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Research Alert: CFRA Maintains Hold Opinion On Shares Of Match Group, Inc.
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Research Alert: CFRA Maintains Hold Opinion On Shares Of Match Group, Inc.
Mar 11, 2026 3:02 AM

12:25 AM EST, 02/05/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lower our 12-month target price to $33 (from $35) shifting to 11x our 2027 EPS view, below historical averages. We cut our 2026 EPS view to $2.64 (from $3.86) and start 2027's at $3.00. We maintain Hold as Match Group ( MTCH ) progresses through CEO Rascoff's Revitalize phase, with 2026 guidance calling for approximately flat revenue Y/Y as product investments create near-term headwinds. Q4 showed encouraging engagement trends Sparks Coverage rose 4% Y/Y and new registration declines improved to -5% but Tinder direct revenue declined 3% and payers fell 8%, with similar pressure expected in 2026. We believe Hinge remains a standout, delivering 26% growth and on track for $1B revenue by 2027, though we need clearer evidence of Tinder payer inflection before underwriting multiple expansion. Strong FCF generation ($1.1B guided) and 7% targeted share reduction provide downside support, but we view risk/reward as balanced until turnaround becomes visible in financials.

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