MTCH

Match Group Inc. (MTCH) | Rumor.io

Match Group

MTCH

Attention (50-day avg)0.01%

Attention rank (50-day avg)#487

Bullish sentiment (50-day avg)32%

Price to earnings ratio14.4

Market capitalization9.1B

Earnings per share2.82

Dividend yield (TTM)2.02%

Revenue (annual)3.5B

Net income (annual)613.5M

Social

What share of all stock conversation is about MTCH?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0% -0.01	0% 0

Sep 4

Bumble, a subsidiary of Match Group, reported a 17% YoY decline in paying users, with a sequential flattening of 2.08M to 2.07M users.
The company's core product is in decline, with users leaving in stride, and its historical profitability is too volatile to instill confidence in investors.
The company lacks a clear moat, and its differentiation is based on the "vibe" of its users, making it a weak business that may not be around in 5 years.

Generated by AI

Sentiment

Of the messages about MTCH that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	50% +24.14	52.53% +22.56	42.53% -21
Bearish	—	50% -24.14	47.47% -22.56	57.47% +21

Bullish· Aug 6

$MTCH's Q3 2025 earnings report showed stronger-than-expected results, with the company trading higher following the announcement.
Match Group is well-positioned to benefit from the growing trend of people seeking solutions to loneliness and weight issues, with its dating services providing a potential solution.
$MTCH has shown signs of a turnaround, with a 10% price increase and strong revenue beat, accompanied by upbeat guidance that has investors optimistic about the company's future prospects.

Bearish· Dec 11

Match Group's ($MTCH) Q4 revenue forecast has been revised downward due to a larger-than-anticipated impact from currency exchange rates and sluggish user growth at Tinder.
The company's investor day presentation included a slide indicating a decline in revenue, which some saw as a signal that the company is already experiencing revenue decline.
Match Group's decision to invest $1.5 billion in share repurchases has been criticized as a waste of money, with some arguing that the company is overvalued by 45% and that innovation is dead under current management.

Generated by AI

Topics

Of the messages about MTCH that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	0%	6.9%	25.37%
Technical Analysis	—	0%	79.31%	6.91%
Macro	—	100%	12.07%	60.22%
Controversies	—	0%	1.72%	3.4%
Analysts	—	0%	0%	2.56%
Earnings	—	0%	0%	1.55%

Earnings· May 7

Match Group's Q1 earnings beat expectations, with GAAP EPS of $0.44 and revenue of $859.65M, exceeding estimates of $0.41 and $855.51M, respectively.
The company's largest brand, Tinder, faced headwinds, with payers declining 2.5% quarter-over-quarter, and margins being squeezed due to increased marketing and product investments.
Match Group expects to deploy a similar or higher percentage of its free cash flow for share repurchases over the remainder of the year, with approximately $800 million remaining in its share buyback authorization.

Analysts· Aug 4

28 analysts have analyzed Match Group, with a 83% buy consensus.
Analysts have lowered their price targets for Match Group, with new targets ranging from $78 to $100.
Analysts maintain an overall positive outlook on Match Group, with ratings of Buy, Overweight, and Outperform.

Announcements· Jan 9

Activist investor Elliott Management has acquired a $1 billion stake in Match Group, owner of Tinder.
Elliott intends to meet with Match Group to discuss ways to improve the company's performance.
Match Group's stock price has risen significantly, with some reports indicating a 14-16% increase in premarket trading, following the news of Elliott's stake acquisition.

Controversies· Aug 24

Match Group ($MTCH) has filed an antitrust case against Apple ($AAPL) in India, accusing the company of "monopolistic conduct" and high commissions for in-app purchases.
The case alleges that Apple's commissions for in-app purchases are excessive and restrict competition, forcing developers to pay high fees.
This move by Match Group may escalate the ongoing antitrust scrutiny of Apple's App Store policies in various countries, including the US and India.

Technical Analysis· Feb 16

The author identifies a potential double top pattern in MTCH's price action, suggesting a possible reversal in the near future.
The stock has been in a sideways trend following a decline, which may indicate a buildup of tension and potential for volatile price movement.
The author believes that MTCH's fundamentally sound business position and the ongoing price manipulation may lead to a significant price spike if the stock breaks out of its current pattern.

Generated by AI

Community

Of the messages about MTCH, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	82.61%	22.78%	20.26%
Newcomers	0%	17.39%	77.22%	79.74%

Regulars· Feb 3

Match Group's Q4 results beat expectations, with revenue of $878M vs $871M est, and EPS of $0.83 vs $0.71 est.
The company's FY'26 revenue guidance is flat YoY, and EBITDA is expected to be $1,303M at the midpoint, slightly below the $1,350M estimate.
Despite the positive Q4 results, the regulars are focused on the company's struggling Tinder business, with one participant noting that visibility to the Tinder y/y inflecting is now 2027 at best vs ~mid-year this year.

