roulette stock (with no love ironically) positives are
1. stopped shy a penny from breaking next support
2. talk of covid which is when it only thrived
3. insider made news for buying
4. earnings blah, but they are offering big sales to boost earnings
Negatives
hard to add negatives when the entire company has been in the garbage
why add to it
4MGN trade ideas
2/4/25 - $mtch - Enticing but swipe left2/4/25 :: VROCKSTAR :: NASDAQ:MTCH
Enticing but swipe left
- nearly 8% fcf and awesome mgns get my attention, nevermind what looks like depressed YoY expectations this year
- realistically, i'd not short the thing... don't like the debt, don't use the product (thank god), but i get it, this is what ppl do these days and it's a super useful service
- does brandon's economy keep people from buying premium subscriptions, picking less dates? again, perhaps an interest barometer for the economy here. i'm not going to flip coin after doing that on googl and snap (longs) into print (and avoiding AMD - but i'll be watching from the sidelines and wish you the best - the speech will be the key!)
ONE THING i did just do quickly which might be interesting for you is to see this chart of "snapchat" vs "tinder" on google trends over a long time horizon. interestingly the growth of snap's search interest started when tinder's started to decline. could it be that the youngsters are now meeting on snap - and snap is becoming more a dating platform?? perhaps just a weird data that means nothing. but worth a look! reminds me of when shein and temu were taking a lot of share in retail going back a few years... and tik tok was eating insta for some time. i noticed similar trends in google search data:
here it is:
trends.google.com
am i just stir crazy ahead of uber?
V
I am adding to my MTCH positionI already own a bunch of MTCH, and to be honest, at higher prices. But I am adding to my position at this point for reasons that are both technical and fundamental.
On the technical side, the stock has been strong over the past week, but is still in a declining 1-month trend. That said, both the upper edge of the regression trend and the lower end of the post-earnings gap are close at hand. I expect that the stock will break out of the declining trend and into the earnings gap, which should be good for at least 10% to $36.
On the fundamental side, I believe that analysts are missing the point on online match-making. The big caveat mentioned by bears against both MTCH and competitor BMBL is that growth has evaporated of late. While that's true, I am not overly concerned about that. The reason is that (a) the company is profitable, with a not-too-shabby 16-18% ROIC in each of the last 4 quarters, and (b) MTCH is the heavyweight in the online matchmaking business, and I'd argue that this industry confers big benefits to dominant incumbents. First, it's a network-type business, where the likelihood to find an online match depends on the number of other users. So, large networks are inherently more attractive. But secondly, I believe there's also a flywheel effect where more customers lead to more match-making data, and therefore to improved match-making models, better customer satisfaction, and therefore, again, to more customers.
Match Group seems undervaluedI am aware that there is a trend of young people leaving the dating apps, and that this monopoly probably ruined them for everyone, but that doesn't change the fact that their methods are obviously extracting more and more money from some individuals.
This is a highly fradulent and dark business, but shooting a one call option in their direction seems like a highly asymmetric bet favoring the upside.
There will be more and more desperate people who will still try their luck.
$MTCH*For share traders only. Not meant for options.
Green: Entry Point
Blue: Start of Week
Red: End of Week
Thumbs Up: Trade Available for Week
$ Amount (Numbers Above): Price Targets
*I don’t believe in sharing strategies or outlooks due to the idea that it could cause someone confusion within. It’s important in trading to find your eyes and do things that match your scope of understanding. Over time, if the work is put in, you will create a strategy that in most cases aren’t full proof, but something you can lean on creating an edge for yourself. This strategy is based on a mix of volume analysis, Elliot Waves, retracements, and candlestick anomalies.
Match Group | MTCH | Long at $32.00Match Group NASDAQ:MTCH is finally at an attractive valuation with ~13 P/E after a stunning rise that started in 2017. The amount of data this company has on its users in such a particular niche will be highly valuable as the world moves toward AI and AI matchmaking. Once large investors realize this, I (personally) feel this stock will 3x or more in the coming 2-5 years. However, it could be a bumpy road to get there since right now earnings growth is stagnant.
From a technical analysis perspective, the price was approaching its historical overall simple moving average (SMA, green and white lines). Typically, the closer the price gets to this SMA, there a jump to touch it and consolidate. After the most recent earnings drop, I believe it may be priming / consolidating itself further for a move up (although a dip to $25-$26 wouldn't surprise me). Thus, at $32.00, NASDAQ:MTCH is in a personal buy zone.
Target #1 - $37.00
Target #2 - $43.00
Target #3 - $50.00
Target #4 - $62.00
From match to BFF: dating apps broaden horizonsDating apps are changing, and now they're looking to foster friendships too! Here are the key points:
- Bumble bets on friendship: In addition to dating, Bumble boosts its BFF platform and has acquired Geneva, an app focused on creating communities, to boost friendship among its users.
- Match Group with new options: Match has launched Yuzu, which allows users to switch between “dating” and “social” modes for those looking for connections beyond romance, aimed especially at the Asian community.
