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Match Group Community
NasdaqGS:MTCH Community
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Match Group
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Match Group
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
New AI Features And Global Expansion Will Energize Online Dating
Key Takeaways AI-driven innovation, safety enhancements, and alternative payments are set to boost engagement, retention, and profitability across Match Group's brands. Focused global expansion and shifting cultural trends help diversify users and revenue sources while strengthening growth beyond mature core markets.
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US$38.47
FV
3.9% undervalued
intrinsic discount
5.01%
Revenue growth p.a.
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23
users have followed this narrative
6 days ago
author updated this narrative
Match Group
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
Falling User Engagement And Digital Privacy Regulation Will Undermine Future Prospects
Key Takeaways Persistent declines in core app engagement and shifting youth preferences threaten revenue growth, with innovation efforts failing to reignite sustained user activity. Increasing regulatory costs and demographic headwinds challenge profitability and limit the impact of international expansion and new features.
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US$28.00
FV
32.1% overvalued
intrinsic discount
1.68%
Revenue growth p.a.
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about 1 month ago
author updated this narrative
Match Group
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Global Smartphone Penetration Will Expand Digital Dating
Key Takeaways Expanding global adoption of digital dating and targeted innovation positions Match Group for sustained user growth, diversified revenue streams, and a larger addressable market. Enhanced AI-driven features, premium offerings, and efficient brand strategies support improved engagement, profitability, and long-term earnings growth amid maturing markets.
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US$42.61
FV
13.2% undervalued
intrinsic discount
5.20%
Revenue growth p.a.
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about 1 month ago
author updated this narrative
Your Valuation for
MTCH
MTCH
Match Group
Your Fair Value
US$
Current Price
US$36.98
1.9% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-153m
4b
2015
2018
2021
2024
2025
2027
2030
Revenue US$4.4b
Earnings US$682.7m
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