unsure about his perceptions of the company.

As previously mentioned, the transaction was an "exercise and sell" event. Employment agreements often dictate such sales, so they are typically not events that should concern investors.

However, the move reduced Schiffman's holdings by 27%. Even though that means he retains 73% of his shares, the sale amounts to a significant divestment.

Moreover, revenue declined by just over 1% yearly in the second quarter of 2026. Although cost cuts and other sources of income led to net income rising 36% during the same period, a lack of revenue growth is a cause for concern.

Additionally, the stock's performance was flat over the last year, and even with a P/E ratio of just 13, it lacks an obvious catalyst to take that valuation higher.

Today's Change

(

1.91

%) $

0.71

Current Price

$

37.99

This is not to say that Match Group stock is a sell. The company owns several dating sites with high name recognition, and the desire to meet potential mates is unlikely to go away. Still, until Match can do something to reinvigorate growth, investors may want to treat Schiffman's share sale as a sign to approach the communications stock with caution.
2026-08-13 15:23 27d ago
2026-08-13 10:00 27d ago
Match Group CFO Steven Bailey on Tinder's turnaround strategy, IRL events and winning over Gen Z
MTCH Match Group
FMP Stock News
Original source text
Ann Berry is joined by Steven Bailey, CFO of Match Group, to unpack Tinder's turnaround strategy, its push to win back Gen Z, Match's expansion into in-person events and why the company is prioritizing the user experience over short-term monetization. 00:00 Steven Bailey, CFO of Match Group, joins 01:14 Tinder's rebrand explained 02:05 Cost of rebranding Tinder 04:02 Tinder Events: the new experiential feature 08:56 Balancing resources between Tinder and Hinge 09:44 Match Group's brand framework 11:29 Payer penetration at Tinder vs.
2026-08-12 17:44 28d ago
2026-08-12 13:01 28d ago
Match Group (MTCH) Moves to Strong Buy: Rationale Behind the Upgrade
MTCH Match Group
FMP Stock News
Original source text
Investors might want to bet on Match Group (MTCH - Free Report) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.

The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.

Since a changing earnings picture is a powerful factor influencing near-term stock price movements, the Zacks rating system is very useful for individual investors. They may find it difficult to make decisions based on rating upgrades by Wall Street analysts, as these are mostly driven by subjective factors that are hard to see and measure in real time.

As such, the Zacks rating upgrade for Match Group is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.

Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Match Group imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.

Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for Match GroupFor the fiscal year ending December 2026, this media and internet company is expected to earn $4.13 per share, which is unchanged compared with the year-ago reported number.

Analysts have been steadily raising their estimates for Match Group. Over the past three months, the Zacks Consensus Estimate for the company has increased 6.4%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of Match Group to a Zacks Rank #1 positions it in the top 5% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
2026-08-12 10:30 28d ago
2026-08-12 05:06 28d ago
Best Value Stocks to Buy for August 12th
MTCH Match Group
FMP Stock News
Original source text
Here are three stocks with buy rank and strong value characteristics for investors to consider today, August 12:

Everforth, Inc. (EFOR - Free Report) : This information technology solutions provider carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing by 6.2% over the last 60 days.

Everforth has a price-to-earnings ratio (P/E) of 9.01 compared with 16.50 for the industry. The company possesses a Value Scoreof A.

Match Group, Inc. (MTCH - Free Report) : This digital technologies company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing by 7% over the last 60 days.

Match Group has a price-to-earnings ratio (P/E) of 9.26 compared with 185.20 for the industry. The company possesses a Value Score of A.

NTT, Inc. (NTTYY - Free Report) : This telecommunications company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 8% over the last 60 days.

NTT has a price-to-earnings ratio (P/E) of 13.17 compared with 16.50 for the industry. The company possesses a Value Score of A.

See the full list of top ranked stocks here.

Learn more about the Value score and how it is calculated here.
2026-08-12 10:30 28d ago
2026-08-12 05:11 28d ago
Best Income Stocks to Buy for August 12th
MTCH Match Group
FMP Stock News
Original source text
Here are three stocks with buy rank and strong income characteristics for investors to consider today, August 12:

Citizens Financial Services, Inc. (CZFS - Free Report) : This bank holding company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 6% the last 60 days.

This Zacks Rank #1 company has a dividend yield of 5.5%, compared with the industry average of 2.1%.

NTT, Inc. (NTTYY - Free Report) : This telecommunications company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 8% the last 60 days.

This Zacks Rank #1 company has a dividend yield of 2.5%, compared with the industry average of 0.0%.

Match Group, Inc. (MTCH - Free Report) : This digital technologies company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 7% in the last 60 days.

This Zacks Rank #1 company has a dividend yield of 2.2%, compared with the industry average of 0.0%.

See the full list of top ranked stocks here.

Find more top income stocks with some of our great premium screens.
2026-08-12 10:30 28d ago
2026-08-12 05:21 28d ago
Best Growth Stocks to Buy for August 12th
MTCH Match Group
FMP Stock News
Original source text
Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, August 12:

Match Group, Inc. (MTCH - Free Report) : This digital technologies company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 7% over the last 60 days.

Match has a PEG ratio of 0.45 compared with 8.23 for the industry. The company possesses a Growth Score of A.

Pitney Bowes Inc. (PBI - Free Report) : This business services company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 3.7% over the last 60 days.

Pitney Bowes  has a PEG ratio of 0.68 compared with 0.80 for the industry. The company possesses a Growth Score of A.

Oscar Health, Inc. (OSCR - Free Report) : This healthcare technology company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 183% over the last 60 days.

Oscar Health has a PEG ratio of 0.66 compared with 0.90 for the industry. The company possesses a Growth Score of A.

See the full list of top-ranked stocks here.

Learn more about the Growth score and how it is calculated here.
2026-08-10 00:43 1mo ago
2026-08-09 03:44 1mo ago
Match Group Inc. $MTCH Shares Acquired by Bank of America Corp DE
MTCH Match Group
FMP Stock News
Original source text
Posted by Defense World Staff on Aug 9th, 2026

Bank of America Corp DE increased its position in shares of Match Group Inc. (NASDAQ:MTCH – Free Report) by 11.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,054,114 shares of the technology company’s stock after purchasing an additional 323,006 shares during the period. Bank of America Corp DE owned 1.31% of Match Group worth $93,792,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in MTCH. Bessemer Group Inc. lifted its holdings in shares of Match Group by 3.1% in the first quarter. Bessemer Group Inc. now owns 10,327 shares of the technology company’s stock valued at $317,000 after buying an additional 311 shares during the period. Bollard Group LLC grew its holdings in Match Group by 0.6% during the first quarter. Bollard Group LLC now owns 52,928 shares of the technology company’s stock worth $1,625,000 after acquiring an additional 322 shares during the period. Smartleaf Asset Management LLC grew its holdings in Match Group by 8.2% during the second quarter. Smartleaf Asset Management LLC now owns 4,307 shares of the technology company’s stock worth $133,000 after acquiring an additional 326 shares during the period. Parkside Financial Bank & Trust raised its position in Match Group by 53.0% in the fourth quarter. Parkside Financial Bank & Trust now owns 1,028 shares of the technology company’s stock worth $33,000 after acquiring an additional 356 shares in the last quarter. Finally, Aster Capital Management DIFC Ltd lifted its holdings in Match Group by 9.1% in the 4th quarter. Aster Capital Management DIFC Ltd now owns 5,034 shares of the technology company’s stock valued at $163,000 after acquiring an additional 421 shares during the last quarter. 94.05% of the stock is currently owned by institutional investors and hedge funds.

Match Group Stock Up 1.8% NASDAQ:MTCH opened at $37.26 on Friday. Match Group Inc. has a 12 month low of $28.81 and a 12 month high of $41.40. The firm has a market cap of $8.69 billion, a price-to-earnings ratio of 13.17, a P/E/G ratio of 0.58 and a beta of 1.30. The company’s 50 day moving average is $37.34 and its 200-day moving average is $34.40.

Match Group (NASDAQ:MTCH – Get Free Report) last posted its earnings results on Tuesday, August 4th. The technology company reported $0.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.65 by $0.05. The business had revenue of $853.11 million for the quarter, compared to analyst estimates of $857.77 million. Match Group had a net margin of 20.17% and a negative return on equity of 324.82%. Match Group’s revenue was down 1.2% compared to the same quarter last year. During the same period last year, the business posted $0.49 EPS. Research analysts predict that Match Group Inc. will post 3.11 EPS for the current fiscal year.

Match Group Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Tuesday, October 20th. Stockholders of record on Monday, October 5th will be given a $0.20 dividend. This represents a $0.80 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Monday, October 5th. Match Group’s dividend payout ratio (DPR) is currently 28.27%.

Analysts Set New Price Targets Several research firms have recently weighed in on MTCH. Royal Bank Of Canada raised their price objective on shares of Match Group from $37.00 to $42.00 and gave the company an “outperform” rating in a research report on Wednesday, May 6th. UBS Group raised their target price on shares of Match Group from $34.00 to $38.00 and gave the stock a “neutral” rating in a report on Wednesday, May 6th. TD Cowen decreased their price target on shares of Match Group from $46.00 to $45.00 and set a “buy” rating on the stock in a research report on Wednesday. Barclays upped their price target on Match Group from $49.00 to $51.00 and gave the company an “overweight” rating in a report on Wednesday, May 6th. Finally, Wall Street Zen lowered Match Group from a “buy” rating to a “hold” rating in a research note on Saturday. Six equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $41.54.

Check Out Our Latest Stock Report on MTCH

About Match Group (Free Report)

Match Group, Inc (NASDAQ: MTCH) is a leading provider of online dating products and services. The company owns and operates a diverse portfolio of consumer brands that connect singles through digital platforms. Its flagship offerings include Match.com, Tinder, Hinge, OkCupid and PlentyOfFish, which together serve users looking for long-term relationships, casual encounters and social networking opportunities.

Originating with the launch of Match.com in 1995, Match Group has grown through a combination of organic development and strategic acquisitions.

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2026-08-06 10:06 1mo ago
2026-08-06 05:00 1mo ago
Huya to Exclusively Publish Xiao Xiao Qi Yu, an Officially Licensed Zanmang Loopy IP Mobile Game Powered by Triple Match 3D's Core Gameplay
MTCH Match Group
FMP Stock News
Original source text
, /PRNewswire/ -- HUYA Inc. ("Huya" or the "Company") (NYSE: HUYA), a leading game-related entertainment and services provider, today announced that it will exclusively publish Xiao Xiao Qi Yu, a 3D match-based casual mobile game officially licensed under the Zanmang Loopy IP in the Chinese mainland, with pre-registration across platforms set to open soon. The new title further expands Huya's game publishing portfolio and marks another important step in the continued development of the Company's game-related services business.

Xiao Xiao Qi Yu blends Zanmang Loopy's widely recognized character with immersive 3D matching gameplay, food-town simulation and interactive social features. Offering a variety of gameplay events, friend-based interaction mechanics and extensive level content, the title is designed to deliver a fun, engaging and long-lasting casual gaming experience. Additionally, the title incorporates core gameplay licensed from Ilyon, the Miniclip studio behind Triple Match 3D, giving it a gameplay foundation that has been validated in overseas markets.

Following the successful publishing of Goose Goose Duck Mobile and the upcoming launch of The Legend of Swordman: Reunion, Xiao Xiao Qi Yu further diversifies Huya's game publishing business, which now spans social deduction, MMORPG and casual games. Building on its expanding content ecosystem, extensive streamer network and growing game publishing capabilities, Huya plans to support the title's launch through a content-led publishing strategy encompassing livestreaming campaigns, streamer collaborations and community-driven initiatives.

Going forward, Huya will continue expanding its game publishing portfolio across multiple genres while further strengthening its game-related services. The Company remains committed to enhancing its content ecosystem and deepening collaboration with industry partners to create long-term value for users, business partners and shareholders.

About HUYA Inc.

HUYA Inc. is a leading game-related entertainment and services provider. Huya delivers dynamic live streaming and video content and a rich array of services spanning games, e-sports, and other interactive entertainment genres to a large, highly engaged community of game enthusiasts. Huya has cultivated a robust entertainment ecosystem powered by AI and other advanced technologies, serving users and partners across the gaming universe, including game companies, e-sports tournament organizers, broadcasters and talent agencies. Leveraging this strong foundation, Huya has also expanded into innovative game-related services, such as game distribution, in-game item sales, advertising and more. Huya continues to extend its footprint in China and abroad, meeting the evolving needs of gamers, content creators, and industry partners worldwide.

Safe Harbor Statement

This announcement contains forward-looking statements. These statements are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as "will," "expects," "anticipates," "future," "intends," "plans," "believes," "estimates" and similar statements. Among other things, the business outlook in this announcement, as well as Huya's strategic and operational plans, contain forward-looking statements. Huya may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission ("SEC"), in its annual report to shareholders, in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements about Huya's beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: Huya's goals and strategies; Huya's future business development, results of operations and financial condition; the expected growth of the live streaming industry and the game industry in mainland China and internationally; Huya's expectation regarding demand for and market acceptance of its products and services; Huya's ability to retain and grow its user reach, broadcasters, talent agencies, business partners for game-related services and advertisers; Huya's ability to expand its product and service offerings; competition in the live streaming industry and game industry; Huya's efforts in complying with applicable data privacy and security regulations; fluctuations in general economic and business conditions in China; the economy in China and elsewhere generally; any regulatory developments in laws, regulations, rules, policies or guidelines applicable to Huya; and assumptions underlying or related to any of the foregoing. Further information regarding these and other risks is included in Huya's filings with the SEC. All information provided in this press release and in the attachments is as of the date of this press release, and Huya does not undertake any obligation to update any forward-looking statement, except as required under applicable law.

