MTCH

Tinder global daily active users returned to year-over-year growth in September. Match expects full-year revenue to finish above its guidance midpoint.

Match Group (MTCH) delivered a Q3 rebound in payers and daily usage, exceeding expectations and driving improved profit margins. I upgrade MTCH to neutral, reflecting cautious optimism given balanced bull and bear cases after a >30% YTD rally. MTCH's industry leadership, focus on core apps, and potential portfolio streamlining offer upside, but risks include dating app fatigue and significant leverage (~2.6x).

Match Group, Inc. (MTCH) Q3 2026 Earnings Call Transcript

While the top- and bottom-line numbers for Match Group (MTCH) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Match Group NASDAQ: MTCH said Tinder's user trends continued to improve in the third quarter, with global daily active users returning to year-over-year growth in September for the first time in three and a half years. The company also said it expects to finish 2026 slightly above the midpoint of its full-year revenue guidance range, while exceeding its adjusted EBITDA margin and free-cash-flow targets set earlier in the year.

Tinder's daily active users in the US returned to annual growth in ​October, parent Match Group's chief financial officer told ‌Reuters on Monday, a key milestone in the dating app's turnaround efforts.

Tinder Daily Active Users Returned to Year-over-Year ("Y/Y") Growth In September After More Than Three Years Hinge Delivered Double-Digit User, Revenue, and Payer Growth Y/Y LOS ANGELES, Nov. 2, 2026 /PRNewswire/ -- Match Group (NASDAQ: MTCH) today announced financial results for the third quarter ended September 30, 2026. "For the past year, we've said better user experiences will drive better business results.

Match Group (NASDAQ:MTCH | MTCH Price Prediction) reports third-quarter results on Monday, November 2, after the bell. Tinder's first full rebrand in nearly a decade is now live globally.

Bumble (NASDAQ:BMBL) stock is up 56% to $5.94 in morning trading after the dating-app operator agreed to be taken private by Ithaca Holdings, an unlisted buyer.

LOS ANGELES, Oct. 12, 2026 /PRNewswire/ -- Match Group (NASDAQ: MTCH) will release financial results and full prepared remarks for the third quarter 2026 on Monday, November 2, 2026 after-market close. The company will host its quarterly conference call on the same day at 5:00 p.m.