DailyIQ
Last updated1 minute ago

MTCH·Match Group, Inc.

$42.41
+0.05 (+0.12%)
After Hours
High
$42.90
Open
$42.42
Market Cap
9.65B
52W High
$44.94
Low
$42.00
P. Close
$42.41
P/E
13.64
52W Low
$28.81
Fwd P/E
9.25
DailyIQ Est.
$42.36
Inst. Ownership
45.5%
Short Interest
5.03%
Days to Cover
3.0
Div. Yield
1.86%
Next Ex-Div
~Jan 4
Technical Score (1D)
82
BULLISH
News Sentiment
64
BULLISH
On Oct 12, BMBL stock surged more than 50% after announcing a $1B take‑private deal, prompting a modest rise in MTCH shares. The rally was driven by market optimism around BMBL’s potential acquisition, with MTCH benefiting from broader sector momentum. MTCH’s price increase was limited, reflecting a cautious response to the BMBL news. The move highlighted how sector-wide developments can lift related stocks even when the direct catalyst is unrelated. No other events were reported for MTCH on that date.
LOW TARGET
$35 -17.4%
2 analysts
MEAN TARGET
$42 -1.2%
19 analysts
HIGH TARGET
$51 +20.3%
8 analysts
PRICE RANGE
$35.00 - $51.00
SB / B / H / S / SS
3/9/15/1/1
DAILYIQ EST.
$42.36 (-0.1%)
Sector
Communication Services
Industry
Internet Content & Information
Exchange
NMS
Country
United States
Website
Symbol
MTCH
Description
Match Group, Inc. is a global leader in the online dating industry, connecting people through a diverse portfolio of brands. The company's core business centers on providing digital platforms designed to facilitate meaningful connections, with popular brands like Tinder and Hinge. Operating across four key segments, including Tinder, Hinge, Evergreen and Emerging, and Match Group Asia, the company offers its services in over 40 languages, reaching a broad international audience. Match Group's extensive brand portfolio caters to a wide range of dating preferences, increasing the likelihood of users finding compatible matches. Incorporated in 1986 and headquartered in Dallas, Texas, the company is well-positioned to capitalize on the evolving landscape of digital relationships.
Bought (1Y)
3,000 shares
$110K
Sold (1Y)
112,567 shares
$4.4M
Edgett SeanChief Leg. & Corp. Aff. Off.
Option Exercise945 shares2026-10-01
Edgett SeanChief Leg. & Corp. Aff. Off.
Option Exercise22,806 shares2026-10-01
Edgett SeanChief Leg. & Corp. Aff. Off.
Tax Withholding12,085 shares2026-10-01
Edgett SeanChief Leg. & Corp. Aff. Off.
Option Exercise945 shares2026-10-01
Edgett SeanChief Leg. & Corp. Aff. Off.
Option Exercise22,806 shares2026-10-01
63/ 100
Neutral / mixed
Overall: Neutral
✓Revenue growing year over year
✓Positive net margin
✓Positive operating cash flow
Net Margin
17.6%
Revenue CAGR
5.5%
Current Ratio
1.42x
Debt / Equity
-15.67x
Return on Equity
-242.0%
Earnings Summary
Match Group, Inc. is a global leader in online dating, operating a portfolio of brands such as Tinder, Hinge, and Match.com across more than 40 languages. The company’s revenue streams are segmented into Tinder, Hinge, Evergreen & Emerging, and Match Group Asia, with a focus on subscription and advertising monetization. In the last two quarters, Q3 2025 and Q4 2025, Match Group reported EPS of $0.8255 and $1.06, beating estimates of $0.9111 and $0.8563, while revenue grew to $914.275 million and $878.010 million, slightly above the $854.445 million estimate for Q4 2025; the pattern of EPS beats continued from Q1 and Q2 2025, where EPS of $0.6822 and $0.7109 exceeded estimates of $0.6578 and $0.774. Historically, the company has shown a YoY revenue growth of about 5–7% over the past four quarters, with EPS growth accelerating from $0.682 in Q1 2025 to $1.06 in Q4 2025, indicating a consistent trend of improving profitability despite modest revenue volatility. Recent news includes a sector‑wide rally on Oct 12 when BMBL announced a $1 billion take‑private deal, which lifted MTCH shares modestly, and a September re‑rating after margin expansion and strong Hinge growth, reflecting renewed analyst confidence. The key will be whether the company can sustain its margin expansion and counter competitive threats such as the new Rivet app.

