← Match overview

Match vs Kakaku.com: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Match Group Inc (MTCH)

Q3 2026
▼3▲1

Match Q2: Payers Shrink, Tinder DAU Nears Turn, Guidance Soft

  • Q2 payers fall 800k, revenue misses Match's Q2 revenue of $853M missed estimates and payers dropped 800,000 to 13.3M, showing fewer people are paying for dating apps. This weak demand pushed the stock down 13% and keeps pressure on the price.

    This is the core new fundamental event of the period and directly explains the stock's drop.

  • Tinder DAU near positive turn, Hinge grows Tinder's daily active users are expected to turn positive for the first time in over three years, and Hinge revenue grew 22% with payers up 17%. These bright spots suggest the worst user losses may be easing, supporting the stock.

    This is the main positive counterweight in the new earnings reports and explains why the stock didn't fall further.

  • Q3 revenue guided down 2-3% Match guided Q3 revenue to $885-895M, a 2-3% year-over-year decline, citing weak Tinder user metrics. This softer outlook tells investors the business is still shrinking, which weighs on the stock price.

    This is a new forward-looking negative signal that directly affects future earnings expectations.

  • Iran ceasefire collapse triggers risk-off After Trump declared the Iran ceasefire over, oil and bond yields rose, causing a risk-off rotation. Match, as a long-duration growth stock, fell 3.3% because higher rates make future profits less valuable today.

    This is a new macro event that pressured MTCH's valuation, though its impact is smaller than the earnings news.

July 2026
▼3▲1

Match Q2: Payers Shrink, Tinder DAU Nears Turn, Guidance Soft

  • Q2 payers fall 800k, revenue misses Match's Q2 revenue of $853M missed estimates and payers dropped 800,000 to 13.3M, showing fewer people are paying for dating apps. This weak demand pushed the stock down 13% and keeps pressure on the price.

    This is the core new fundamental event of the period and directly explains the stock's drop.

  • Tinder DAU near positive turn, Hinge grows Tinder's daily active users are expected to turn positive for the first time in over three years, and Hinge revenue grew 22% with payers up 17%. These bright spots suggest the worst user losses may be easing, supporting the stock.

    This is the main positive counterweight in the new earnings reports and explains why the stock didn't fall further.

  • Q3 revenue guided down 2-3% Match guided Q3 revenue to $885-895M, a 2-3% year-over-year decline, citing weak Tinder user metrics. This softer outlook tells investors the business is still shrinking, which weighs on the stock price.

    This is a new forward-looking negative signal that directly affects future earnings expectations.

  • Iran ceasefire collapse triggers risk-off After Trump declared the Iran ceasefire over, oil and bond yields rose, causing a risk-off rotation. Match, as a long-duration growth stock, fell 3.3% because higher rates make future profits less valuable today.

    This is a new macro event that pressured MTCH's valuation, though its impact is smaller than the earnings news.

Latest
▼3▲1

Match Q2: Payers Shrink, Tinder DAU Nears Turn, Guidance Soft

  • Q2 payers fall 800k, revenue misses Match's Q2 revenue of $853M missed estimates and payers dropped 800,000 to 13.3M, showing fewer people are paying for dating apps. This weak demand pushed the stock down 13% and keeps pressure on the price.

    This is the core new fundamental event of the period and directly explains the stock's drop.

  • Tinder DAU near positive turn, Hinge grows Tinder's daily active users are expected to turn positive for the first time in over three years, and Hinge revenue grew 22% with payers up 17%. These bright spots suggest the worst user losses may be easing, supporting the stock.

    This is the main positive counterweight in the new earnings reports and explains why the stock didn't fall further.

  • Q3 revenue guided down 2-3% Match guided Q3 revenue to $885-895M, a 2-3% year-over-year decline, citing weak Tinder user metrics. This softer outlook tells investors the business is still shrinking, which weighs on the stock price.

    This is a new forward-looking negative signal that directly affects future earnings expectations.

  • Iran ceasefire collapse triggers risk-off After Trump declared the Iran ceasefire over, oil and bond yields rose, causing a risk-off rotation. Match, as a long-duration growth stock, fell 3.3% because higher rates make future profits less valuable today.

