Shares of Bumble Inc. (NASDAQ:BMBL – Get Free Report) have been assigned an average recommendation of “Reduce” from the eighteen ratings firms that are currently covering the company, Marketbeat.com reports. Two research analysts have rated the stock with a sell rating, fifteen have issued a hold rating and one has given a buy rating to the company. The average 12-month price objective among brokers that have covered the stock in the last year is $3.8667.
BMBL has been the subject of several analyst reports. Citigroup cut their price target on Bumble from $3.90 to $3.60 and set a “neutral” rating for the company in a report on Tuesday, May 26th. Susquehanna decreased their price objective on Bumble from $3.50 to $3.00 and set a “neutral” rating on the stock in a report on Friday, August 7th. UBS Group lowered their price objective on Bumble from $4.50 to $3.00 and set a “neutral” rating for the company in a research report on Wednesday, August 12th. Wells Fargo & Company dropped their target price on Bumble from $5.00 to $4.00 and set an “equal weight” rating for the company in a research note on Friday, August 7th. Finally, Weiss Ratings reiterated a “sell (e+)” rating on shares of Bumble in a research report on Tuesday, August 4th.
Read Our Latest Stock Analysis on Bumble
Bumble Price Performance Bumble stock opened at $2.75 on Thursday. Bumble has a 12-month low of $2.54 and a 12-month high of $7.32. The stock has a market capitalization of $362.92 million, a P/E ratio of -0.65, a P/E/G ratio of 0.15 and a beta of 1.87. The firm’s 50-day moving average is $2.93 and its two-hundred day moving average is $3.20. The company has a debt-to-equity ratio of 0.65, a current ratio of 1.62 and a quick ratio of 1.62. Bumble (NASDAQ:BMBL – Get Free Report) last posted its quarterly earnings data on Wednesday, August 5th. The company reported ($0.84) earnings per share for the quarter, missing analysts’ consensus estimates of $0.25 by ($1.09). The firm had revenue of $210.53 million during the quarter, compared to analyst estimates of $210.46 million. Bumble had a negative net margin of 58.99% and a positive return on equity of 35.88%. The business’s quarterly revenue was down 15.2% on a year-over-year basis. During the same period in the prior year, the firm earned ($2.45) EPS. Equities analysts predict that Bumble will post 0.62 earnings per share for the current year.
Insider Buying and Selling In other news, major shareholder – Nq L.L.C. Btoa sold 7,477,500 shares of the company’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $3.78, for a total transaction of $28,264,950.00. Following the completion of the transaction, the insider owned 19,374 shares of the company’s stock, valued at $73,233.72. This represents a 99.74% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Ann Mather sold 22,013 shares of the company’s stock in a transaction dated Tuesday, June 9th. The shares were sold at an average price of $2.79, for a total transaction of $61,416.27. Following the transaction, the director directly owned 117,853 shares of the company’s stock, valued at approximately $328,809.87. This represents a 15.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 29,954,026 shares of company stock worth $113,182,633 over the last ninety days. Insiders own 15.35% of the company’s stock.
Hedge Funds Weigh In On Bumble Several institutional investors and hedge funds have recently bought and sold shares of BMBL. Saba Capital Management L.P. grew its stake in shares of Bumble by 52.6% during the 4th quarter. Saba Capital Management L.P. now owns 5,337,549 shares of the company’s stock valued at $19,055,000 after buying an additional 1,838,923 shares during the period. Accel Growth Fund V Associates L.L.C. acquired a new position in Bumble in the second quarter valued at $16,174,499,000. Dimensional Fund Advisors LP boosted its holdings in Bumble by 10.6% in the third quarter. Dimensional Fund Advisors LP now owns 4,882,350 shares of the company’s stock valued at $29,735,000 after acquiring an additional 466,646 shares during the last quarter. Renaissance Technologies LLC grew its position in Bumble by 48.6% during the first quarter. Renaissance Technologies LLC now owns 4,213,887 shares of the company’s stock valued at $13,737,000 after acquiring an additional 1,378,487 shares during the period. Finally, Bank of America Corp DE grew its position in Bumble by 36.2% during the third quarter. Bank of America Corp DE now owns 2,528,128 shares of the company’s stock valued at $15,396,000 after acquiring an additional 671,907 shares during the period. Institutional investors and hedge funds own 94.85% of the company’s stock.
