Match Group Stock: Analyst Estimates & Ratings

Dallas, Texas-based Match Group, Inc. (MTCH) provides online dating applications and websites. With a market cap of $8.4 billion, the company operates through Tinder, Hinge, Evergreen and Emerging, and Match Group Asia segments, and owns various brands like Tinder, Hinge, Match, Meetic, OkCupid, Pairs, etc.
Match Group has notably underperformed the broader market over the past year. MTCH stock has plunged 7.6% over the past 52 weeks and observed a 3.6% uptick in 2025, compared to the S&P 500 Index’s ($SPX) 18.4% surge over the past year and 7.6% returns on a YTD basis.
Narrowing the focus, MTCH has also underperformed the Communication Services Select Sector SPDR ETF Fund’s (XLC) 27.6% surge over the past year and 11.7% gains in 2025.
Match Group’s stock prices plummeted 9.6% following the release of its lackluster Q1 results on May 8. While the company’s revenue per paying user observed a 1% increase, the paying user count itself dropped by 5% year-over-year to 14.2 million. This led to a 3.4% year-over-year drop in total revenues to $831 million. Meanwhile, its adjusted operating income dipped 1.5% year-over-year to $275.2 million.
Moreover, the company expects its revenues and earnings to face continued pressure during Q2. Match’s guidance suggested its Q2 2025 adjusted operating income may drop by 2% to 4% compared to the year-ago quarter, which unsettled investor confidence.
However, for the full fiscal 2025, Match is expected to report an adjusted EPS of $2.52, up 13% year-over-year. This growth is primarily expected due to share repurchases. The company has a mixed earnings surprise history. While it has missed the Street’s bottom-line estimates once over the past four quarters, it has surpassed or met the projections on three other occasions.
The stock has a consensus “Moderate Buy” rating overall. Of the 21 analysts covering the stock, opinions include seven “Strong Buys,” one “Moderate Buy,” and 13 “Holds.”
This configuration has been mostly stable over the past three months.
On Jul. 23, UBS (UBS) analyst Kunal Madhukar maintained a “Neutral” rating on the MTCH stock and raised the price target from $31 to $35.
MTCH’s mean price target of $34.58 suggests a modest 2.1% upside potential. Meanwhile, the Street-high target of $46 represents a notable 35.8% premium to current price levels.
On the date of publication, Aditya Sarawgi did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.