This topic summarizes and discusses analysts’ opinions on Match Group.
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I=5
Buy, $38: TD Cowen analyst John Blackledge said Match Group’s valuation (P/E: 13x) is attractive and Hinge’s outlook is solid (Revenue growth: 26% y/y). He pointed to the stabilization in Tinder’s revenue and workforce reduction that will lead to cost-savings of $100 million per year. He also acknowledged management’s commitment to maintaining 2025 outlook despite macro uncertainties.
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August 12, 2025
HSBC raised Match Group’s price target to $35 from $32 (reason behind paywall).
HSBC Raises Match Group’s Price Target $35 From $32 | MarketScreener
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I=4
Buy, $40: TD Cowen analyst John Blackledge said Tinder is showing promising signs of product innovation and user engagement. He expects the introduction of new features such as Double Date and the upcoming interactive matching feature to enhance user experience and engagement, especially among young users.
I=4, August 22, 2025
Hold, $35: Morgan Stanley analyst Nathan Feather said Tinder’s turnaround is showing early signs of progress, with the pace of product development increasing. However, the turnaround is expected to be non-linear, negatively impacting revenue in the short-term as Tinder prioritizes user experience over immediate monetization. He pointed out that while the alternative payment system is promising, there’s uncertainty over the full impact and how the company will utilize the cost savings.