About Bumble (Get Free Report)
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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Finding a connection on Bumble works differently now, with the dating app changing one of its flagship messaging rules.
Bumble is now letting any user make the first move, moving away from one of its signature features, which only allowed women to send the first message to heterosexual matches. In addition to letting men message first, the dating app company is giving users more time before a chat expires, broadening the reply window for matches from 24 hours to 72 hours.
In its announcement of the change, Bumble said the changes were informed by member feedback, product testing, and behavioral insights. The company cited internal Bumble data from a survey of 2,267 women Bumble users in 2024 that revealed that two-thirds of them preferred when men message first as it made “dating feel less pressured.”
“While women making the first move was a radical idea, being women-first was never about prescribing just one way to connect,” Whitney Wolfe Herd, founder and CEO of Bumble, said in the announcement. She added, “today, our community is asking for more flexibility, less pressure, and more opportunities to create real, meaningful connections and that is what this new experience provides.”
Data from the initial testing in Canada showed a positive response to the updates, with around half of surveyed members saying the lengthened reply window made their experience on the app better. The pilot test also revealed that women in particular responded positively to the updates with around 91% saying they still felt in control of their dating experiences.
But the move is more than just about the user experience, it marks a significant departure from the signature feature that defined the brand’s 11 years in business.
Founded by Wolfe Herd in 2014, Bumble initially stood out from its competitors in the dating app economy by centering its user experience around women, leading to their signature feature: women message first. But a decade later, users have access to new technologies, and younger users have developed different dating behaviors that Bumble needs to adapt to in order to remain competitive.
Whitney Wolfe Herd returned to her role as CEO of Bumble in 2025. Dia Dipasupil/Getty Images Bumble's buzz is sounding familiar.
When Whitney Wolfe Herd left Tinder to found Bumble, she positioned the new rival as Tinder's antithesis.
"I always felt that for me as a woman, I always had to wait around," she told The New York Times in 2017. So, women would have to message first, and they'd have 24 hours to do it.
The app enjoyed early success in the mid-2010s and again during the COVID-19 pandemic. Then came the industry's tightening, the stock's sinking, and a widespread feeling of online dating malaise. While competitors like Hinge rose in the ranks, Bumble changed from a progressive darling to a stodgy also-ran.
On Tuesday, Bumble officially gave up on its founding principle. It allowed men to message first, a feature that had gradually loosened since the 2024 release of Opening Moves — a product overhaul that let men send the first "move" by replying to a prompt on a woman's Bumble profile. It also extended the countdown for messaging a new match from 24 hours to 72 hours.
Bumble argues that it isn't changing its principles. In a press release announcing the change, Wolfe Herd said that the move "isn't a departure from our founding vision, but rather an evolution of it." Bumble didn't respond to a request for comment.
But shedding the distinguishing feature of having women message first begs the question of how Bumble plans to differentiate itself from Tinder. Or any competitors.
Bumble's TinderificationWolfe Herd worked hard to differentiate Bumble at launch. While she avoided bashing Tinder — "I still hold equity in the company. It's my baby," she told Time in 2015 — she flexed Bumble's women-first approach and comparatively quick growth. She also sued Tinder, alleging sexual harassment, in a case that was later settled.
These days, though, Tinder and Bumble look almost identical.
Both are built on the basic swiping mechanism: right to match, left to skip. If two users swipe right, they chat and set up a date. That's a mechanism some users have expressed fatigue with.
What set Bumble apart, then, was its women-message-first ethos. The company chipped away at that with Opening Moves in 2024. Then, it tested a reversal earlier this year, making women the only first-movers once again in Australia and Mexico.
With Tuesday's shift, the company has abandoned the founding rule altogether.
Bumble and Tinder are sinking — Tinder even more so. The analytics firm Apptopia found that Tinder's daily active users declined 14.14% year-over-year, while Bumble's declined 9.22%.
Tinder has a higher perch to fall from; it's the world's biggest dating app. Tinder is also part of Match Group, which includes the well-performing Hinge, helping shield the stock from some of the damage. Match Group's stock is up 16.08% so far this year; Bumble's is down 23.37%.
Bumble is trying to keep its women-first sheen.
"I have been recommitting myself as I returned as CEO, even more than ever before, to making Bumble better for women," Wolfe Herd wrote on Instagram in February.
