Match Group (MTCH) Aperçu de l'action
Match Group, Inc. fournit des technologies numériques aux États-Unis et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 2/6 |
| Performances passées | 5/6 |
| Santé financière | 2/6 |
| Dividendes | 3/6 |
Récompenses
Analyse des risques
MTCH Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$34.51
FV
3.7% surévalué décote intrinsèque4.71%
Revenue growth p.a.
88
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Match Group, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$35.77 |
| Plus haut sur 52 semaines | US$39.20 |
| Plus bas sur 52 semaines | US$27.68 |
| Bêta | 1.36 |
| Variation sur 1 mois | 12.84% |
| Variation sur 3 mois | 10.10% |
| Variation sur 1 an | 25.95% |
| Variation sur 3 ans | 10.27% |
| Variation sur 5 ans | -74.45% |
| Évolution depuis l'introduction en bourse | -66.15% |
Nouvelles et mises à jour récentes
Recent updates
Seeking Alpha • May 06
Match Group: Impressive Profit Growth, But What Matters Is Payer Expansion
Summary Match Group faces persistent payer declines despite a recent ~20% stock rally and hopes for a Tinder revival. Q1 results showed double-digit adjusted EBITDA growth, driven by reduced opex spending amid weak demand, but core revenue drivers remain under pressure. MTCH's 2026 product update cycle, including a Tinder relaunch with AI features and new investments like Sniffies, introduces execution and capital allocation risk. Balance sheet risk is elevated with a >2x leverage ratio and ongoing capital outflows, complicating the outlook as payer trends deteriorate. Read the full article on Seeking Alpha
Mise à jour de l'analyse • May 01
MTCH: Product Execution And Capital Returns Will Support Future Share Re Rating
Match Group's updated analyst price target edges higher to about $46.09, with analysts citing slightly stronger modeled revenue growth and a modestly higher future P/E multiple, partly balanced by lower profit margin assumptions and several recent $1 to $3 price target cuts across the Street. Analyst Commentary The recent batch of research on Match Group shows a mixed but generally constructive tone, with several small price target trims offset by optimism around execution at Tinder and the potential for better user trends to support the stock over time.
Mise à jour de l'analyse • Apr 17
MTCH: Product Progress And Capital Returns Will Shape Balanced Future Outcomes
Match Group's updated analyst price target edges slightly lower, reflecting modestly softer assumptions for revenue growth, profit margins and fair value, even as analysts acknowledge ongoing product progress at Tinder and across the portfolio. Analyst Commentary Recent research on Match Group highlights a split view, with some analysts encouraged by Tinder product updates and others trimming price targets to reflect more conservative expectations for growth and profitability.Mise à jour de l'analyse • Apr 02
MTCH: Product Momentum And Capital Returns Will Support Future Shareholder Value
Analysts have kept the fair value estimate for Match Group steady at $36.47 while tweaking underlying assumptions slightly. This reflects a mix of reduced price targets from several firms and more constructive commentary around Tinder's product progress and user trends.Mise à jour de l'analyse • Mar 19
MTCH: GenAI Features And Buybacks Will Support Future Re Rating Potential
Match Group's fair value estimate edged down to $46.08 from $46.80 as analysts reset price targets following more cautious revenue growth assumptions, even as recent research points to improving Tinder product execution and user trends. Analyst Commentary Street research on Match Group shows a mixed backdrop of reset expectations alongside growing interest in Tinder's product roadmap and usage trends.Mise à jour de l'analyse • Mar 05
MTCH: AI Features And Buybacks Will Support Future Shareholder Returns
Analysts have trimmed their average price target on Match Group by low single digit dollar amounts, with cuts of $1 to $3 from several firms, reflecting more cautious assumptions on sector multiples and competitive risks, even as core revenue growth and margin expectations remain broadly intact. Analyst Commentary Recent research on Match Group points to a mixed but measured stance, with both optimistic and cautious voices focusing on valuation, growth durability, and execution against competitive and technology themes.Mise à jour de l'analyse • Feb 19
MTCH: AI And Share Repurchases Will Support Future Shareholder Returns
Analysts have modestly reduced their average price target on Match Group by about $1, reflecting updated views on slower revenue growth and slightly lower profit margins, which are partly offset by the use of a higher future P/E multiple in their models. Analyst Commentary Recent research on Match Group shows a mix of optimism and caution, with several firms adjusting price targets in both directions and refining their views on growth and profitability.
