Zacks Research Upgrades Bumble (NASDAQ:BMBL) to “Hold”

Bumble (NASDAQ:BMBL) was upgraded by stock analysts at Zacks Research from a “strong sell” rating to a “hold” rating in a research report issued to clients and investors on Tuesday,Zacks.com reports.

Other analysts have also recently issued research reports about the company. Morgan Stanley cut their target price on Bumble from $6.00 to $3.50 and set an “equal weight” rating on the stock in a research report on Wednesday, November 19th. Weiss Ratings restated a “sell (d-)” rating on shares of Bumble in a research note on Monday, December 29th. Susquehanna cut their price target on Bumble from $7.00 to $4.50 and set a “neutral” rating on the stock in a research report on Monday, November 10th. Citigroup reduced their price objective on Bumble from $5.50 to $3.80 and set a “neutral” rating for the company in a research note on Monday, December 22nd. Finally, UBS Group decreased their price objective on Bumble from $6.50 to $5.00 and set a “neutral” rating for the company in a report on Monday, November 10th. Twelve investment analysts have rated the stock with a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Reduce” and an average target price of $4.60.

Bumble Trading Up 1.1%

NASDAQ BMBL opened at $2.84 on Tuesday. The firm’s fifty day moving average price is $3.25 and its 200 day moving average price is $4.41. Bumble has a 12 month low of $2.61 and a 12 month high of $8.64. 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 company has a market capitalization of $320.18 million, a price-to-earnings ratio of 2.54, a price-to-earnings-growth ratio of 0.10 and a beta of 1.96.

Bumble (NASDAQ:BMBL) last announced its quarterly earnings results on Wednesday, March 11th. The company reported ($4.06) earnings per share for the quarter, missing analysts’ consensus estimates of $0.28 by ($4.34). Bumble had a negative net margin of 19.82% and a positive return on equity of 10.85%. The company had revenue of $224.17 million during the quarter, compared to analysts’ expectations of $221.45 million. During the same period last year, the firm earned $0.17 earnings per share. Bumble’s revenue was down 14.3% on a year-over-year basis. On average, sell-side analysts expect that Bumble will post 4.19 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Bumble

A number of hedge funds and other institutional investors have recently made changes to their positions in BMBL. Corient Private Wealth LLC acquired a new position in Bumble in the 4th quarter valued at about $468,000. Alpine Global Management LLC acquired a new stake in Bumble during the 4th quarter worth approximately $183,000. Aristides Capital LLC purchased a new position in shares of Bumble in the 4th quarter valued at approximately $214,000. Invesco Ltd. grew its stake in shares of Bumble by 27.3% in the 4th quarter. Invesco Ltd. now owns 427,787 shares of the company’s stock valued at $1,527,000 after purchasing an additional 91,658 shares during the last quarter. Finally, Mercer Global Advisors Inc. ADV increased its holdings in shares of Bumble by 33.0% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 40,877 shares of the company’s stock valued at $146,000 after purchasing an additional 10,153 shares during the period. Hedge funds and other institutional investors own 94.85% of the company’s stock.

Bumble News Summary

Here are the key news stories impacting Bumble this week:

• Positive Sentiment: Revenue beat and upbeat quarter — Bumble reported Q4 revenue above estimates and said its turnaround efforts are beginning to work, driving investor optimism. Bumble posts quarterly revenue above estimates (Reuters)
• Positive Sentiment: Market reaction — Multiple outlets report the stock rallied in extended trading/after-hours following the top-line beat, reflecting immediate positive sentiment. Bumble surges 17% on topline beat in Q4 (Investing.com)
• Positive Sentiment: Management narrative and investor materials — The company emphasized restoring its women-first approach and improving trust/authenticity as key drivers of user engagement and monetization in comments accompanying results. Bumble Inc. Announces Fourth Quarter and Full-Year 2025 Results (Business Wire)
• Neutral Sentiment: Earnings detail and analyst context — Transcripts and metric breakdowns provide more nuance (mix of beats and misses by metric); investors will be parsing margins, ARPU and subscriber trends from the call. Q4 2025 Earnings Call Transcript (Seeking Alpha) Key metrics vs. estimates (Zacks)
• Neutral Sentiment: Q1 guidance largely in line — Bumble issued Q1 revenue guidance roughly consistent with consensus ($209–$213M vs. ~$210.3M), which tempers the beat’s forward-readthrough. (Guidance referenced in filings/notes accompanying the release.)
• Neutral Sentiment: Short-interest data noisy — Recent short-interest entries appear unreliable in public feeds (reports showing zero shares / NaN changes); treat that dataset with caution.
• Negative Sentiment: Large historical market-cap loss and lingering skepticism — Analysts and commentators have highlighted Bumble’s multibillion-dollar market-cap decline since peak, and some caution that sustained revenue growth and margin recovery must follow to justify higher valuations. Bumble stock has had a $14.7B wipeout (Invezz)

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.