Bumble’s (BMBL) Sector Perform Rating Reaffirmed at Royal Bank Of Canada

Royal Bank Of Canada reissued their sector perform rating on shares of Bumble (NASDAQ:BMBL) in a research note issued to investors on Thursday morning,Benzinga reports. Royal Bank Of Canada currently has a $5.00 target price on the stock.

A number of other brokerages also recently weighed in on BMBL. Zacks Research raised shares of Bumble from a “strong sell” rating to a “hold” rating in a report on Tuesday. JPMorgan Chase & Co. raised shares of Bumble from an “underweight” rating to a “neutral” rating in a research report on Thursday. Wells Fargo & Company reduced their target price on shares of Bumble from $5.50 to $5.00 and set an “equal weight” rating for the company in a research note on Thursday. Jefferies Financial Group decreased their target price on Bumble from $5.00 to $4.00 and set a “hold” rating on the stock in a research report on Thursday, December 11th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Bumble in a research note on Monday, December 29th. Fourteen equities research analysts have rated the stock with a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Reduce” and an average price target of $4.41.

Bumble Stock Up 34.2%

Shares of BMBL stock opened at $3.81 on Thursday. Bumble has a 12 month low of $2.61 and a 12 month high of $8.64. The company has a quick ratio of 3.55, a current ratio of 3.55 and a debt-to-equity ratio of 0.97. The firm has a market cap of $429.54 million, a PE ratio of -0.63, a price-to-earnings-growth ratio of 0.10 and a beta of 1.96. The stock has a 50 day moving average of $3.26 and a 200-day moving average of $4.41.

Bumble (NASDAQ:BMBL) last announced its quarterly earnings data on Wednesday, March 11th. The company reported $1.07 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.28 by $0.79. Bumble had a negative net margin of 72.74% and a positive return on equity of 22.13%. The business had revenue of $224.17 million for the quarter, compared to the consensus estimate of $221.45 million. During the same quarter last year, the company posted $0.17 earnings per share. Bumble’s quarterly revenue was down 14.3% on a year-over-year basis. On average, equities analysts predict that Bumble will post 4.19 EPS for the current year.

Institutional Investors Weigh In On Bumble

Large investors have recently modified their holdings of the stock. Maple Rock Capital Partners Inc. acquired a new position in shares of Bumble in the 2nd quarter worth approximately $30,127,000. Vanguard Group Inc. boosted its stake in Bumble by 52.0% in the 3rd quarter. Vanguard Group Inc. now owns 11,164,004 shares of the company’s stock valued at $67,989,000 after buying an additional 3,820,205 shares in the last quarter. Saba Capital Management L.P. boosted its stake in Bumble by 52.6% in the 4th quarter. Saba Capital Management L.P. now owns 5,337,549 shares of the company’s stock valued at $19,055,000 after buying an additional 1,838,923 shares in the last quarter. Tudor Investment Corp ET AL bought a new stake in Bumble in the third quarter valued at $6,013,000. Finally, Jacobs Levy Equity Management Inc. acquired a new position in Bumble during the fourth quarter worth $3,516,000. 94.85% of the stock is currently owned by institutional investors.

Key Stories Impacting Bumble

Here are the key news stories impacting Bumble this week:

• Positive Sentiment: Q4 beat and stronger guidance — Bumble reported EPS $1.07 vs. ~$0.28 expected and revenue $224.2M vs. ~$221.5M, and issued Q1 revenue guidance roughly in line-to‑slightly above consensus, which helped lift sentiment. Bumble posts quarterly revenue above estimates (Reuters)
• Positive Sentiment: AI product launch — Bumble unveiled “Bee,” an AI dating assistant to personalize matches and messaging; investors view this as a catalyst to win back younger users and boost engagement/monetization. Bumble to launch an AI dating assistant, ‘Bee’ (TechCrunch)
• Positive Sentiment: Early signs of user stabilization and product roadmap — Management highlighted stabilizing user trends and a planned tech‑stack relaunch (targeted Q2) aimed at margin expansion and product improvements. Tech-stack relaunch & margin commentary (Seeking Alpha)
• Positive Sentiment: Market positioning and investor flow — Unusually large call buying and heavy trading volume suggest speculative/positive positioning into the news; several firms moved to neutral/upgrade views or nudged price targets higher (JPMorgan, Morgan Stanley, Citi). Shares jump on revenue beat (Proactive Investors)
• Neutral Sentiment: Analyst mix — Some firms reaffirmed “hold/sector perform” with mid‑range price targets ($4–$5), reflecting cautious optimism but not full conviction. Analyst notes (Benzinga)
• Neutral Sentiment: Short‑interest reporting appears anomalous in the public feeds (entries show 0 shares); treat these data points with caution until exchanges confirm.
• Negative Sentiment: Underlying fundamentals still weak — Revenue was down ~14% YoY and the company reported a negative net margin; the turnaround depends on execution of the AI/product relaunch. Earnings release & metrics (MarketBeat)
• Negative Sentiment: Analyst downgrades / target cuts — Some analysts cut forecasts or lowered targets after the print (Bank of America cut its price target and kept an underperform view), indicating lingering skepticism. Analysts cut forecasts (Benzinga)

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.