Hello Group Inc. (MOMO)
NASDAQ:MOMO
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Hello Group
(NASDAQ:MOMO)
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Rating:64Neutral
Price Target:
$6.50
▼(-6.88% Downside)
Action:ReiteratedDate:03/20/26
The score is driven primarily by solid financial stability (especially the conservative balance sheet) and supportive valuation (low P/E), partially offset by weakening operating trends (shrinking revenue, compressed margins, softer free cash flow) and bearish technical signals with the stock trading below major moving averages.
Positive Factors
Overseas Revenue Growth
Significant growth in overseas revenue indicates successful international expansion, diversifying income sources and reducing reliance on domestic markets.
Negative Factors
Revenue Decline
Declining revenue reflects challenges in maintaining growth, potentially impacting profitability and market competitiveness if not addressed.
Read all positive and negative factors
Positive Factors
Negative Factors
Overseas Revenue Growth
Significant growth in overseas revenue indicates successful international expansion, diversifying income sources and reducing reliance on domestic markets.
Read all positive factors
Hello Group (MOMO) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$901.56M
Dividend YieldN/A
Average Volume (3M)739.73K
Price to Earnings (P/E)9.7
Beta (1Y)0.53
Revenue Growth-4.66%
EPS Growth-38.42%
CountryUS
Employees1,390
SectorCommunication Services
Sector Strength97
IndustryInternet Content & Information
Share Statistics
EPS (TTM)0.10
Shares Outstanding116,883,500
10 Day Avg. Volume952,664
30 Day Avg. Volume739,725
Financial Highlights & Ratios
PEG Ratio-0.58
Price to Book (P/B)0.69
Price to Sales (P/S)0.75
P/FCF Ratio11.33
Enterprise Value/Market Cap1.42
Enterprise Value/Revenue0.12
Enterprise Value/Gross Profit0.33
Enterprise Value/Ebitda0.92
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)5.77
Revenue Forecast (FY)$10.09B
Hello Group Business Overview & Revenue Model
Company Description
Hello Group Inc. provides mobile-based social and entertainment services in the People's Republic of China. It operates Momo platform that includes its Momo mobile application, as well as various related properties, features, functionalities, tool...
How the Company Makes Money
Hello Group generates revenue primarily from services offered within its mobile applications. Historically, a major revenue stream has been live video services on Momo, where the company earns money from users purchasing virtual gifts and other pa...
Hello Group Key Performance Indicators (KPIs)
Any
Revenue by Segment
Reveals how different parts of the business contribute to overall revenue, highlighting areas of strength and potential growth or decline within the company’s operations.
Reveals how different parts of the business contribute to overall revenue, highlighting areas of strength and potential growth or decline within the company’s operations.
Data provided by:
The Fly
The FlyHello Group Earnings Call Summary
Earnings Call Date:Sep 09, 2025
(Q2-2025)
| % Change Since: |
Next Earnings Date:Jun 09, 2026
Earnings Call Sentiment Neutral
The earnings call presented a mixed picture, with significant growth in overseas revenue and advancements in AI integration being overshadowed by declines in overall and domestic revenue, and a notable one-off tax expense. While there is optimism in overseas expansion and technology adoption, challenges remain in domestic performance and tax implications.Positive Updates
Overseas Revenue Growth
Overseas business revenue reached RMB 442 million, up 73% year-over-year and 7% quarter-over-quarter, now accounting for 17% of the group revenue compared to 10% in the same period last year.
Negative Updates
Overall Revenue Decline
Total group revenue was RMB 2.62 billion, down 3% year-over-year, with domestic revenue reaching RMB 2.18 billion, down 11% year-over-year.
Read all updates
Q2-2025 Updates
Positive
Negative
Overseas Revenue Growth
Overseas business revenue reached RMB 442 million, up 73% year-over-year and 7% quarter-over-quarter, now accounting for 17% of the group revenue compared to 10% in the same period last year.
