MTCH

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Match Group (MTCH) is back in focus after Tinder rolled out live events, group dating options, and AI-powered features under CEO Spencer Rascoff. The company also reported a 4% first quarter revenue increase that topped Wall Street expectations. See our latest analysis for Match Group. The recent Tinder product changes and first quarter revenue beat have arrived alongside a 12.8% year to date share price return and a 25.5% 1 year total shareholder return, while the 5 year total shareholder return is still down sharply. If Tinder's refresh has you thinking about where else AI is reshaping business models, this is a good moment to scan 63 profitable AI stocks that aren't just burning cash With Match Group trading at US$35.80 and indicators like a 53% intrinsic discount, a 4 out of 10 value score, and mixed longer term returns, investors may want to consider whether this represents a reset level or whether the market is already pricing in any potential turnaround. With Match Group last closing at $35.80 against a narrative fair value of $34.51, the current setup frames a modest valuation premium built into the story. Read the complete narrative. Curious what sits behind that fair value number? The narrative leans on steady earnings, measured revenue growth, and profit margins that assume a more mature, less breakneck phase. The story is in how those inputs balance growth ambition against a tighter, more demanding online dating market. Result: Fair Value of $34.51 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, short term share price swings, and any slowdown in user engagement or subscription uptake across Tinder, Hinge, or the wider portfolio, could quickly challenge this overvaluation story. Find out about the key risks to this Match Group narrative. While the narrative fair value of $34.51 suggests Match Group is 3.7% overvalued at $35.80, the SWS DCF model paints a very different picture. In that framework, the stock trades at a 52.8% discount to an estimated future cash flow value of $75.92. Which signal do you treat as more important? Look into how the SWS DCF model arrives at its fair value. Simply Wall St performs a discounted cash flow (DCF) on every stock in th...

Match Group’s first quarter results were driven by improvements in product experience and operational discipline, particularly at Tinder and Hinge. Management highlighted that Tinder’s leading engagement indicators, such as Sparks and user retention, showed marked improvement, with CEO Spencer Rascoff emphasizing that, “Tinder works better now.” Hinge also sustained momentum through the introduction of new features and successful international expansion. Cost efficiencies from portfolio streamlining and technology investments further supported profitability, and product-led gains at Tinder were the primary offset to softer performance elsewhere in the portfolio. Is now the time to buy MTCH? Find out in our full research report (it’s free). Revenue: $863.9 million vs analyst estimates of $854.5 million (3.9% year-on-year growth, 1.1% beat) Adjusted EPS: $0.97 vs analyst estimates of $0.86 (13.1% beat) Adjusted EBITDA: $342.9 million vs analyst estimates of $317.3 million (39.7% margin, 8.1% beat) Revenue Guidance for Q2 CY2026 is $855 million at the midpoint, roughly in line with what analysts were expecting EBITDA guidance for Q2 CY2026 is $327.5 million at the midpoint, above analyst estimates of $315.5 million Operating Margin: 27.4%, up from 20.8% in the same quarter last year Payers: 13.52 million, down 679,000 year on year Market Capitalization: $8.34 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Shweta R. Khajuria (Wolfe Research) asked about the sustainability of Tinder’s momentum and AI-driven cost savings. CEO Spencer Rascoff confirmed engagement trends continued into April, while CFO Steven Bailey described AI enablement as “cost neutral” for 2026 but a future margin lever. Cory Alan Carpenter (J.P. Morgan) sought clarity on how Tinder’s strength offsets Azar’s headwinds in guidance. Bailey explained that Tinder’s robust performance is the primary offset, with Azar’s recovery expected to be gradual. Nathaniel Jay Feather (Morgan Stanley) questioned the MAU trajectory and product release cadence. Rascoff outlined an ongoing rapid innovation cycle at Tinder and said MAU declines are moderating but...

The subdued stock price reaction suggests that Match Group, Inc.'s (NASDAQ:MTCH) strong earnings didn't offer any surprises. We think that investors have missed some encouraging factors underlying the profit figures. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. Many investors haven't heard of the accrual ratio from cashflow, but it is actually a useful measure of how well a company's profit is backed up by free cash flow (FCF) during a given period. The accrual ratio subtracts the FCF from the profit for a given period, and divides the result by the average operating assets of the company over that time. This ratio tells us how much of a company's profit is not backed by free cashflow. As a result, a negative accrual ratio is a positive for the company, and a positive accrual ratio is a negative. While it's not a problem to have a positive accrual ratio, indicating a certain level of non-cash profits, a high accrual ratio is arguably a bad thing, because it indicates paper profits are not matched by cash flow. That's because some academic studies have suggested that high accruals ratios tend to lead to lower profit or less profit growth. For the year to March 2026, Match Group had an accrual ratio of -0.13. That indicates that its free cash flow was a fair bit more than its statutory profit. Indeed, in the last twelve months it reported free cash flow of US$1.0b, well over the US$662.7m it reported in profit. Match Group shareholders are no doubt pleased that free cash flow improved over the last twelve months. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Match Group's accrual ratio is solid, and indicates strong free cash flow, as we discussed, above. Based on this observation, we consider it likely that Match Group's statutory profit actually understates its earnings potential! And on top of that, its earnings per share have grown at an extremely impressive rate over the last three years. At the end of the day, it's essential to consider more than just the factors above, if you want to understand the company properly. Keep in mind, when it comes to analysing a stock it's worth noting the risks involved. In terms of investment ri...

