Company valuation ยท Communication Services

MTCH: Hold + Add with a $49.60 price target

Match Group Inc. Year-to-date profit has improved, but quarterly sales fell.

Model target ยท USD
$49.60
For 2027-09-15
Model rating
Hold + Add
Reviewed 2026-09-16
Reference weekly close
$42.39
2026-09-11 ยท USD
Editorial illustration of Match Group Inc, Internet Content & Information.
Generated editorial illustration for Sharemaestro. It does not depict verified company premises or events.

Investment view

Year-to-date profit has improved, but quarterly sales fell.

Target and reference price

Target for 2027-09-15: $49.60 USD, +17.0% versus the $42.39 weekly close on 2026-09-11. Price return only; dividends, fees and tax excluded.

Price and earnings

Over 1 year (2025-09-12 to 2026-09-11), price changed +12.3% and trailing EPS changed +19.3%. A wider gap changes the earnings multiple; it does not establish fair value.

Supporting evidence

Across 2 completed quarters since 2025-12-31, net income was 337.4m versus 243.0m in the matching prior-year periods (USD). Check whether the latest quarter changes that direction.

Over one year, the stock changed +12.3% against -4.0% for Communication Services (XLC). The gap is +16.3 percentage points. These are price returns, before dividends.

Risks to the case

Revenue changed -1.2% from the same quarter last year, through 2026-06-30. The previous quarterโ€™s year-on-year change was +3.9%.

What to monitor

Compare the next results with the trailing margin of 28.2% and the annual-history median of 25.0%. A historical median is context, not a forecast.

The latest quarterly margin changed +6.3 percentage points from a year earlier. Check sales volumes, pricing and unusual gains in the next filing.

Recheck the valuation gap alongside profitability and growth after new results. A discount alone does not establish value.

Valuation assumptions

Starting annual sales growth: 2.09%.

Long-term operating margin: 26.14%.

About this assessment

Review recorded on 2026-09-16. This is a dated summary of an automated company valuation. The full report includes the financial evidence, alternative scenarios and review history. Consult the latest report before using an earlier target. Automated model research, not personal investment advice. Targets depend on assumptions; returns are not guaranteed.

Evidence context