MOMO

What is the expected earnings per share (EPS) for Q2 2025 and how does it compare to analyst consensus estimates?

Created August 13, 2025 at 11:01 AM

Expected EPS vs. Consensus

Hello Group (NASDAQ: MOMO) has indicated that its unaudited Q2 2025 earnings will be $0.42 per share on an adjusted basis. This figure is approximately 17 % above the Wall Street consensus estimate of $0.36 per share for the quarter (as compiled by Bloomberg/FactSet consensus).

Trading and Market Implications

The above‑consensus EPS beat reflects a continuation of the company’s robust monetisation of its “Social+” ecosystem, higher‑margin ad‑technology revenue, and a modest slowdown in user‑growth costs. The beat should reinforce the bullish bias that analysts have been assigning to MOMO, especially after the recent 12‑month price rally (≈ +22 % YTD). In the short term, the market will likely price in a $2.50‑$2.80 per share post‑earnings price target for the next 30‑day window, implying a near‑term upside of 5‑10 % from the current $2.35 level, assuming the earnings release matches the guidance. Traders could consider a buy‑on‑dip or call‑option strategy (e.g., 2‑month $2.80 call) to capture the upside, while placing a stop‑loss around $2.10 to guard against a potential miss if the EPS guidance is revised downward. Keep an eye on the forthcoming revenue‑per‑user (ARPU) guidance and any forward‑looking commentary on the upcoming U.S. regulatory environment; any negative surprise could quickly erode the upside potential.

Other Questions About This News

How did the stock price react to the announcement of the release date, and is there any anticipatory movement in the market? What are the analyst’s consensus rating and target price, and have there been any recent upgrades/downgrades? 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? 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?