Bumble’s (BMBL) “Sector Perform” Rating Reaffirmed at Royal Bank Of Canada

Bumble (NASDAQ:BMBL)‘s stock had its “sector perform” rating reaffirmed by equities researchers at Royal Bank Of Canada in a research report issued on Thursday,Benzinga reports. They presently have a $5.00 target price on the stock. Royal Bank Of Canada’s price target points to a potential upside of 30.72% from the company’s current price.

A number of other brokerages have also commented on BMBL. Zacks Research upgraded shares of Bumble from a “strong sell” rating to a “hold” rating in a report on Tuesday. Citigroup increased their target price on Bumble from $3.80 to $3.90 and gave the company a “neutral” rating in a research note on Thursday. 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. Susquehanna reissued a “neutral” rating and set a $3.50 price objective on shares of Bumble in a report on Thursday. Finally, JPMorgan Chase & Co. upgraded shares of Bumble from an “underweight” rating to a “neutral” rating in a research note on Thursday. Fourteen research analysts have rated the stock with a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Reduce” and a consensus price target of $4.41.

Bumble Trading Up 34.7%

Shares of BMBL stock traded up $0.99 during mid-day trading on Thursday, hitting $3.83. 25,141,871 shares of the company’s stock were exchanged, compared to its average volume of 3,491,021. The stock has a market cap of $431.23 million, a price-to-earnings ratio of 3.42, a PEG ratio of 0.10 and a beta of 1.96. 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 has a fifty-two week low of $2.61 and a fifty-two week high of $8.64. The stock has a 50-day simple moving average of $3.25 and a two-hundred day simple moving average of $4.41.

Bumble (NASDAQ:BMBL) last released its 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. Bumble had a negative net margin of 19.82% and a positive return on equity of 10.85%. The firm had revenue of $224.17 million during the quarter, compared to the consensus estimate of $221.45 million. During the same period in the previous year, the firm earned $0.17 earnings per share. Bumble’s revenue was down 14.3% compared to the same quarter last year. Equities analysts expect that Bumble will post 4.19 EPS for the current fiscal year.

Institutional Investors Weigh In On Bumble

Large investors have recently modified their holdings of the stock. Maple Rock Capital Partners Inc. acquired a new position in Bumble during the second quarter valued at $30,127,000. Vanguard Group Inc. increased its stake in shares of Bumble by 52.0% in the third 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 last quarter. Saba Capital Management L.P. increased its stake in shares of Bumble by 52.6% in the fourth quarter. Saba Capital Management L.P. now owns 5,337,549 shares of the company’s stock worth $19,055,000 after acquiring an additional 1,838,923 shares during the last quarter. Tudor Investment Corp ET AL purchased a new stake in shares of Bumble during the third quarter worth $6,013,000. Finally, Jacobs Levy Equity Management Inc. purchased a new stake in shares of Bumble during the 4th quarter worth about $3,516,000. 94.85% of the stock is owned by institutional investors.

Key Stories Impacting 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

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.