- New approaches on other platforms: Grindr and Muzz are also exploring similar features to foster friendships.
- Monetization in testing: While some analysts doubt the profitability of friendships versus love, companies are testing ways to generate revenue through advertising and partnerships.
Here are the tickers of the companies mentioned:
1. bumble Inc. - BMBL (NASDAQ)
2. Match Group Inc. - MTCH (NASDAQ)
3. Grindr Inc. - GRND (NYSE)
Looking at the chart, the three companies are recovering their tone. Match, for its part, comes from a big drop in value in 2021 in which it was trading at $182 and today it is at $37.45, being the pioneer and owner of most of the dating websites in the market. Bumble, being the competing company that is following the model of the market leader despite being in a clear downtrend of $6.5. Grinder is following the trend of the two leading companies in its own niche, currently it seems to be developing a sideways channel that with several resistance zones at $12.95. We will have to see if the financial results accompany them to continue their upward progression started in November 2023.
Apps are redefining the concept of hooking up, adapting to a young audience looking for more than just dating, offering new ways to interact socially.
Ion Jauregui - Analyst ActivTrades
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Match Group Faces Gen Z Challenge Stock up by 3%Match Group (NASDAQ: NASDAQ:MTCH ) finds itself at a pivotal juncture as it grapples with the shifting dynamics of the dating scene, particularly among Generation Z. Analysts at Raymond James suggest that Match ( NASDAQ:MTCH ) must adapt its strategies to resonate with Gen Z's preferences, a demographic known for its distinct approach to relationships and social interactions.
Catering to Gen Z Preferences:
With the emergence of Generation Z, characterized by a penchant for meaningful connections over casual encounters, Match Group ( NASDAQ:MTCH ) must realign its offerings to cater to evolving preferences. While Tinder soared to prominence with its swipe-based mechanics, Gen Z favors a slower-paced approach to dating, often seeking connections within their existing social circles. Match's Hinge app, with its focus on fostering deeper relationships, appears better poised to resonate with Gen Z, offering a potential avenue for growth in this demographic.
Challenges of Brand Identity and AI Threats:
Despite efforts to refresh Tinder's brand and features, Match Group ( NASDAQ:MTCH ) faces challenges in altering the entrenched identity of the app. Furthermore, the rise of artificial intelligence poses a threat through the proliferation of fake profiles and scams, necessitating vigilance and investment in platform monitoring to safeguard user experience and mitigate churn rates.
Changing Dating Landscape and Lower Engagement Trends:
Recent surveys highlight shifting attitudes toward dating among Gen Z, with a significant percentage prioritizing other commitments over romantic relationships. Factors such as digital entertainment preferences and a preference for real-life connections over online encounters contribute to lower engagement levels in the dating sphere.
Technical Outlook:
Despite the challenges, Match Group ( NASDAQ:MTCH ) continues to demonstrate resilience by surging 3.11% in Tuesday market trading with a Relative Strength Index (RSI) of 49.69. indicating no overbought position. NASDAQ:MTCH three-month chart shows signs of a Symmetrical Triangle pattern about to surge to a new resistance level.
Match Group (MTCH) About to Take OffI generally don't look at 3M charts, nor do I ever have this many indicators on my charts...
BUT they're all aligning - pair that up with an OpenAI partnership and there's no where but up from here.
Match Group is the company behind Tinder, Match, Hinge and a total of 40ish relationship apps - I'll breakdown my theory as simple as possible...
I can realistically see a 10x+ out of this.
AI = Job Cuts = More OF Girls = Bigger Female Egos = Desperate Guys = Pay-to-Date
Then, eventually, the lines between a female and AI will blur...but we have time on that.
MTCHMatch Group is an American internet and technology company headquartered in Dallas, Texas. It owns and operates the largest global portfolio of popular online dating services including Tinder, Match.com, Meetic, OkCupid, Hinge, Plenty of Fish, OurTime, and other dating global brands.
False breakdown?
MTCH - Monstrous potentialThere are so many set ups currently that it's becoming a challenge to allocate capital without taking undue risk. This name is a another incredibly dominant name with niche market. Some people say AI could disrupt the match making companies, but why wouldn't the companies that have been doing it for years use AI to reduce cost and deliver better value?
Disclosure: No position yet.
MTCH longMatch Group is an American internet and technology company headquartered in Dallas, Texas. It owns and operates the largest global portfolio of popular online dating services including Tinder, Match.com, Meetic, OkCupid, Hinge, PlentyOfFish and OurTime, among a total over 45 global dating companies.
MTCH LongDaily RSI divergence
Demand Zone Confirmation,
Wedge breakout, Trendline Break
Earning 11/1/2022 reported 0.44
Entry 50
Stop 40
Target 75
Risk management is much more important than a good entry point.
I am not a PRO trader.
In my trading plan, the Max Risk of each short term trade should be less than 1% of an account.