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

Bumble (NASDAQ:BMBL)‘s stock had its “hold” rating reiterated by equities research analysts at TD Cowen in a report issued on Thursday,Benzinga reports. They currently have a $5.00 price objective on the stock. TD Cowen’s price objective indicates a potential upside of 30.72% from the company’s previous close.

Other research analysts also recently issued research reports about the company. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Bumble in a research note on Monday, December 29th. JPMorgan Chase & Co. upgraded shares of Bumble from an “underweight” rating to a “neutral” rating in a report on Thursday. Bank of America cut their target price on shares of Bumble from $3.50 to $3.30 and set an “underperform” rating for the company in a research report on Thursday. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $5.00 price target on shares of Bumble in a report on Thursday. Finally, Morgan Stanley raised their price objective on shares of Bumble from $3.50 to $4.00 and gave the stock an “equal weight” rating in a research note on Thursday. Fourteen investment analysts have rated the stock with a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Bumble presently has a consensus rating of “Reduce” and an average target price of $4.41.

Bumble Price Performance

NASDAQ BMBL traded up $0.99 during mid-day trading on Thursday, hitting $3.83. The stock had a trading volume of 25,141,871 shares, compared to its average volume of 3,491,021. Bumble has a 52-week low of $2.61 and a 52-week high of $8.64. The company has a market cap of $431.23 million, a price-to-earnings ratio of 3.42, a P/E/G ratio of 0.10 and a beta of 1.96. The company has a 50 day simple moving average of $3.25 and a 200 day simple moving average of $4.41. The company has a quick ratio of 3.55, a current ratio of 3.55 and a debt-to-equity ratio of 0.97.

Bumble (NASDAQ:BMBL) last posted its earnings results on Wednesday, March 11th. The company reported $1.07 EPS for the quarter, topping analysts’ consensus estimates of $0.28 by $0.79. The company had revenue of $224.17 million for the quarter, compared to the consensus estimate of $221.45 million. Bumble had a positive return on equity of 10.85% and a negative net margin of 19.82%.Bumble’s quarterly revenue was down 14.3% compared to the same quarter last year. During the same period in the previous year, the business earned $0.17 earnings per share. Equities analysts forecast that Bumble will post 4.19 EPS for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Maple Rock Capital Partners Inc. purchased a new position in Bumble in the 2nd quarter valued at about $30,127,000. Vanguard Group Inc. grew its stake in Bumble by 52.0% in the 3rd quarter. Vanguard Group Inc. now owns 11,164,004 shares of the company’s stock worth $67,989,000 after acquiring an additional 3,820,205 shares during the period. Saba Capital Management L.P. increased its stake in Bumble by 52.6% in the fourth quarter. Saba Capital Management L.P. now owns 5,337,549 shares of the company’s stock valued at $19,055,000 after purchasing an additional 1,838,923 shares during the last quarter. Tudor Investment Corp ET AL purchased a new position in shares of Bumble during the 3rd quarter worth about $6,013,000. Finally, Jacobs Levy Equity Management Inc. purchased a new position in Bumble during the fourth quarter worth approximately $3,516,000. 94.85% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Bumble

Here are the key news stories impacting Bumble this week:

• Positive Sentiment: Q4 earnings beat — Bumble reported EPS $1.07 vs. consensus ~ $0.28 and revenue $224.16M vs. ~$221.45M; management highlighted turnaround progress and product changes, which sparked the initial rally. Reuters: Bumble posts quarterly revenue above estimates
• Positive Sentiment: AI‑led app revamp & tech relaunch — management is targeting a Q2 2026 relaunch of its tech stack and is positioning product innovation (AI features) to win back younger users and expand margins; this narrative underpins optimism for revenue and engagement improvement. Seeking Alpha: Tech stack relaunch
• Positive Sentiment: Analyst upgrades and price‑target actions — JPMorgan upgraded BMBL from underweight to neutral and Morgan Stanley raised its PT from $3.50 to $4.00 (equal weight); Zacks moved the stock from strong sell to hold — these moves reduce selling pressure and support the rebound. Benzinga: Analyst actions Zacks: Upgrade
• Positive Sentiment: Unusual options activity — large increase in call buying (13,709 calls, ~414% above typical call volume) suggests speculative or hedged bullish positioning by traders ahead of or following the results. (source: market entries)
• Neutral Sentiment: Q1 revenue outlook is roughly in line — company guided Q1 revenue ~$209M–$213M vs. consensus ~$210.3M, so near‑term estimates are not materially changed. Company press release / slide deck
• Negative Sentiment: Top‑line still down year‑over‑year and margins mixed — revenue declined ~14.3% YoY and the company still reports a negative net margin (~‑19.8%), highlighting that the turnaround is early and execution risk remains. Business Wire: Results

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.