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MOMOMO

Hello Group Inc.

$MOMO·$814M·Internet Content & Information·Communication Services
$4.68-1.7%YTD-29.8%1Y-35.7%
Price updated 15h ago·X counts updated 5d ago
MOMOMO
$MOMOHello Group Inc.
$4.68-1.68%280 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $MOMO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

280X posts · last 7 days
Sep 21Oct 4
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $MOMO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data21 posts analyzed · as of 2026-09-16

$MOMO chatter is entirely about the BNB-chain memecoin on the BREW launchpad, paired with $ZEC, not the Chinese Momo Inc equity. Holders cheer a buyback-and-burn mechanism that has already torched 8.88% of supply in days — 88.77M tokens — and note MOMO is a privacy character in Chinese culture used as the default avatar. Traders call the barbell of $BREW and $MOMO a kingmaker setup. No dissenting voice.

Read what X is saying about $MOMO

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MOMO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Chinese social app at 9x P/E and 1% of its 52-week range — the X chatter is about a BNB memecoin.

Hello Group runs Momo (China's leading mobile-social app) and Tantu (dating-focused social) plus live-streaming entertainment. The stock is at 1% of its 52-week range on genuine user-base contraction, trading at a 9x P/E that reflects China-ADR discount plus structural concerns.

  • The P&L is softening: revenue fell 5.3% YoY to $2.39B RMB (approximately $335M USD) last quarter at a 13% operating margin and EPS $1.84 — the business is still profitable, but the top-line decline mirrors the broader Chinese social-media secular contraction.
  • At 9x earnings and 0.65x sales, the valuation reflects an ADR discount plus structural concerns about Chinese-social-app engagement, including Momo's live-streaming regulatory overhang that bulls can't easily dismiss.
  • The Dec 4 earnings is the next data point — low-single-digit growth or any further live-streaming revenue decline is what seals the breaking-down tape; a stable live-streaming print plus a specific international expansion commentary is what could restart the move.

Breaking-down holds until Dec 4 earnings confirm live-streaming revenue stabilization and user DAU trajectory stops contracting. A continued revenue decline, or any specific Chinese regulatory headline on social-media payment, is what seals the de-rating; a specific dividend-maintain-and-grow commentary is one of the few things that could stabilize the value proposition.

Differs from X sentimentThe X $MOMO cashtag is a BNB-chain memecoin on the BREW launchpad with a buyback-and-burn mechanism (88.77M tokens torched) — not Hello Group the Chinese social app, whose actual tape is a steady user-base decline the memecoin posters never engage with.

What to watch: Dec 4 earnings — live-streaming revenue stabilization, DAU trajectory, dividend commentary, and any international-expansion disclosure. A sub-$2.3B RMB revenue print or further live-streaming decline is what seals the breaking-down.

On the calendar: 2026-12-04 — Q3 FY26 earnings

Read the AI verdict on $MOMO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Chinese mobile social and live-streaming platform (Momo app) connecting users through live talent shows, social gaming, and short video.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $MOMO.

Internet Content & Information · Communication Services

No material change from last week — AI-enhanced ad targeting continues to concentrate digital ad share in Google and Meta.

What this means for $MOMO

Neutral — Chinese mobile social and live-streaming platform (Momo app) connecting users through live talent shows, social gaming, and short video.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+9.0%YTD
+4.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
9.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
9.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
6.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
38.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 3, 2026$0.26$0.22+19.5%
Q1 2026Jun 2, 2026$0.26$0.23+16.0%
Q4 2025Mar 18, 2026$0.24$0.19+23.2%
Q3 2025Dec 10, 2025$0.33$0.22+52.3%
Next earningsFri, Dec 4·consensus EPS $0.20

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.4B-5.3%38.7%13.0%$1.84$144.2M
Q4 FY25$2.6B-2.3%37.4%11.9%$1.46$229.5M
Q3 FY25$2.7B-0.9%37.4%13.0%$2.10$25.2M
Q2 FY25$2.6B-2.6%38.6%15.4%$-0.84$224.0M

Forward consensus

3-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.8B$9.4B – $10.1B$5.31$5.07 – $5.555
FY27$10.0B$9.6B – $10.4B$5.76$5.55 – $6.017
FY28$10.4B$9.7B – $10.8B$5.37$5.32 – $5.424

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.3%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-12.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-21.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 180.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.545-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 14 other (14 exempts) in window

See when $MOMO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 6 other (3 6-Ks · 2 13Gs · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Hello Group (NASDAQ:MOMO) Reaches New 12-Month Low – Time to Sell?defenseworld.net·4d agoHello Group (NASDAQ:MOMO) Hits New 52-Week Low – Should You Sell?defenseworld.net·8d agoHello Group Inc. (MOMO) Q2 2026 Earnings Call Transcriptseekingalpha.com·36d agoHello Group Q2 Earnings Call Highlightsmarketbeat.com·36d agoHello Group Inc. Announces Unaudited Financial Results for the Second Quarter of 2026prnewswire.com·36d ago

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Voices on X · last 7 days

No standout posts about $MOMO on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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