Mise à jour de l'analyse • Feb 04
MTCH: Mixed Execution Risk And GenAI Benefits Will Shape 2026 Setup
Analysts have raised their fair value estimate for Match Group to $31 from $28, citing updated views on revenue growth and profitability, as well as a lower forward P/E multiple. This change comes alongside recent price target increases from firms such as Morgan Stanley and Wolfe Research, despite some cuts from other banks.Mise à jour de l'analyse • Jan 21
MTCH: GenAI Monetization And Buybacks Are Expected To Support Future Upside
Analysts nudged their price targets for Match Group higher, with our fair value estimate moving from US$46.61 to US$46.80. They are factoring in updated views on revenue growth, profitability, and future P/E multiples, supported by recent research pointing to potential benefits from GenAI and product catalysts across internet names.Mise à jour de l'analyse • Jan 07
MTCH: AI Product Catalysts And Buybacks Will Support Future Returns
Narrative Update on Match Group The analyst price target for Match Group has been revised to $43 from $42. Analysts attribute this change to potential upside from AI-related product catalysts, estimate revisions, and what they view as supportive capital allocation and macroeconomic conditions.Mise à jour de l'analyse • Dec 23
MTCH: Safety Improvements Will Support Stronger User Monetization And Share Repurchases
The analyst price target for Match Group has been raised by about 9% to approximately $47 from around $43, as analysts factor in modestly stronger long term revenue growth, slightly higher profit margins, and a marginally richer future P E multiple despite a higher discount rate. Analyst Commentary Bullish analysts view the higher price target for Match Group as a reflection of improving execution on product innovation and monetization initiatives.Article d'analyse • Dec 10
Match Group (NASDAQ:MTCH) Will Pay A Dividend Of $0.19
The board of Match Group, Inc. ( NASDAQ:MTCH ) has announced that it will pay a dividend of $0.19 per share on the 21st...Mise à jour de l'analyse • Dec 09
MTCH: Share Repurchases And User Monetization Will Support Balanced Future Returns
Analysts nudged their price target on Match Group slightly higher to approximately $37.32 from about $37.32, reflecting marginally lower discount rate assumptions while maintaining steady expectations for revenue growth, profit margins, and future earnings multiples. Analyst Commentary Recent Street discussions around Match Group reflect a balanced mix of optimism on execution and user monetization, alongside caution about competitive intensity and macro driven volatility in discretionary spending.Mise à jour de l'analyse • Nov 25
MTCH: Share Buybacks And Improved Margins Will Support Earnings Upside Ahead
Match Group's analyst price target was modestly reduced from $37.74 to $37.32, as analysts cited slight adjustments in expected revenue growth and discount rates while highlighting stable future profit margins. Analyst Commentary Market observers provide mixed signals regarding Match Group's near-term prospects, focusing on the balance of valuation, growth execution, and external risks impacting the stock's outlook.Article d'analyse • Nov 13
We Think You Can Look Beyond Match Group's (NASDAQ:MTCH) Lackluster Earnings
The market for Match Group, Inc.'s ( NASDAQ:MTCH ) shares didn't move much after it posted weak earnings recently. Our...Mise à jour de l'analyse • Nov 07
MTCH: Improved Profit Margins And Operational Efficiencies Will Drive Stronger Performance
Match Group's analyst price target has been revised downward from $38.47 to $37.74, as analysts anticipate modestly stronger revenue growth and profit margins while applying a higher discount rate to reflect a slightly riskier outlook for the company. Analyst Commentary Analysts remain divided in their views of Match Group's prospects, reflecting both renewed optimism about growth and ongoing concerns tied to the company's execution and risk profile.Article d'analyse • Sep 22
At US$38.51, Is Match Group, Inc. (NASDAQ:MTCH) Worth Looking At Closely?