For investor and media inquiries, please contact:

In China:

HUYA Inc.
Investor Relations
Tel: +86-20-2290-7829
E-mail: [email protected] 

Piacente Financial Communications
Jenny Cai
Tel: +86-10-6508-0677
E-mail: [email protected] 

In the United States:

Piacente Financial Communications
Brandi Piacente
Tel: +1-212-481-2050
E-mail: [email protected] 

SOURCE HUYA Inc.
2026-08-05 19:40 1mo ago
2026-08-05 13:36 1mo ago
Match Group Q2 Earnings & Revenues Miss Estimates, Sales Decline Y/Y
MTCH Match Group
FMP Stock News
Original source text
Key Takeaways Match Group reported Q2 revenues of $853M, down 1% year over year, missing estimates.MTCH saw Tinder daily active users decline 4%, its best performance in 10 quarters.MTCH's Hinge revenues rose 22% as payers grew and international expansion continued. Match Group (MTCH - Free Report) reported second-quarter 2026 earnings of 92 cents per share, missing the Zacks Consensus Estimate by 5.15%.

Revenues were $853 million, down 1% year over year, and lagging the Zacks Consensus Estimate of $856 million by 0.34%. The quarter reflected improving engagement trends at Tinder and continued expansion at Hinge.

MTCH’s Q2 Operating Metrics DetailsThe company’s key operating metrics showed mixed momentum, with total payers declining 6% year over year to 13.3 million, while revenue per payer (RPP) increased 6% to $21.13. Tinder’s user trends improved, while Hinge continued to deliver strong growth through product innovation and international expansion.

MTCH Improves Tinder Engagement TrendsTinder direct revenues were $457.5 million in the second quarter, down 1% year over year and down 2% on a foreign exchange-neutral basis.

Payers declined 5% to 8.5 million, while RPP increased 4% to $17.90. Adjusted EBITDA was $233 million, down 5% year over year, with a 50% margin.

The company continued investing in Tinder’s product turnaround. Management highlighted improvements in recommendation algorithms, Trust and Safety initiatives, and new features designed to create lower-pressure ways for users to connect. Tinder’s daily active users declined 4% year over year in the quarter, representing the best performance in 10 quarters.

Match Group Sees Hinge Growth ContinueHinge remained a major growth contributor, with direct revenues rising 22% year over year to $203.5 million. Revenues increased 20% on a foreign exchange-neutral basis, supported by a 17% increase in payers to 2 million and a 4% rise in RPP to $33.11.

Match Group noted that Hinge’s global monthly active users increased 13% year over year, driven by expansion markets. The company continued broadening Hinge’s international presence, entering six new European countries and four additional countries in Latin America during the quarter.

The business is still expected to reach $1 billion in revenues in 2027, with growth expected to come from product innovation, international expansion and additional monetization opportunities.

MTCH Reports Segment Pressure From E&EEveryone Everywhere (E&E) direct revenues were $178.9 million, down 17% year over year and down 17% on a foreign exchange-neutral basis. Payers declined 21% to 2.7 million, while RPP increased 4% to $22.24. Adjusted EBITDA was $54 million, up 69%, and at a 30% margin.

The company continued restructuring the portfolio, with E&E now including Azar and Pairs. Management said the segment is benefiting from shared capabilities across Match Group, including Trust and Safety, recommendation algorithms, centralized marketing and consumer research.

The company expects E&E revenue trends to remain pressured by the Azar app redesign while maintaining a focus on improving the long-term health of the portfolio.

Match Group’s Q2 Operating DetailsTotal operating expenses declined 9% year over year to $608 million in the second quarter. Cost of revenues decreased 16% year over year, helped by alternative payment savings, while general and administrative expenses declined 22%, driven by lower headcount-related costs and legal expenses.

Adjusted EBITDA was $331 million, up 14% year over year, representing an adjusted EBITDA margin of 39%, which expanded approximately 500 basis points from 33% in the year-ago quarter.

MTCH’s Balance Sheet and Cash FlowAs of June 30, 2026, Match Group had cash, cash equivalents and short-term investments of $584 million compared with $1.02 billion as of March 31, 2026. The decline primarily reflected the use of $424 million in cash to repay the company’s 0.875% exchangeable senior notes due in June 2026.

Long-term debt, including current maturities, stood at $3.6 billion as of June 30, 2026. Match Group ended the quarter with trailing twelve-month gross leverage of 2.7x and net leverage of 2.2x. The company’s $500 million revolving credit facility remained undrawn as of June 30, 2026.

Match Group generated $370 million in operating cash flow and $353 million in free cash flow in the second quarter. It also repurchased 7.3 million shares for $245 million and paid $91 million in dividends during the period.

MTCH Provides Q3 & 2026 OutlookFor the third quarter of 2026, Match Group expects revenues of $885 million to $895 million, representing a year-over-year decline of 2% to 3%. Adjusted EBITDA is projected at $330 million to $335 million, implying a 10% year-over-year increase at the midpoint.

For full-year 2026, management expects revenues to be near the midpoint of its previously issued guidance range on an as-reported basis and at or above the midpoint on a foreign exchange-neutral basis. Adjusted EBITDA is expected to be at or above the high end of prior guidance, with margin expected to exceed the company’s 37.5% target.

The company expects Tinder direct revenues to decline in the low-single-digit percentage range for the year, an improvement from its previous outlook. It also expects free cash flow to be at the high end of its prior guidance range.

MTCH’s Zacks Rank & Stocks to ConsiderCurrently, Match Group carries a Zacks Rank #3 (Hold).

Onto Innovation (ONTO - Free Report) , Quantum (QMCO - Free Report) and Lumentum (LITE - Free Report) are among the better-ranked stocks that investors can consider in the broader Zacks Computer and Technology sector. Currently, Onto Innovation sports a Zacks Rank #1 (Strong Buy), while Quantum and Lumentum carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.

Onto Innovation shares have rallied 51.3% in the past six months. ONTO is scheduled to report its second-quarter 2026 results on Aug. 6.

Quantum's shares have surged 129.8% in the past six months. QMCO is scheduled to report its fiscal first-quarter 2027 results on Aug. 10, 2026.

Lumentum shares have gained 67.2% in the past six months. LITE is slated to report its fiscal fourth-quarter 2026 results on Aug. 11.
2026-08-05 05:14 1mo ago
2026-08-05 00:30 1mo ago
Match Group, Inc. (MTCH) Q2 2026 Earnings Call Transcript
MTCH Match Group
FMP Stock News
Original source text
Match Group, Inc. (MTCH) Q2 2026 Earnings Call August 4, 2026 5:00 PM EDT

Company Participants

Tanny Shelburne - Head of Investor Relations
Spencer Rascoff - CEO & Director
Steven Bailey - Chief Financial Officer

Conference Call Participants

James Heaney - Jefferies LLC, Research Division
Shweta Khajuria - Wolfe Research, LLC
Benjamin Black - Deutsche Bank AG, Research Division
Nathaniel Feather - Morgan Stanley, Research Division
Jason Helfstein - Oppenheimer & Co. Inc., Research Division
Robert Coolbrith - Evercore ISI Institutional Equities, Research Division
Youssef Squali - Truist Securities, Inc., Research Division

Presentation

Operator

Welcome to the Match Group Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note, this conference is being recorded.

I would now like to turn the conference over to Tanny Shelburne, Senior Vice President of Investor Relations. Please go ahead.

Tanny Shelburne
Head of Investor Relations

Thank you, operator, and good afternoon, everyone. Today's call will be led by CEO, Spencer Rascoff; and CFO, Steven Bailey. They'll make a few brief remarks, and then we'll open it up for questions.

Before we start, I need to remind everyone that during this call, we may discuss our outlook and future performance. These forward-looking statements may be preceded by words such as we expect, we believe, we anticipate or similar statements. These statements are subject to risks and uncertainties, and our actual results could differ materially from the views expressed today. Some of these risks have been set forth in our earnings release and our periodic reports with the SEC.

Also during this call, we'll discuss certain non-GAAP financial measures. Reconciliations to the most directly comparable GAAP financial measures are provided in the published materials on our IR website. These non-GAAP measures are not intended to be substitutes for our GAAP results.

With that, I'd like to turn the call over to Spencer.
2026-08-05 02:50 1mo ago
2026-08-04 21:01 1mo ago
Match Group (MTCH) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
MTCH Match Group
FMP Stock News
Original source text
Match Group (MTCH - Free Report) reported $853.11 million in revenue for the quarter ended June 2026, representing a year-over-year decline of 1.2%. EPS of $0.92 for the same period compares to $0.72 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $856.05 million, representing a surprise of -0.34%. The company delivered an EPS surprise of -5.16%, with the consensus EPS estimate being $0.97.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Match Group performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Payers - Total: 13.25 million versus the three-analyst average estimate of 13.43 million.Payers - Tinder: 8.52 million versus the three-analyst average estimate of 8.5 million.Revenue Per Payer (RPP) - Total: $21.13 versus $20.89 estimated by three analysts on average.Revenue Per Payer (RPP) - Hinge: $17.90 compared to the $34.26 average estimate based on two analysts.Revenue Per Payer (RPP) - Tinder: $33.11 compared to the $17.61 average estimate based on two analysts.Payers - Evergreen and Emerging: 2.68 million versus 2.03 million estimated by two analysts on average.Revenue Per Payer (RPP) - Evergreen and Emerging: $22.24 versus the two-analyst average estimate of $21.77.Revenue- Direct Revenue- Tinder: $457.5 million compared to the $447.1 million average estimate based on three analysts. The reported number represents a change of -0.8% year over year.Revenue- Indirect Revenue: $13 million versus the two-analyst average estimate of $16.94 million. The reported number represents a year-over-year change of -28.9%.Revenue- Direct Revenue- Evergreen and Emerging: $178.9 million versus $132.84 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +20.9% change.Revenue- Direct Revenue- Hinge: $203.5 million versus $207.04 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +21.1% change.Revenue- Direct Revenue: $840 million compared to the $841.66 million average estimate based on two analysts. The reported number represents a change of -0.6% year over year.View all Key Company Metrics for Match Group here>>>

Shares of Match Group have returned +7.6% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
2026-08-05 02:50 1mo ago
2026-08-04 21:04 1mo ago
Match Group Q2 Earnings Call Highlights
MTCH Match Group
FMP Stock News
Original source text
3 Big Earnings Misses: Is It Time to Buy the Dip?Match Group NASDAQ: MTCH reported second-quarter revenue of $853 million, down 1% from a year earlier, while adjusted EBITDA rose 14% to $331 million. The company said progress at Tinder, including improved engagement trends and a broader product roadmap, supported its confidence in the business despite continued declines in monthly active users and payers.

CEO Spencer Rascoff said Tinder’s daily active users were nearing year-over-year growth after declining 4% in the second quarter, its best result in 10 quarters. In July, daily active users were down about 2.5% year-over-year, and Rascoff said the metric was “almost positive” in early August. He said a return to positive year-over-year usage would be Tinder’s first in more than three years.

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Tinder product changes target engagement and reconsideration 3 Stocks Ringing in The New Year With Large Buyback AnnouncementsRascoff attributed improved engagement primarily to product improvements, including recommendation-algorithm updates, lower-pressure social features and trust-and-safety tools. Tinder has introduced Double Date, Music Mode, Astrology Mode, Events, video speed dating, search, redesigned chat and Likes You features, updated profiles and photo uploads, and Face Check.

The company also completed Tinder’s first full rebrand in nearly a decade, rolling out a new logo, color palette, word mark, typography and visual identity globally. Rascoff said nearly all engagement metrics improved after the rollout, while CFO Steven Bailey said the rebrand did not produce the revenue or engagement disruption management had anticipated.

Bumble's Valuation Hits an All-Time Low, Can Its Fortunes Change?Tinder’s monthly active users declined 7% year-over-year in the second quarter, improving from an 8% decline in the first quarter. The company said trends improved across each of Tinder’s five largest revenue countries. In the U.S., the MAU decline improved by approximately 2.5 percentage points sequentially. Global MAU among women was down 8%, compared with an 11% decline in the first quarter.

Matches rose 14% year-over-year, according to Rascoff, while “sparks,” a measure of meaningful user connections, declined 4% in the second quarter but improved to a 1% decline in July. Spark coverage increased 2% in the quarter and 5% in July.

Tinder direct revenue was $457 million, down 1% year-over-year, including an approximately $8 million negative impact from user-experience tests and product changes. Payers declined 5% to 8.5 million, while revenue per payer increased 4% to $17.90. Bailey said payer declines have been narrower than MAU declines for several quarters, resulting in improved payer penetration.

The company is placing particular emphasis on Tinder Events, which enables users to find local activities, view other interested attendees and connect afterward. Following a March pilot in Los Angeles, Events is available in nine additional cities across the U.S. and Europe and is expected to reach 26 cities by the end of September and 75 cities by year-end.

Rascoff said the feature is being scaled primarily through event-provider partnerships and is not expected to materially change Tinder’s profitability profile. He added that 71% of eligible Tinder users ages 18 to 24 engaged with the Events tab during the Los Angeles pilot, and more than half returned the following week.

Hinge posts double-digit growth and continues international expansion Hinge remained the company’s primary growth engine. Direct revenue increased 22% year-over-year to $204 million, with payers rising 17% to 2 million and revenue per payer climbing 4% to $33.11. Adjusted EBITDA increased 48% to $79 million.

Global Hinge MAU grew 13%, driven largely by expansion markets. Hinge’s European expansion markets generated direct-revenue growth of 86%, and the brand maintained the No. 1 downloaded position in aggregate across those markets during the quarter, management said. Hinge entered six new European countries during the quarter and four additional Latin American markets.

In core markets, MAU was relatively flat year-over-year, although revenue continued to grow at a double-digit rate in aggregate. Management identified Asia as a significant future expansion opportunity and said Hinge is increasing marketing investment in India, where it has already seen strong organic growth.

Hinge recently launched Friend’s Take, which lets friends and family contribute text, voice, video and photo reflections to a user’s dating profile. The company also highlighted Signals, a feature that recognizes thoughtful participation. In testing, Signals increased selfie verification among existing users by 15%. Hinge plans to test an additional subscription tier in the third quarter, aimed at creating differentiated offerings relevant to women.