EPS

EstBeatMiss
$0.56$0.70$0.84$0.98$1.13Q2'25Q3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$1.01 - -
Q2'26$0.67$0.92+37.6%
Q1'26$0.62$0.95+52.1%
Q4'25$0.86$1.06+23.8%
Q3'25$0.91$0.83-9.4%
Q2'25$0.77$0.71-8.2%

Revenue

EstBeatMiss
$844M$864M$884M$904M$923MQ2'25Q3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$909M - -
Q2'26$874M$853M-2.4%
Q1'26$872M$864M-0.9%
Q4'25$854M$878M+2.8%
Q3'25 - $914M -
Q2'25 - $864M -

Market Data

MTCH Stock Snapshot

BULLISH82/100
$42.40−$0.01 (0.0%)
Market cap
9.65B
P/E ratio
13.6
Day range
$42.00 – $42.90
News sentiment
64/100 · Bullish
Analyst target
$41.88 (-1.2%)
Consensus
Hold · 29 analysts
52-week range+47.2% off low · -5.7% from high
$28.81$44.94
Price $42.40 DailyIQ Est. $42.36

Price is in the upper part of its 52-week range, and the momentum read backs that positioning up. At this size, a single catalyst moves the stock further than it would a larger peer.

Reverse DCF

What growth is priced into MTCH?

CHEAP

At today's price, Match Group, Inc. needs to grow free cash flow about -8.7% a year for the next 10 years to justify its valuation at a 7.47% cost of capital. Over its actual history it has compounded free cash flow at 11.2% a year, so the market is asking for 19.9 percentage points below its own delivered rate. On that basis MTCH looks priced below what its own growth record supports.

Implied FCF growth
-8.7%
Historical FCF CAGR
11.2%
Growth gap
-19.9 pts
Verdict
CHEAP
Discount rate (WACC)
7.47%
Beta
0.81

Behaviour On Record

What MTCH's own history says about today's numbers

Realized volatility (21d)
24.6% 23rd pct
Below its peak
-86.9%
vs 200-day average
+19.1%
Up days (1y)
53%

Match Group, Inc. is currently running 24.6% annualised volatility over the last 21 sessions. Measured against MTCH's own 13 years of daily returns rather than a market-wide average, that is the 23rd percentile — unusually subdued by its own history, against a typical reading of 32.1%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

MTCH is trading -86.9% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -28.4%, and the deepest was -70.6% in 2022. The current drawdown is already deeper than this stock's typical annual low point, which puts it in the part of its range where past recoveries began — and where past declines also continued.

Price sits +19.1% from its 200-day moving average. Against every other day in its history, that gap ranks at the 86th percentile — a wider gap than this stock usually carries. Over the past year MTCH closed higher on 53% of sessions, and it is currently 3 sessions into a rising streak.

On October specifically: over 14 years of records, MTCH finished the month higher 7 of 14 times, with a median return of -0.8% and an average of -1.6%. Its strongest month historically has been May at +4.8% on average, its weakest March at -2.8%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: MTCH has opened more than 2% away from the prior close in 188 of 3,243 sessions (5.8% of the time), with the largest gaps running +6.9% and -12.0%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

Across the last 3 dated reports on file, MTCH moved an average of 2.3% in the session after earnings, closing higher 1 of those 3 times, with a median move of -1.0% and a largest of +4.5%.

All figures computed from 3,245 daily closes between 2013-10-15 and 2026-10-14, split-adjusted, recomputed daily. Percentiles are against MTCH's own 13-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of MTCH's sector?

Match Group, Inc. sits in the Communication Services sector, currently ranked 10th of 12 GICS sectors by relative-strength rotation score (improving).

Sector rank
#10 of 12
Sector state
Improving
Sector rotation score
18

Options Market

What is the options market pricing for MTCH?

