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

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 quarterโs 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.