Management reiterated its expectation that Hinge will reach $1 billion in revenue in 2027.

E&E faces Azar redesign pressure The company’s Everyone Everywhere, or E&E, segment, which includes Azar and Pairs along with other brands, reported direct revenue of $179 million, down 17% year-over-year. Payers fell 21% to 2.7 million, while revenue per payer increased 4% to $22.24. Adjusted EBITDA rose 69% to $54 million.

Bailey said the required redesign of Azar’s app has reduced the segment’s revenue base. The company expects the redesign to create a roughly $15 million negative impact on Match Group revenue in the third quarter. Rascoff said Match Group is concentrating product and engineering resources on selected E&E brands, including Match, OurTime, BLK, Upward, Pairs and Azar, while applying shared capabilities such as recommendation systems, trust and safety, marketing and analytics.

Outlook and capital returns For the third quarter, Match Group expects total revenue of $885 million to $895 million, down 2% to 3% year-over-year, including a one-percentage-point foreign-exchange headwind. It expects adjusted EBITDA of $330 million to $335 million, representing about 10% growth at the midpoint.

For full-year 2026, the company expects revenue near the midpoint of its prior guidance range and adjusted EBITDA at or above the high end of its February guidance. It also expects EBITDA margin to exceed its 37.5% target.

Management now expects Tinder user-experience tests and product changes to reduce full-year direct revenue by $30 million to $40 million, below its prior $60 million estimate. Rascoff said Tinder is expected to reach flat MAU by the end of the fourth quarter of 2027, return to payer growth by that period and deliver full-year 2027 revenue growth over 2026.

Match Group generated $527 million in free cash flow through the first half of 2026. It repurchased $245 million of shares during that period, paid $91 million in dividends and said it plans to continue returning 100% of free cash flow to shareholders through buybacks and dividends.

About Match Group (NASDAQ:MTCH)Match Group, Inc NASDAQ: MTCH is a leading provider of online dating products and services. The company owns and operates a diverse portfolio of consumer brands that connect singles through digital platforms. Its flagship offerings include Match.com, Tinder, Hinge, OkCupid and PlentyOfFish, which together serve users looking for long-term relationships, casual encounters and social networking opportunities.

Originating with the launch of Match.com in 1995, Match Group has grown through a combination of organic development and strategic acquisitions.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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2026-08-05 00:26 1mo ago
2026-08-04 20:02 1mo ago
Match Group (MTCH) Lags Q2 Earnings and Revenue Estimates
MTCH Match Group
FMP Stock News
Original source text
Match Group (MTCH - Free Report) came out with quarterly earnings of $0.92 per share, missing the Zacks Consensus Estimate of $0.97 per share. This compares to earnings of $0.72 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -5.16%. A quarter ago, it was expected that this media and internet company would post earnings of $0.92 per share when it actually produced earnings of $0.95, delivering a surprise of +3.26%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Match Group, which belongs to the Zacks Internet - Software industry, posted revenues of $853.11 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.34%. This compares to year-ago revenues of $863.74 million. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Match Group shares have added about 25.6% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Match Group?While Match Group has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Match Group was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.98 on $895.11 million in revenues for the coming quarter and $3.97 on $3.48 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the bottom 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Zoom Communications (ZM - Free Report) , is yet to report results for the quarter ended July 2026. The results are expected to be released on August 25.

This video-conferencing company is expected to post quarterly earnings of $1.50 per share in its upcoming report, which represents a year-over-year change of -2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Zoom Communications' revenues are expected to be $1.27 billion, up 4.2% from the year-ago quarter.
2026-08-04 22:01 1mo ago
2026-08-04 16:11 1mo ago
Match Group Announces Second Quarter Results
MTCH Match Group
FMP Stock News
Original source text
Tinder Y/Y DAU and MAU Trends Improve as Turnaround Gains Momentum

Hinge Grew Revenue 22% Y/Y as International Expansion Continues

, /PRNewswire/ -- Match Group (NASDAQ: MTCH) today announced financial results for the second quarter ended June 30, 2026, reflecting continued progress in its product-led turnaround. In Q2, the company delivered revenue in line with expectations and exceeded Adjusted EBITDA expectations, while improving user engagement at Tinder and delivering strong global user and revenue growth at Hinge.

Match Group

Match Group Announces Second Quarter Results At Tinder, product improvements continued to translate into stronger engagement and user trends. Sparks and Sparks Coverage were broadly stable versus Q1, year-over-year ("Y/Y") DAU declines narrowed to 4% in Q2, the best result in 10 quarters, and Y/Y MAU declines improved across each of Tinder's top five revenue countries and among women. Trends have further strengthened in July, supported by ongoing improvements to recommendation algorithms and product innovation. In Q2, Hinge grew overall revenue 22% Y/Y, with global MAU up 13% Y/Y, and entered six new European countries and four additional countries in Latin America. Hinge also grew revenue 86% Y/Y across its European expansion markets1, while maintaining the number one downloaded2 position in aggregate across those markets in Q2.

"Tinder finally looks and feels like the app young daters want to use. We have improved our recommendation algorithms, strengthened Trust and Safety, introduced new ways to connect with features like Double Date and Music Mode, and completed Tinder's first full rebrand in nearly a decade, and these changes are driving meaningful gains in metrics like DAU and retention to date. The next step is winning back singles who've drifted away, and reaching those who've never tried Tinder at all. In-person Events, now live in the U.S. and Europe, are an important part of that strategy," said CEO Spencer Rascoff. "Meanwhile, Hinge is expanding rapidly in new countries and has become a global leader in the intentional dating category, and E&E is more streamlined and focused than ever, with sharper priorities centered on user outcomes and continued product innovation. Match Group is having a great 2026, positioning us well for 2027."

Match Group Q2 2026 Financial Highlights

Total Revenue of $853 million was down 1% Y/Y, down 2% on a foreign exchange ("FX") neutral basis ("FXN"), with a 6% Y/Y increase in RPP to $21.13, and a 6% Y/Y decline in Payers to 13.3 million. Net Income of $171 million increased 36% Y/Y, representing a Net Income Margin of 20%. Adjusted EBITDA of $331 million increased 14% Y/Y, representing an Adjusted EBITDA Margin of 39%. Operating Cash Flow and Free Cash Flow were $564 million and $527 million, respectively, year-to-date through June 30, 2026. Repurchased 7.3 million of our shares at an average price of $34 per share for a total of $245 million, paid $91 million in dividends, and deployed $92 million of cash toward the net settlement of employee equity awards to reduce dilution, equating to 81% of Free Cash Flow year-to-date through June 30, 2026. Diluted shares outstanding3 were 237 million as of July 31, 2026, a decrease of 12 million shares, or 5%, since July 31, 2025. The following table summarizes total company consolidated financial results for the three months ended June 30, 2026 and 2025.

Three Months Ended June 30,

(Dollars in millions, except RPP, Payers in thousands)

2026

2025

Y/Y Change

Total Revenue

$      853

$      864

(1) %

Direct Revenue

$      840

$      845

(1) %

Net income attributable to Match Group, Inc. shareholders

$      171

$      125

36 %

Net Income Margin

20 %

15 %

Adjusted EBITDA

$      331

$      290

14 %

Adjusted EBITDA Margin

39 %

34 %

Payers

13,250

14,093

(6) %

RPP

$   21.13

$   20.00

6 %

Other Quarterly Highlights:

Tinder's product-led turnaround continued to build momentum in Q2. Sparks and Sparks Coverage were broadly stable versus Q1, both globally and among women, and through July have moved substantially higher Y/Y following updates to its recommendation algorithms. Tinder Events, a new feature that lets users discover and attend local activities together, expanded into nine additional U.S. and European cities, with plans to reach 26 cities around the world by the end of September. During its pilot in Los Angeles, 71% of eligible active users ages 18-24 engaged with the in-app Events tab, demonstrating especially strong adoption among Gen Z users. Hinge is still expected to reach $1 billion in revenue in 2027, driven by continued product innovation, international expansion, and monetization gains. In mid-July, Hinge launched Friend's Take, a new feature that brings friends and family into the dating experience. E&E, which now includes Azar and Pairs and stands for "Everyone Everywhere," has completed all major platform migrations. E&E brands are benefiting from shared Match Group capabilities, including Trust and Safety, recommendation algorithms, cross-sell, centralized marketing, consumer research, and more. A webcast of our second quarter 2026 results will be available at https://ir.mtch.com, along with our Prepared Remarks and Supplemental Financial Materials. The webcast will begin today, August 4, 2026, at 5:00 PM Eastern Time. This press release, including the reconciliations of certain non-GAAP measures to their nearest comparable GAAP measures, is also available on that site.

Financial Outlook

For Q3 2026, Match Group expects:

Total Revenue of $885 to $895 million, down 2% to 3% Y/Y. Adjusted EBITDA of $330 to $335 million, representing a Y/Y increase of 10% at the mid-point of the range. Adjusted EBITDA Margin of 37% at the mid-points of the ranges. Dividend Declaration

Match Group's Board of Directors has declared a cash dividend of $0.20 per share of the company's common stock. The dividend is payable on October 20, 2026 to shareholders of record as of October 5, 2026.

Financial Results

Consolidated Operating Costs and Expenses

Three Months Ended June 30,

(Dollars in thousands)

2026

% of
Revenue

2025

% of
Revenue

Y/Y Change

Cost of revenue

$      204,262

24 %

$      241,938

28 %

(16) %

Selling and marketing expense

158,253

19 %

148,254

17 %

7 %

General and administrative expense

106,468

12 %

136,555

16 %

(22) %

Product development expense

114,816

13 %

114,511

13 %

— %

Depreciation

15,325

2 %

18,061

2 %

(15) %

Amortization of intangibles

8,531

1 %

10,498

1 %

(19) %

Total operating costs and expenses

$      607,655

71 %

$      669,817

78 %

(9) %

Liquidity and Capital Resources

During the six months ended June 30, 2026, we generated operating cash flow of $564 million and Free Cash Flow of $527 million.

During the quarter ended June 30, 2026, we repurchased 5.3 million shares of our common stock for $185 million at an average price of $34.92. Between July 1 and July 31, 2026, we repurchased an additional 0.4 million shares of our common stock for $16 million at an average price of $38. As of July 31, 2026, $697 million in aggregate value of shares of Match Group stock remains available under our share repurchase program.

As of June 30, 2026, we had $0.6 billion in cash, cash equivalents, and short-term investments and $3.6 billion of long-term debt, inclusive of current maturities, all of which is fixed rate debt, including $0.6 billion of Exchangeable Senior Notes.

In June 2026, we used $424 million of cash on hand to repay the outstanding 0.875% exchangeable senior notes due 2026 (the "2026 Exchangeable Notes") at their maturity. Our $500 million revolving credit facility was undrawn as of June 30, 2026. Match Group's trailing twelve-month leverage4 as of June 30, 2026 was 2.7x on a gross basis and 2.2x on a net basis.

On July 21, 2026, we paid a dividend of $0.20 per share to holders of record on July 7, 2026. The total cash payout was $46 million.

GAAP Financial Statements

Consolidated Statement of Operations

Three Months Ended June 30,

Six Months Ended June 30,

2026

2025

2026

2025

(In thousands, except per share data)

Revenue

$        853,105

$       863,738

$     1,717,039

$     1,694,916

Operating costs and expenses:

Cost of revenue (exclusive of depreciation shown separately below)

204,262

241,938

414,918

478,846

Selling and marketing expense

158,253

148,254

321,283

305,350

General and administrative expense

106,468

136,555

195,596

248,075

Product development expense

114,816

114,511

231,621

235,365

Depreciation

15,325

18,061

29,457

39,790

Impairments and amortization of intangibles

8,531

10,498

42,298

20,976

Total operating costs and expenses

607,655

669,817

1,235,173

1,328,402

Operating income

245,450

193,921

481,866

366,514

Interest expense

(42,381)

(32,160)

(84,906)

(67,416)

Other income (expense), net

11,579

(4,056)

18,219

(1,440)

Income before income taxes

214,648

157,705

415,179

297,658

Income tax provision

(44,102)

(32,227)

(77,788)

(54,609)

Net income

170,546

125,478

337,391

243,049

Net income attributable to noncontrolling interests





(8)

(1)

Net income attributable to Match Group, Inc. shareholders

$       170,546

$        125,478

$       337,383

$      243,048

Net earnings per share attributable to Match Group, Inc. shareholders:

     Basic

$              0.73

$              0.51

$              1.45

$             0.98

     Diluted

$              0.70

$              0.49

$              1.37

$             0.93

Basic shares outstanding

232,504

244,370

232,970

247,731

Diluted shares outstanding

247,757

263,773

249,620

267,832

Stock-based compensation expense by function:

Cost of revenue

$             1,379

$             1,715

$           2,846

$           3,550

Selling and marketing expense

2,726

3,124

5,334

5,866

General and administrative expense

22,968

25,736

42,730

52,742

Product development expense

34,948

36,892

69,678

75,703

Total stock-based compensation expense

$          62,021

$         67,467

$       120,588

$        137,861

Consolidated Balance Sheet

June 30, 2026

December 31, 2025

(In thousands)

ASSETS

Cash and cash equivalents

$            580,580

$           1,027,838

Short-term investments

3,228

3,461

Accounts receivable, net

279,307

303,495

Other current assets

89,111

92,500

Total current assets

952,226

1,427,294

Property and equipment, net

146,255

131,159

Goodwill

2,335,189

2,339,350

Intangible assets, net

152,985

192,929

Deferred income taxes

180,442

216,057

Other non-current assets

266,818

154,022

TOTAL ASSETS

$          4,033,915

$           4,460,811

LIABILITIES AND SHAREHOLDERS' EQUITY

LIABILITIES

Current maturities of long-term debt, net

$                        —

$             423,580

Accounts payable

26,609

9,577

Deferred revenue

152,738

151,337

Accrued expenses and other current liabilities

373,025

422,051

Total current liabilities

552,372

1,006,545

Long-term debt, net of current maturities

3,551,878

3,549,099

Income taxes payable

48,806

43,522

Deferred income taxes

1,552

10,732

Other long-term liabilities

116,362

104,309

Commitments and contingencies

SHAREHOLDERS' EQUITY

Common stock

305

300

Additional paid-in capital

8,663,665

8,721,015

Retained deficit

(5,628,924)

