<p>Match Group (MTCH)，即热门约会应用 Tinder 的所有者，正面临来自激进投资者 Starboard Value LP 的压力。根据《华尔街日报》的报道，Starboard 已经收购了 Match 超过 6.5% 的股份，并敦促该公司改善盈利能力或考虑出售。消息公布后，MTCH 股票昨日盘后交易中上涨约 9%。</p>
<p>值得注意的是，在 2024 年 3 月，另一家激进投资公司 Elliott Investment Management LP 收购了 Match 的大量股份，并任命了两名新成员加入公司董事会。</p>
<h2><strong>Match 的困境与 Starboard 的愿景</strong></h2>
<p>由于表现不佳，Starboard 要求 Match 进行改变。过去一年中，MTCH 的股价下跌约 34%，反映出对用户增长放缓、竞争加剧和成本上升的担忧。</p>
<p>这家对冲基金的创始人 Jeffery Smith 认为 Match 可以显著提升业绩。他指出，缺乏创新导致其核心平台 Tinder 上付费用户稳步减少，而 Tinder 产生了公司超过一半的收入。</p>
<p>为解决这些问题，Smith 建议在 Tinder 进行新产品创新，同时实施削减成本措施和专注于股票回购，可以提升 Match 的增长率和盈利能力。此外，他建议如果公司未能实施这些改变，应考虑私有化。</p>
<h2><strong>MTCH 是一只值得购买的股票吗？</strong></h2>
<p>华尔街对 Match 的前景持谨慎乐观态度。股票拥有 12 个买入和 8 个持有推荐，股票的平均目标价为 37.94 美元，暗示比当前水平高出 18.49% 的上涨潜力。</p>
<p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/07/16.7_1-1024x356.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/07/16.7_1-1024x356.png"/></p>
<p>披露</p>

MTCH

<p>Match Group（MTCH），Tinder 的所有者，正面临来自激进投资者 Starboard Value LP 的压力。Starboard 已经收购了 Match 超过 6.5% 的股份，并正在推动提高盈利能力或潜在出售。消息公布后，MTCH 股价上涨约 9%。该公司面临的挑战包括用户增长放缓和竞争加剧。华尔街对 Match 的前景持谨慎乐观态度，给予了 “中等买入” 共识评级</p>

<p>Match Group (MTCH), the owner of the popular dating app Tinder, is facing pressure from activist investor Starboard Value LP. According to the <em>Wall Street Journal</em>’s report, Starboard has acquired over a 6.5% stake in Match and is pushing the company to improve profitability or consider a sale. Following the news, MTCH stock gained about 9% in the extended trading session yesterday.</p>
<div class="lb-trans"><p>Match Group (MTCH)，即热门约会应用 Tinder 的所有者，正面临来自激进投资者 Starboard Value LP 的压力。根据《华尔街日报》的报道，Starboard 已经收购了 Match 超过 6.5% 的股份，并敦促该公司改善盈利能力或考虑出售。消息公布后，MTCH 股票昨日盘后交易中上涨约 9%。</p>
</div><p>It’s worth noting that in March 2024, another activist investor, Elliott Investment Management LP, acquired a substantial stake in Match and appointed two new members to the company’s board.</p>
<div class="lb-trans"><p>值得注意的是，在 2024 年 3 月，另一家激进投资公司 Elliott Investment Management LP 收购了 Match 的大量股份，并任命了两名新成员加入公司董事会。</p>
</div><h2><strong>Match’s Struggles and Starboard’s Vision</strong></h2>
<div class="lb-trans"><h2><strong>Match 的困境与 Starboard 的愿景</strong></h2>
</div><p>Starboard is demanding changes due to Match’s underperformance. MTCH’s stock price has dropped about 34% in the past year, reflecting concerns about slowing user growth, rising competition, and elevated costs.</p>
<div class="lb-trans"><p>由于表现不佳，Starboard 要求 Match 进行改变。过去一年中，MTCH 的股价下跌约 34%，反映出对用户增长放缓、竞争加剧和成本上升的担忧。</p>
</div><p>The hedge fund’s founder, Jeffery Smith, believes Match can significantly improve its performance. He pointed out that a lack of innovation has caused a steady decline in paying users on its core platform, Tinder, which generates more than half of the company’s revenue.</p>
<div class="lb-trans"><p>这家对冲基金的创始人 Jeffery Smith 认为 Match 可以显著提升业绩。他指出，缺乏创新导致其核心平台 Tinder 上付费用户稳步减少，而 Tinder 产生了公司超过一半的收入。</p>
</div><p>To address these issues, Smith suggested that new product innovation at Tinder, along with cost-cutting measures and a focus on share buybacks, could enhance Match’s growth rate and profitability. Furthermore, he suggested that the company should consider going private if it fails to implement these changes.</p>
<div class="lb-trans"><p>为解决这些问题，Smith 建议在 Tinder 进行新产品创新，同时实施削减成本措施和专注于股票回购，可以提升 Match 的增长率和盈利能力。此外，他建议如果公司未能实施这些改变，应考虑私有化。</p>
</div><h2><strong>Is MTCH a Good Stock to Buy?</strong></h2>
<div class="lb-trans"><h2><strong>MTCH 是一只值得购买的股票吗？</strong></h2>
</div><p>Wall Street is cautiously optimistic about Match’s prospects. With 12 Buys and eight Hold recommendations, the stock has a Moderate Buy consensus rating. The analysts’ average price target on MTCH stock of $37.94 implies 18.49% upside potential from current levels.</p>
<div class="lb-trans"><p>华尔街对 Match 的前景持谨慎乐观态度。股票拥有 12 个买入和 8 个持有推荐，股票的平均目标价为 37.94 美元，暗示比当前水平高出 18.49% 的上涨潜力。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/07/16.7_1-1024x356.png" alt="" original-src="https://blog.tipranks.com/wp-content/uploads/2024/07/16.7_1-1024x356.png"/></p>
<p>Disclosure</p>
<div class="lb-trans"><p>披露</p>
</div>

由于激进投资者建立持仓，Match 股票（MTCH）上涨