CallsPuts

For Match Group, Inc.'s nearest expiry (2026-10-16, 2 days out), open interest is call-heavy, a bullish tilt (put/call ratio of 0.51), with at-the-money implied volatility around 49.4%. The options market is pricing roughly a ±3.0% move by that expiry — a range of about $41.17–$43.72.

Put/call ratio (2026-10-16)
0.51
ATM implied volatility
49.4%
Total open interest
9,382
Expected move by 2026-10-16
±3.0% ($41.17–$43.72)

Analyst Rating Changes

Are analysts turning bullish or bearish on MTCH?

TD Cowen most recently reiterated its rating on Match Group, Inc. to Buy on Aug 5, 2026 with a price target of $45 (from $46). Over the last 90 days, coverage has run 0 upgrades against 0 downgrades, a net mixed lean.

Latest action
TD Cowen — Buy
90-day upgrades
0
90-day downgrades
0
Net rating momentum
0
DateFirmActionRatingPrice target
Aug 5, 2026TD CowenMaintainedBuy$46 → $45
Aug 5, 2026Truist SecuritiesMaintainedHold$37 → $41
Jul 7, 2026Wells FargoMaintainedEqual-Weight$38 → $41
May 6, 2026UBSMaintainedNeutral$34 → $38
May 6, 2026TD CowenMaintainedBuy$44 → $46
May 6, 2026CitigroupMaintainedNeutral$33 → $39
May 6, 2026Morgan StanleyMaintainedEqual-Weight$35 → $38
May 6, 2026RBC CapitalMaintainedOutperform$37 → $42
May 6, 2026BarclaysMaintainedOverweight$49 → $51
May 6, 2026Wells FargoMaintainedEqual-Weight$30 → $38
May 4, 2026TD CowenMaintainedBuy$37 → $44
Apr 7, 2026Wells FargoMaintainedEqual-Weight$33 → $30

Peers & ETF holders

MTCH peers & ETF holders

News Sentiment Analysis

Sentiment gathered from recent headlines

64/100
Strong NegativeNeutralStrong Positive
MODERATELY BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles
What did this article say?
On Oct 12, BMBL stock surged more than 50% after announcing a $1B take‑private deal, prompting a modest rise in MTCH shares. The rally was driven by market optimism around BMBL’s potential acquisition, with MTCH benefiting from broader sector momentum. MTCH’s price increase was limited, reflecting a cautious response to the BMBL news.
What did this article say?
Match Group’s stock was re‑rated higher after the company announced margin expansion and highlighted the strong growth of its Hinge platform. The positive outlook was reinforced by a buy recommendation from an analyst, indicating renewed confidence among investors. The commentary suggests that the company’s recent financial performance and strategic focus on Hinge are viewed as credible drivers for future upside.
What did this article say?
Match Group (MTCH) encountered fresh competition with the nationwide launch of Rivet, a dating platform founded by a former Match executive. Rivet’s community‑driven model and significant seed funding position it as a potential threat to MTCH’s market share. The launch adds pressure on MTCH to innovate and defend its user base amid evolving consumer preferences. The impact is considered a moderate negative driver, as the threat is real but not yet fully materialized.
What did this article say?
Match Group’s stock outperformed the S&P 500 by 16% over the past six months, reaching a 34.4% gain and trading at $40.84 as of September 24, 2026. The company’s robust EBITDA margin and well‑run operations underpin its profitability, while its portfolio of apps—including Tinder, Hinge, Archer, and OkCupid—demonstrates diversified revenue streams. Analysts view MTCH as a well‑managed consumer internet business with solid growth prospects, though some caution remains regarding valuation and market competition.
What did this article say?
Match Group (MTCH) shares fell after Meta’s new autonomous AI assistant, Muse, raised fears that AI agents could bypass traditional e‑commerce search and advertising models. The rapid adoption of Muse has prompted Amazon to block the tool on its platform and sue competitors for similar capabilities, signaling a broader industry pushback. The market reaction reflects worries that AI‑driven shopping could erode sponsored‑ad revenue and commission structures that underpin platforms like Match Group. While the decline is modest, it underscores a potential structural shift in digital marketplace economics.
What did this article say?
Zacks has upgraded Match Group (MTCH) to a #1 Strong Buy, citing an upward trend in earnings estimates that should support near‑term price momentum. The rating change reflects a consensus lift in EPS forecasts from sell‑side analysts, indicating stronger profitability expectations for the coming quarters. The upgrade signals that analysts now view MTCH’s business model and growth prospects more favorably, potentially driving investor demand.
What did this article say?
Match Group (MTCH) continues to generate robust free cash flow and maintains a balanced balance sheet, supporting a 7% annualized yield. Despite recent rally, the valuation still indicates a significant discount, prompting a buy recommendation. The company’s capital return strategy remains solid, reinforcing its attractiveness to investors.

