Validea John Neff Strategy Daily Upgrade Report - 6/26/2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 26 2025
0mins
Should l Buy MTCH?
Source: NASDAQ.COM
Validea's Low PE Investor Model Update: Match Group Inc. (MTCH) received an upgrade in its rating from 60% to 79% based on John Neff's investment strategy, indicating growing interest due to the company's strong fundamentals and valuation.
About Match Group Inc.: The company operates various online dating platforms including Tinder and Hinge, focusing on enhancing user connections through digital technologies across different global markets.
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Analyst Views on MTCH
Wall Street analysts forecast MTCH stock price to rise
12 Analyst Rating
4 Buy
8 Hold
0 Sell
Moderate Buy
Current: 30.180
Low
33.00
Averages
37.17
High
49.00
Current: 30.180
Low
33.00
Averages
37.17
High
49.00
About MTCH
Match Group, Inc., through its portfolio companies, is a provider of digital technologies designed to help people make connections. The Company’s global portfolio of brands includes Tinder, Hinge, Match, Meetic, OkCupid, Pairs, Plenty Of Fish, Azar, BLK, and more, each built to increase its users' likelihood of connecting with others. Its segments include Tinder, Hinge, Evergreen & Emerging, and MG Asia. Tinder is an online dating platform with swipe technology. It offers Tinder Plus, Tinder Gold, or Tinder Platinum subscriptions. Hinge is an application focused on millennial and younger generations in English-speaking countries and several other European markets. It offers two premium subscriptions: Hinge+ and HingeX. MG Asia brands primarily focus on serving various Asian and Middle Eastern markets. MG Asia's brands are Azar and The Pairs. Match is an online dating application, and Meetic, a European online dating brand, are included in the Evergreen & Emerging segment.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Match Group Welcomes New Board Members
- New Board Members: Match Group announced that Manuel Bronstein and Raina Moskowitz will join the Board at the 2026 Annual Meeting, aiming to enhance the skills and expertise represented on the Board to support the company's growth and success.
- Strategic Background: Bronstein has extensive product expertise, having served as Chief Product Officer at Roblox, where he helped scale the company's revenue from $2 billion to $6 billion, significantly increasing user engagement, which is expected to provide valuable strategic insights for Match Group's innovation and long-term growth.
- Market Impact: Moskowitz, currently CEO of The Knot Worldwide and former COO at Etsy, where she tripled GMV, is anticipated to strengthen Match Group's brand trust and customer loyalty in the global market, enhancing the company's competitive position.
- Board Evolution: With these additions, Match Group will have added six new directors over the past two years, underscoring its ongoing commitment to thoughtful Board evolution, while expressing gratitude to current members Sharmistha Dubey and Pamela Seymon for their contributions, highlighting the leadership and guidance essential for the company's global expansion.
See More
Match Group Welcomes New Board Members
- New Board Members: Match Group announced that Manuel Bronstein and Raina Moskowitz will join the Board of Directors at the 2026 Annual Meeting, aiming to enhance the skills and expertise represented on the Board to support the company's growth and success.
- Rich Industry Experience: Bronstein previously served as Chief Product Officer at Roblox, where he helped scale the company's revenue from $2 billion to $6 billion and tripled daily active users, with his product expertise expected to provide strategic insights for Match Group's innovation and long-term growth.
- Global Market Leadership: Moskowitz, during her tenure as COO at Etsy, tripled the company's Gross Merchandise Volume, and her experience is anticipated to enhance customer trust and loyalty for Match Group's brands, supporting the next phase of global growth.
- Commitment to Board Evolution: With the additions of Bronstein and Moskowitz, Match Group has added six new directors over the past two years, underscoring the company's ongoing commitment to thoughtful Board evolution to adapt to changing market demands.
See More
Blueshift Asset Management Reduces Crocs Holdings Analysis
- Share Reduction Details: Blueshift Asset Management sold 34,281 shares of Crocs in Q4 2025, valued at $2.87 million, indicating a cautious stance despite the company's strong earnings report.
- Holding Change Analysis: By the end of 2025, Blueshift retained 14,596 shares of Crocs worth $1.25 million, with a net position change of $2.84 million, reflecting the impact of market fluctuations on its investment portfolio.
- Market Performance Comparison: As of February 12, 2026, Crocs shares were priced at $98.46, up 10.8% over the past year, but underperforming the S&P 500, indicating differing market expectations for future growth.
