Bumble (NASDAQ:BMBL – Get Free Report) announced its quarterly earnings results on Tuesday. The company reported $0.34 earnings per share for the quarter, beating analysts’ consensus estimates of $0.25 by $0.09, Zacks reports. Bumble had a negative net margin of 72.74% and a positive return on equity of 24.58%. During the same period in the previous year, the firm earned $0.13 earnings per share. The company’s quarterly revenue was down 14.1% compared to the same quarter last year.
Here are the key takeaways from Bumble’s conference call:
- Company completed a deliberate quality reset that reduced scale but improved member health and is now entering an “activation” phase to drive more in-person dates with a reimagined experience.
- Bumble is rolling out a cloud-native, AI-enabled tech platform and an AI layer called Bee, which management says will speed innovation from months to days/weeks and enable much deeper personalization; initial backend rollout begins in coming weeks and a next‑gen app launches in select markets in Q4.
- Q1 revenue was down to $212 million (Bumble app $173M) year‑over‑year, but Adjusted EBITDA rose to $83 million (39% margin) due to operating discipline and sharply lower performance marketing.
- Strong cash generation: $77 million operating cash flow and $74 million free cash flow in Q1, $246 million cash at quarter end, and a refinancing that included a $114 million debt paydown to reduce leverage.
- Near‑term growth and margins may be pressured as management plans increased investment in technology, talent, and marketing; Q2 guidance targets $205–$213M revenue and Adjusted EBITDA of $65–$70M while the company works toward a broader product rollout into 2027.
Bumble Trading Up 0.5%
Shares of Bumble stock traded up $0.02 during mid-day trading on Tuesday, hitting $4.29. 4,139,613 shares of the stock were exchanged, compared to its average volume of 2,667,906. The company has a current ratio of 2.21, a quick ratio of 2.21 and a debt-to-equity ratio of 0.86. The stock has a market capitalization of $556.93 million, a price-to-earnings ratio of -0.71, a price-to-earnings-growth ratio of 0.18 and a beta of 1.99. The company has a 50-day simple moving average of $3.58 and a 200 day simple moving average of $3.74. Bumble has a twelve month low of $2.61 and a twelve month high of $8.64.
Insiders Place Their Bets
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently added to or reduced their stakes in BMBL. Royal Bank of Canada lifted its position in Bumble by 409.3% during the first quarter. Royal Bank of Canada now owns 325,121 shares of the company’s stock valued at $1,410,000 after buying an additional 261,281 shares in the last quarter. Dynamic Technology Lab Private Ltd purchased a new stake in Bumble during the 1st quarter worth $117,000. JPMorgan Chase & Co. increased its holdings in Bumble by 709.1% in the 2nd quarter. JPMorgan Chase & Co. now owns 713,855 shares of the company’s stock valued at $4,704,000 after purchasing an additional 625,631 shares in the last quarter. Prudential Financial Inc. purchased a new position in Bumble in the second quarter valued at about $392,000. Finally, New York State Common Retirement Fund raised its position in Bumble by 31.1% in the second quarter. New York State Common Retirement Fund now owns 25,631 shares of the company’s stock valued at $169,000 after purchasing an additional 6,077 shares during the period. Institutional investors and hedge funds own 94.85% of the company’s stock.
Wall Street Analysts Forecast Growth
A number of equities analysts recently weighed in on the stock. Morgan Stanley lifted their price objective on shares of Bumble from $3.50 to $4.00 and gave the company an “equal weight” rating in a research report on Thursday, March 12th. UBS Group reissued a “neutral” rating and set a $4.00 price target on shares of Bumble in a research note on Friday, March 13th. Bank of America decreased their target price on Bumble from $3.50 to $3.30 and set an “underperform” rating on the stock in a research report on Thursday, March 12th. Wells Fargo & Company cut their price target on Bumble from $5.50 to $5.00 and set an “equal weight” rating for the company in a research note on Thursday, March 12th. Finally, Citigroup boosted their price objective on shares of Bumble from $3.80 to $3.90 and gave the stock a “neutral” rating in a research report on Thursday, March 12th. One analyst has rated the stock with a Buy rating, fourteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Reduce” and an average target price of $4.36.
Get Our Latest Report on Bumble
Bumble News Roundup
Here are the key news stories impacting Bumble this week:
- Positive Sentiment: Q1 EPS and profitability beat: Bumble reported $0.34 EPS (well above consensus), operating profit and net income rose materially, and operating cash flow strengthened — evidence the company is improving unit economics and cash generation. Bumble Inc. (BMBL) Releases Q1 2026 Earnings
- Positive Sentiment: Strategic product overhaul aimed at Gen Z: management is rebuilding an AI-enabled platform and plans a reimagined experience later this year — a potential multi-quarter catalyst if it re-engages younger users. Bumble posts upbeat quarterly revenue as platform overhaul targets Gen Z
- Neutral Sentiment: Revenue mixed vs. expectations: Q1 revenue was ~$212.4M (down ~14% YoY); some outlets call it slightly below consensus while others framed it as “upbeat” in context of the strategic reset — top-line weakness remains a watch item. Compared to Estimates, Bumble (BMBL) Q1 Earnings
- Neutral Sentiment: Q2 revenue guide slightly below consensus: Bumble issued revenue guidance roughly $205M–$213M versus a consensus around $214.7M — small miss that leaves guidance risk but not a blowout. Bumble Q1 press release / slides
- Negative Sentiment: Paying users are falling sharply: paid users declined ~21% year-over-year to ~3.2M, a core demand signal that pressures future revenue unless product changes reverse the trend. Bumble’s paying users are slipping
- Negative Sentiment: Top-line decline and potential near-term headwinds: revenue was down ~14% YoY and some coverage notes a slight revenue miss — sustained user/share declines could pressure valuation until growth stabilizes. Bumble earnings details / call
- Negative Sentiment: Significant insider and institutional selling noted in filings — raises governance/float concerns and can add selling pressure. Quiver Quant — insider & institutional activity
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.
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