Newcomers· Sep 4

New users are focusing on Match Group's decline, specifically Bumble's paying users, which are down 17% YoY and have flattened out sequentially.
The removal of the "women message first" rule on Bumble is seen as a significant change, making it similar to Tinder, and is viewed as a negative by some users.
Some users prefer other dating apps, such as Hinge, and see Match Group's products, including Bumble and Tinder, as "trashy" or inferior, with Instagram being a major competitor.

Generated by AI

News

Match Group: I Am Swiping Right On The Stock (Buy) (NASDAQ:MTCH)

Match Group is regaining investor confidence, with recent stock re-rating driven by margin expansion and Hinge's robust growth. I rate MTCH stock as a buy.

3h agoSeeking Alpha

Match Group (MTCH) Is Confronting A New Dating App Rival

Match Group (NasdaqGS: MTCH) faces fresh competition after the nationwide rollout of new dating platform Rivet in the United States. Rivet is led by a former Match Group executive and has secured significant seed funding from early stage technology investors. The service plans to use a community driven model that leans on social groups and referrals rather than purely profile swiping. The Rivet launch, backed by funding and a community model, is only one factor in the broader Match Group...

3d agofinance.yahoo.com

Zacks.com featured highlights include Match Group, monday.com, Ubiquiti and Semtech

monday.com is gaining from AI adoption and larger customers, with revenue growth and rising AI ARR highlighting its expansion.

5d agoYahoo Finance

Also Discussed

Investors talking about MTCH also mention

#	Name	Attention
1	Bumble Inc. Class A Common StockBMBL	0%+0
2	People IncorporatedIAC	0%new
3	Liberty Global Ltd. Class A Common SharesLBTYA	0%0
4	LOV - Spark Networks SE	——
5	Hello Group Inc. Sponsored ADRMOMO	0%new
6	Cactus Inc. Class A Common StockWHD	0%0
7	Etsy Inc.ETSY	0.01%0
8	iShares Global Timber & Forestry ETFWOOD	0%0
9	Atlassian Corporation Class A Common StockTEAM	0%+0
10	Twilio Inc. Class A Common StockTWLO	0%-0.06

Match Group Inc.

Communication Services
Internet Content & Information

Match Group Inc. is a global internet and technology company focused on digital dating and relationship platforms. Match Group Inc. operates a broad portfolio of brands that includes Tinder, Hinge, Match, Meetic, OkCupid, Pairs, Plenty of Fish, Azar, and BLK, serving users with different preferences, communities, and relationship goals. Its products are delivered through mobile apps and websites and are designed to help people make meaningful connections through discovery, matching, messaging, and premium features. The company operates across key segments including Tinder, Hinge, Evergreen and Emerging, and Match Group Asia, giving it exposure to a wide range of consumer markets in North America, Europe, Asia, and other international regions. Headquartered in Dallas, Texas, Match Group Inc. plays a central role in the online dating market by managing one of the most diverse portfolios of connection-focused brands in the industry.

Website

Location

8750 North Central Expressway

Dallas, TX, 75231

United States

Social

What share of all stock conversation is about MTCH?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0% -0.01	0% 0

Sep 4

Bumble, a subsidiary of Match Group, reported a 17% YoY decline in paying users, with a sequential flattening of 2.08M to 2.07M users.
The company's core product is in decline, with users leaving in stride, and its historical profitability is too volatile to instill confidence in investors.
The company lacks a clear moat, and its differentiation is based on the "vibe" of its users, making it a weak business that may not be around in 5 years.

Generated by AI

Sentiment

Of the messages about MTCH that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	50% +24.14	52.53% +22.56	42.53% -21
Bearish	—	50% -24.14	47.47% -22.56	57.47% +21

Bullish· Aug 6

$MTCH's Q3 2025 earnings report showed stronger-than-expected results, with the company trading higher following the announcement.
Match Group is well-positioned to benefit from the growing trend of people seeking solutions to loneliness and weight issues, with its dating services providing a potential solution.
$MTCH has shown signs of a turnaround, with a 10% price increase and strong revenue beat, accompanied by upbeat guidance that has investors optimistic about the company's future prospects.

Bearish· Dec 11

Match Group's ($MTCH) Q4 revenue forecast has been revised downward due to a larger-than-anticipated impact from currency exchange rates and sluggish user growth at Tinder.
The company's investor day presentation included a slide indicating a decline in revenue, which some saw as a signal that the company is already experiencing revenue decline.
Match Group's decision to invest $1.5 billion in share repurchases has been criticized as a waste of money, with some arguing that the company is overvalued by 45% and that innovation is dead under current management.