Match Group Inc (NASDAQ:MTCH) shares edged higher on Wednesday after the online dating company reported first quarter results that modestly exceeded Wall Street expectations, supported by growth in Hinge and early signs of stabilization at Tinder. The company posted adjusted earnings of $0.95 per share for Q1 2026, ahead of analyst estimates of $0.92. Revenue came in at $864 million, topping expectations of $855 million and marking a 4% increase year over year, though it was flat on a foreign exchange-neutral basis. Net income rose 42% from a year earlier to $167 million, while adjusted EBITDA increased 25% to $343 million, representing a margin of 40%. Operating cash flow totaled $194 million, with free cash flow of $174 million. Growth was driven in part by a 10% increase in revenue per payer to $20.90, offset by a 5% decline in total payers to 13.5 million. Within its portfolio, Hinge continued to deliver strong revenue growth, supported by product innovation and the rollout of features such as Face Check, which the company said reduced interactions with bad actors by 20% to 30%. At Tinder, management pointed to improving engagement trends, with new user registrations returning to year-over-year growth in March for the first time in nearly two years. Monthly active user declines also moderated during the period. Match Group also highlighted ongoing cost discipline and capital allocation efforts. During the quarter, the company repurchased $60 million worth of shares and paid $44 million in dividends, while deploying additional cash to offset dilution from employee equity awards. Diluted shares outstanding declined 5% from a year earlier. Looking ahead, Match Group expects second-quarter revenue in the range of $850 million to $860 million, representing a decline of 2% to flat year over year. Adjusted EBITDA is projected between $325 million and $330 million, implying continued margin expansion. Jefferies analysts reiterated their ‘ Hold’ rating on Match and raised its price target to $35 from $30, citing early signs of a product-driven recovery at Tinder. The firm highlighted improving trends in key metrics, including Tinder payers declining 5% year over year in Q1 versus an 8% drop in Q4, moderating monthly active user declines, and a return to year-over-year growth in registrations in March. However, Jefferies cautioned that it does not expect further i...

Match Group (MTCH) reported Tuesday Q1 earnings of $0.68 per diluted share, up from $0.44 a year ear

Q1 results: Match Group reported revenue of $864M (up 4% YoY) and adjusted EBITDA of $343M (up 25%) for a 40% margin, with Tinder and Hinge driving the outperformance—Tinder direct revenue was $455M and Hinge revenue rose 28%. Product momentum: Management said Tinder engagement “Sparks” and retention are meaningfully improving and MAU declines are slowing, while Hinge is scaling rapidly with AI-driven features, higher monetization and international rollouts. Operational moves & guidance: Match disclosed an Azar App Store disruption weighing on revenue, folded MG Asia into E&E for ~$15M annual savings, invested $100M in Sniffies (and will wind down Archer), and guided Q2 revenue of $850–860M with adjusted EBITDA of $325–330M. Interested in Match Group Inc.? Here are five stocks we like better. 3 Big Earnings Misses: Is It Time to Buy the Dip? Match Group (NASDAQ:MTCH) executives told investors the company started 2026 with momentum in its multi-year turnaround plan, citing improving product “leading indicators” at Tinder, continued rapid growth at Hinge, and further steps to simplify the organization under its “One MG” operating approach. CEO Spencer Rascoff said Match Group has moved from the “reset” phase of its “reset, revitalize, and resurgence” transformation into “revitalize,” with an emphasis on product experience, ecosystem health, and rebuilding growth. He said the company’s “most important leading indicators” at Tinder—metrics it calls “Sparks” and “Spark’s coverage”—have improved meaningfully. → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook 3 Stocks Ringing in The New Year With Large Buyback Announcements Rascoff said that in March, “Sparks,” defined as users engaging in six-way conversations, were down 1% year-over-year versus down 11% in March 2025. He added that Spark’s coverage was up 6% year-over-year in March, compared with down 1% in March 2025. Tinder’s monthly active users (MAU) were down 7% year-over-year in March, which he called the slowest decline rate in 31 months, and registrations returned to growth in March, up 1% year-over-year. During Q&A, Rascoff said “Tinder’s momentum has continued into April,” with MAU down 6.6% year-over-year in April. He also provided daily active user (DAU) trends, saying DAU was down 6% in March 2026 and down 4% in April 2026, compared with down 9% in March 2025. → The Real SpaceX Play...

