Bumble (NASDAQ:BMBL) Upgraded at Zacks Research

Zacks Research upgraded shares of Bumble (NASDAQ:BMBL) from a strong sell rating to a hold rating in a report released on Tuesday morning,Zacks.com reports.

Several other brokerages have also recently weighed in on BMBL. Citigroup reduced their target price on shares of Bumble from $5.50 to $3.80 and set a “neutral” rating on the stock in a report on Monday, December 22nd. Morgan Stanley reduced their price objective on shares of Bumble from $6.00 to $3.50 and set an “equal weight” rating on the stock in a report on Wednesday, November 19th. Susquehanna lowered their target price on shares of Bumble from $7.00 to $4.50 and set a “neutral” rating for the company in a research note on Monday, November 10th. Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $4.00 price target on shares of Bumble in a research note on Tuesday, January 20th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Bumble in a report on Monday, December 29th. Fourteen equities research analysts have rated the stock with a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Reduce” and an average target price of $4.41.

Bumble Trading Up 34.2%

BMBL opened at $3.81 on Tuesday. The business has a fifty day moving average price of $3.26 and a 200 day moving average price of $4.41. The company has a debt-to-equity ratio of 0.97, a current ratio of 3.55 and a quick ratio of 3.55. Bumble has a 12 month low of $2.61 and a 12 month high of $8.64. The stock has a market capitalization of $429.54 million, a price-to-earnings ratio of -0.63, a PEG ratio of 0.10 and a beta of 1.96.

Bumble (NASDAQ:BMBL) last posted its quarterly earnings results on Wednesday, March 11th. The company reported $1.07 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.28 by $0.79. The company had revenue of $224.17 million for the quarter, compared to analyst estimates of $221.45 million. Bumble had a positive return on equity of 22.13% and a negative net margin of 72.74%.Bumble’s revenue for the quarter was down 14.3% compared to the same quarter last year. During the same quarter last year, the company earned $0.17 EPS. Sell-side analysts expect that Bumble will post 4.19 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Bumble

Several hedge funds have recently made changes to their positions in the business. EFG International AG acquired a new position in Bumble during the fourth quarter worth $25,000. Wexford Capital LP acquired a new stake in Bumble in the third quarter valued at $31,000. Oppenheimer & Co. Inc. acquired a new stake in Bumble in the fourth quarter valued at $36,000. StoneX Group Inc. purchased a new stake in shares of Bumble during the 4th quarter worth $36,000. Finally, Focus Partners Advisor Solutions LLC acquired a new position in shares of Bumble during the 4th quarter worth $37,000. Institutional investors and hedge funds own 94.85% of the company’s stock.

Key Headlines 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)

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.