Generated by AI

Topics

Of the messages about MTCH that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	0%	6.9%	25.37%
Technical Analysis	—	0%	79.31%	6.91%
Macro	—	100%	12.07%	60.22%
Controversies	—	0%	1.72%	3.4%
Analysts	—	0%	0%	2.56%
Earnings	—	0%	0%	1.55%

Earnings· May 7

Match Group's Q1 earnings beat expectations, with GAAP EPS of $0.44 and revenue of $859.65M, exceeding estimates of $0.41 and $855.51M, respectively.
The company's largest brand, Tinder, faced headwinds, with payers declining 2.5% quarter-over-quarter, and margins being squeezed due to increased marketing and product investments.
Match Group expects to deploy a similar or higher percentage of its free cash flow for share repurchases over the remainder of the year, with approximately $800 million remaining in its share buyback authorization.

Analysts· Aug 4

28 analysts have analyzed Match Group, with a 83% buy consensus.
Analysts have lowered their price targets for Match Group, with new targets ranging from $78 to $100.
Analysts maintain an overall positive outlook on Match Group, with ratings of Buy, Overweight, and Outperform.

Announcements· Jan 9

Activist investor Elliott Management has acquired a $1 billion stake in Match Group, owner of Tinder.
Elliott intends to meet with Match Group to discuss ways to improve the company's performance.
Match Group's stock price has risen significantly, with some reports indicating a 14-16% increase in premarket trading, following the news of Elliott's stake acquisition.

Controversies· Aug 24

Match Group ($MTCH) has filed an antitrust case against Apple ($AAPL) in India, accusing the company of "monopolistic conduct" and high commissions for in-app purchases.
The case alleges that Apple's commissions for in-app purchases are excessive and restrict competition, forcing developers to pay high fees.
This move by Match Group may escalate the ongoing antitrust scrutiny of Apple's App Store policies in various countries, including the US and India.

Technical Analysis· Feb 16

The author identifies a potential double top pattern in MTCH's price action, suggesting a possible reversal in the near future.
The stock has been in a sideways trend following a decline, which may indicate a buildup of tension and potential for volatile price movement.
The author believes that MTCH's fundamentally sound business position and the ongoing price manipulation may lead to a significant price spike if the stock breaks out of its current pattern.

Generated by AI

Community

Of the messages about MTCH, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	82.61%	22.78%	20.26%
Newcomers	0%	17.39%	77.22%	79.74%

Regulars· Feb 3

Match Group's Q4 results beat expectations, with revenue of $878M vs $871M est, and EPS of $0.83 vs $0.71 est.
The company's FY'26 revenue guidance is flat YoY, and EBITDA is expected to be $1,303M at the midpoint, slightly below the $1,350M estimate.
Despite the positive Q4 results, the regulars are focused on the company's struggling Tinder business, with one participant noting that visibility to the Tinder y/y inflecting is now 2027 at best vs ~mid-year this year.

Newcomers· Sep 4

New users are focusing on Match Group's decline, specifically Bumble's paying users, which are down 17% YoY and have flattened out sequentially.
The removal of the "women message first" rule on Bumble is seen as a significant change, making it similar to Tinder, and is viewed as a negative by some users.
Some users prefer other dating apps, such as Hinge, and see Match Group's products, including Bumble and Tinder, as "trashy" or inferior, with Instagram being a major competitor.

Generated by AI

Match Group

Social

Sep 4

Bullish· Aug 6

Bearish· Dec 11

Earnings· May 7

Analysts· Aug 4

Announcements· Jan 9

Controversies· Aug 24

Technical Analysis· Feb 16

Regulars· Feb 3

Newcomers· Sep 4

Match Group: I Am Swiping Right On The Stock (Buy) (NASDAQ:MTCH)

Match Group (MTCH) Is Confronting A New Dating App Rival

Zacks.com featured highlights include Match Group, monday.com, Ubiquiti and Semtech

Match Group Inc. stock outperforms competitors despite losses on the day

US companies face rise in cyber attacks

Match Group Inc. stock underperforms Tuesday when compared to competitors

Also Discussed

Match Group Inc.

Company Information

Location

Match Group: I Am Swiping Right On The Stock (Buy) (NASDAQ:MTCH)

Match Group (MTCH) Is Confronting A New Dating App Rival

Zacks.com featured highlights include Match Group, monday.com, Ubiquiti and Semtech

Match Group Inc. stock outperforms competitors despite losses on the day

US companies face rise in cyber attacks

Match Group Inc. stock underperforms Tuesday when compared to competitors

Also Discussed

Social

Sep 4

Bullish· Aug 6

Bearish· Dec 11

Earnings· May 7

Analysts· Aug 4

Announcements· Jan 9

Controversies· Aug 24

Technical Analysis· Feb 16

Regulars· Feb 3

Newcomers· Sep 4