Match Group (NASDAQ:MTCH) is one of the best communication services stocks according to Hedge Funds. On January 5, Shweta Khajuria from Wolfe Research reaffirmed her stance on Match Group (NASDAQ:MTCH), giving a Buy call. Khajuria revised her price target from $42 to $43, implying about 32% upside. adult, anywhere, app, application, chat, close, closeup, dating, digital, display, female, find, finder, girl, hand, holding, lifestyle, looking, love, lovers, match, meeting, men, mobile, mobility, new, onlin ...

With a market cap of $7.5 billion, Match Group, Inc. (MTCH) operates a global portfolio of dating and social connection platforms across four segments: Tinder, Hinge, Evergreen and Emerging, and Match Group Asia. The company owns well-known brands such as Tinder, Hinge, Match, OkCupid, and Plenty of Fish, offering services in over 40 languages to users worldwide. The Dallas, Texas-based company is expected to announce its fiscal Q4 2025 results soon. Ahead of this event, analysts predict MTCH to report a ...

Company Overview - Match Group, Inc. is based in Dallas, Texas, and has a market cap of $7.7 billion, operating a diverse portfolio of dating platforms including Tinder, Hinge, Match.com, OkCupid, Plenty of Fish, and Meetic [1] - The company is classified as a mid-cap stock, generating revenue primarily through subscription fees and in-app purchases, focusing on technology, data analytics, and product innovation to enhance user engagement [2] Stock Performance - Match Group's stock has decreased by 17.8% from its 52-week high of $39.20, reached on August 15, and has declined 13.9% over the past three months, underperforming the State Street Communication Services Select Sector SPDR ETF's (XLC) 1.6% drop [3] - Over the past 52 weeks, Match Group has marginally declined, lagging behind XLC's 15.1% increase, and on a year-to-date basis, shares are down 1.5% compared to XLC's 20.5% return [4] Financial Performance - On November 4, Match Group reported weaker-than-expected Q3 results, with total revenue increasing by 2.1% year-over-year to $914.3 million, but missing consensus estimates [5] - The adjusted EBITDA fell by 12% from the previous year to $301.4 million, with the adjusted EBITDA margin decreasing by 500 basis points [5] Competitive Position - Match Group has significantly outperformed its rival, Bumble Inc., which has seen a decline of 58.1% over the past 52 weeks and 56.6% year-to-date [6] - Despite recent underperformance, analysts maintain a moderately optimistic outlook for Match Group, with a consensus rating of "Moderate Buy" and a mean price target of $38.37, indicating a 19.1% premium to current price levels [6]

Core Insights - Match Group, Inc. is a leading provider of digital dating services with a market cap of $7.9 billion, operating popular platforms like Tinder and Hinge in over 190 countries [1] Financial Performance - The company is expected to announce fiscal Q3 earnings on November 4, 2025, with analysts projecting a profit of $0.74 per share, a 45.1% increase from $0.51 per share in the same quarter last year [2] - For the current year, analysts anticipate an EPS of $2.60, reflecting a 16.6% growth from $2.23 in fiscal 2024, and further growth to $3.03 in fiscal 2026, a 16.5% year-over-year increase [3] Stock Performance - Match Group's stock has declined by 12.7% over the past 52 weeks, underperforming compared to the S&P 500 Index's 15.1% rise and the Communication Services Select Sector SPDR Fund's 28.4% increase [4] Recent Developments - Following the Q2 2025 earnings report, Match Group shares surged by 10.5% due to revenue of $863.7 million exceeding estimates, driven by growth at Hinge and a new AI-powered discovery algorithm [5] - The company provided an optimistic Q3 revenue forecast of $910–$920 million and announced a $50 million reinvestment initiative for product innovation and expansion [5] Analyst Sentiment - Wall Street analysts maintain a "Moderate Buy" rating for Match Group, with a mean price target of $38.47, indicating a potential upside of 16.4% from current levels [6]

Core Insights - Match Group, Inc. (MTCH) has a market capitalization of $8.9 billion and is a leader in digital dating products, with over 45 brands including Tinder, Hinge, and Match.com [1][2] - The company is classified as a mid-cap stock, with a diverse portfolio aimed at fostering meaningful connections [2] Stock Performance - MTCH shares have decreased by 7.9% from their 52-week high of $39.20, but have gained 14.4% over the past three months, outperforming the Communication Services Select Sector SPDR ETF Fund (XLC) which rose by 11.6% [3] - Year-to-date, MTCH shares have increased by 10.4%, but this lags behind XLC's 21.3% gain; over the past 52 weeks, MTCH has declined by 3.3%, while XLC surged by 31.6% [4] Recent Financial Performance - In Q2 2025, Match Group reported revenue of $863.7 million, exceeding Wall Street expectations, driven by strong performance from Hinge and a new AI-powered discovery algorithm [5] - The company provided guidance for Q3 revenue between $910 million and $920 million, significantly above estimates, and announced a $50 million reinvestment plan for product innovation and expansion [5] Competitive Landscape - Rival Snap Inc. (SNAP) has underperformed compared to MTCH, with SNAP shares dropping 23.7% year-to-date and 22.2% over the past 52 weeks [6] - Analysts maintain a moderately optimistic outlook on MTCH, with a consensus rating of "Moderate Buy" and a mean price target of $38.47, representing a 6.6% premium to current levels [6]

Leadership Changes - Tinder's CEO Faye Iosotaluno is stepping down in July after less than two years in the role, amid challenges in user growth and pressure from activist investors [1][4] - Match Group's CEO Spencer Rascoff will temporarily lead Tinder and has not named a replacement for Iosotaluno [4][5] Activist Investor Influence - Activist investors, including Elliott Management, Starboard Value, and Anson Funds, have acquired significant stakes in Match Group, prompting calls for cost-cutting and margin improvements [6][8] - Match Group signed an agreement with Elliott Management after the activist firm reportedly purchased a $1 billion stake in the company [6] Company Strategy and Performance - Rascoff has initiated a turnaround strategy, including a 13% workforce reduction, primarily affecting Tinder [7] - Iosotaluno previously indicated that Tinder would not return to revenue growth until 2027, while Rascoff expressed optimism about recent product momentum [11] - Tinder is testing new features, such as double-dating options and an AI "wingman" prototype to enhance user engagement [11][12]