"There are few stand-out investment opportunities these days," said Mark Brooks, an Internet dating industry consultant based in New York City.
Leading the pack is Match.com, owned by IAC/InterActiveCorp, the Internet holding company controlled by billionaire Barry Diller. Analysts say Match.com is best positioned to capitalize on the surge, so much so that Topeka has increased the value of the company's stock to $98 from $78 and recommends investors purchase shares of IAC in anticipation of a Match.com spinoff.
(IAC announced in December that the dating website will be reorganized as a separate business called Match Group, with its own chairman, potentially setting the stage for a spinoff.)
"A company like Match, they have the best potential to gain significant market share in terms of the number of subscribers," Anthony said.