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Match Group:Quarterly Results/2025 Q2: Difference between revisions
→Analysts opinions
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== Analysts opinions == | == Analysts opinions == | ||
==== Match Groups second quarter results likely to meet expectations ==== | |||
* Equal Weight, $31->$32: Wells Fargo [https://www.gurufocus.com/news/2949888/match-group-mtch-price-target-raised-by-wells-fargo-mtch-stock-news expects] Match Group's Q2 results to meet expectations, with a possibility of higher guidance for Q3, partly due to the weakening of the US dollar. It pointed out that focus should be given to user engagement metrics as the company progresses under its new CEO. | |||
==== Tinder's revenue is stabilizing ==== | |||
* Buy, $38: TD Cowen analyst John Blackledge [https://www.tipranks.com/news/ratings/buy-rating-for-match-group-strong-hinge-growth-and-strategic-initiatives-drive-undervaluation-ratings said] Match Group’s valuation (P/E: 13x) is attractive and Hinge’s outlook is solid (Revenue growth: 26% y/y). He pointed to the stabilization in Tinder’s revenue and workforce reduction that will lead to cost-savings of $100 million per year. He also acknowledged management’s commitment to maintaining 2025 outlook despite macro uncertainties. | |||
==== Financial indicators and key metrics will experience volatility in Q2 and 2025 ==== | |||
* Morgan Stanley [https://invezz.com/news/2025/07/28/morgan-stanley-foresees-volatility-for-match-bumble-in-q2-as-turnaround-remains-elusive/ expects] volatility in key performance indicators and financial metrics for Match Group and Bumble in Q2 and 2025 due to product offensive and restructuring efforts. | |||
== Key insights from Q1 2025 earnings call == | == Key insights from Q1 2025 earnings call == | ||