Research Alert: CFRA Maintains A Hold Rating On Match Group, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We are raising our target price to $43 from $36, based on an improved multiple of 14x our 2027 EPS estimate, reflecting our improved outlook as the company continues to execute its "Reset, Revitalize, Resurgence" strategy. We are increasing our 2026 and 2027 EPS estimates to $2.73 and $3.12, from $2.64 and $3.00, led by better-than-expected margin expansion from 1MG efficiency initiatives and accelerating Hinge monetization. We expect MTCH to benefit from the centralization of performance marketing across $600M in digital spend, continued premium feature adoption, and international expansion toward 40% of revenue by 2027. However, we remain cautious given Tinder's persistent revenue headwinds, Azar monetization pressure, and the structural challenge of reversing dating app fatigue. This growth-margin tradeoff, combined with the need for both Hinge geographic expansion and Tinder stabilization to deliver simultaneously, supports our maintenance of the Hold rating.
