Bumble Inc. (NASDAQ:BMBL) Receives Consensus Rating of “Reduce” from Analysts

Bumble Inc. (NASDAQ:BMBL) has been assigned a consensus recommendation of “Reduce” from the eighteen brokerages that are currently covering the stock, Marketbeat reports. Two analysts have rated the stock with a sell rating, fifteen have given a hold rating and one has assigned a buy rating to the company. The average 12-month target price among brokerages that have updated their coverage on the stock in the last year is $3.9917.

Several brokerages recently weighed in on BMBL. Royal Bank Of Canada dropped their price objective on Bumble from $5.00 to $4.00 and set a “sector perform” rating for the company in a research report on Friday. Raymond James Financial reiterated a “market perform” rating on shares of Bumble in a research report on Thursday, June 25th. The Goldman Sachs Group lowered their target price on Bumble from $5.00 to $3.50 and set a “neutral” rating for the company in a research note on Thursday. Weiss Ratings reissued a “sell (e+)” rating on shares of Bumble in a report on Tuesday. Finally, Wall Street Zen downgraded shares of Bumble from a “buy” rating to a “hold” rating in a research note on Saturday.

Bumble Stock Down 0.7%

NASDAQ BMBL opened at $2.83 on Friday. The business has a fifty day moving average price of $2.97 and a two-hundred day moving average price of $3.27. The stock has a market capitalization of $367.39 million, a PE ratio of -0.67, a PEG ratio of 0.09 and a beta of 1.87. Bumble has a fifty-two week low of $2.54 and a fifty-two week high of $7.37. The company has a debt-to-equity ratio of 0.58, a current ratio of 1.22 and a quick ratio of 1.22.

Bumble (NASDAQ:BMBL) last issued its quarterly earnings results on Wednesday, August 5th. The company reported ($0.84) earnings per share (EPS) for the quarter, missing the consensus estimate of $0.25 by ($1.09). Bumble had a negative net margin of 58.99% and a positive return on equity of 33.68%. The business had revenue of $210.53 million during the quarter, compared to the consensus estimate of $210.46 million. During the same quarter in the previous year, the business posted ($2.45) EPS. The company’s revenue for the quarter was down 15.2% on a year-over-year basis. Equities analysts expect that Bumble will post 1.03 earnings per share for the current fiscal year.

Key Stories Impacting Bumble

Here are the key news stories impacting Bumble this week:

• Positive Sentiment: Bumble’s second-quarter adjusted earnings reportedly exceeded Wall Street expectations, with earnings of $0.45 per share versus the $0.25 consensus estimate. Revenue was approximately $210.5 million, broadly matching forecasts. Bumble Inc. Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: The company is promoting its newer Plans app, which is designed to facilitate low-pressure, in-person group meetups. Early traction and a shift away from traditional swiping could help Bumble attract younger users and diversify engagement over time. Bumble teases a swipe-free future as it doubles down on IRL meetups
• Neutral Sentiment: Royal Bank of Canada lowered its price target from $5.00 to $4.00 while maintaining a “sector perform” rating. Wells Fargo also reduced its target to $4.00 and kept an “equal weight” rating, indicating analysts see upside but remain cautious. Benzinga analyst updates
• Negative Sentiment: Bumble forecast third-quarter revenue of $205 million to $213 million, reflecting continued growth concerns. Management expects marketing investment to support user acquisition, with an approximately 28% adjusted EBITDA margin midpoint. Bumble Q3 revenue outlook
• Negative Sentiment: Reuters reported that Bumble’s paying-user base declined, contributing to a downbeat quarterly revenue forecast. The company’s revenue also fell year over year, intensifying concerns about competition, user monetization and the effectiveness of its turnaround strategy. Bumble forecasts downbeat quarterly revenue as paying users drop
• Negative Sentiment: Susquehanna cut its target from $3.50 to $3.00 and Goldman Sachs reduced its target from $5.00 to $3.50; both firms rated the stock “neutral.” The broad wave of target reductions is likely weighing on investor sentiment. Benzinga analyst updates

Insider Buying and Selling at Bumble

In other Bumble news, major shareholder Bx Buzz Ml-1 Gp Llc sold 7,477,500 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $3.78, for a total value of $28,264,950.00. Following the sale, the insider owned 19,374 shares in the company, valued at $73,233.72. This trade represents a 99.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, major shareholder Holdings Gp Man Blackstone III sold 7,477,500 shares of the business’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $3.78, for a total transaction of $28,264,950.00. Following the sale, the insider directly owned 19,374 shares in the company, valued at approximately $73,233.72. The trade was a 99.74% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 29,954,026 shares of company stock worth $113,182,633 over the last 90 days. 15.35% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of BMBL. Wexford Capital LP acquired a new stake in shares of Bumble during the 3rd quarter valued at $31,000. EFG International AG acquired a new position in Bumble in the 4th quarter worth about $25,000. Oppenheimer & Co. Inc. bought a new position in Bumble in the fourth quarter valued at about $36,000. StoneX Group Inc. bought a new position in Bumble in the fourth quarter valued at about $36,000. Finally, Focus Partners Advisor Solutions LLC bought a new position in Bumble in the fourth quarter valued at about $37,000. 94.85% of the stock is currently owned by institutional investors.

Bumble Company Profile

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.