- Future Outlook: Crocs anticipates 2026 earnings per share between $12.88 and $13.55, significantly exceeding analyst forecasts of $11.89, demonstrating the company's commitment to improving financial health and shareholder returns, despite challenges faced by its HEYDUDE brand.
See More
Blueshift's Strategic Reduction in Crocs Holdings
- Share Reduction Details: Blueshift sold 34,281 shares of Crocs in Q4 2025 for an estimated value of $2.87 million, indicating a potential loss of confidence despite the company's earnings beat.
- Current Holdings: As of year-end 2025, Blueshift still holds 14,596 shares valued at approximately $1.25 million, suggesting a strategic wait-and-see approach rather than a complete divestment.
- Market Performance Analysis: Crocs' stock surged nearly 20% on February 12, 2026, although it underperformed the S&P 500 over the past year, reflecting market optimism about its future earnings potential.
- Financial Health Status: Crocs successfully retired $128 million in debt and repurchased 10% of its outstanding shares in 2025, indicating strong cash flow and highlighting its potential for future growth.
See More
US Stocks Close Mixed: Nasdaq Hits Seven-Week Low
- Chipmaker Sell-off: Advanced Micro Devices (AMD) plunged over 17% after analysts issued a weak Q1 sales forecast, raising concerns about AI demand and pressuring the broader tech sector, particularly high-flying stocks.
- Super Micro Computer Surge: Super Micro Computer's stock rose more than 13% after forecasting Q3 net sales of at least $12.3 billion, significantly above the consensus estimate of $10.25 billion, indicating strong growth potential in a competitive market.
- Mixed Economic Data: The January ADP employment change rose by 22,000, falling short of the expected 45,000, while the ISM services index remained unchanged at 53.8, exceeding expectations, reflecting the complexities of economic recovery that may influence future monetary policy.
- Improved Market Sentiment: Market sentiment improved following President Trump's signing of a government funding deal, although the agreement only funds the Department of Homeland Security through February 13, highlighting ongoing uncertainties in government operations.
See More
US Stocks Waver Amid Mixed Earnings and Tech Rotation
- Market Fluctuations: The S&P 500 Index is up 0.08%, the Dow Jones Industrial Average is up 0.54%, while the Nasdaq 100 Index is down 0.56%, indicating the complexity of market sentiment amid mixed corporate earnings results.
- Divergent Corporate Performance: Super Micro Computer forecasts Q3 net sales of at least $12.3 billion, significantly above the $10.25 billion consensus, leading to a stock price increase of over 15%; conversely, Advanced Micro Devices' weak Q1 sales forecast results in a stock decline of over 13%, reflecting a reassessment of tech stocks.
- Labor Market Signals: The January ADP employment change rose by 22,000, below the expected 45,000, indicating weakness in the labor market that could influence future monetary policy decisions.
- Government Funding Plan: The funding package signed by President Trump extends funding for the Department of Homeland Security through February 13, while other departments are funded until September 30, alleviating concerns over a government shutdown and boosting investor confidence.
See More
Match Group Welcomes New Board Members
- New Board Members: Match Group announced that Manuel Bronstein and Raina Moskowitz will join the Board at the 2026 Annual Meeting, aiming to enhance the skills and expertise represented on the Board to support the company's growth and success.
- Strategic Background: Bronstein has extensive product expertise, having served as Chief Product Officer at Roblox, where he helped scale the company's revenue from $2 billion to $6 billion, significantly increasing user engagement, which is expected to provide valuable strategic insights for Match Group's innovation and long-term growth.
- Market Impact: Moskowitz, currently CEO of The Knot Worldwide and former COO at Etsy, where she tripled GMV, is anticipated to strengthen Match Group's brand trust and customer loyalty in the global market, enhancing the company's competitive position.
- Board Evolution: With these additions, Match Group will have added six new directors over the past two years, underscoring its ongoing commitment to thoughtful Board evolution, while expressing gratitude to current members Sharmistha Dubey and Pamela Seymon for their contributions, highlighting the leadership and guidance essential for the company's global expansion.
See More
Match Group Welcomes New Board Members
- New Board Members: Match Group announced that Manuel Bronstein and Raina Moskowitz will join the Board of Directors at the 2026 Annual Meeting, aiming to enhance the skills and expertise represented on the Board to support the company's growth and success.
