StreetInsider.com News Articles

Bumble Inc. (BMBL) PT Lowered to $4 at UBS

Fri, 13 Mar 2026 10:04:08 -0400

UBS analyst Stephen Ju lowered the price target on Bumble Inc. (NASDAQ: BMBL) to $4.00 (from $5.00) while maintaining a Neutral rating.

The analyst commented, "4Q25 revenue and Adj. EBITDA were both ahead of Street ($224M / $72M vs. $221M / $64M) and 1Q26 EBITDA guidance beat consensus by ~34% (midpoint at $78M/36.4% margin vs. Street at $58M/27.5% margin) as Bumble unlocked platform/payment cost benefits. The key update is that Bumble’s quality reset appears largely complete, with management pointing to stabilizing registrations/active users, improving retention trends, and a healthier payer mix, as the company now pivots to increasing new product velocity.

Bumble Inc. (BMBL) PT Lowered to $4 at UBS

Fri, 13 Mar 2026 10:04:08 -0400

UBS analyst Stephen Ju lowered the price target on Bumble Inc. (NASDAQ: BMBL) to $4.00 (from $5.00) while maintaining a Neutral rating.

Form 4 Bumble Inc. For: Mar 10 Filed by: Herd Whitney Wolfe

Thu, 12 Mar 2026 16:25:00 -0400

si-local-file:///var/storage/secattach/20260312/26153571.html

Form 4 Bumble Inc. For: Mar 10 Filed by: Herd Whitney Wolfe

Thu, 12 Mar 2026 16:25:00 -0400

si-local-file:///var/storage/secattach/20260312/26153571.html

Evercore ISI Reiterates In Line Rating on Bumble Inc. (BMBL) following Q4 report

Thu, 12 Mar 2026 10:12:26 -0400

Evercore ISI analyst Mark Mahaney reiterated an In Line rating and $5.00 price target on Bumble Inc. (NASDAQ: BMBL)

The analyst commented, "BMBL reported a Beat and Raise Q4, with Q4 Revenue modestly ahead of the Street (+1%) and an EBITDA beat (+12%), while Q1 guide bracketed Street expectations on Revenue and beat on EBITDA... we think customer acquisition investment will likely ramp significantly concurrent with the product refresh, injecting some uncertainty into FY26 forecasts despite the constructive Q1 profitability outlook and our expectation that GM should continue to move higher on direct billing tailwinds (which drove 1-pt GM benefit in

Bumble Inc. (BMBL) PT Lowered to $3.30 at BofA Securities

Thu, 12 Mar 2026 09:08:48 -0400

BofA Securities analyst Omar Dessouky lowered the price target on Bumble Inc. (NASDAQ: BMBL) to $3.30 (from $3.50) while maintaining a Underperform rating.

The analyst commented, "4Q rev of $224mn fell 14% Y/Y, above the high end of guidance and ahead of BofA/Street, with both Bumble and Badoo modestly ahead. Paying users on both apps continued to decline, but management pointed to early top-of-funnel stabilization in registrations and active users. 4Q EBITDA of $72mn came in well above guidance, with direct billing driving a 100 bps Y/Y gross margin benefit and likely more efficiency through 2026. Total payers of 3.3mn fell

Bumble Inc. (BMBL) PT Lowered to $3.30 at BofA Securities

Thu, 12 Mar 2026 09:08:48 -0400

BofA Securities analyst Omar Dessouky lowered the price target on Bumble Inc. (NASDAQ: BMBL) to $3.30 (from $3.50) while maintaining a Underperform rating.

Bumble Inc. (BMBL) PT Raised to $4 at Morgan Stanley

Thu, 12 Mar 2026 08:07:32 -0400

Morgan Stanley analyst Nathan Feather raised the price target on Bumble Inc. (NASDAQ: BMBL) to $4.00 (from $3.50) while maintaining a Equalweight rating.

Bumble Inc. (BMBL) PT Lowered to $3.50 at Susquehanna

Thu, 12 Mar 2026 06:02:14 -0400

Susquehanna analyst Shyam Patil lowered the price target on Bumble Inc. (NASDAQ: BMBL) to $3.50 (from $4.50) while maintaining a Neutral rating.

The analyst comments "Our thoughts. BMBL reported results ahead of dampened expectations as the company continues to work on its quality-first strategy and broader product revamp. While management remains optimistic on its vision, it’s still early and will take time for this to play out. We remain Neutral. 4Q ahead of dampened expectations as product revamp continues. Revenue was $224m, down 14% y/y, with the growth rate worsening four points from 3Q, 2% above our estimate and 1% above

Bumble Inc. (BMBL) PT Lowered to $3.50 at Susquehanna

Thu, 12 Mar 2026 06:02:14 -0400

Susquehanna analyst Shyam Patil lowered the price target on Bumble Inc. (NASDAQ: BMBL) to $3.50 (from $4.50) while maintaining a Neutral rating.