(5,966,307)

Accumulated other comprehensive loss

(441,337)

(422,620)

Treasury stock

(2,830,764)

(2,585,892)

Total Match Group, Inc. shareholders' equity

(237,055)

(253,504)

Noncontrolling interests



108

Total shareholders' equity

(237,055)

(253,396)

TOTAL LIABILITIES AND SHAREHOLDERS' EQUITY

$          4,033,915

$           4,460,811

Consolidated Statement of Cash Flows

Six Months Ended June 30,

2026

2025

(In thousands)

Cash flows from operating activities:

Net income

$           337,391

$         243,049

Adjustments to reconcile net income to net cash provided by operating activities:

Stock-based compensation expense

120,588

137,861

Depreciation

29,457

39,790

Impairments and amortization of intangibles

42,298

20,976

Deferred income taxes

26,726

(7,908)

Other adjustments, net

(1,985)

15,721

Changes in assets and liabilities

Accounts receivable

22,487

(12,739)

Other assets

12,570

32,304

Accounts payable and other liabilities

(47,425)

(19,438)

Income taxes payable and receivable

20,060

(6,071)

Deferred revenue

2,032

(6,586)

Net cash provided by operating activities

564,199

436,959

Cash flows from investing activities:

Capital expenditures

(37,698)

(28,297)

Purchases of investments

(112,000)



Other, net

12

(25,976)

Net cash used in investing activities

(149,686)

(54,273)

Cash flows from financing activities:

Principal payments on Term Loan



(425,000)

Payments to settle exchangeable notes

(423,854)



Proceeds from issuance of common stock pursuant to stock-based awards and employee stock purchase plan

3,157

3,598

Withholding taxes paid on behalf of employees on net settled stock-based awards

(92,489)

(89,921)

Dividends

(90,929)

(94,968)

Purchases of treasury stock

(245,400)

(419,676)

Purchase of noncontrolling interests

(232)

(84)

Other, net

(6,010)

(6,225)

Net cash used in financing activities

(855,757)

(1,032,276)

Total cash used

(441,244)

(649,590)

Effect of exchange rate changes on cash and cash equivalents

(6,014)

18,840

Net decrease in cash and cash equivalents

(447,258)

(630,750)

Cash and cash equivalents at beginning of period

1,027,838

965,993

Cash and cash equivalents at end of period

$         580,580

$          335,243

Reconciliations of GAAP to Non-GAAP Measures

Reconciliation of Net Income to Adjusted EBITDA

Three Months Ended June 30,

Six Months Ended June 30,

2026

2025

2026

2025

(Dollars in thousands)

Net income attributable to Match Group, Inc. shareholders

$      170,546

$      125,478

$     337,383

$    243,048

Add back:

Net income attributable to noncontrolling interests





8

1

Income tax provision

44,102

32,227

77,788

54,609

Other (income) expense, net

(11,579)

4,056

(18,219)

1,440

Interest expense

42,381

32,160

84,906

67,416

Stock-based compensation expense

62,021

67,467

120,588

137,861

Depreciation

15,325

18,061

29,457

39,790

Impairments and amortization of intangibles

8,531

10,498

42,298

20,976

Adjusted EBITDA

$       331,327

$     289,947

$     674,209

$       565,141

Revenue

$      853,105

$     863,738

$    1,717,039

$   1,694,916

Net Income Margin

20 %

15 %

20 %

14 %

Adjusted EBITDA Margin

39 %

34 %

39 %

33 %

Reconciliation of Net Income to Adjusted EBITDA used in Leverage Ratios

Twelve months ended

June 30, 2026

(In thousands)

Net income attributable to Match Group, Inc. shareholders

$             707,781

Add back:

Net income attributable to noncontrolling interests

22

Income tax provision

155,721

Other income, net

(40,684)

Interest expense

165,041

Stock-based compensation expense

240,929

Depreciation

56,779

Impairments and amortization of intangibles

59,870

Adjusted EBITDA

$          1,345,459

Reconciliation of Operating Cash Flow to Free Cash Flow

Six months ended
June 30, 2026

(In thousands)

Net cash provided by operating activities

$                 564,199

Capital expenditures

(37,698)

Free Cash Flow

$                 526,501

Reconciliation of Forecasted Net Income to Forecasted Adjusted EBITDA

Three Months Ended
September 30, 2026

(In millions)

Net income attributable to Match Group, Inc. shareholders

$175 to $180

Add back:

Income tax provision

41

Other income, net

(5)

Interest expense

42

Stock-based compensation expense

58

Depreciation and amortization of intangibles

19

Adjusted EBITDA

$330 to $335

Revenue

$885 to $895

Net Income Margin (at the mid-point of the ranges)

20 %

Adjusted EBITDA Margin (at the mid-point of the ranges)

37 %

Reconciliation of GAAP Revenue to Non-GAAP Revenue, Excluding Foreign Exchange Effects

Three Months Ended June 30,

Six Months Ended June 30,

2026

$ Change

% Change

2025

2026

$ Change

% Change

2025

(Dollars in millions, rounding differences may occur)

Total Revenue, as reported

$         853.1

$         (10.6)

(1) %

$       863.7

$        1,717.0

$              22.1

1 %

$      1,694.9

Foreign exchange effects

(6.6)

(38.2)

Total Revenue, excluding foreign exchange effects

$         846.5

$         (17.2)

(2) %

$       863.7

$      1,678.8

$            (16.1)

(1) %

$      1,694.9

Dilutive Securities

Match Group has various tranches of dilutive securities. The table below details these securities and their potentially dilutive impact (shares in millions; rounding differences may occur).

Average Exercise
Price

7/31/2026

Share Price

$39.41

Absolute Shares

229.6

Equity Awards

Options

$20.79

0.1

RSUs and subsidiary denominated equity awards

7.7

Total Dilution - Equity Awards

7.8

Outstanding Warrants

Warrants expiring on September 15, 2026 (5.0 million outstanding)

$129.39



Warrants expiring on April 15, 2030 (7.1 million outstanding)

$129.45



Total Dilution - Outstanding Warrants



Total Dilution

7.8

% Dilution

3.3 %

Total Diluted Shares Outstanding

237.3

______________________

The dilutive securities presentation above is calculated using the methods and assumptions described below; these are different from GAAP dilution, which is calculated based on the treasury stock method.

Options — The table above assumes the options are settled net of the option exercise price and employee withholding taxes, as is our practice, and the dilutive effect is presented as the net shares that would be issued upon exercise. Withholding taxes paid by the Company on behalf of the employees upon exercise is estimated to be $2.8 million, assuming the stock price in the table above and a 50% estimated employee withholding tax rate.

RSUs and subsidiary denominated equity awards — The table above assumes RSUs are settled net of employee withholding taxes, as is our practice, and the dilutive effect is presented as the net number of shares that would be issued upon vesting. Withholding taxes paid by the Company on behalf of the employees upon vesting is estimated to be $302.9 million, assuming the stock price in the table above and a 50% withholding rate.

All market-based awards reflect the expected shares that will vest based on current market estimates. The table assumes no change in the fair value estimate of the subsidiary denominated equity awards from the values used for GAAP purposes at June 30, 2026.

Exchangeable Senior Notes — The Company has one series of Exchangeable Senior Notes outstanding. In the event of an exchange, the Exchangeable Senior Notes can be settled in cash, shares, or a combination of cash and shares. At the time of the Exchangeable Senior Notes issuance, the Company purchased call options with a strike price equal to the exchange price of the Exchangeable Senior Notes ("Note Hedge"), which can be used to offset the dilution of the Exchangeable Senior Notes. No dilution is reflected in the table above for the Exchangeable Senior Notes because it is the Company's intention to settle the Exchangeable Senior Notes with cash equal to the face amount of the notes; any shares issued would be offset by shares received upon exercise of the Note Hedge.

Warrants — At the time of the issuance of the outstanding Exchangeable Senior Notes and the 2026 Exchangeable Notes, the Company also sold warrants for the number of shares with the strike prices reflected in the table above. The cash generated from the exercise of the warrants is assumed to be used to repurchase Match Group shares and the resulting net dilution, if any, is reflected in the table above. The warrants expiring on September 15, 2026 related to the 2026 Exchangeable Notes.

Non-GAAP Financial Measures

Match Group reports Adjusted EBITDA, Adjusted EBITDA Margin, Free Cash Flow, and Revenue Excluding Foreign Exchange Effects, all of which are supplemental measures to U.S. generally accepted accounting principles ("GAAP"). The Adjusted EBITDA, Adjusted EBITDA Margin, and Free Cash Flow measures are among the primary metrics by which we evaluate the performance of our business, on which our internal budget is based and by which management is compensated. Revenue Excluding Foreign Exchange Effects provides a comparable framework for assessing the performance of our business without the effect of exchange rate differences when compared to prior periods. We believe that investors should have access to the same set of tools that we use in analyzing our results. These non-GAAP measures should be considered in addition to results prepared in accordance with GAAP but should not be considered a substitute for or superior to GAAP results. Match Group endeavors to compensate for the limitations of the non-GAAP measures presented by providing the comparable GAAP measures and descriptions of the reconciling items, including quantifying such items, to derive the non-GAAP measures. We encourage investors to examine the reconciling adjustments between the GAAP and non-GAAP measures, which we describe below. Interim results are not necessarily indicative of the results that may be expected for a full year.

Definitions of Non-GAAP Measures

Adjusted EBITDA is defined as net income attributable to Match Group, Inc. shareholders excluding: (1) net income attributable to noncontrolling interests; (2) income tax provision or benefit; (3) other income (expense), net; (4) interest expense; (5) depreciation; (6) acquisition-related items consisting of (i) amortization of intangible assets and impairments of goodwill and intangible assets, if applicable and (ii) gains and losses recognized on changes in fair value of contingent consideration arrangements, as applicable; and (7) stock-based compensation expense. We believe Adjusted EBITDA is useful to analysts and investors as this measure allows a more meaningful comparison between our performance and that of our competitors. Adjusted EBITDA has certain limitations because it excludes certain expenses.

Adjusted EBITDA Margin is defined as Adjusted EBITDA divided by revenues. We believe Adjusted EBITDA Margin is useful for analysts and investors as this measure allows a more meaningful comparison between our performance and that of our competitors. Adjusted EBITDA Margin has certain limitations in that it does not take into account the impact to our consolidated statement of operations of certain expenses.

Free Cash Flow is defined as net cash provided by operating activities, less capital expenditures. We believe Free Cash Flow is useful to investors because it represents the cash that our operating businesses generate, before taking into account non-operational cash movements. Free Cash Flow has certain limitations in that it does not represent the total increase or decrease in the cash balance for the period, nor does it represent the residual cash flow for discretionary expenditures. Therefore, we think it is important to evaluate Free Cash Flow along with our consolidated statement of cash flows.

We look at Free Cash Flow as a measure of the strength and performance of our businesses, not for valuation purposes. In our view, applying "multiples" to Free Cash Flow is inappropriate because it is subject to timing, seasonality and one-time events. We manage our business for cash, and we think it is of utmost importance to maximize cash – but our primary valuation metric is Adjusted EBITDA.

Revenue Excluding Foreign Exchange Effects is calculated by translating current period revenues using prior period exchange rates. The percentage change in Revenue Excluding Foreign Exchange Effects is calculated by determining the change in current period revenues over prior period revenues where current period revenues are translated using prior period exchange rates. We believe the impact of foreign exchange rates on Match Group, due to its global reach, may be an important factor in understanding period over period comparisons if movement in rates is significant. Since our results are reported in U.S. dollars, international revenues are favorably impacted as the U.S. dollar weakens relative to other currencies, and unfavorably impacted as the U.S. dollar strengthens relative to other currencies. We believe the presentation of revenue excluding foreign exchange effects in addition to reported revenue helps improve the ability to understand Match Group's performance because it excludes the impact of foreign currency volatility that is not indicative of Match Group's core operating results.

Non-Cash Expenses That Are Excluded From Our Non-GAAP Measures

Stock-based compensation expense consists principally of expense associated with the grants of RSUs, performance-based RSUs, and market-based awards. These expenses are not paid in cash, and we include the related shares in our fully diluted shares outstanding using the treasury stock method; however, performance-based RSUs and market-based awards are included only to the extent the applicable performance or market condition(s) have been met (assuming the end of the reporting period is the end of the contingency period). To the extent stock-based awards are settled on a net basis, we remit the required tax-withholding amounts from our current funds.

Depreciation is a non-cash expense relating to our property and equipment and is computed using the straight-line method to allocate the cost of depreciable assets to operations over their estimated useful lives, or, in the case of leasehold improvements, the lease term, if shorter.

Amortization of intangible assets and impairments of goodwill and intangible assets are non-cash expenses related primarily to acquisitions. At the time of an acquisition, the identifiable definite-lived intangible assets of the acquired company, such as customer lists, trade names and technology, are valued and amortized over their estimated lives. Value is also assigned to (i) acquired indefinite-lived intangible assets, which consist of trade names and trademarks, and (ii) goodwill, which are not subject to amortization. An impairment is recorded when the carrying value of an intangible asset or goodwill exceeds its fair value. We believe that intangible assets represent costs incurred by the acquired company to build value prior to acquisition and the related amortization and impairment charges of intangible assets or goodwill, if applicable, are not ongoing costs of doing business.

Additional Definitions

Tinder consists of the world-wide activity of the brand Tinder®.