Its Bumble BFF app — notably, not for dating — has been trumpeted as an answer to Gen Z women's friendship woes. The company has focused on rebranding the BFF app since Wolfe Herd returned.
But there are some signs that Bumble's namesake dating app is slipping among women. Time spent per daily female user has dropped for three straight months from the year earlier, plummeting 48% in July, Apptopia said. That measure rose for both Tinder and Hinge in May and June, the firm said.
Meanwhile, Bumble and Tinder's launches are starting to look the same. Both want to get you dating IRL. Both want to use AI to ease the experience (but not replace dating entirely).
One area where Bumble and Tinder most tightly compete: bad reviews. 72% of Bumble's new reviews are one star, the data analytics firm Appfigures found. That barely edges out Tinder, which Appfigures found had 71% new one-star reviews.
Whitney Wolfe Herd said that she recommitted herself to "making Bumble better for women" in February. Patrick T. Fallon / AFP via Getty Images Throwing spaghetti at the wallBumble's big promise to investors is that a shiny AI makeover is imminent. A new app, a new experience.
However, investors (and users) are waiting with bated breath. Last August, Wolfe Herd told The Wall Street Journal that Bumble had plans to begin testing an early version of an AI dating app by the fall. She told investors in November that Bumble was eyeing a mid-2026 launch.
Spoiler: It didn't happen.
In May, Bumble pushed back the launch to the end of the year. By August, that was further delayed into 2027 due to a "data migration delay."
Following August's earnings call, Raymond James analyst Andrew Marok wrote that Bumble's delays are "leaving us with real doubts about the credibility of the Tech Stack 2.0 timeline and, by extension, the entire AI-relaunch narrative underwriting a re-acceleration."
Still, Bumble has a Hail Mary: killing the swipe. Wolfe Herd hyped up the company's forthcoming swipe-killer in May, calling it "revolutionary for the category."
What is it? We don't know. Wolfe Herd said that she wasn't disclosing the big bet "for competitive purposes."
Correction: August 11, 2026 — An earlier version of this story swapped attribution for metrics provided by Apptopia and Appfigures.
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Bumble is overhauling one of its most recognisable features by allowing either person in a match to send the first message, marking a major change to the dating app's women-first approach as it seeks to revive user engagement amid slowing growth.
The company announced on Tuesday that it is removing the women-first messaging requirement that has defined the platform since its launch in 2014.
Bumble will also extend the time users have to respond to a match from 24 hours to 72 hours, giving members more flexibility and reducing the pressure to reply immediately.
Investors welcomed the announcement, with Bumble BMBL shares rising 5% on Tuesday.
Despite the gain, the stock remains down about 22% this year and has lost more than 55% of its value over the past 12 months.
Bumble built its reputation by requiring women to initiate conversations in heterosexual matches, positioning itself as an alternative to traditional dating apps where unsolicited messages were often a concern.
The latest changes represent a significant strategic shift as online dating companies face slowing user growth and increasing fatigue with swipe-based platforms.
Companies including Bumble and Match Group, the owner of Tinder, have increasingly introduced artificial intelligence-powered features and product updates in an effort to improve engagement and encourage users to remain active.
According to Bumble, pilot programmes in Canada delivered encouraging results.
The company said the new messaging format led to higher rates of chat initiation, fewer conversations expiring before they began and a larger number of mutual exchanges between matched users.
Founder and Chief Executive Whitney Wolfe Herd said the update reflects changing user expectations rather than a departure from Bumble's original purpose.
"While women making the first move was a radical idea, being women-first was never about prescribing just one way to connect. It was about designing an experience with women's needs in mind to create better outcomes for everyone," Herd said in a statement.
She added that users are seeking "more flexibility, less pressure, and more opportunities to create real, meaningful connections," describing the latest update as an evolution of the company's founding vision.
Bumble's survey found that 66% of women preferred men to send the first message, with many respondents saying it reduced the stress associated with online dating.
More than half of surveyed members also said the longer response window improved their experience.
Growth pressures remainThe product changes come shortly after Bumble projected third-quarter revenue below Wall Street expectations and reported a decline in paying users.
The company expects third-quarter revenue of between $205 million and $213 million, below analysts' average estimate of $215.1 million, according to LSEG data.
For the second quarter, revenue fell 15.2% from a year earlier to $210.5 million, broadly matching analyst expectations.
