Bumble (NASDAQ:BMBL) Earns “Hold” Rating from TD Cowen

Bumble (NASDAQ:BMBL)‘s stock had its “hold” rating reaffirmed by research analysts at TD Cowen in a research report issued to clients and investors on Thursday,Benzinga reports. They presently have a $5.00 price objective on the stock. TD Cowen’s price target would suggest a potential upside of 32.63% from the stock’s previous close.

Other analysts have also recently issued research reports about the stock. JPMorgan Chase & Co. upgraded shares of Bumble from an “underweight” rating to a “neutral” rating in a research report on Thursday. Jefferies Financial Group decreased their price objective on Bumble from $5.00 to $4.00 and set a “hold” rating for the company in a research note on Thursday, December 11th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $4.00 price objective on shares of Bumble in a report on Tuesday, January 20th. Wells Fargo & Company cut their target price on Bumble from $5.50 to $5.00 and set an “equal weight” rating on the stock in a research note on Thursday. Finally, Bank of America reduced their target price on Bumble from $3.50 to $3.30 and set an “underperform” rating on the stock in a report on Thursday. Fourteen research analysts have rated the stock with a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Reduce” and an average price target of $4.34.

Bumble Stock Down 1.0%

Shares of NASDAQ:BMBL opened at $3.77 on Thursday. The company has a debt-to-equity ratio of 0.97, a current ratio of 3.55 and a quick ratio of 3.55. The stock has a market cap of $425.03 million, a price-to-earnings ratio of -0.62, a P/E/G ratio of 0.13 and a beta of 1.96. The company has a 50 day moving average of $3.26 and a 200-day moving average of $4.39. Bumble has a one year low of $2.61 and a one year high of $8.64.

Bumble (NASDAQ:BMBL) last announced its quarterly earnings data on Wednesday, March 11th. The company reported $1.07 earnings per share for the quarter, beating 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 analyst estimates of $221.45 million. During the same period in the prior year, the business posted $0.17 earnings per share. Bumble’s revenue was down 14.3% compared to the same quarter last year. On average, sell-side analysts forecast that Bumble will post 4.19 earnings per share for the current year.

Institutional Inflows and Outflows

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

Key Headlines Impacting Bumble

Here are the key news stories impacting Bumble this week:

• Positive Sentiment: Company unveiled an AI dating assistant, “Bee,” positioned as a personalized matchmaker — investors see this as a product catalyst to win back younger users and monetize data. Bumble to launch an AI dating assistant, ‘Bee’
• Positive Sentiment: Fourth‑quarter results beat expectations (EPS well above estimates; revenue ~$224.2M vs. est. ~$221M) and management signaled early stabilization in user trends — the beat and commentary triggered the initial rally. Bumble shares rally on earnings beat, optimism around AI‑led app revamp
• Positive Sentiment: Several brokers adjusted ratings after the quarter — JPMorgan upgraded Bumble from underweight to neutral, helping sentiment during the rally. JP Morgan Upgrades Bumble (BMBL)
• Neutral Sentiment: Social and retail interest spiked — Reddit sentiment turned sharply bullish and unusual options/call buying increased, amplifying intraday volatility and momentum trading. Bumble’s AI Dating Concierge Sparked a Reddit Sentiment Flip From 29 to 76
• Neutral Sentiment: Coverage and headlines highlighted a 25–34% intraday move tied to the AI announcement and earnings — that volatility raises both upside on sustained product execution and downside from short‑term profit‑taking. Bumble (BMBL) Stock Rockets 34% After Revealing AI-Powered Dating Assistant ‘Bee’
• Negative Sentiment: Some analysts trimmed forecasts or kept cautious views despite the beat — Bank of America cut its price target and other shops issued mixed guidance revisions, which tempers the thesis that the beat alone fixes top‑line pressure. These Analysts Cut Their Forecasts On Bumble Following Q4 Earnings
• Negative Sentiment: After a sharp multi‑day rally, profit‑taking and high trading volume have pushed the stock lower from the intraday highs — investors should watch whether engagement metrics and monetization from Bee justify sustained multiple expansion. Bumble (BMBL) shares skyrocket, what you need to know

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.