Hinge consists of the world-wide activity of the brand Hinge®.

Everyone Everywhere ("E&E") consists of the world-wide activity of the brands Match®, Meetic®, OkCupid®, Plenty Of Fish®, Pairs™, Azar®, BLK®, Chispa™, The League®, Upward®, Salams®, HER™, and other smaller brands.

Retention measures the share of existing users who remain active after 30 days.

Sparks is the number of users engaging in six-way conversations on Tinder in a given week. When presented on a monthly, quarterly or year-to-date basis, Sparks represents the average of the weekly values for the respective period presented.

Sparks Coverage is the percentage of active Tinder users who experience a Spark in a given period and is average Sparks for the period divided by average weekly active users in the period.

Direct Revenue is revenue that is received directly from end users of our services and includes both subscription and à la carte revenue.

Indirect Revenue is revenue that is not received directly from end users of our services, a majority of which is advertising revenue.

Payers are unique users at a brand level in a given month from whom we earned Direct Revenue. When presented as a quarter-to-date or year-to-date value, Payers represents the average of the monthly values for the respective period presented. At a consolidated level and a business unit level to the extent a business unit consists of multiple brands, duplicate Payers may exist when we earn revenue from the same individual at multiple brands in a given month, as we are unable to identify unique individuals across brands in the Match Group portfolio.

Revenue Per Payer ("RPP") is the average monthly revenue earned from a Payer and is Direct Revenue for a period divided by the Payers in the period, further divided by the number of months in the period.

Daily Active User ("DAU") is the average daily number of unique registered users at a brand level who has visited the brand's app or, if applicable, their website in the past seven days as of any given day. When presented on a monthly, quarterly or year-to-date basis, DAU represents the average of the daily DAU values for the respective period presented. At a consolidated level and a business unit level to the extent a business unit consists of multiple brands, duplicate users will exist within DAU when the same individual visits multiple brands in a given day.

Monthly Active User ("MAU") is a unique registered user at a brand level who has visited the brand's app or, if applicable, their website in the given month. For measurement periods that span multiple months, the average of each month is used. At a consolidated level and a business unit level to the extent a business unit consists of multiple brands, duplicate users will exist within MAU when the same individual visits multiple brands in a given month.

Leverage on a gross basis is calculated as principal debt balance divided by Adjusted EBITDA for the period referenced.

Leverage on a net basis is calculated as principal debt balance less cash and cash equivalents and short-term investments divided by Adjusted EBITDA for the period referenced.

Other Information

Safe Harbor Statement Under the Private Securities Litigation Reform Act of 1995

This press release and our conference call, which will be held at 5:00 p.m. Eastern Time on August 4, 2026, may contain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. All statements that are not historical facts are "forward looking statements." The use of words such as "anticipates," "estimates," "expects," "plans," "believes," "will," and "would," among others, generally identify forward-looking statements. These forward-looking statements include, among others, statements relating to: Match Group's future financial performance, Match Group's business prospects and strategy, anticipated trends, and other similar matters. These forward-looking statements are based on management's current expectations and assumptions about future events, which are inherently subject to uncertainties, risks and changes in circumstances that are difficult to predict. Actual results could differ materially from those contained in these forward-looking statements for a variety of reasons, including, among others: failure to retain existing users or add new users, or if users do not convert to paying users; competition; risks related to our restructuring and reorganization activities; our ability to attract and retain users through cost-effective marketing efforts; our reliance on a variety of third-party platforms, in particular, mobile app stores; our ability to realize reductions in in-app purchase fees; inappropriate actions by certain of our users could be attributed to us or may not be adequately prevented by us; dependence on our key personnel; volatile global economic conditions; operational and financial risks in connection with acquisitions; impairment charges related to our intangible assets; operations in various international markets, including certain markets in which we have limited experience; foreign currency exchange rate fluctuations; challenges in measuring our user metrics and other estimates; the limited operating history of our newer brands and services makes it difficult to evaluate our current business and future prospects; impacts of climate change; the integrity of our and third parties' systems and infrastructure; cyberattacks on our systems and infrastructure and cyberattacks experienced by third parties; our ability to access, collect, and use personal data about our users; breaches or unauthorized access of personal and confidential or sensitive user information that we maintain and store; challenges with properly managing the use of artificial intelligence; risks related to credit card payments; risks related to our use of "open source" software; complex and evolving U.S., foreign, and international laws and regulations; our ability to protect our intellectual property rights or accusations that we infringe upon the intellectual property rights of others; adverse outcomes in litigation; risks related to our taxation in multiple jurisdictions; risks related to our indebtedness; and risks relating to ownership of our common stock. Certain of these and other risks and uncertainties are discussed in Match Group's filings with the Securities and Exchange Commission. Other unknown or unpredictable factors that could also adversely affect Match Group's business, financial condition and results of operations may arise from time to time. In light of these risks and uncertainties, these forward-looking statements may not prove to be accurate. Accordingly, you should not place undue reliance on these forward-looking statements, which only reflect the views of Match Group management as of the date of this press release. Match Group does not undertake to update these forward-looking statements.

About Match Group

Match Group (NASDAQ: MTCH), through its portfolio companies, is a leading provider of digital technologies designed to help people make meaningful connections. Our global portfolio of brands includes Tinder®, Hinge®, Match®, Meetic®, OkCupid®, Pairs™, Plenty Of Fish®, Azar®, BLK®, and more, each built to increase our users' likelihood of connecting with others. Through our trusted brands, we provide tailored services to meet the varying preferences of our users.

_________________

1 Hinge's European expansion markets are: France, Germany, Austria, Switzerland, Denmark, Finland, Sweden, Norway, Spain, Italy, Netherlands, and Belgium.

2 Source: Sensor Tower. Combined downloads across Apple App Store and Google Play Store. Among all dating apps as defined by Match Group.

3 As defined on page 10 of this press release.

4 Leverage is calculated utilizing the non-GAAP measure Adjusted EBITDA as the denominator. For a reconciliation of the non-GAAP measure for each period presented, see page 8.

SOURCE Match Group
2026-08-04 22:01 1mo ago
2026-08-04 16:14 1mo ago
Match's weak quarterly revenue forecast clouds improving trends at Tinder
MTCH Match Group
FMP Stock News
Original source text
Item 1 of 2 Match Group logo and stock graph are seen in this illustration taken, May 1, 2022. REUTERS/Dado Ruvic/Illustration/File Photo

[1/2]Match Group logo and stock graph are seen in this illustration taken, May 1, 2022. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tab

Aug 4 (Reuters) - Match Group (MTCH.O), opens new tab forecast third-quarter revenue below Wall Street estimates on Tuesday, overshadowing signs of improvement in ​its struggling Tinder dating app and continued growth at Hinge, sending its ‌shares down 9% in extended trading.

The weak outlook stems from the company's Everyone Everywhere brands, including its Asia-based Pairs and Azar businesses, Chief Financial Officer Steve Bailey told Reuters in an ​interview.

The Reuters Daily Briefing newsletter provides all the news you need to start your day. Sign up here.

Everyone Everywhere is Match's portfolio of brands including OkCupid, Pairs and Azar, ​catering to diverse communities across geographies, identities, lifestyles and life stages.

Match ⁠expects mid-teens percentage declines in Everyone Everywhere revenue, compared with a low double-digit ​decline forecast in February, largely due to the Azar app redesign.

It forecast third-quarter revenue ​of $885 million to $895 million, with the midpoint below analysts' estimate of $891.5 million, according to data compiled by LSEG.

Match's ability to meet the forecast will largely depend on execution at Tinder and ​Hinge, according to Chandler Willison, analyst at M Science.

"The Tinder redesign and engagement ​will bear fruit or it won't, and the new Hinge plan may be successful or it ‌may ⁠not," Willison said.

Dating apps are betting on AI-powered features to adapt to changing user preferences and improve matchmaking.

Tinder is using AI to speed up product development and rolling out social features aimed at helping younger users make real-world connections. Its Events ​feature, piloted in Los ​Angeles in March, ⁠has hosted more than 60 gatherings.

The Events product currently focuses on driving user growth rather than direct revenue, but is expected ​to become a revenue driver by 2027 and beyond, Bailey ​said.

Tinder's daily ⁠active user decline narrowed to 4% in the second quarter, the smallest percentage drop in 10 quarters.

Hinge's global monthly active users rose 13%, driven by strong growth in ⁠its ​expansion markets.

Match reported second-quarter revenue of $853 million, down 1%, ​missing the estimate of $856.8 million.

Paying users fell 6% to 13.3 million, though revenue per payer rose 6% ​to $21.13.

Reporting by Juby Babu in Mexico City; Editing by Sriraj Kalluvila and Shilpi Majumdar

Our Standards: The Thomson Reuters Trust Principles., opens new tab
2026-08-04 22:01 1mo ago
2026-08-04 16:34 1mo ago
Match Group Revenue Ticks Down as Tinder Continues to Weigh on Results
MTCH Match Group
FMP Stock News
Original source text
The dating app company's second-quarter profit came in at $170.5 million, but revenue fell 1%, weighed down by sluggish results for Tinder.
2026-08-04 22:01 1mo ago
2026-08-04 17:01 1mo ago
Match Group Stock Tanks After Q2 Revenues Miss Estimates
MTCH Match Group
FMP Stock News
Original source text
MTCH stock is moving. Watch the price action here. Match Q2 Details       Match Group reported quarterly earnings of 70 cents per share, which beat the analyst consensus estimate of 65 cents, according to Benzinga Pro data.

Quarterly revenue came in at $853.11 million, which missed the Street estimate of $856.83 million and was down from $863.74 million in the same period last year.

The company reported that Tinder year-over-year DAU and MAU trends improved and Hinge grew its revenue by 22% year-over-year as the international expansion continued. Payers declined by 6% to 13.3 million.

“Match Group is having a great 2026, positioning us well for 2027,” said CEO Spencer Rascoff.

MTCH Stock Price Activity: According to data from Benzinga Pro, Match stock was down 11.4% to $36.55 in Tuesday’s extended trading.  

Photo: Shutterstock

Market News and Data brought to you by Benzinga APIs

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

To add Benzinga News as your preferred source on Google, click here.
2026-08-04 22:01 1mo ago
2026-08-04 17:18 1mo ago
Match Group Revenue Falls Short of Estimates. The Stock Is Down 11%.
MTCH Match Group
FMP Stock News
Original source text
Match Group's second quarter revenue declined as dating app Tinder had slugglish results while Hinge showed strength.
2026-08-02 08:54 1mo ago
2026-08-02 03:00 1mo ago
Gen Z Loves the Hinge Dating App. Why Match Earnings Are All About Tinder.
MTCH Match Group
FMP Stock News
Original source text
Match Group reports earnings Tuesday. All eyes will be on Tinder.
2026-07-30 08:45 1mo ago
2026-07-30 01:45 1mo ago
Brokerages Set Match Group Inc. (NASDAQ:MTCH) PT at $41.29
MTCH Match Group
FMP Stock News
Original source text
Posted by Defense World Staff on Jul 30th, 2026

Shares of Match Group Inc. (NASDAQ:MTCH – Get Free Report) have earned a consensus rating of “Hold” from the fifteen ratings firms that are presently covering the company, MarketBeat.com reports. Nine equities research analysts have rated the stock with a hold recommendation and six have given a buy recommendation to the company. The average 12 month price objective among brokers that have covered the stock in the last year is $41.2857.

Several research analysts recently commented on the stock. Truist Financial set a $37.00 target price on shares of Match Group in a report on Wednesday, May 6th. Piper Sandler set a $51.00 price target on shares of Match Group in a research note on Wednesday, May 6th. Morgan Stanley boosted their price target on shares of Match Group from $35.00 to $38.00 and gave the stock an “equal weight” rating in a research report on Wednesday, May 6th. Wall Street Zen upgraded shares of Match Group from a “hold” rating to a “buy” rating in a research note on Sunday, April 26th. Finally, UBS Group raised their price objective on Match Group from $34.00 to $38.00 and gave the company a “neutral” rating in a report on Wednesday, May 6th.

Read Our Latest Research Report on MTCH

Insider Buying and Selling at Match Group In other Match Group news, Director Melissa Anne Brenner sold 5,141 shares of the business’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $35.94, for a total transaction of $184,767.54. Following the transaction, the director owned 16,218 shares of the company’s stock, valued at $582,874.92. The trade was a 24.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.71% of the stock is owned by company insiders.

Hedge Funds Weigh In On Match Group A number of institutional investors have recently added to or reduced their stakes in the company. Contravisory Investment Management Inc. acquired a new stake in Match Group in the second quarter valued at $76,000. Hennion & Walsh Asset Management Inc. grew its position in shares of Match Group by 18.7% in the 2nd quarter. Hennion & Walsh Asset Management Inc. now owns 21,080 shares of the technology company’s stock valued at $802,000 after acquiring an additional 3,316 shares during the period. Elevation Wealth Partners LLC increased its stake in shares of Match Group by 1,319.4% during the 2nd quarter. Elevation Wealth Partners LLC now owns 951 shares of the technology company’s stock worth $36,000 after purchasing an additional 884 shares during the last quarter. PensionDanmark Pensionsforsikringsaktieselskab acquired a new position in shares of Match Group during the 2nd quarter worth about $436,000. Finally, 55 North Private Wealth LLC bought a new stake in shares of Match Group in the 2nd quarter valued at about $217,000. 94.05% of the stock is currently owned by institutional investors and hedge funds.

Match Group Stock Performance Shares of Match Group stock opened at $39.40 on Monday. The firm has a market cap of $9.19 billion, a PE ratio of 15.04, a P/E/G ratio of 0.63 and a beta of 1.30. The business’s 50 day simple moving average is $36.92 and its 200 day simple moving average is $34.07. Match Group has a 52-week low of $28.81 and a 52-week high of $41.03.

