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MOMOMO

Hello Group Inc.

$MOMO·$989M·Internet Content & Information·Communication Services
$6.06-0.3%YTD-9.1%1Y-28.8%
Mentions · last 7 days
2026-07-04: 57 posts2026-07-05: 98 posts2026-07-06: 46 posts2026-07-07: 37 posts2026-07-08: 39 posts2026-07-09: 32 posts2026-07-10: 21 posts337
Price updated 13h ago·X counts updated 13h ago
MOMOMO
$MOMOHello Group Inc.
$6.06-0.33%337 posts
AI analysisFundamentalsVoices on X
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What it does

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

Hello Group Inc. delivers a suite of mobile-centric social and entertainment offerings across the People's Republic of China. The company's flagship "Momo" platform comprises its primary mobile application along with numerous associated features, tools, and services. This app acts as a central hub where users can connect and engage, facilitated by shared interests and geographical proximity. It provides a variety of recreational activities, including live talent showcases, short video content, social gaming, and interactive video and audio experiences such as virtual parties, mobile karaoke, and user-driven reality programs. Additionally, Momo's user base can livestream diverse content, ranging from talent displays like singing, dancing, and talk shows, to casual discussions and direct interactions between broadcasters and viewers. Hello Group also operates "Tantan," a dedicated social and dating application. Tantan assists individuals in forging romantic connections and meeting new, intriguing people. Its functionalities extend to live video streaming, instant messaging, value-added services, mobile marketing solutions, various mobile games, and audio chatrooms. Established in 2011, the company, originally known as Momo Inc., officially rebranded to Hello Group Inc. in August 2021. Its corporate headquarters are situated in Beijing, People's Republic of China.

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 sustains META and GOOGL digital advertising pricing while LLM-based search agents remain a medium-term displacement risk to search revenue. Digital advertising continues to outperform traditional media as brand budgets follow eyeballs to social and search platforms.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+2.1%YTD
+3.8%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
Q1 2026Jun 2, 2026$0.30$0.23+32.7%
Q4 2025Mar 18, 2026$0.24$0.19+23.2%
Q3 2025Dec 10, 2025$0.33$0.22+52.3%
Q2 2025Sep 9, 2025$-0.08$0.27-129.5%
Next earningsThu, Aug 27·consensus EPS $0.22

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$10.1B$10.0B – $10.2B$6.08$5.95 – $6.153
FY27$10.5B$10.2B – $10.6B$6.40$5.91 – $7.057
FY28$11.0B$10.8B – $11.1B$6.42$5.95 – $7.174

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.0.6×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.19%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.+2.6%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.-6.2%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 today0.3% 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

SellMar 31Jianhua WenCTO4.2K sh$24K
+ 20 other (16 exempts · 4 awards) 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.

Recent material filings

3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 163
3New insider — initial holdingsMar 163
3New insider — initial holdingsMar 163
3New insider — initial holdingsMar 163
3New insider — initial holdingsMar 163
+ 5 other (2 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: Domestic Headwinds Continue To Stifle Momentum Post Q1 Earningsseekingalpha.com·30d agoHello Group Inc. (MOMO) Q1 2026 Earnings Call Transcriptseekingalpha.com·39d agoHello Group Q1 Earnings Call Highlightsmarketbeat.com·39d agoHello Group Inc. Announces Unaudited Financial Results for the First Quarter of 2026gurufocus.com·39d agoHello Group Inc. Announces Unaudited Financial Results for the First Quarter of 2026prnewswire.com·39d ago

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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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