    This is a new macro event that pressured MTCH's valuation, though its impact is smaller than the earnings news.

Kakaku.com, Inc. (2371.JP)

Q3 2026
▲4

Bidding war for Kakaku.com intensifies with higher offers

  • Oasis backs LINE Yahoo/Bain bid Major shareholder Oasis, with a 19.52% stake, agreed to tender all its shares in the LINE Yahoo-Bain offer at up to 3,500 yen. This support makes a competing deal more likely, pushing the stock up as investors see a higher payout.

    This is a new event that increases the probability of a higher bid, directly lifting the stock.

  • EQT raises offer to 3,450 yen EQT increased its tender offer price from 3,000 to 3,450 yen and extended the deadline to August 3. This higher bid raises the floor for shareholders and signals a competitive process, supporting the stock price.

    A new higher offer from EQT directly raises the expected acquisition price, a positive for the stock.

  • Bain and LY consider even higher bid Bain Capital and LY Corp. are weighing a fresh joint offer that could exceed EQT's 3,450 yen. News of a potential higher bid drove shares up nearly 60% this year, as investors anticipate a bidding war.

    This new development suggests further price escalation, boosting investor optimism.

  • EQT raises offer again to 3,570 yen EQT lifted its tender offer price a second time to 3,570 yen and extended the deadline to August 27. This latest increase in the bidding war continues to push the stock higher as shareholders expect even more.

    The newest higher bid directly raises the potential payout, a clear positive for the stock.

July 2026
▲4

Bidding war for Kakaku.com intensifies with higher offers

  • Oasis backs LINE Yahoo/Bain bid Major shareholder Oasis, with a 19.52% stake, agreed to tender all its shares in the LINE Yahoo-Bain offer at up to 3,500 yen. This support makes a competing deal more likely, pushing the stock up as investors see a higher payout.

    This is a new event that increases the probability of a higher bid, directly lifting the stock.

  • EQT raises offer to 3,450 yen EQT increased its tender offer price from 3,000 to 3,450 yen and extended the deadline to August 3. This higher bid raises the floor for shareholders and signals a competitive process, supporting the stock price.

    A new higher offer from EQT directly raises the expected acquisition price, a positive for the stock.

  • Bain and LY consider even higher bid Bain Capital and LY Corp. are weighing a fresh joint offer that could exceed EQT's 3,450 yen. News of a potential higher bid drove shares up nearly 60% this year, as investors anticipate a bidding war.

    This new development suggests further price escalation, boosting investor optimism.

  • EQT raises offer again to 3,570 yen EQT lifted its tender offer price a second time to 3,570 yen and extended the deadline to August 27. This latest increase in the bidding war continues to push the stock higher as shareholders expect even more.

    The newest higher bid directly raises the potential payout, a clear positive for the stock.

Latest
▲4

Bidding war for Kakaku.com intensifies with higher offers

  • Oasis backs LINE Yahoo/Bain bid Major shareholder Oasis, with a 19.52% stake, agreed to tender all its shares in the LINE Yahoo-Bain offer at up to 3,500 yen. This support makes a competing deal more likely, pushing the stock up as investors see a higher payout.

    This is a new event that increases the probability of a higher bid, directly lifting the stock.

  • EQT raises offer to 3,450 yen EQT increased its tender offer price from 3,000 to 3,450 yen and extended the deadline to August 3. This higher bid raises the floor for shareholders and signals a competitive process, supporting the stock price.

    A new higher offer from EQT directly raises the expected acquisition price, a positive for the stock.

  • Bain and LY consider even higher bid Bain Capital and LY Corp. are weighing a fresh joint offer that could exceed EQT's 3,450 yen. News of a potential higher bid drove shares up nearly 60% this year, as investors anticipate a bidding war.

    This new development suggests further price escalation, boosting investor optimism.

  • EQT raises offer again to 3,570 yen EQT lifted its tender offer price a second time to 3,570 yen and extended the deadline to August 27. This latest increase in the bidding war continues to push the stock higher as shareholders expect even more.

    The newest higher bid directly raises the potential payout, a clear positive for the stock.

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