Match Group (NASDAQ:MTCH – Get Free Report) last released its quarterly earnings results on Tuesday, May 5th. The technology company reported $0.68 earnings per share for the quarter, topping analysts’ consensus estimates of $0.61 by $0.07. Match Group had a negative return on equity of 307.45% and a net margin of 18.83%.The firm had revenue of $863.93 million during the quarter, compared to the consensus estimate of $854.70 million. During the same quarter in the prior year, the firm posted $0.44 EPS. The business’s revenue was up 3.9% on a year-over-year basis. As a group, equities research analysts predict that Match Group will post 3.11 EPS for the current year.

Match Group Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Tuesday, July 7th were given a dividend of $0.20 per share. The ex-dividend date of this dividend was Tuesday, July 7th. This represents a $0.80 annualized dividend and a yield of 2.0%. Match Group’s dividend payout ratio is 30.53%.

Match Group Company Profile (Get Free Report)

Match Group, Inc (NASDAQ: MTCH) is a leading provider of online dating products and services. The company owns and operates a diverse portfolio of consumer brands that connect singles through digital platforms. Its flagship offerings include Match.com, Tinder, Hinge, OkCupid and PlentyOfFish, which together serve users looking for long-term relationships, casual encounters and social networking opportunities.

Originating with the launch of Match.com in 1995, Match Group has grown through a combination of organic development and strategic acquisitions.

See Also Five stocks we like better than Match Group Why SK hynix Could Be the Best AI Chip Stock to Buy Now Seagate Technology Stock Surges as Earnings Beat Silences AI Doubters Alphabet Is Down 18% From Its High After a Stellar Quarter—Overdone, or More Downside Ahead? Why Bloom Energy May Be the Most Important AI Infrastructure Stock

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2026-07-29 20:44 1mo ago
2026-07-29 15:43 1mo ago
Match Group: Gen Z Wants A Better Online Dating Experience; Match Will Deliver It
MTCH Match Group
FMP Stock News
Original source text
Match Group is evolving beyond reliance on Tinder and Hinge, positioning itself as a comprehensive dating platform. Its diversified portfolio of apps targets varied demographics and life stages, reducing dependence on any single brand. MTCH's strong EBITDA margins and ongoing product innovation underpin its investment appeal, even without immediate revenue surges.
2026-07-24 15:51 1mo ago
2026-07-24 11:35 1mo ago
These 4 Stocks Fit the Ideal LBO Target Profile Right Now
MTCH Match Group
FMP Stock News
Original source text
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

In private equity, pulling a public company off the market requires an alignment of the stars. Buyout shops need a precise playbook:

Predictable cash generation to service debt An equity discount worth exploiting Balance sheet capacity for financial engineering Clear operational levers to pull A check size big enough to actually move the needle for a multi-billion-dollar fund. When a target checks all five boxes, the conversation rapidly shifts from if a deal makes sense to how quickly it can be executed.

Below are four U.S.-listed names screening well against that framework. Each has been beaten down, throws off real free cash flow, and has levers a sponsor could pull.

4. Papa John’s International Papa John’s International (NASDAQ:PZZA) has a market cap of just $998.6 million, and shares closed most recently at $30.35, down 30.0% over the past year. That sub-$1 billion equity check is a rounding error for a mid-market sponsor.

The franchise-heavy model produces a royalty-like revenue stream, with FY26 adjusted EBITDA guided to $200 to $210 million, implying an EV/EBITDA around 11x. Q1 FY26 was weak: revenue fell 7.7% to $478.6 million and free cash flow was negative $6.2 million after refranchising 85 stores. Management targets $30 million in corporate cost savings and $60 million in supply chain savings through 2027, the exact playbook PE runs itself.

Comparable sales in North America down 6.4% represents some risk. Plausible acquirers include Roark Capital or Apollo.

3. Etsy Etsy (NASDAQ:ETSY | ETSY Price Prediction) closed at $80.91, still 61.3% below its 2021 peak despite a 45.9% year-to-date rally. Its forward P/E is 15x, and its EV/EBITDA is 24x.

FY25 free cash flow was $638.75 million on capex of just $54.66 million, a capital-light marketplace profile. The $1.2 billion Depop sale to eBay gives new CEO Kruti Patel Goyal a clean, single-brand focus and a cash position of $1.4 billion. Q1 FY26 GMS grew 5.5%, the second straight quarter of expansion.

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The risk here is consumer discretionary exposure. Silver Lake and Advent are plausible acquirers.

2. Match Match Group (NASDAQ:MTCH) checks nearly every box. Shares at $37.40 are 76.5% below their five-year high. The forward P/E is 14x, and EV/EBITDA is 11x, cheap for a business owning Tinder, Hinge, OkCupid, and Plenty of Fish.

FY25 operating cash flow was $1.08 billion and free cash flow was $1.02 billion, growing every year since 2022. Hinge revenue jumped 28% to $194 million in Q1 FY26, with a path to $1 billion by 2027. Management returned $975 million to shareholders in FY25. Debt of $4.0 billion is manageable against that FCF. Tinder’s ongoing turnaround is a risk, and Blackstone and KKR are plausible acquirers.

1. Kraft Heinz Kraft Heinz (NASDAQ:KHC) is the textbook take-private candidate. Shares at $25.36 are 54.5% below where they traded a decade ago. The forward P/E is 13x, the price-to-book is 0.73, and the dividend yields 6.3%.

FY25 free cash flow was $3.66 billion, up 15.9%, and Q1 FY26 delivered $766 million in FCF alone. The Heinz, Kraft, Philadelphia, Lunchables, and Ore-Ida brand roster is exactly the moat sponsors underwrite for a decade. New CEO Steve Cahillane bought 213,106 shares at $23.4616 on May 12, 2026. The company paused its previously announced separation, freeing capital for a broader transaction. Analyst sentiment is cautious, with an average target of just $23.97, precisely the setup a sponsor wants: low expectations, high cash generation. Key risks include organic sales guided down 1.5% to 3.5%. Plausible acquirers include 3G Capital and Apollo.

What Happens to Shareholders When a Buyout Hits When a leveraged buyout offer lands, target shareholders typically receive a cash premium of 20% to 40% over the unaffected price. For beaten-down names like Kraft Heinz, where the market has priced in years of underperformance, a take-private premium could deliver in weeks what public-market patience has failed to produce in years. The names above may well test that thesis next.

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Contact [email protected] for any questions or corrections.
2026-07-23 20:38 1mo ago
2026-07-23 14:31 1mo ago
Match Group: Tinder metrics improving, but structural challenges persist, Jefferies says
MTCH Match Group
FMP Stock News
Original source text
Match Group Inc (NASDAQ:MTCH)'s Tinder is showing tentative signs of improving user trends, but Jefferies said it remains too early to call a turnaround.

The brokerage said Match Group's most recent quarter showed early signs of improvement in new user registrations and monthly active user (MAU) declines, a trend that appears to have held up based on third-party MAU and download data.

Jefferies added that Tinder revenue and payers could outperform Street estimates this year if user givebacks come in lower than budgeted.

Still, the firm cautioned that it does not view recent product changes as materially altering Tinder's trajectory.

Jefferies is modeling Match Group's second-quarter total revenue down 1% year-over-year and Tinder payers down 110,000 quarter-over-quarter, largely in line with Street estimates and guidance. The firm sees possible upside toward the high end of guidance if a guided roughly $20 million Azar headwind and roughly $10 million Tinder UX testing impact prove less severe than expected.

Third-quarter revenue is expected to worsen to down 2% year-over-year as Tinder user givebacks pick up in the second half, with Jefferies modeling a 5% year-over-year decline in Tinder payers for the rest of the year. The firm noted Match Group still has roughly $45 million of givebacks budgeted after using less than expected earlier in the year, meaning payer declines could be more modest than expected if givebacks again come in below plan.

Jefferies also continues to expect revenue pressure from Azar's lower-monetizing relaunch over coming quarters.

While Match Group is targeting flat Tinder MAU growth by the end of 2027, Jefferies said it remains skeptical that incremental changes like branding refreshes and feature launches can drive a durable turnaround.

Jefferies called recent Tinder product changes, including Double Date, Astrology Mode and new event formats, helpful but still early. It does not expect the recent Tinder rebrand to materially shift user growth trends.

The firm remains concerned about structural challenges in the dating category and made no changes to its estimates. Its price target is based on 8x FY27 EBITDA, with a Hold rating and $35 price target on the stock.
2026-07-14 20:26 1mo ago
2026-07-14 16:11 1mo ago
Match Group to Announce Second Quarter 2026 Results
MTCH Match Group
FMP Stock News
Original source text
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- Match Group (NASDAQ: MTCH) will release financial results for the second quarter 2026 on Tuesday, August 4, 2026 after-market close. The company will host its quarterly conference call to discuss these results at 5:00 p.m. ET on the same day.

A live webcast of the conference call, along with supplemental investor materials, can be accessed at https://ir.mtch.com. A replay of the webcast will be available through the same link following the conference call.

Match Group About Match Group

Match Group (NASDAQ: MTCH), through its portfolio companies, is a leading provider of digital technologies designed to help people make meaningful connections. Our global portfolio of brands includes Tinder®, Hinge®, Match®, Meetic®, OkCupid®, Pairs™, PlentyOfFish®, Azar®, BLK®, and more, each built to increase our users' likelihood of connecting with others. Through our trusted brands, we provide tailored services to meet the varying preferences of our users. Our services are available in over 40 languages to our users all over the world.

SOURCE Match Group

Also from this source
2026-07-06 01:25 2mo ago
2026-07-05 21:17 2mo ago
Match Group: An Undervalued Turnaround Story At Only 8x Free Cash Flow
MTCH Match Group
FMP Stock News
Original source text
HomeStock IdeasLong IdeasCommunication Services

SummaryMatch Group remains a Buy, with valuation still implying a significant discount even after a 20% rally.MTCH posted strong Q1 results: 4% revenue growth, a 42% net income increase, and a 25% higher Adj. EBITDA, despite a 5% decline in payers.Tinder's user decline is offset by price hikes, but Hinge's 15% YoY growth and international expansion are key future drivers while they work on their pillar's turnaround.Solid balance sheet, robust cash flow, and ongoing turnaround efforts position MTCH well for industry growth despite macro and competitive risks.Jonathan Kitchen/DigitalVision via Getty Images

Introduction During my last coverage of Match Group (MTCH), I upgraded it to a Strong Buy, initiating a position not long afterwards as the re-rating setup was too compelling to ignore at that point, with

3.17K Followers

Analyst’s Disclosure: I/we have a beneficial long position in the shares of MTCH either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-06-29 13:41 2mo ago
2026-06-29 08:41 2mo ago
Match Group (MTCH) Soars 6.4%: Is Further Upside Left in the Stock?
MTCH Match Group
FMP Stock News
Original source text
Match Group (MTCH) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
2026-06-24 16:03 2mo ago
2026-06-23 12:25 2mo ago
Match Group: Turnaround In Progress With A High Floor And Potential Upside
MTCH Match Group
FMP Stock News
Original source text
Match Group has a long history in the dating app space, being the parent company behind popular apps like Tinder and Hinge as well as legacy sites like Match.com. The stock has been hammered over the past five years as the market seems to rerate dating app stocks. But now I think MTCH provides value in two ways. Match is a cash-generating slow-grower, with underrated network effects giving it pricing power. And with new CEO Spencer Rascoff at the helm, the Tinder turnaround effort provides potential for upside.
2026-06-22 13:12 2mo ago
2026-06-17 20:22 2mo ago
Match Group Inc (MTCH) Stock Down 3.4% -- Now Undervalued? GF Score: 82/100
MTCH Match Group
FMP Stock News
Original source text
On June 17, 2026, Match Group Inc MTCH shares fell 3.4% to $35.30, continuing a mixed performance over the past month. The stock has traded in a 52-week range between $28.81 and $39.20.

GF Value™ verdict: shares are currently priced at $35.30, which is 6.9% below the GF Value™ estimate of $37.90.GF Score™ of 82/100 indicates a strong overall performance across key financial metrics.Notable signal: insider activity shows that insiders sold $0.2M in the last 3 months, with no buying reported. Is MTCH Overvalued or Undervalued? Match Group Inc is currently trading at $35.30, which is below the GF Value™ estimate of $37.90, suggesting that the stock is undervalued by approximately 6.9%. This margin of safety may present a buying opportunity for investors looking for stocks with solid fundamentals but trading below intrinsic value. The GF Valuation label indicates that the stock is fairly valued, which aligns with the current market environment but also highlights potential growth opportunities given the undervaluation relative to its estimated intrinsic value.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. However, it is important to consider the risks associated with investing in a company with a Financial Strength rating of 4/10, indicating potential weaknesses in its balance sheet and overall financial health.

How Does MTCH's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 13.5x 18.6x Forward P/E 13.3x N/A The current P/E (TTM) of 13.5x is significantly below its 5-year median P/E of 18.6x, indicating that the stock is trading at a lower valuation compared to its historical average. This P/E analysis aligns with the GF Value™ verdict, reinforcing the view that MTCH is undervalued in relation to its historical performance.

What Does MTCH's GF Score™ Tell Us? Metric Rating GF Score™ 82/100 Financial Strength 4/10 Profitability 8/10 Growth 6/10 Valuation 9/10 Momentum 8/10 The GF Score™ of 82/100 suggests that Match Group Inc has strong fundamentals, particularly in the areas of profitability and valuation, where it scored 8/10 and 9/10, respectively. However, the Financial Strength score of 4/10 indicates that the company may face challenges in maintaining a robust financial position, which could be a concern for long-term investors.

What Are Insiders Doing with MTCH Stock? Recent insider activity shows that insiders sold $0.2M worth of shares in the last three months, with no buying activity reported. This pattern may suggest a lack of confidence from insiders in the short-term outlook of the company, which could be a red flag for potential investors. However, it is also important to note that insider selling does not always indicate negative sentiment, as it may be part of personal financial planning or diversification strategies.

