Match Group (MTCH) faces monthly active user headwinds amid currency tailwinds, Oppenheimer said in a Thursday report.
The report said Tinder+Hinge payers fell 3% year-over-year in Q1 versus a drop of 2% in the previous quarter.
Oppenheimer said it increased its fiscal 2025 payers estimates 1% while lowering its forecast 1% for fiscal 2026.
"Keeping FY25E total revenue largely unchanged while decreasing FY26E total revenue 3% as we assume Tinder will not return to growth unless MAU trends improve," the report said.
Oppenheimer kept its perform rating on the stock.
Price: 26.93, Change: -0.54, Percent Change: -1.96
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