Match Group reported first-quarter revenue of $864 million, up 4% year over year, topping analyst estimates of $854.8 million, according to Sherwood News. In after-hours trading, Match Group's stock gained approximately 3%. Adjusted EBITDA came in at $343 million, up 25% from a year earlier and above analyst estimates of $317.3 million, according to Sherwood News. The adjusted EBITDA margin expanded to 40% from 33% in the same quarter last year. Net income attributable to shareholders reached $167 million, a 42% increase year over year, the company said. Hinge delivered 28% year-over-year direct revenue growth, driven by product development and international expansion. On Tinder, new user registrations returned to year-over-year growth in March — the first increase in almost two years — while monthly active user retention also improved. Tinder's MAU decline slowed to 7% year over year in March, the slowest rate of decline in 31 months, the company said. "Tinder works better today than it did before," CEO Spencer Rascoff said in a statement. "Our product changes are resonating with Gen Z and driving improvements in leading indicators, which is a clear signal that Tinder's ecosystem is strengthening." Total paying users for the quarter fell 5% year over year to 13.5 million, though revenue per payer rose 10% to $20.90. Hinge paying users grew 15% to 2 million, according to Reuters. According to Reuters, CFO Steven Bailey said Match Group is expanding its internal reliance on AI and anticipates that the pace of new hiring will ease through the rest of the year. "Our goal is to become an AI-native company, and one way we are funding that is by slowing hiring," Bailey told Reuters. In April, Match Group invested $100 million in Sniffies and said it will wind down its gay male app Archer, a move expected to generate about $10 million in annualized cost savings. The company also folded its MG Asia business unit into its Evergreen and Emerging segment, a restructuring expected to yield about $15 million in annualized cost savings. For the second quarter, Match Group expects total revenue of $850 million to $860 million and adjusted EBITDA of $325 million to $330 million, representing a year-over-year EBITDA increase of 13% at the midpoints of the ranges. Reuters reported that ongoing Tinder product tests and operational disruption affecting the Azar app in Asia are...

Match Group MTCH reported first-quarter 2026 earnings of 95 cents per share, which surpassed the Zacks Consensus Estimate by 3.26%. The bottom line grew 41.8% from the year-ago quarter’s reported figure. Revenues were $864 million, which rose 3.9% year over year and beat the Zacks Consensus Estimate by 1.06%. On an FX-neutral basis, revenues were flat year over year at $832.3 million. Direct revenues were $848 million, up 4.4% year over year, while indirect revenues declined 14.3% to $16 million. Top-line growth was primarily driven by strength at Hinge, where direct revenues rose 28.3% year over year, and was aided by a one-time benefit from Canada's rescission of its digital services tax. Match Group Inc. price-eps-surprise | Match Group Inc. Quote In the first quarter, the total number of payers decreased 5% year over year to 13.5 million. The figure missed the Zacks Consensus Estimate by 0.86%. Total revenues per payer (RPP) increased 10% year over year to $20.9. The figure beat the Zacks Consensus Estimate by 2.13%. Direct revenues from Tinder were up 2% year over year to $455 million (down 3% on an FX-neutral basis). The figure surpassed the Zacks Consensus Estimate by 3.17%. Tinder RPP rose 7% year over year to $17.56, and payers declined 5% to 8.6 million. Hinge revenues grew 28.3% year over year to $194 million (up 24% on an FX-neutral basis), with a 15% increase in payers to 2.0 million and an 11% increase in RPP to $33.13. Match Group Asia (MG Asia) direct revenues declined 6% year over year (down 7% on an FX-neutral basis) to $60 million, with payers down 9% to 900,000 and RPP up 2% to $21.74. Azar direct revenues were negatively impacted by an estimated $3 million from its temporary removal from the Apple App Store in February 2026, prior to reinstatement in April. Evergreen and Emerging (E&E) direct revenues declined 6.7% year over year (down 10% on an FX-neutral basis) to $139 million, reflecting a 16% drop in payers to 2 million, partially offset by an 11% gain in RPP to $22.97. Total operating costs and expenses (72.6% of revenues) decreased 4.7% year over year to $627.5 million in the first quarter. Cost of revenues decreased 11% year over year, representing 24% of total revenue, driven by savings from alternative payments. Adjusted EBITDA was $342.9 million, up 24.6% year over year, representing an adjusted EBITDA margin of 39.7%, which ex...