Total paying users declined 16.4% to 3.2 million, although average revenue per paying user increased 1.2% to $21.96.
Last week, Goldman Sachs analyst Eric Sheridan slashed the price target on the stock to $3.50 from $5, keeping a neutral rating on the shares.
The stock currently trades at levels of $2.88.
Bumble's challenges mirror those facing the wider online dating industry.
Match Group also issued third-quarter revenue guidance below Wall Street estimates on Tuesday, underscoring the broader slowdown across the sector as companies look for new ways to retain users and stimulate growth.
Bumble is officially giving up on the rule that made it, well, Bumble.
The dating app announced Tuesday that anyone in a match can now send the first message, ending the women-message-first requirement that has been one of the company’s defining features for more than a decade.
Bumble is also giving matches 72 hours to respond, up from 24, in an effort to take some of the pressure out of coming up with a response in a short time frame. The longer window gives people more flexibility to reply, rather than feeling like they need to check the app constantly or risk a match disappearing.
The change marks a pretty significant shift for Bumble, which built its brand around putting women in control of heterosexual dating conversations. When the app launched in 2014, Bumble was positioned as the more considerate alternative to Tinder, with women deciding whether a conversation would begin and, ideally, avoiding some of the unsolicited messages and general weirdness that had become synonymous with dating apps.
Bumble founder and CEO Whitney Wolfe Herd framed the new update as an evolution rather than a retreat from the company’s original mission.
“While women making the first move was a radical idea, being women-first was never about prescribing just one way to connect. It was about designing an experience with women’s needs in mind to create better outcomes for everyone,” Herd said in a statement.
And, apparently, plenty of women are ready for this change. According to Bumble’s survey data, 66% of women surveyed said they prefer men to send the first message, with many saying it would make dating feel less stressful. Additionally, more than half of members surveyed said the longer response window improved their experience.
“Today, our community is asking for more flexibility, less pressure, and more opportunities to create real, meaningful connections, and that is what this new experience provides. This evolution isn’t a departure from our founding vision, but the realization of it,” Herd added.
The change also isn’t coming completely out of nowhere. Bumble began loosening its original rules in 2024 with “Opening Moves,” a feature that allowed women to set a question on their profile that a man could answer.
The change also arrives as Bumble tries to turn around a business that has been struggling to regain its footing. The company’s second-quarter earnings report last week showed revenue dropping 15.2% year over year to $210.5 million, while the company expects its number of paying customers to decline in the third quarter.
Over the past several quarters, Bumble has tried to address a broader slowdown in online dating, as the industry wrestles with user fatigue, an increasingly crowded market, and the reality that swiping through hundreds of profiles isn’t necessarily anyone’s idea of a great time. The company recently revealed it’s exploring a swipe-free future, along with more in-person events and AI features to garner more traction, especially among Gen Z users.
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The Bumble Inc. (BMBL) app is shown on an Apple iPhone in this photo illustration, February 11, 2021. REUTERS/Mike Blake/Illustration/File Photo Purchase Licensing Rights, opens new tab
Aug 11 (Reuters) - Bumble (BMBL.O), opens new tab on Tuesday said it would now allow either person in a match to send the first message, dropping the women-first messaging rule that has been a defining feature of the dating app since its launch in 2014.
The move comes as dating-app companies grapple with user fatigue toward traditional swipe-based platforms and slowing growth, prompting some including Bumble and Tinder-owner Match Group (MTCH.O), opens new tab to roll out new features and AI-powered tools aimed at improving engagement.
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Thus far, only women could initiate conversations in heterosexual matches on Bumble, unlike most dating apps, including Tinder, where either user can send the first message.
Bumble said tests in Canada have shown higher chat initiation rates, fewer expired chats and more mutual conversations after the changes were introduced.
The company is also extending the reply window to 72 hours from 24 hours as it looks to increase conversations and reduce the number of matches that expire without interaction.
The changes are a response to demands from users for "more flexibility, less pressure, and more opportunities to create real, meaningful connections," founder and CEO Whitney Wolfe Herd said.
Earlier this month , Bumble forecast third-quarter revenue below Wall Street estimates and reported a 16.4% decline in paying users.
