Match Group (NASDAQ:MTCH) Price Target and Financial Performance Analysis

Core Viewpoint - Match Group (NASDAQ:MTCH) is positioned for growth in the online dating sector, with a price target of $37 set by Cowen & Co., indicating a potential upside of 20.88% from its current price of $30.61 [1][6] Financial Performance - In Q4 2025, Match Group reported earnings per share of $1.06, exceeding Zacks Consensus Estimate by nearly 5%, representing a 29.3% increase year over year [2][6] - Revenues for the quarter increased by 2.1% year over year to $878 million, surpassing expectations by 0.74% [3][6] Growth Drivers - Hinge significantly contributed to revenue growth, with direct revenues rising by 26.3% year over year and the number of payers increasing by 16.5% [3][6] Cost Management - Despite a 5.3% decline in overall payers, Match Group improved its adjusted EBITDA margin to 42.1% as costs decreased by 6.8% [4] - On an FX-neutral basis, revenues remained flat year over year at $860.2 million, with direct revenues at $860.3 million, marking a 1.8% increase [4] Market Activity - Currently, MTCH is trading at $30.61, reflecting a 5.92% increase or $1.71, with a market capitalization of approximately $7.23 billion [5]