Read all positive updates
Company Guidance
During the second quarter of 2025, Hello Group reported a total revenue of RMB 2.62 billion, a decline of 3% year-over-year, with domestic revenue at RMB 2.18 billion, down 11%, and overseas revenue at RMB 442 million, up 73%. The adjusted operating income was RMB 448 million, with a margin of 17%. The company focused on maintaining the productivity of its cash cow business, Momo, and improving Tantan's core dating experience. Momo's app enhancements, including AI features, helped stabilize user retention, achieving 3.5 million paying users, albeit a sequential decrease of 0.6 million. Tantan's revenue was RMB 160 million, down 18% year-over-year, but with an ARPPU increase of 18%. Overseas revenue grew to account for 17% of the total group revenue, driven by social products in the MENA region. For the third quarter, Hello Group projected revenue to be between RMB 2.59 billion and RMB 2.69 billion. The company also discussed adjustments to tax compliance, impacting the financials due to a change in the withholding income tax rate from 5% to 10%, which resulted in a one-off tax expense of RMB 547.9 million.Hello Group Financial Statement Overview
Summary
Income Statement
58
Neutral
Balance Sheet
86
Very Positive
Cash Flow
62
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 10.08B | 10.71B | 12.00B | 12.93B | 14.39B |
| Gross Profit | 3.79B | 4.14B | 4.94B | 5.34B | 6.01B |
| EBITDA | 1.36B | 1.55B | 2.25B | 1.75B | 2.07B |
| Net Income | 786.99M | 1.05B | 1.96B | 1.51B | -2.88B |
Balance Sheet | |||||
| Total Assets | 13.79B | 18.38B | 16.23B | 15.83B | 18.11B |
| Cash, Cash Equivalents and Short-Term Investments | 8.68B | 6.15B | 6.89B | 10.62B | 8.43B |
| Total Debt | 128.91M | 4.58B | 2.29B | 2.77B | 4.83B |
| Total Liabilities | 2.70B | 6.95B | 4.24B | 4.90B | 7.53B |
| Stockholders Equity | 11.09B | 11.43B | 11.80B | 10.78B | 10.45B |
Cash Flow | |||||
| Free Cash Flow | 671.78M | 1.35B | 1.70B | 1.15B | 1.46B |
| Operating Cash Flow | 1.15B | 1.64B | 2.28B | 1.23B | 1.56B |
| Investing Cash Flow | 159.99M | -558.89M | 2.41B | 1.72B | 2.55B |
| Financing Cash Flow | -5.29B | 236.20M | -1.70B | -3.43B | -1.79B |
Hello Group Technical Analysis
Negative
6.98
Price Trends
6.47
Negative
6.63
Negative
7.30
Negative
Market Momentum
-0.16
Positive
37.06
Neutral
6.57
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For MOMO, the sentiment is Negative. The current price of 6.98 is above the 20-day moving average (MA) of 6.12, above the 50-day MA of 6.47, and below the 200-day MA of 7.30, indicating a bearish trend. The MACD of -0.16 indicates Positive momentum. The RSI at 37.06 is Neutral, neither overbought nor oversold. The STOCH value of 6.57 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for MOMO.
Hello Group Risk Analysis
Hello Group disclosed 73 risk factors in its most recent earnings report. Hello Group reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Hello Group Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
71 Outperform | $13.82B | 17.48 | 13.77% | 1.02% | 13.86% | 80.97% | |
64 Neutral | $901.56M | 9.67 | 7.21% | ― | -4.66% | -38.42% | |
62 Neutral | $9.70B | 717.59 | 0.47% | ― | 15.17% | 75.90% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
60 Neutral | $2.82B | 15.27 | 31.92% | 4.25% | -7.60% | -160.75% | |
60 Neutral | $2.11B | 5.42 | 12.13% | 8.13% | -1.29% | 22.48% | |
56 Neutral | $25.38B | -20.22 | 2.48% | ― | -87.55% | 336.73% |
* Communication Services Sector Average
MOMO
Hello Group
5.74
-0.25
-4.17%
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Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.