Bumble (NASDAQ:BMBL – Get Free Report) was upgraded by equities researchers at Zacks Research from a “strong sell” rating to a “hold” rating in a report released on Tuesday,Zacks.com reports.
BMBL has been the subject of a number of other reports. Susquehanna decreased their target price on Bumble from $7.00 to $4.50 and set a “neutral” rating for the company in a report on Monday, November 10th. UBS Group reduced their price target on Bumble from $6.50 to $5.00 and set a “neutral” rating on the stock in a research report on Monday, November 10th. Citigroup decreased their price objective on Bumble from $5.50 to $3.80 and set a “neutral” rating for the company in a research note on Monday, December 22nd. Jefferies Financial Group lowered their price objective on Bumble from $5.00 to $4.00 and set a “hold” rating for the company in a research report on Thursday, December 11th. Finally, Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $4.00 target price on shares of Bumble in a research note on Tuesday, January 20th. Twelve research analysts have rated the stock with a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Reduce” and a consensus price target of $4.60.
Check Out Our Latest Analysis on Bumble
Bumble Price Performance
Bumble (NASDAQ:BMBL – Get Free Report) last posted its quarterly earnings results on Wednesday, March 11th. The company reported ($4.06) EPS for the quarter, missing the consensus estimate of $0.28 by ($4.34). Bumble had a positive return on equity of 10.85% and a negative net margin of 19.82%.The business had revenue of $224.17 million during the quarter, compared to analyst estimates of $221.45 million. During the same quarter last year, the firm earned $0.17 EPS. The business’s revenue was down 14.3% on a year-over-year basis. On average, research analysts expect that Bumble will post 4.19 EPS for the current fiscal year.
Institutional Trading of Bumble
A number of institutional investors have recently bought and sold shares of BMBL. Maple Rock Capital Partners Inc. acquired a new position in shares of Bumble during the 2nd quarter worth about $30,127,000. Vanguard Group Inc. raised its position in shares of Bumble by 52.0% during the 3rd quarter. Vanguard Group Inc. now owns 11,164,004 shares of the company’s stock worth $67,989,000 after acquiring an additional 3,820,205 shares in the last quarter. Saba Capital Management L.P. raised its position in shares of Bumble by 52.6% during the 4th quarter. Saba Capital Management L.P. now owns 5,337,549 shares of the company’s stock worth $19,055,000 after acquiring an additional 1,838,923 shares in the last quarter. Tudor Investment Corp ET AL purchased a new stake in Bumble during the third quarter worth approximately $6,013,000. Finally, Jacobs Levy Equity Management Inc. purchased a new stake in Bumble during the fourth quarter worth approximately $3,516,000. 94.85% of the stock is owned by hedge funds and other institutional investors.
Key Headlines Impacting Bumble
Here are the key news stories impacting Bumble this week:
- Positive Sentiment: Revenue beat and upbeat quarter — Bumble reported Q4 revenue above estimates and said its turnaround efforts are beginning to work, driving investor optimism. Bumble posts quarterly revenue above estimates (Reuters)
- Positive Sentiment: Market reaction — Multiple outlets report the stock rallied in extended trading/after-hours following the top-line beat, reflecting immediate positive sentiment. Bumble surges 17% on topline beat in Q4 (Investing.com)
- Positive Sentiment: Management narrative and investor materials — The company emphasized restoring its women-first approach and improving trust/authenticity as key drivers of user engagement and monetization in comments accompanying results. Bumble Inc. Announces Fourth Quarter and Full-Year 2025 Results (Business Wire)
- Neutral Sentiment: Earnings detail and analyst context — Transcripts and metric breakdowns provide more nuance (mix of beats and misses by metric); investors will be parsing margins, ARPU and subscriber trends from the call. Q4 2025 Earnings Call Transcript (Seeking Alpha) Key metrics vs. estimates (Zacks)
- Neutral Sentiment: Q1 guidance largely in line — Bumble issued Q1 revenue guidance roughly consistent with consensus ($209–$213M vs. ~$210.3M), which tempers the beat’s forward-readthrough. (Guidance referenced in filings/notes accompanying the release.)
- Neutral Sentiment: Short-interest data noisy — Recent short-interest entries appear unreliable in public feeds (reports showing zero shares / NaN changes); treat that dataset with caution.
- Negative Sentiment: Large historical market-cap loss and lingering skepticism — Analysts and commentators have highlighted Bumble’s multibillion-dollar market-cap decline since peak, and some caution that sustained revenue growth and margin recovery must follow to justify higher valuations. Bumble stock has had a $14.7B wipeout (Invezz)
About Bumble
Bumble Inc operates a technology platform designed to facilitate social and professional connections through its suite of apps, most notably the flagship Bumble dating app. The company’s core premise is to empower users—particularly women—to make the first move, helping to reshape traditional dating dynamics. In addition to its dating function, Bumble offers mode-switching features that allow users to find friends through “Bumble BFF” or pursue professional networking opportunities via “Bumble Bizz.”
Beyond the Bumble app, the company also owns and operates Badoo, a social discovery platform with a substantial global footprint, particularly in Europe and Latin America.
See Also
- Five stocks we like better than Bumble
- “This AI Giant is About to Go Bust”
- I tried out Elon Musk’s new AI tech — it floored me
- “I just bought 10,000 shares of a $5 stock…”
- Is Trump Done? Shocking leak…
- What a Former CIA Agent Knows About the Coming Collapse
Receive News & Ratings for Bumble Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Bumble and related companies with MarketBeat.com's FREE daily email newsletter.