Technical Analysis

Real-time indicators across multiple timeframes

82
BULLISH
Momentum rank against about 1,000 stocks and ETFs for this timeframe.
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Institutional & Hedge Fund Ownership
25 tracked managers · $3.73B combined position · 10 adding, 15 trimming, 0 unchanged (latest 13F filings)
ManagerTrendShares Held% of Co.Position ValueFiled
BlackRock, Inc.▼ Sell28,569,11212.61%$1.09B2026-08-07
Vanguard Group Inc▼ Sell28,543,14612.60%$921.66M2026-01-29
AQR Capital Management LLC▼ Sell7,969,4523.52%$302.52M2026-08-14
Starboard Value LP▼ Sell7,775,1253.43%$295.84M2026-08-14
Geode Capital Management, LLC▼ Sell4,902,8712.16%$186.92M2026-08-12
Renaissance Technologies LLC▲ Buy3,589,0541.58%$136.56M2026-08-13
Morgan Stanley▼ Sell3,214,3541.42%$122.31M2026-08-13
Norges Bank▼ Sell2,537,6271.12%$96.56M2026-08-12
Northern Trust Corp▲ Buy2,308,8481.02%$87.85M2026-08-13
Bank of America Corp▼ Sell2,046,2400.90%$77.86M2026-08-14
Goldman Sachs Group Inc▼ Sell1,678,4250.74%$63.86M2026-08-14
Balyasny Asset Management L.P.▲ Buy1,430,3350.63%$54.42M2026-08-14
Millennium Management LLC▼ Sell1,363,8150.60%$51.89M2026-08-14
Point72 Asset Management, L.P.▲ Buy1,171,2250.52%$44.57M2026-08-14
Gotham Asset Management, LLC▲ Buy1,096,3680.48%$41.72M2026-08-14
JPMorgan Chase & Co▼ Sell928,2280.41%$36.37M2026-08-12
Invesco Ltd.▼ Sell664,2520.29%$25.27M2026-08-14
Man Group plc▼ Sell621,0450.27%$23.63M2026-08-14
ExodusPoint Capital Management, LP▲ Buy452,8170.20%$17.23M2026-08-14
FMR LLC (Fidelity)▼ Sell353,0810.16%$13.43M2026-08-13
Bridgewater Associates, LP▼ Sell336,8960.15%$12.82M2026-08-14
Susquehanna International Group, LLP▲ Buy276,3180.12%$10.51M2026-08-14
Prudential Financial Inc▲ Buy255,6670.11%$9.73M2026-08-12
Brevan Howard Capital Management LP▲ Buy137,0020.06%$5.21M2026-08-14
Neuberger Berman Group LLC▲ Buy122,3170.05%$4.65M2026-08-13
Q2 2026 flow:2.90M sh bought ($110.33M)15.32M sh sold ($583.43M)net -12.42M sh (−$473.10M)
Congressional Trading Activity
6 disclosed trades · ~$213.0K est. traded value · 4 buys, 2 sells
MemberChamberStateTypeAmountTradedFiled
Jefferson ShreveHouseIN06▼ Sell$15K - $50K2025-05-122025-06-22
Jefferson ShreveHouseIN06▲ Buy$15K - $50K2025-04-072025-05-08
Ron WydenSenateOR▼ Sell$15K - $50K2022-11-112023-05-15
Ron WydenSenateOR▲ Buy$15K - $50K2021-04-012021-04-30
Ron WydenSenateOR▲ Buy$1K - $15K2020-08-042020-08-29
Ron WydenSenateOR▲ Buy$50K - $100K2020-05-072020-06-04