What This Means for Investors Based on the GF Value™ assessment, Match Group Inc MTCH appears to be undervalued at the current price of $35.30, which is 6.9% lower than the GF Value™ estimate of $37.90. However, potential investors should consider the company's financial strength indicators and recent insider selling when evaluating their investment decisions.

For the complete analysis, visit the Match Group Inc MTCH stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is MTCH's GF Score™?

MTCH has a GF Score™ of 82/100, indicating strong overall performance across key financial metrics, which suggests a favorable long-term outlook.

Is MTCH overvalued or undervalued?

MTCH is currently undervalued, with a GF Value™ estimate of $37.90 compared to its current price of $35.30, representing a 6.9% upside potential.

What is MTCH's P/E ratio?

MTCH's P/E ratio is 13.5x, which is significantly below its 5-year median P/E of 18.6x, suggesting the stock is trading at a lower valuation compared to its historical average.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
2026-06-22 13:12 2mo ago
2026-06-21 14:00 2mo ago
1 Reason Why the Fed's Decision to Keep Interest Rates Steady Is No Match for Costco Stock
MTCH Match Group
FMP Stock News
Original source text
Kevin Warsh just had his first meeting as the new Federal Reserve chairman. In what was a highly anticipated decision, the world's most powerful central bank chose unanimously to keep the benchmark federal funds rate unchanged within a range of 3.5% to 3.75%.

Half of the meeting's participants also expect at least one rate hike in 2026. This is unwelcome news for investors who were hoping for a more accommodative interest rate policy. Blame it on elevated inflation levels.

But Costco Wholesale (COST 1.29%) shareholders aren't worried. Here is one clear reason why the Fed's moves are no match for this top retail stock.

Image source: The Motley Fool.

Consumers always want low prices Costco is such an unbelievably resilient business that it really doesn't matter what stance central bankers are taking. Whether rates are rising or falling, the consumers who shop at the company's warehouses want low prices on high-quality goods. This will always be the case.

Just this decade, there have been multiple examples of this company continuing to perform at a high level regardless of the macro situation.

When the COVID-19 pandemic ravaged the global economy in 2020, most retailers were devastated. Costco, on the other hand, shone. In fiscal 2020 (ended Aug. 30, 2020), it reported same-store sales (SSS) growth of 7.7%. Households were able to rely on Costco's warehouses as one-stop shops to get all of their essentials.

In 2022 and 2023, the Federal Reserve embarked on an aggressive pace of raising interest rates to combat surging inflation. Costco was unfazed. SSS grew 14.4% and 3% in fiscal 2022 and fiscal 2023, respectively.

Even in today's climate, as May's Consumer Price Index reached a level not seen in three years due to the Middle East conflict, Costco keeps humming along. During the four-week period that ended May 31, the business posted an SSS gain of 12.5%. Even excluding changes in gas prices and foreign exchange, this key metric rose 8%.

Today's Change

(

-1.29

%) $

-12.44

Current Price

$

953.15

Stability might be why shares are always expensive If you're an investor who's concerned about the highly uncertain economic environment, then it's natural to wonder if you should buy Costco shares right now. Owning the stock can add some peace of mind. Even with shares trading 13% off their peak, though, I'm not sure adding the business to your portfolio is a smart move.

Costco's stable financial performance might be the main reason the stock is always expensive. The market is asking investors to pay a price-to-earnings ratio of 47.9. Despite the company's consistent SSS growth, that's a steep valuation that offers no margin of safety.
2026-06-17 07:26 2mo ago
2026-06-16 14:00 2mo ago
Matching Energy Bill Relief Available: Apply for PG&E's Match My Payment Program While Funds Last
MTCH Match Group
FMP Stock News
Original source text
Eligible Customers May Receive Up to $1,000 to Pay Past‑Due Bills

, /PRNewswire/ -- Pacific Gas and Electric Company's (PG&E) Match My Payment Program has provided nearly $30 million in matching payments to help more than 78,000 customers catch up on past-due energy bills since the program began one year ago. Limited funds are still available for a short time.

PG&E launched the Match My Payment Program last June, offering a dollar-for-dollar match of up to $1,000 for qualifying low-to moderate-income customers to pay past-due energy bills to stop service disconnections.  

In 2026, PG&E expanded its bill relief efforts by committing $50 million to support programs including Match My Payment and PG&E's Relief for Energy Assistance through Community Help (REACH). REACH provides income-eligible customers with a bill credit of up to $800 based on the past-due balance. The emergency assistance is available for customers with a disconnection notice.   

"PG&E Match My Payment provides meaningful support for many customers whose incomes don't typically qualify for other assistance, said Vincent Davis, PG&E Senior Vice President and Chief Customer Officer. "The strong response over the past year shows the difference a dollar‑for‑dollar match can make for families who are behind on their energy bills."

Since 2025, the three counties with the highest number of approved applications and funding include Fresno, Kern, and San Joaquin. In these three counties combined, PG&E has distributed more than $12.5 million in bill assistance. 

PG&E Match My Payment recipients can receive multiple matches throughout the year by paying at least $50 toward a past-due balance of $100 or more. Eligibility is based on federal income guidelines. For example, a family of four earning less than $132,000 annually may qualify. This is double the income limit of the PG&E REACH program. 

Funding is distributed on a first-come, first-served basis. Customers are encouraged to check their eligibility and apply while funds last. PG&E works with the nonprofit Dollar Energy Fund (DEF) to process applications.

Coordinated Support for REACH Recipients

Customers who receive up to $800 in a REACH grant may also qualify for up to $1,000 through Match My Payment, for combined support of up to $1,800, or while funds last. Eligibility for PG&E's REACH program follows federal income guidelines, which are lower than those for the PG&E Match My Payment Program. 

Other Income-eligible Assistance Programs  

Customers are also encouraged to check if they qualify for PG&E's other assistance programs including: 

California Alternate Rates for Energy Program (CARE): provides a monthly discount of 20% or more on gas and 35% or more on electricity (compared to non-CARE bundled customers). Family Electric Rate Assistance Program (FERA): eligibility guidelines provide a monthly discount of 18% on electricity, regardless of household size.  Low Income Energy Assistance Program (LIHEAP): a federally funded assistance program overseen by the state that offers a one-time payment up to $1,500 on past due bills to help low-income households pay for heating or cooling in their homes. Payments may vary by location and funding availability. Arrearage Management Plan (AMP): a debt forgiveness plan for eligible residential customers.   Customers may also qualify for Medical Baseline, which offers an additional allotment of energy at the lower baseline rate or a discount on rate plans without baselines, and priority shutoff notifications for those who depend on power for certain medical needs. Enrollment requires certification by a qualified medical practitioner. 

To learn more about PG&E's assistance programs, use the free Savings Finder tool or visit pge.com/billhelp.  

About PG&E
Pacific Gas and Electric Company, a subsidiary of PG&E Corporation (NYSE: PCG), is a combined natural gas and electric utility serving more than sixteen million people across 70,000 square miles in Northern and Central California. For more information, visit pge.com and pge.com/news    

SOURCE Pacific Gas and Electric Company
2026-06-16 03:34 2mo ago
2026-06-15 20:31 2mo ago
Match Group Inc (MTCH) Shares Surge 3.0% -- What GF Score of 82 Tells Investors
MTCH Match Group
FMP Stock News
Original source text
On June 15, 2026, Match Group Inc MTCH shares rose 3.0% today, currently trading at $35.96. Over the past week, the stock has gained 5.2% and is up 12.7% year-to-date. The stock has fluctuated between a 52-week high of $39.20 and a low of $28.81.

GF Value™ verdict: Current price of $35.96 vs GF Value™ of $37.90, indicating a 5.1% undervaluation.GF Score™: 82/100 (Strong), suggesting strong potential for long-term returns.Most notable signal: Insider activity shows $0.2 million in insider sales over the last 3 months with no buying activity. Is MTCH Overvalued or Undervalued? According to the GF Value™, Match Group Inc MTCH is currently undervalued, with a current price of $35.96 compared to a GF Value™ of $37.90, reflecting a margin of safety of 5.1%. This undervaluation presents an opportunity for investors looking for potential gains. However, it is important to consider the GF Valuation label, which indicates that the stock is fairly valued despite the current price being below its intrinsic value. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.

While the stock appears to be undervalued, potential investors should be cautious of market volatility and the company's historical performance. The overall market sentiment and individual company performance can greatly impact future price movements.

How Does MTCH's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 13.7x 18.8x Forward P/E 13.5x N/A Match Group's current P/E (TTM) of 13.7x is significantly below its 5-year median P/E of 18.8x, indicating that the stock is trading at a lower valuation compared to its historical average. The forward P/E of 13.5x also supports this observation. This P/E analysis aligns with the GF Value™ verdict, suggesting that MTCH is undervalued relative to its historical performance.

What Does MTCH's GF Score™ Tell Us? Metric Rating GF Score™ 82 Financial Strength 4/10 Profitability 8/10 Growth 6/10 Valuation 10/10 Momentum 8/10 The GF Score™ of 82/100 indicates that Match Group has strong potential for long-term returns. The strongest area is the Valuation rank at 10/10, suggesting that the stock is priced attractively compared to its intrinsic value. On the other hand, the Financial Strength rank of 4/10 indicates potential weaknesses in this area, which could pose risks for investors looking for stability.

What Are Insiders Doing with MTCH Stock? In the past three months, insiders sold approximately $0.2 million worth of shares with no reported buying activity. This trend of selling could suggest a lack of confidence in the company's short-term prospects or a reallocation of personal investments. However, without any buying activity, it remains unclear whether insiders believe the current price presents an attractive investment opportunity.

What This Means for Investors Based on the GF Value™, Match Group Inc MTCH is currently undervalued. Despite its potential for growth, investors should consider the broader market context and the company's financial health before making any decisions.

For the complete analysis, visit the Match Group Inc MTCH stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is MTCH's GF Score™?

MTCH has a GF Score™ of 82/100, indicating strong potential for long-term returns based on its fundamental strengths.

Is MTCH overvalued or undervalued?

MTCH is currently undervalued according to the GF Value™, suggesting there may be an opportunity for growth based on its intrinsic value.

What is MTCH's P/E ratio?

The current P/E (TTM) ratio for MTCH is 13.7x, which is significantly below its 5-year median P/E of 18.8x, indicating the stock is trading at a lower valuation compared to its historical average.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
2026-06-13 10:32 2mo ago
2026-06-13 05:15 2mo ago
A 6.5% Increase in the Producer Price Index Is No Match for Coca-Cola Stock
MTCH Match Group
FMP Stock News
Original source text
Perhaps lost in the shuffle of the June 11 risk-on equity market rally -- one fueled in part by the White House saying it nixed military strikes against Iran -- was the May reading of the Producer Price Index (PPI) released early in the day.

The report wasn't pretty. It showed a 1.1% increase, meaning the wholesale inflation rate over the prior 12 months was 6.5%, the highest level since November 2022. Typically, companies' higher input costs are passed on to shoppers, suggesting some vulnerability for consumer staples stocks. That's not the case across the board. Just look at Coca-Cola (KO +0.11%).

Coca-Cola is one consumer stock with buffers against rising producer prices. Image source: Getty Images.

Outpacing the S&P 500 by a margin of more than 2-to-1 this year, the beverage stock hit a 52-week high the day before the PPI report. That's not a coincidence. Rather, it's a testament to Coca-Cola's execution prowess amid a tough operating climate.

Not just a pricing power story As noted above, companies across a variety of industries often raise prices on customers to offset higher producer costs. Due to its enviable brand recognition and status as the purveyor of multiple premium soft drink brands, Coca-Cola could probably get away with some price hikes to soften the blow of elevated input costs. Still, the company isn't leaning on that option.

That's to the benefit of both investors and shoppers, because rival PepsiCo went down that road and lost billions of dollars in sales as cost-sensitive consumers said, "Enough is enough." Well-run companies learn from rivals' missteps, and Coca-Cola appears to have learned valuable lessons from Pepsi's pricing gaffes. Indeed, Coca-Cola is facing some inflationary headwinds, including constrained aluminum and plastic supplies due to the war in Iran.

For investors, the good news is that the company has levers it can pull to juice sales without pinching consumers. Those include pushing drinks that are less commodities-intensive (less sugar). Those moves are working because some on Wall Street say Coca-Cola is somewhat "insulate" from inflation-induced cost pressures and can maintain its appeal to both high-end and cost-conscious consumers.

Today's Change

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Consider this. On June 10, Morgan Stanley named Coca-Cola its top pick in the beverage space, with one of the reasons for that bull call being the company's ability to hold prices in the face of inflation in superior fashion relative to some rivals.

Don't forget the dividend Another point of allure with Coca-Cola is its status as a blue chip dividend stock. The shares yield 2.6%, and the payout has grown for 64 consecutive years. Obviously, a six-decade-plus run of steadily rising dividends is impressive in its own right, but it pays to dig deeper.

Typically, consistent dividend raisers are high-quality companies that can offer investors some protection when markets turn sour.

Coca-Cola's dividend growth is also relevant in the inflation protection conversation. The stock's 2.6% yield matches the average rate of inflation over the past two decades, and it's well above the five-year forward breakeven level of 2.2%. At the end of the day, no stock is the "perfect" inflation fighter, but long-term investors looking for a friend in the face of rising prices may want to give Coca-Cola a look.
2026-06-12 19:03 2mo ago
2026-05-06 11:52 4mo ago
TD Cowen Raises Match Group Price Target: Is the Tinder Turnaround Finally Real?
MTCH Match Group
FMP Stock News
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© Leon Neal / Getty Images

Match Group (NASDAQ:MTCH | MTCH Price Prediction) stock got a double dose of positive analyst attention on May 6. The company saw TD Cowen raise its MTCH stock price target to $46 from $44 while keeping a Buy rating, citing “several positive user signals” at Tinder during the quarter. UBS analyst Stephen Ju lifted his target to $38 from $34, keeping a Neutral rating following better-than-expected Q1 2026 results and Q2 guidance.

