Dallas, Texas-based Match Group, Inc. (MTCH) provides digital technologies designed to help people make meaningful connections. Valued at a market cap of $8.2 billion, the company operates a portfolio of more than 45 brands, including Tinder, Match.com, PlentyOfFish, Meetic and OkCupid. It is expected to announce its fiscal Q2 earnings for 2025 on Tuesday, July 29.
Ahead of the event, analysts project this online dating service company to report a profit of $0.58 per share, up 20.8% from $0.48 per share in the year-ago quarter. The company has met or exceeded Wall Street's bottom-line estimates in three of the last four quarters, while missing on another occasion.
For the full year, analysts expect MTCH to report EPS of $2.51, up 12.6% from $2.23 in fiscal 2024. Its EPS is expected to further grow 17.1% year over year to $2.94 in fiscal 2026.
MTCH has soared 6.2% over the past 52 weeks, falling behind both the S&P 500 Index's ($SPX) 12.3% rise and the Communication Services Select Sector SPDR Fund’s (XLC) 22.7% uptick over the same time frame.
On May 8, Match Group reported Q1 2025, and its stock dropped 9.6% as concerns over core business performance took center stage. Revenue declined 3% year over year, and the number of paying users fell by 5% to 14.2 million, highlighting ongoing engagement challenges. Adjusted operating income edged down to $275 million. Despite introducing new AI-driven features and projecting Q2 revenue between $850 million and $860 million, the guidance suggests stagnant or weakening growth, particularly among Gen Z users, fueling continued investor caution.
Wall Street analysts are moderately optimistic about Match Group’s stock, with a "Moderate Buy" rating overall. Among 22 analysts covering the stock, seven recommend "Strong Buy," one suggests a “Moderate Buy,” and 14 advise “Hold.” The mean price target for MTCH is $34.05, which indicates a potential upside of 3.6% from the current levels.
