Match Group Q4 revenue up 2%, slightly beats estimates

Match

03/02/2026 21:18

Overview

Dating platform's Q4 revenue slightly beat analyst expectations, rising 2% yr/yr

Adjusted EBITDA for Q4 increased 14% yr/yr,

Company declared a 5% increase in quarterly dividend to $0.20 per share

Outlook

Match Group expects Q1 2026 revenue of $850 to $860 mln, up 2% to 3% Y/Y

Company forecasts 2026 revenue of $3,410 to $3,535 mln, approximately flat Y/Y

Match Group anticipates 2026 adjusted EBITDA of $1,280 to $1,325 mln

Result Drivers

HINGE GROWTH - Hinge reported a 26% increase in direct revenue and nearly 50% growth in MAU in European markets for FY25

TINDER IMPROVEMENTS - Tinder's Sparks Coverage metric increased 4% Y/Y in December, indicating improved engagement

PRODUCT INITIATIVES - Match Group's product-led transformation focused on user outcomes, improving engagement and scaling experimentation

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$878 mln
$871.32 mln (17 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 7 "strong buy" or "buy", 14 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the online services peer group is "buy."

Wall Street's median 12-month price target for Match Group Inc is $37.00, about 17.3% above its February 2 closing price of $31.54

The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nPn6DpRZka

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)