Reporting by Rashika Singh in Bengaluru; Editing by Jonathan Ananda
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Dimensional Fund Advisors LP decreased its holdings in shares of Bumble Inc. (NASDAQ:BMBL – Free Report) by 7.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,299,624 shares of the company’s stock after selling 356,292 shares during the quarter. Dimensional Fund Advisors LP owned about 3.31% of Bumble worth $14,017,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors have also recently made changes to their positions in BMBL. Principal Financial Group Inc. increased its position in shares of Bumble by 314.5% during the first quarter. Principal Financial Group Inc. now owns 609,226 shares of the company’s stock valued at $1,986,000 after buying an additional 462,251 shares during the period. Militia Capital Partners LP bought a new position in shares of Bumble in the fourth quarter valued at approximately $1,080,000. R Squared Ltd purchased a new position in Bumble during the first quarter valued at approximately $48,000. Corient Private Wealth LLC bought a new stake in Bumble during the 4th quarter worth approximately $468,000. Finally, Krilogy Financial LLC lifted its stake in Bumble by 78.0% in the 1st quarter. Krilogy Financial LLC now owns 22,088 shares of the company’s stock worth $72,000 after purchasing an additional 9,678 shares in the last quarter. Hedge funds and other institutional investors own 94.85% of the company’s stock.
Key Headlines Impacting Bumble Here are the key news stories impacting Bumble this week:
Positive Sentiment: Bumble’s second-quarter adjusted earnings reportedly exceeded Wall Street expectations, with earnings of $0.45 per share versus the $0.25 consensus estimate. Revenue was approximately $210.5 million, broadly matching forecasts. Bumble Inc. Surpasses Q2 Earnings and Revenue Estimates Positive Sentiment: The company is promoting its newer Plans app, which is designed to facilitate low-pressure, in-person group meetups. Early traction and a shift away from traditional swiping could help Bumble attract younger users and diversify engagement over time. Bumble teases a swipe-free future as it doubles down on IRL meetups Neutral Sentiment: Royal Bank of Canada lowered its price target from $5.00 to $4.00 while maintaining a “sector perform” rating. Wells Fargo also reduced its target to $4.00 and kept an “equal weight” rating, indicating analysts see upside but remain cautious. Benzinga analyst updates Negative Sentiment: Bumble forecast third-quarter revenue of $205 million to $213 million, reflecting continued growth concerns. Management expects marketing investment to support user acquisition, with an approximately 28% adjusted EBITDA margin midpoint. Bumble Q3 revenue outlook Negative Sentiment: Reuters reported that Bumble’s paying-user base declined, contributing to a downbeat quarterly revenue forecast. The company’s revenue also fell year over year, intensifying concerns about competition, user monetization and the effectiveness of its turnaround strategy. Bumble forecasts downbeat quarterly revenue as paying users drop Negative Sentiment: Susquehanna cut its target from $3.50 to $3.00 and Goldman Sachs reduced its target from $5.00 to $3.50; both firms rated the stock “neutral.” The broad wave of target reductions is likely weighing on investor sentiment. Benzinga analyst updates Insiders Place Their Bets In other Bumble news, major shareholder Bx Buzz Ml-1 Gp Llc sold 7,477,500 shares of Bumble stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $3.78, for a total transaction of $28,264,950.00. Following the transaction, the insider directly owned 19,374 shares of the company’s stock, valued at approximately $73,233.72. This trade represents a 99.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Ann Mather sold 22,013 shares of the business’s stock in a transaction that occurred on Tuesday, June 9th. The stock was sold at an average price of $2.79, for a total transaction of $61,416.27. Following the completion of the sale, the director owned 117,853 shares of the company’s stock, valued at approximately $328,809.87. The trade was a 15.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 29,954,026 shares of company stock valued at $113,182,633 over the last 90 days. Company insiders own 15.35% of the company’s stock.
Analysts Set New Price Targets Several research analysts have commented on the stock. Wall Street Zen downgraded shares of Bumble from a “buy” rating to a “hold” rating in a report on Saturday. Weiss Ratings restated a “sell (e+)” rating on shares of Bumble in a research report on Tuesday. The Goldman Sachs Group decreased their target price on Bumble from $5.00 to $3.50 and set a “neutral” rating on the stock in a research note on Thursday. Citigroup dropped their price target on Bumble from $3.90 to $3.60 and set a “neutral” rating for the company in a research report on Tuesday, May 26th. Finally, UBS Group raised their target price on shares of Bumble from $4.00 to $4.50 and gave the company a “neutral” rating in a research note on Wednesday, May 6th. One investment analyst has rated the stock with a Buy rating, fifteen have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Reduce” and a consensus price target of $3.99.