Match Group, Inc. ( NASDAQ:MTCH ), might not be a large cap stock, but it led the NASDAQGS gainers with a relatively...Article d'analyse • Aug 09
Earnings Update: Here's Why Analysts Just Lifted Their Match Group, Inc. (NASDAQ:MTCH) Price Target To US$37.68
NasdaqGS:MTCH 1 Year Share Price vs Fair Value Explore Match Group's Fair Values from the Community and select yours...Mise à jour de l'analyse • Aug 07
New AI Features And Global Expansion Will Energize Online Dating
With no changes in analyst reasoning or underlying key metrics such as revenue growth (4.8% per annum) and discount rate (9.17%), Match Group's consensus analyst price target remains steady at $37.21. What's in the News Completed repurchase of 13,722,525 shares (5.49% of shares) for $419.7 million under the buyback announced on December 11, 2024.Article d'analyse • Aug 07
Match Group (NASDAQ:MTCH) Looks To Prolong Its Impressive Returns
NasdaqGS:MTCH 1 Year Share Price vs Fair Value Explore Match Group's Fair Values from the Community and select yours...Article d'analyse • Jun 18
What Is Match Group, Inc.'s (NASDAQ:MTCH) Share Price Doing?
While Match Group, Inc. ( NASDAQ:MTCH ) might not have the largest market cap around , it saw a decent share price...Seeking Alpha • Mar 19
Match Group: 12%+ Equity Yield Despite Signs Of Growth In Early 2025
Summary Match Group's 2025 revenue guidance suggests flat growth, but a 50 bps AOI margin expansion and 15% FCF growth highlight potential investor attractiveness. Hinge's solid 19% YoY revenue and 27% YoY payer growth, paired with early 2025 DAU upticks (Tinder +2% MoM, Hinge +3% MoM), hint at upside to guidance. Leadership changes with Spencer Rascoff as CEO and a strong new C-level team are expected to accelerate execution and maintain strategic goals. Valuation appears attractive with a 12+% equity yield, suggesting room for a 60%+ rerating of shares, in my view. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
Match Group: A Value Trap With Worrying Drop In Paid Users (Rating Downgrade)
Summary Match Group reported very disappointing user results in Q4, with Tinder paid users sharply dropping off and Hinge growth stalling. The company's plan to hit 4-6% revenue growth annually through FY27, as well as $3 billion in FCF over 3 years, seems a tough bar to hit. On top of slowing growth at Hinge, Hinge has a 20-point operating margin deficit to Tinder. Revenue mixing out of Tinder and into Hinge is a headwind to profits. Despite a seemingly attractive valuation at ~11x FCF, Match Group is a value trap due to declining payers, growth, and margins. Sell and invest elsewhere. Read the full article on Seeking AlphaSeeking Alpha • Feb 05
Match Group: This Could Be The Turning Point
Summary Despite a low multiple, Match Group's revenue growth and capital allocation remain unconvincing, leading me to maintain a Hold rating. Q4 results show a 1% revenue decline, with Tinder's revenue dropping 3% and paying users down 5%. Match's capital allocation strategy, focusing on share buybacks, is questioned; investing in growth could be more beneficial given a 16% ROIC. With a new CEO and potential for multiple expansion, I'll wait a few quarters to reassess Match's performance and strategy. Read the full article on Seeking AlphaSeeking Alpha • Jan 23
Match Group: Unlocking The Value Of Tinder And Hinge
Summary Match Group is undervalued at ~8.6x FY 2024 free cash flow, with strong fundamentals, improving growth outlook, and proactive capital management initiatives. The company benefits from first-mover advantage and network effects, making it difficult for competitors to scale and compete financially. Despite recent challenges, Match Group's high profitability, scalable business model, and structural long-term growth tailwinds position it for market-beating returns. My valuation analysis suggests the stock could be more than double by FY 2027, driven by organic growth, multiple expansion, and share count reduction. Read the full article on Seeking AlphaSeeking Alpha • Dec 12
Match: There May Be Hope With A Rebound In Tinder Payers And A New Capital Returns Plan (Rating Upgrade)
Summary I'm upgrading Match to a neutral rating after the company unveiled ambitious targets at its recent December investor day. The company plans to drive 4-6% growth through the next three years and generate $3+ billion of cumulative FCF, which relies on both Hinge and Tinder to grow. Tinder has been a sore spot for Match lately, but Q3 results showed a rebound in active payers. We'll have to keep a close eye on if these trends sustain. The stock is cheap at <10x P/E and ~3x forward revenue, leading to my more sanguine opinion on the stock after its sharp recent declines. Read the full article on Seeking AlphaSeeking Alpha • Nov 07