- Rich Industry Experience: Bronstein previously served as Chief Product Officer at Roblox, where he helped scale the company's revenue from $2 billion to $6 billion and tripled daily active users, with his product expertise expected to provide strategic insights for Match Group's innovation and long-term growth.
- Global Market Leadership: Moskowitz, during her tenure as COO at Etsy, tripled the company's Gross Merchandise Volume, and her experience is anticipated to enhance customer trust and loyalty for Match Group's brands, supporting the next phase of global growth.
- Commitment to Board Evolution: With the additions of Bronstein and Moskowitz, Match Group has added six new directors over the past two years, underscoring the company's ongoing commitment to thoughtful Board evolution to adapt to changing market demands.
See More
Blueshift Asset Management Reduces Crocs Holdings Analysis
- Share Reduction Details: Blueshift Asset Management sold 34,281 shares of Crocs in Q4 2025, valued at $2.87 million, indicating a cautious stance despite the company's strong earnings report.
- Holding Change Analysis: By the end of 2025, Blueshift retained 14,596 shares of Crocs worth $1.25 million, with a net position change of $2.84 million, reflecting the impact of market fluctuations on its investment portfolio.
- Market Performance Comparison: As of February 12, 2026, Crocs shares were priced at $98.46, up 10.8% over the past year, but underperforming the S&P 500, indicating differing market expectations for future growth.
- Future Outlook: Crocs anticipates 2026 earnings per share between $12.88 and $13.55, significantly exceeding analyst forecasts of $11.89, demonstrating the company's commitment to improving financial health and shareholder returns, despite challenges faced by its HEYDUDE brand.
See More
Blueshift's Strategic Reduction in Crocs Holdings
- Share Reduction Details: Blueshift sold 34,281 shares of Crocs in Q4 2025 for an estimated value of $2.87 million, indicating a potential loss of confidence despite the company's earnings beat.
- Current Holdings: As of year-end 2025, Blueshift still holds 14,596 shares valued at approximately $1.25 million, suggesting a strategic wait-and-see approach rather than a complete divestment.
- Market Performance Analysis: Crocs' stock surged nearly 20% on February 12, 2026, although it underperformed the S&P 500 over the past year, reflecting market optimism about its future earnings potential.
- Financial Health Status: Crocs successfully retired $128 million in debt and repurchased 10% of its outstanding shares in 2025, indicating strong cash flow and highlighting its potential for future growth.
See More
US Stocks Close Mixed: Nasdaq Hits Seven-Week Low
- Chipmaker Sell-off: Advanced Micro Devices (AMD) plunged over 17% after analysts issued a weak Q1 sales forecast, raising concerns about AI demand and pressuring the broader tech sector, particularly high-flying stocks.
- Super Micro Computer Surge: Super Micro Computer's stock rose more than 13% after forecasting Q3 net sales of at least $12.3 billion, significantly above the consensus estimate of $10.25 billion, indicating strong growth potential in a competitive market.
- Mixed Economic Data: The January ADP employment change rose by 22,000, falling short of the expected 45,000, while the ISM services index remained unchanged at 53.8, exceeding expectations, reflecting the complexities of economic recovery that may influence future monetary policy.
- Improved Market Sentiment: Market sentiment improved following President Trump's signing of a government funding deal, although the agreement only funds the Department of Homeland Security through February 13, highlighting ongoing uncertainties in government operations.
See More
US Stocks Waver Amid Mixed Earnings and Tech Rotation
- Market Fluctuations: The S&P 500 Index is up 0.08%, the Dow Jones Industrial Average is up 0.54%, while the Nasdaq 100 Index is down 0.56%, indicating the complexity of market sentiment amid mixed corporate earnings results.
- Divergent Corporate Performance: Super Micro Computer forecasts Q3 net sales of at least $12.3 billion, significantly above the $10.25 billion consensus, leading to a stock price increase of over 15%; conversely, Advanced Micro Devices' weak Q1 sales forecast results in a stock decline of over 13%, reflecting a reassessment of tech stocks.
- Labor Market Signals: The January ADP employment change rose by 22,000, below the expected 45,000, indicating weakness in the labor market that could influence future monetary policy decisions.
- Government Funding Plan: The funding package signed by President Trump extends funding for the Department of Homeland Security through February 13, while other departments are funded until September 30, alleviating concerns over a government shutdown and boosting investor confidence.
See More