View Our Latest Analysis on Bumble
Bumble Trading Down 0.7% NASDAQ BMBL opened at $2.83 on Friday. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 0.58. The stock’s 50-day simple moving average is $2.97 and its two-hundred day simple moving average is $3.27. Bumble Inc. has a twelve month low of $2.54 and a twelve month high of $7.37. The company has a market capitalization of $367.39 million, a price-to-earnings ratio of -0.67, a PEG ratio of 0.09 and a beta of 1.87.
Bumble (NASDAQ:BMBL – Get Free Report) last posted its quarterly earnings data on Wednesday, August 5th. The company reported ($0.84) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.25 by ($1.09). The firm had revenue of $210.53 million during the quarter, compared to analysts’ expectations of $210.46 million. Bumble had a positive return on equity of 33.68% and a negative net margin of 58.99%.Bumble’s revenue for the quarter was down 15.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted ($2.45) earnings per share. Research analysts forecast that Bumble Inc. will post 1.03 EPS for the current fiscal year.
Bumble Company Profile (Free Report)
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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Tinder isn’t the only major dating app turning away from the swipe and towards real-world events to attract Gen Z users who’ve grown tired of traditional online dating. On Wednesday, Bumble touted the early success of its newest app, Plans, designed to connect people “IRL” in low-pressure, group settings, and spoke of what comes next for Bumble’s flagship app after the “swipe” is dead.
On its second-quarter earnings call with investors, Bumble CEO Whitney Wolfe Heard said the company’s newest app, Plans, showed “promising results” in early tests over the past few months, and the company would “lean more into real-life experiences” going forward.
Combined with Tinder’s news this week that it, too, is doubling down on in-person events, it’s clear there’s a major shift happening in online dating. Simply put, the swipe era is coming to an end.
“I am a firm believer that the future of meeting people in groups will become more important. People love to come together in groups and see who they naturally share chemistry with once they have met,” Wolfe Heard told analysts on the call. “…Group socializing is a real part of how Gen Z prefers to meet, and we believe Bumble represents a natural bridge from meeting to socializing to then dating.”
The company first experimented with real-world, platonic connections with Bumble BFF, an app for making friends, which has shown some traction with Gen Z women.
With Plans, however, the idea is to give young people a way to meet up with others in their community to develop friendships over small group drinks and dinners at local spots, the company said when announcing the app last month. These meetups could later lead to deeper friendships or romantic connections, Bumble believes. By not being primarily focused on dating, it can take the pressure off these first-time encounters.
In addition, users on Plans can continue their chats on Bumble’s app without having to swipe or give out their phone number. In other words, Bumble is promoting “no swiping” as a plus here, suggesting that this format for finding matches is no longer desired among younger users.
Wolfe Heard also teased that Bumble is working on a new interaction model to replace the swipe entirely.
“The core idea is a shift away from optimizing for swipe speed and velocity towards something more intentional, fewer, better, more considered signals,” she said, saying the shift to the “swipe-free” model would happen gradually so as not to disrupt the ecosystem.
“What will replace the swipe? I will be keeping under wraps a bit longer for competitive purposes, but it is designed to generate more immediate interactions and, most importantly, better outcomes, mimicking real life and eliminating the friction and delay that exists in [the] current dating app model,” she added.
The company also plans to leverage more AI tools under the hood to help deliver improved results, but cautioned this would not mean Bumble was becoming an “AI-driven experience.”
Though Bumble beat on earnings in Q2, it’s still in a turnaround phase. The company’s revenue was down 15.2% to $210.5 million year-over-year and its stock suffered over its Q3 forecast, which shows a decline in paying customers.
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Bumble's Valuation Hits an All-Time Low, Can Its Fortunes Change?Bumble NASDAQ: BMBL reported second-quarter results that were in line with its expectations, with revenue landing in the upper half of its guidance range and adjusted EBITDA exceeding the high end, as the dating-app company continued a technology and product transformation.
Founder and CEO Whitney Wolfe Herd said Bumble has made progress in improving the quality of its member base and is now focused on product innovation and renewed brand investment to return to growth. The company is nearing completion of a technology overhaul, though a complex data migration has delayed some planned product launches by a couple of months.