Match's Q3 Results: Activist Investors Will Tighten The Noose
Summary Match Group's Q3 results missed estimates, with declining revenues and tepid Q4 forecasts, challenging the promised turnaround and sparking activist investor pressure. Falling revenue per user and conflicting ALC features and subscription strategies are worsening unit economics, particularly impacting Tinder's performance. Despite weak Q3 results, activist investors' interest in Match's turnaround remains strong, potentially driving significant changes at the company. I maintain a Hold rating on Match Group, revising down price targets due to slower growth and uncertain mid-term prospects. Read the full article on Seeking AlphaSeeking Alpha • Oct 06
Match Group: A Value Trap That's Getting More Risky To Invest In
Summary Shares of Match have rallied since the middle of summer, erasing the stock’s YTD losses. In my view, this glazes past Match’s many challenges, including a persistent decline in paid users (driven by Tinder) and an outlook that calls for steeper revenue deceleration. While Match has been shedding paid users, both Bumble and Grindr, the other two publicly traded dating app stocks, are gaining. Making matters worse, Match’s operating margins are also declining. The stock may be cheap on a P/E basis, but it’s a value trap. Read the full article on Seeking AlphaRendement pour les actionnaires
| MTCH | US Interactive Media and Services | US Marché | |
|---|---|---|---|
| 7D | -6.3% | 0.6% | 2.6% |
| 1Y | 26.0% | 73.3% | 26.2% |
Rendement vs Industrie: MTCH a sous-performé le secteur US Interactive Media and Services qui a rapporté 73.3 % au cours de l'année écoulée.
Rendement vs marché: MTCH a sous-performé le marché US qui a rapporté 26.2 % au cours de l'année écoulée.
Volatilité des prix
| MTCH volatility | |
|---|---|
| MTCH Average Weekly Movement | 4.8% |
| Interactive Media and Services Industry Average Movement | 8.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: MTCH n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de MTCH ( 5% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1986 | 2,205 | Spencer Rascoff | mtch.com |
Match Group, Inc. fournit des technologies numériques aux États-Unis et dans le monde entier. Elle opère à travers quatre segments : Tinder, Hinge, Evergreen et Emerging, et Match Group Asia. Le portefeuille de marques de la société comprend Tinder, Hinge, Match, Meetic, OkCupid, Pairs, Plenty Of Fish, Azar, BLK et d'autres marques, conçues pour augmenter les chances des utilisateurs d'entrer en contact avec d'autres personnes.
Match Group, Inc. Résumé des fondamentaux
| MTCH statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$8.62b |
| Bénéfices(TTM) | US$662.71m |
| Recettes(TTM) | US$3.52b |
12.6x
Ratio P/E2.4x
Ratio P/SLe site MTCH est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| MTCH compte de résultat (TTM) | |
|---|---|
| Recettes | US$3.52b |
| Coût des recettes | US$919.48m |
| Marge brute | US$2.60b |
| Autres dépenses | US$1.94b |
| Les revenus | US$662.71m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 2.84 |
| Marge brute | 73.88% |
| Marge bénéficiaire nette | 18.83% |
| Ratio dettes/capitaux propres | -1,822.1% |
Quelles ont été les performances à long terme de MTCH?
Voir les performances historiques et les comparaisonsDividendes
2.2%
Rendement actuel des dividendes28%
Ratio de distributionLe site MTCH verse-t-il des dividendes fiables ?
Voir MTCH l'historique des dividendes et les indices de référence| Match Group dates des dividendes | |
|---|---|
| Date ex-dividende | Jul 07 2026 |
| Date de paiement du dividende | Jul 21 2026 |
| Jours jusqu'au dividende Ex | 56 days |
| Jours jusqu'à la date de paiement du dividende | 70 days |
Le site MTCH verse-t-il des dividendes fiables ?
Voir MTCH l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/11 07:04 |
| Cours de l'action en fin de journée | 2026/05/11 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Match Group, Inc. est couverte par 41 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Douglas Anmuth | Barclays |
| Ross Sandler | Barclays |
| Clayton Moran | Benchmark Company |