Match Group (NASDAQ:MTCH) Price Target and Financial Performance Analysis

Font: Financial Modeling Prep  • Feb 05, 2026

• Price Target Set by Cowen & Co.: Cowen & Co. has set a price target of $37 for Match Group (NASDAQ:MTCH), indicating a potential upside of 20.88%.
• Q4 2025 Earnings Highlights: Match Group reported earnings per share of $1.06, a 29.3% increase year over year, with revenues rising 2.1% to $878 million.
• Hinge's Growth Contribution: Hinge's direct revenues increased by 26.3% year over year, with a 16.5% rise in the number of payers.

Match Group (NASDAQ:MTCH) is a leading provider of online dating services, operating popular platforms like Tinder, Match.com, and Hinge. The company competes with other dating service providers such as Bumble and eHarmony. On February 4, 2026, Cowen & Co. set a price target of $37 for MTCH, suggesting a potential upside of 20.88% from its current trading price of $30.61.

Match Group's recent financial performance supports this optimistic outlook. In the fourth quarter of 2025, the company reported earnings per share of $1.06, surpassing the Zacks Consensus Estimate by nearly 5%. This marks a significant 29.3% increase from the same quarter the previous year, highlighting the company's strong growth trajectory.

Revenues for the quarter rose by 2.1% year over year to $878 million, exceeding expectations by 0.74%. A key contributor to this growth was Hinge, with direct revenues from the platform increasing by 26.3% year over year. The number of payers on Hinge also rose by 16.5%, showcasing the platform's expanding user base.

Despite a 5.3% decline in overall payers, Match Group improved its adjusted EBITDA margin to 42.1% as costs decreased by 6.8%. On an FX-neutral basis, revenues remained flat year over year at $860.2 million, with direct revenues at $860.3 million, marking a 1.8% increase. Indirect revenues saw a substantial rise of 19.6% to $17.7 million.

Currently, MTCH is trading at $30.61, reflecting a 5.92% increase or $1.71. The stock has fluctuated between $28.81 and $33.40 during the trading day. Over the past year, MTCH has reached a high of $39.20 and a low of $26.39. The company's market capitalization is approximately $7.23 billion, with a trading volume of 13.65 million shares on the NASDAQ exchange.