The split between TD Cowen’s bullish $46 Buy and UBS’s cautious $38 Neutral captures the central debate around Match Group stock: is the long-awaited Tinder turnaround real, or stabilization that may not translate into renewed growth? For prudent investors, the answer matters because Tinder remains the company’s largest revenue contributor. For broader context on dating app sector dynamics, see our recent Match Group coverage.

Ticker Company Firm Action Old Rating New Rating Old Target New Target MTCH Match Group TD Cowen Price target raised Buy Buy $44 $46 MTCH Match Group UBS Price target raised Neutral Neutral $34 $38 The Analyst’s Case TD Cowen’s Match Group stock price target raised to $46 reflects optimism that Tinder’s product overhaul is showing up in user behavior. The firm flagged “several positive user signals” from the quarter as evidence the multi-year turnaround now has supporting data.

UBS framed its view as “constructive but still cautious.” Stephen Ju cited Match Group’s slower MAU declines, improving retention, and modest payer trend improvement, while flagging ongoing investment spending and mixed regional pressure. The Neutral rating suggests that UBS wants more proof before underwriting re-acceleration.

Company Snapshot Match Group operates Tinder, Hinge, Match, Plenty of Fish, OkCupid, Meetic, and several smaller brands. Tinder Q1 2026 direct revenue came in at $455 million, with payers down 5% to 8.6 million, a meaningful improvement from the 8% decline in Q4 2025.

Hinge remains the bright spot, with Q1 direct revenue of $194 million (+28%) and payers up 15% to 2.0 million. CEO Spencer Rascoff reiterated Hinge’s “Path to $1 billion business by 2027.”

Why the Move Matters Now MTCH stock trades at around $38.50, near the top of its 52-week range of $26.18 to $38.94. The shares are up 19% year to date and 20% over the past month, helped by Tinder’s March MAU decline of 7%, the slowest rate in 31 months.

At a forward P/E ratio of 10x and trailing P/E ratio of 16x, Match Group stock isn’t priced for heroic re-acceleration. The company also raised its quarterly dividend by 5% to $0.20, with $959 million remaining on its buyback authorization.

What It Means for Your Portfolio The bull case rests on a simple sequence: stabilization first, re-acceleration later. Match Group has poured product investment and AI-driven recommendation work into Tinder, and Q1 metrics suggest the worst of the user erosion may be behind it.

The bear case is equally defensible. Hinge’s outperformance has masked Tinder weakness for years, and if Hinge growth eventually decelerates while Tinder only stabilizes, the consolidated growth profile stays muted. Tinder’s March monthly active user (MAU) decline of FY2026 revenue guidance of $3.41 billion to $3.54 billion (roughly flat at the midpoint) underscores that risk.

For prudent Match Group investors, the gap between TD Cowen’s $46 Buy and UBS’s $38 Neutral is the story. Stabilization appears real, yet conviction on durable growth requires more quarters of data. Modest position sizing while the turnaround thesis matures looks reasonable.
2026-06-12 19:03 2mo ago
2026-05-06 13:43 4mo ago
Match Group earnings top estimates on Tinder recovery, Jefferies analysts remain cautious
MTCH Match Group
FMP Stock News
Original source text
Match Group Inc (NASDAQ:MTCH) shares edged higher on Wednesday after the online dating company reported first quarter results that modestly exceeded Wall Street expectations, supported by growth in Hinge and early signs of stabilization at Tinder.

The company posted adjusted earnings of $0.95 per share for Q1 2026, ahead of analyst estimates of $0.92.

Revenue came in at $864 million, topping expectations of $855 million and marking a 4% increase year over year, though it was flat on a foreign exchange-neutral basis.

Net income rose 42% from a year earlier to $167 million, while adjusted EBITDA increased 25% to $343 million, representing a margin of 40%. Operating cash flow totaled $194 million, with free cash flow of $174 million.

Growth was driven in part by a 10% increase in revenue per payer to $20.90, offset by a 5% decline in total payers to 13.5 million.

Within its portfolio, Hinge continued to deliver strong revenue growth, supported by product innovation and the rollout of features such as Face Check, which the company said reduced interactions with bad actors by 20% to 30%.

At Tinder, management pointed to improving engagement trends, with new user registrations returning to year-over-year growth in March for the first time in nearly two years. Monthly active user declines also moderated during the period.

Match Group also highlighted ongoing cost discipline and capital allocation efforts. During the quarter, the company repurchased $60 million worth of shares and paid $44 million in dividends, while deploying additional cash to offset dilution from employee equity awards. Diluted shares outstanding declined 5% from a year earlier.

Looking ahead, Match Group expects second-quarter revenue in the range of $850 million to $860 million, representing a decline of 2% to flat year over year. Adjusted EBITDA is projected between $325 million and $330 million, implying continued margin expansion.

Jefferies analysts reiterated their ‘ Hold’ rating on Match and raised its price target to $35 from $30, citing early signs of a product-driven recovery at Tinder.

The firm highlighted improving trends in key metrics, including Tinder payers declining 5% year over year in Q1 versus an 8% drop in Q4, moderating monthly active user declines, and a return to year-over-year growth in registrations in March.

However, Jefferies cautioned that it does not expect further improvement in payer declines in the near term and pointed to ongoing structural concerns in the online dating category, particularly around Gen Z engagement.

“Given multiple false starts in the past, we're hesitant to say there's a turnaround underway,” they wrote.

Shares of Match Group were up about 1.6% to about $38 in afternoon trading following the report.
2026-06-12 19:03 2mo ago
2026-05-06 15:26 4mo ago
Match Group CEO: “Gen Z is the loneliest generation”
MTCH Match Group
FMP Stock News
Original source text
"Gen Z is the loneliest generation. They desperately want to connect.
2026-06-12 19:03 2mo ago
2026-05-06 16:11 4mo ago
Match Group to Present at the J.P. Morgan Global Technology, Media and Communications Conference
MTCH Match Group
FMP Stock News
Original source text
, /PRNewswire/ -- Match Group (NASDAQ: MTCH) announced today that Steven Bailey, Chief Financial Officer of Match Group, will participate in a fireside chat at the J.P. Morgan Global Technology, Media, and Communications Conference on Tuesday, May 19 at 3:35 p.m. Eastern Time (ET). A live webcast and replay of the fireside chat will be available at https://ir.mtch.com/news-and-events/events.

About Match Group

Match Group (PRNewsfoto/Match Group) Match Group (NASDAQ: MTCH), through its portfolio companies, is a leading provider of digital technologies designed to help people make meaningful connections. Our global portfolio of brands includes Tinder®, Hinge®, Match®, Meetic®, OkCupid®, Pairs™, PlentyOfFish®, Azar®, BLK®, and more, each built to increase our users' likelihood of connecting with others. Through our trusted brands, we provide tailored services to meet the varying preferences of our users. Our services are available in over 40 languages to our users all over the world.

SOURCE Match Group

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2026-06-12 19:03 2mo ago
2026-05-07 13:56 4mo ago
Match Group Posts $864 Million Revenue Beat As Tinder Decline Slows
MTCH Match Group
FMP Stock News
Original source text
Match topped revenue estimates as Tinder user declines moderated and Hinge delivered 28% direct revenue growth. Summary

Tinder’s reset is gaining traction, but second-quarter revenue may still decline.

Match Group MTCH gave investors a first-quarter report that looked stronger than Wall Street expected, as revenue rose 4% from a year earlier to $864 million, ahead of the $855 million estimate. The result suggests the company's turnaround strategy may be starting to show signs of traction, particularly as Tinder's user declines moderated and newer product features appeared to resonate with younger daters. Match cited growing momentum from Tinder's ongoing product enhancements, while shares rose less than 1% in extended trading after the report. The stock has gained 18% this year, compared with a 5% increase in the S&P 500, giving investors another reason to watch whether the company's product reset can possibly translate into more durable user and revenue growth.

The sharper focus is still on Tinder, where monthly active users fell 7% in March, improving from a 10% decline a year earlier and marking the slowest drop in two and a half years. New user registrations grew for the first time since 2024, though only by 1%, while the company also said retention among Gen Z women in the US increased. Tinder generated first-quarter revenue of $454.7, up 2% year-over-year, and Wall Street estimates the app will produce roughly $1.8 billion in revenue this fiscal year. The company pointed to newer features such as Astrology Mode, which lets users add birth details to their profile and view deeper compatibility insights with potential matches, along with face verification designed to reduce interactions with bad actors. CEO Spencer Rascoff said the results are being driven by a combination of resonating features and marketing working alongside them, adding that Tinder is trying to shift how people have viewed the brand for a decade toward what he described as a fun way to safely meet new people.

Still, the second-quarter outlook leaves investors with a more measured setup. Match expects total second-quarter revenue of $850 million to $860 million, which would mark a decline of as much as 2% from a year earlier, compared with Wall Street's roughly $857 million estimate. Adjusted earnings before interest, taxes, depreciation and amortization are expected to come in between $325 million and $330 million for the quarter. Rascoff took the top job early last year after three activist investors amassed stakes and pushed for change, and he has since led an internal reorganization and management shake-up aimed at accelerating product development. Beyond Tinder, Match also owns Hinge, OkCupid and Match.com, with Hinge delivering 28% year-over-year direct revenue growth, largely driven by international expansion and new AI-powered features. Hinge also rolled out face verification, and the company said the app remains on track to become a $1 billion business by 2027.
2026-06-12 19:03 2mo ago
2026-05-12 01:10 3mo ago
A Look at Match Group Inc (MTCH) After 3.2% Decline -- GF Value $37.89 vs Price $35.77
MTCH Match Group
FMP Stock News
Original source text
On May 12, 2026, Match Group Inc MTCH shares fell 3.2% to a current price of $35.77. This decline comes amid a 52-week range of $26.80 to $39.20, highlighting recent volatility in share performance.

GF Value™ verdict: Current price is $35.77, which is 5.6% below GF Value™ of $37.89.GF Score™ is 84/100, indicating a strong overall assessment.Notable signal: Insider activity shows that insiders sold $2.0M in shares over the last three months, with no buying activity. Is MTCH Overvalued or Undervalued? The current price of Match Group Inc MTCH at $35.77 is below the GF Value™ of $37.89, suggesting that the stock is undervalued by approximately 5.6%. This provides a potential margin of safety for investors considering entry points, as the GF Valuation label indicates that the stock is fairly valued overall. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.

While the undervaluation presents an opportunity, it is essential to note the risks associated with the stock. The financial strength rating of 4/10 indicates that the company may face challenges in maintaining its operational robustness. Therefore, while there is a potential upside based on the current price relative to GF Value™, investors should be cautious of the underlying financial health of the company.

How Does MTCH's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 13.7x 19.4x Forward P/E 13.5x N/A Match Group's current P/E (TTM) of 13.7x is significantly below its 5-year median P/E of 19.4x, indicating that the stock is trading at a lower valuation compared to its historical averages. The forward P/E of 13.5x further corroborates this trend. This analysis aligns with the GF Value™ verdict, supporting the notion that MTCH is undervalued relative to its historical performance.

What Does MTCH's GF Score™ Tell Us? Metric Rating GF Score™ 84/100 Financial Strength 4/10 Profitability 8/10 Growth 6/10 Valuation 9/10 Momentum 8/10 The GF Score™ of 84/100 indicates a strong overall stock quality, with particularly high ratings in Valuation (9/10) and Profitability (8/10). However, the Financial Strength score of 4/10 highlights a notable weakness, suggesting that while the company has strong profit metrics and attractive valuation, its financial stability may be a concern for potential investors. The growth score of 6/10 indicates moderate expectations for future growth, which adds a layer of complexity to the investment thesis.

What Are Insiders Doing with MTCH Stock? In the last three months, insiders have sold $2.0M worth of shares with no reported buying activity. This pattern may suggest a lack of confidence among insiders regarding the future performance of the stock, as typically, insider buying is viewed as a positive signal. The absence of buying could imply that insiders do not see immediate value at current price levels.

What This Means for Investors Based on the GF Value™ assessment, Match Group Inc MTCH appears to be undervalued at its current price of $35.77. However, potential investors should weigh this valuation against the company's financial strength concerns and insider selling activity, which may signal caution.

For the complete analysis, visit the Match Group Inc MTCH stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is MTCH's GF Score™?

MTCH's GF Score™ is 84/100, indicating a strong overall assessment based on multiple key financial metrics.

Is MTCH overvalued or undervalued?

MTCH is currently undervalued with a GF Value™ of $37.89, suggesting a potential upside from its current price of $35.77.

What is MTCH's P/E ratio?

MTCH's P/E ratio (TTM) is 13.7x, which is significantly below its 5-year median P/E of 19.4x, indicating that the stock is trading at a lower valuation compared to its historical averages.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
2026-06-12 19:03 2mo ago
2026-05-13 16:11 3mo ago
Match Group to Present at TD Cowen's Technology, Media & Telecom Conference
MTCH Match Group
FMP Stock News
Original source text
, /PRNewswire/ -- Match Group (NASDAQ: MTCH) announced today that Steven Bailey, Chief Financial Officer of Match Group, will participate in a fireside chat at the TD Cowen Technology, Media & Telecom Conference on Wednesday, May 27 at 9:05 a.m. Eastern Time (ET). The discussion is expected to cover Match Group's business, strategy, and financial details. A live webcast and replay of the fireside chat will be available at https://ir.mtch.com/news-and-events/events.

About Match Group

Match Group (PRNewsfoto/Match Group) Match Group (NASDAQ: MTCH), through its portfolio companies, is a leading provider of digital technologies designed to help people make meaningful connections. Our global portfolio of brands includes Tinder®, Hinge®, Match®, Meetic®, OkCupid®, Pairs™, PlentyOfFish®, Azar®, BLK®, and more, each built to increase our users' likelihood of connecting with others. Through our trusted brands, we provide tailored services to meet the varying preferences of our users. Our services are available in over 40 languages to our users all over the world.

SOURCE Match Group

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