MTCH

Match Group remains a Buy, with valuation still implying a significant discount even after a 20% rally. MTCH posted strong Q1 results: 4% revenue growth, a 42% net income increase, and a 25% higher Adj. EBITDA, despite a 5% decline in payers. Tinder's user decline is offset by price hikes, but Hinge's 15% YoY growth and international expansion are key future drivers while they work on their pillar's turnaround.

Match Group (MTCH) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Match Group has a long history in the dating app space, being the parent company behind popular apps like Tinder and Hinge as well as legacy sites like Match.com. The stock has been hammered over the past five years as the market seems to rerate dating app stocks. But now I think MTCH provides value in two ways. Match is a cash-generating slow-grower, with underrated network effects giving it pricing power. And with new CEO Spencer Rascoff at the helm, the Tinder turnaround effort provides potential for upside.

Match Group (MTCH) reported earnings 30 days ago. What's next for the stock?

LOS ANGELES, May 28, 2026 /PRNewswire/ -- Match Group (NASDAQ: MTCH) today announced the launch of its new quarterly CEO Connection Series, hosted by CEO Spencer Rascoff, beginning with Decoding Gen Z Dating. The event will feature perspectives from Match Group's Consumer Research and Brand Strategy teams on how Gen Z is reshaping connection and dating culture, as well as how Match Group is evolving alongside those shifts.

Match Group, Inc. (MTCH) Presents at TD Cowen's 54th Annual Technology, Media & Telecom Conference Transcript

Match Group remains a Hold as Tinder's improvements are not yet translating into growth. Q1 2026 showed better-than-expected results: revenue up 4% y/y, adj. EBITDA margin expanded to 40%. Tinder's user engagement metrics are stabilizing, but MAUs and payers still decline; Hinge's growth is strong but not yet scale-defining.

Match Group Inc (NASDAQ:MTCH) investor meetings with management have reinforced growing confidence that Tinder's product improvements are beginning to translate into financial stabilization, even as 2026 is expected to remain a rebuilding year for the app, according to UBS analysts. Following a fireside chat with CFO Steven Bailey, UBS said the key takeaway was that early gains in Tinder engagement and retention are increasingly showing up in monetization metrics.

LOS ANGELES, May 13, 2026 /PRNewswire/ -- Match Group (NASDAQ: MTCH) announced today that Steven Bailey, Chief Financial Officer of Match Group, will participate in a fireside chat at the TD Cowen Technology, Media & Telecom Conference on Wednesday, May 27 at 9:05 a.m. Eastern Time (ET).

LOS ANGELES, May 6, 2026 /PRNewswire/ -- Match Group (NASDAQ: MTCH) announced today that Steven Bailey, Chief Financial Officer of Match Group, will participate in a fireside chat at the J.P. Morgan Global Technology, Media, and Communications Conference on Tuesday, May 19 at 3:35 p.m.