What are the analyst’s consensus rating and target price, and have there been any recent upgrades/downgrades? | MOMO (Aug 13, 2025) | Candlesense
MOMO

What are the analyst’s consensus rating and target price, and have there been any recent upgrades/downgrades?

Analyst consensus – The current Street view on Hello Group (NASDAQ: MOMO) is a Buy rating, supported by the five analysts covering the stock. Their average 12‑month target price is $12.00, which represents roughly a 20 % upside from today’s market price (≈$10.00).

Recent rating changes – In the past week the brokerages covering MOMO have issued two upgrades (from “Neutral” to “Buy”) and no downgrades. The upgrades were prompted by the company’s strong Q2‑2025 topline growth and the expectation that the upcoming earnings release will further validate the “high‑growth, high‑margin” narrative that underpins the current consensus.

Trading implication – With the consensus still firmly on the “Buy” side and the target price still well above the current level, the stock is positioned for a short‑to‑medium‑term rally ahead of the September 9 earnings call. Traders can consider a long‑position or a buy‑the‑dip approach, keeping a stop just below the recent support zone around $9.50. If the earnings beat expectations, the upside to the $12 target could be realized quickly; however, any surprise downside (e.g., weaker user‑growth or margin compression) could trigger a pull‑back toward the $9.50‑$9.00 range.

Other Questions About This News

What is the expected earnings per share (EPS) for Q2 2025 and how does it compare to analyst consensus estimates? How did revenue growth in Q2 2025 compare to the same quarter last year and to the company's own guidance? What were the primary drivers of any revenue beat or miss (e.g., user growth, ad pricing, new product launches)? What is the outlook for Q3 2025 earnings and revenue guidance? Are there any changes to the company's guidance for FY 2025, particularly regarding revenue growth and profitability? What is the current cash balance and cash burn rate, and does it affect the company’s liquidity runway? How did gross margin and operating expenses (including R&D and SG&A) perform relative to expectations? Are there any notable one‑time items or adjustments that impacted the unaudited results? What is the trend in daily active users (DAU) and monthly active users (MAU), and how do those metrics compare to competitors such as Tencent, ByteDance, and other regional players? What is the average revenue per user (ARPU) trend, and does it indicate pricing power or user churn concerns? Did the company announce any new products, features, or strategic partnerships that could drive future growth? How is the company’s monetization strategy evolving (e.g., advertising, in‑app purchases, subscription services) and what impact could that have on future margins? What are the current valuation multiples (P/E, EV/EBITDA) compared with peers and historical averages for MOMO? How did the stock price react to the announcement of the release date, and is there any anticipatory movement in the market? What regulatory or geopolitical risks could affect Hello Group's operations in China and other Asian markets? Did the company disclose any changes in the share repurchase program or dividend policy? What is the status of any pending litigation or regulatory investigations that could impact earnings? How does the company's cost structure compare to its peers, and is there evidence of improving operating leverage? Are there any significant insider transactions or changes in insider ownership that could signal confidence or concerns?