Bumble Inc. (BMBL) PT Lowered to $5 at Wells Fargo

Thu, 12 Mar 2026 05:54:59 -0400

Wells Fargo analyst Ken Gawrelski lowered the price target on Bumble Inc. (NASDAQ: BMBL) to $5.00 (from $5.50) while maintaining a Equal Weight rating.

The analyst comments "Stronger 4Q/1Q EBITDA driven by alternative payments and reduced marketing. See increased prioritization around new product launches, coupled with marketing spend, as potential levers to drive revenue growth in '27. Await early results in 2H:26. 1Q:26 EBITDA guide (HE) of $80M, 42% ($24M) above consensus, driven primarily by US iOS alternative payments and continued near-term restraint on marketing spend. 1Q outlook reflects sequential stabilization in users & payers after completing major phase of user

Bumble Inc. (BMBL) PT Lowered to $5 at Wells Fargo

Thu, 12 Mar 2026 05:54:59 -0400

Wells Fargo analyst Ken Gawrelski lowered the price target on Bumble Inc. (NASDAQ: BMBL) to $5.00 (from $5.50) while maintaining a Equal Weight rating.

Bumble Inc. (BMBL) PT Raised to $3.90 at Citi

Thu, 12 Mar 2026 04:54:56 -0400

Citi analyst Ronald Josey raised the price target on Bumble Inc. (NASDAQ: BMBL) to $3.90 (from $3.80) while maintaining a Neutral rating.

JPMorgan Upgrades Bumble Inc. (BMBL) to Neutral

Thu, 12 Mar 2026 02:31:49 -0400

JPMorgan analyst Cory Carpenter upgraded Bumble Inc. (NASDAQ: BMBL) from Underweight to Neutral.

The analyst comments: "BMBL’s 4Q results and 1Q outlook were better than we expected. Revenue declined 14% Y/Y, at the high-end of mgmt’s -17% to -14% guide, and adj. EBITDA of $72M (-1% Y/Y) beat mgmt’s $61-65M outlook. Bumble app net adds of -159k were much better than our -275k estimate, and largely consistent with -156k in 3Q despite a full qtr impact from the August trust/safety update and less favorable seasonality. Mgmt noted that the heavy lift from the member quality reset was behind, with Bumble app

JPMorgan Upgrades Bumble Inc. (BMBL) to Neutral

Thu, 12 Mar 2026 02:31:49 -0400

JPMorgan analyst Cory Carpenter upgraded Bumble Inc. (NASDAQ: BMBL) from Underweight to Neutral.

Bumble (BMBL) Reports Q4 Revenue of $224.2 million

Wed, 11 Mar 2026 16:07:52 -0400

Bumble (NASDAQ: BMBL) reported Q4 EPS of ($4.06), versus $0.04 reported last year. Revenue for the quarter came in at $224.2 million versus the consensus estimate of $221.68 million.

GUIDANCE:

Bumble sees Q1 2026 revenue of $209-213 million, versus the consensus of $211 million.

For earnings history and earnings-related data on Bumble (BMBL) click here.

Bumble (BMBL) Reports Q4 Revenue of $224.2 million

Wed, 11 Mar 2026 16:07:52 -0400

Bumble (NASDAQ: BMBL) reported Q4 EPS of ($4.06), versus $0.04 reported last year. Revenue for the quarter came in at $224.2 million versus the consensus estimate of $221.68 million.

GUIDANCE:

Bumble sees Q1 2026 revenue of $209-213 million, versus the consensus of $211 million.

For earnings history and earnings-related data on Bumble (BMBL) click here.

Bumble reports 10% revenue decline to $966 million in 2025

Wed, 11 Mar 2026 16:06:20 -0400

Bumble Inc. (NASDAQ: BMBL) reported total revenue of $965.7 million for 2025, a 9.9% decrease from $1.07 billion in 2024. The dating app company also posted a net loss of $906.6 million, compared to a net loss of $768.4 million in the prior year.

For the fourth quarter of 2025, total revenue declined 14.3% to $224.2 million from $261.6 million in the same period of 2024. The company recorded a net loss of $611.1 million in the quarter, compared to net earnings of $9.3 million in the fourth quarter of 2024.

The company's user base contracted during the year, with total paying

Form 8-K Bumble Inc. For: Mar 11

Wed, 11 Mar 2026 16:06:00 -0400

si-local-file:///var/storage/secattach/20260311/26146005.html

Form 8-K Bumble Inc. For: Mar 11

Wed, 11 Mar 2026 16:06:00 -0400

si-local-file:///var/storage/secattach/20260311/26146005.html

Bumble Inc. Announces Fourth Quarter and Full Year 2025 Results