Overview

* Match Group ( MTCH ) Q3 revenue missed analyst expectations, despite a 2% yr/yr increase

* Net income for Q3 rose 18% yr/yr, reflecting improved profitability

Outlook

* Match Group expects Q4 2025 revenue of $865 to $875 mln, up 1% to 2% Y/Y

* Company forecasts Q4 2025 adjusted EBITDA of $350 to $355 mln

* Match Group ( MTCH ) anticipates $90 mln in savings from alternative payments in 2026

Result Drivers

* INNOVATION AND ACCOUNTABILITY - Co accelerated innovation and strengthened accountability, achieving revenue goals, per CEO Spencer Rascoff

* REINVESTMENT PLAN - Co executed a $50 mln reinvestment plan to test user-first features, strengthen marketing, and expand internationally

* LEGAL SETTLEMENT - Resolution of decade-old legal case allows co to move forward with focus and confidence

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Miss $914 mln $915 mln

Revenue (18

Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 8 "strong buy" or "buy", 15 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the online services peer group is "buy."

* Wall Street's median 12-month price target for Match Group Inc ( MTCH ) is $38.00, about 14.5% above its November 3 closing price of $32.50

* The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)