Match Group (MTCH) came out with quarterly earnings of $0.95 per share, beating the Zacks Consensus Estimate of $0.92 per share. This compares to earnings of $0.67 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +3.26%. A quarter ago, it was expected that this media and internet company would post earnings of $1.01 per share when it actually produced earnings of $1.06, delivering a surprise of +4.95%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Match Group, which belongs to the Zacks Internet - Software industry, posted revenues of $863.93 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.06%. This compares to year-ago revenues of $831.18 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Match Group shares have added about 18.2% since the beginning of the year versus the S&P 500's gain of 5.2%. While Match Group has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Match Group was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (St...

Image source: The Motley Fool. Tuesday, May 5, 2026 at 5 p.m. ET Chief Executive Officer — Spencer Rascoff Chief Financial Officer — Steven Bailey Spencer Rascoff: Good afternoon, and thanks for joining us. Match Group, Inc. entered 2026 with tangible progress on the three-phase transformation we outlined last year: reset, revitalize, and resurgence. We completed the reset phase in 2025, and we are now well into revitalize, focused on improving product experiences, strengthening the ecosystem, and rebuilding growth. We are operating with greater focus and discipline. The portfolio is sharper, execution is faster, and we are leveraging our scale more effectively through our OneMG approach. We are reinvesting where we see clear opportunities to improve user outcomes, while continuing to return meaningful capital to shareholders. Our progress is showing up in three areas: First, leading indicators at Tinder are showing momentum, reflecting better product experiences for Gen Z, and that progress is increasingly translating into top-line metrics like monthly active users, or MAU, payers, and direct revenue. Second, Hinge continues to scale, combining strong revenue growth, rapid product innovation—particularly in AI-driven features—and continued international expansion. And third, we continue to streamline our portfolio and organizational structure, simplifying how we operate and focusing resources on our highest-conviction opportunities. Looking ahead, our objective is to drive a resurgence with our audience by reestablishing Tinder as a growth business during 2027 through restoring durable user engagement and relevance at scale. And all of this is happening alongside disciplined financial execution. In Q1 2026, we exceeded our revenue and adjusted EBITDA expectations on the back of strength at Tinder. Steve will walk through the details shortly. Turning now to Tinder’s product-led turnaround. From the beginning, I have said this will be a product-led turnaround, starting with user outcomes and moving up the funnel towards user growth. Our most important leading indicators—Sparks and Spark coverage—continue to improve. In March, Sparks, the number of users engaging in six-way conversations, were down only 1% year over year, a meaningful improvement from down 11% year over year in March 2025. Spark coverage, which measures the percentage of our users who experien...

DALLAS (AP) — DALLAS (AP) — Match Group, Inc. (MTCH) on Tuesday reported first-quarter net income of $166.8 million. On a per-share basis, the Dallas-based company said it had net income of 68 cents. Earnings, adjusted for stock option expense and amortization costs, were 95 cents per share. The results beat Wall Street expectations. The average estimate of four analysts surveyed by Zacks Investment Research was for earnings of 92 cents per share. The media and internet company posted revenue of $863.9 million in the period, also exceeding Street forecasts. Six analysts surveyed by Zacks expected $854.9 million. For the current quarter ending in June, Match Group said it expects revenue in the range of $850 million to $860 million. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on MTCH at https://www.zacks.com/ap/MTCH

For the quarter ended March 2026, Match Group (MTCH) reported revenue of $863.93 million, up 3.9% over the same period last year. EPS came in at $0.95, compared to $0.67 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $854.87 million, representing a surprise of +1.06%. The company delivered an EPS surprise of +3.26%, with the consensus EPS estimate being $0.92. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Match Group performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Payers - Tinder: 8.63 million versus 8.53 million estimated by four analysts on average. Revenue Per Payer (RPP) - Total: $20.90 versus $20.47 estimated by four analysts on average. Payers - Total: 13.52 million versus 13.64 million estimated by four analysts on average. Revenue Per Payer (RPP) - Tinder: $17.56 versus $17.30 estimated by three analysts on average. Revenue Per Payer (RPP) - Hinge: $33.13 versus $32.85 estimated by three analysts on average. Revenue Per Payer (RPP) - MG Asia: $21.74 compared to the $20.39 average estimate based on three analysts. Revenue- Direct Revenue- Tinder: $454.7 million versus the four-analyst average estimate of $440.72 million. The reported number represents a year-over-year change of +1.6%. Revenue- Indirect Revenue: $16 million compared to the $16.91 million average estimate based on three analysts. The reported number represents a change of -14.9% year over year. Revenue- Direct Revenue- Evergreen and Emerging: $139.1 million versus the three-analyst average estimate of $137.03 million. The reported number represents a year-over-year change of -6.8%. Revenue- Direct Revenue- Hinge: $194.5 million versus the three-analyst average estimate of $194.82 million. The reported number represents a year-over-year change of +27.8%. Revenue- Direct Revenue- MG Asia: $59.5 million versus $63.05 million estimated by three analysts on average. Compared to th...