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Second-Quarter Financial Results Bumble Stumbles Back Below $20...Should Investors Make a Move?Total revenue for the second quarter was $211 million, down from $248 million a year earlier. Foreign exchange provided an approximately $3 million tailwind during the quarter, according to CFO Kevin Cook.
Bumble App revenue was $172 million, compared with $201 million a year earlier. Badoo App and other revenue was $39 million, down from $47 million. Adjusted EBITDA totaled $73 million, compared with $95 million a year ago. Adjusted EBITDA margin was 35%, compared with 38% in the prior-year period. Cook said Bumble’s gross margin expanded by roughly 380 basis points year over year, with cost of revenue falling to 26% of revenue from 29%. The improvement was driven by continued adoption of alternative billing methods and lower aggregator fees.
3 Stocks That Went Public In 2021 May Be In Buy Range SoonOn a GAAP basis, Bumble recorded a net loss of $128 million, including a $169 million non-cash impairment charge. Cook said the charge did not affect operations, cash flow or liquidity, and that the company would have generated positive net income excluding the charge.
The company generated $54 million in operating cash flow and $51 million in free cash flow during the quarter. It ended the period with $154 million in cash and cash equivalents.
Technology Migration Delays Product Roadmap Wolfe Herd said Bumble is transferring core functions to a new technology platform and moving critical data from its own data centers to cloud infrastructure. The volume and complexity of the data have made the migration more time-consuming than expected, delaying the company’s new interaction model and portions of its product roadmap.
“We would rather get this perfectly right than beat some deadline,” Wolfe Herd said during the question-and-answer session.
The company now expects to begin rolling out elements of its reimagined interaction model in early 2027, rather than in 2026. Wolfe Herd said the approach will move away from optimizing for “swipe speed and velocity” toward “fewer, better, more considered signals.” She did not disclose what would replace swiping, citing competitive considerations.
Once the migration is complete, Bumble expects to move faster in launching member-facing features and enhancing its recommendation engine. Wolfe Herd said the new system should allow the company to make algorithmic adjustments more quickly to surface more relevant matches.
Chat, Matching and Group Initiatives While the platform migration continues, Bumble has been testing changes intended to address member pain points. In 12 markets, the company has changed chat initiation so that either person can send one opening message, but a conversation will not progress until the recipient responds. Bumble is also extending its 24-hour match response window.
Wolfe Herd said initial tests showed significant increases in chat initiation and mutual chat rates. Bumble plans to roll out both updates globally by the end of the month.
The company is also testing algorithmic changes to how recommendations are sorted and surfaced. According to Wolfe Herd, the tests have produced gains in members getting matches and initiating chats, contributing to higher average mutual chats.
Bumble is placing greater emphasis on real-life and group-based ways to meet. The company said its BFF group initiative has seen strong growth in active groups and in the average number of active members per group. Wolfe Herd said the offering has resonated particularly well with Gen Z women.
In addition, Bumble is testing Plans, a standalone app for curated in-person social events that allows attendees to match after an event. Wolfe Herd described early results from summer tests marketed to younger prospective members as promising.
Free Experience and Marketing Investment Bumble is testing a more expansive free experience, including limited free access to the Liked You feature, which has generally been restricted to paying members. The company said early testing has shown increased yes votes, matches and mutual chats.
Wolfe Herd said the company plans to simplify subscription tiers, provide a clearer path from free to paid offerings and explore a higher-priced tier centered on mutual serious intent. “Monetize value and outcomes, not friction,” she said.
After reducing marketing spending during its product transformation, Bumble plans to increase brand marketing in the second half of 2026. The company intends to focus on community, creators and hyperlocal initiatives aimed at younger consumers, with a larger brand push expected in 2027.
Cook said selling and marketing expense was $28 million, or 14% of revenue, compared with $30 million, or 12% of revenue, in the prior-year quarter. Product development expense increased to $31 million from $24 million as Bumble invested in platform modernization.
Wolfe Herd said most of the anticipated decline in margins will be directed toward strategic marketing investments rather than broad spending. She said Bumble will seek to maintain disciplined margins while investing to grow.
Third-Quarter Outlook For the third quarter, Bumble forecast total revenue of $205 million to $213 million, including Bumble App revenue of $167 million to $173 million. The company expects adjusted EBITDA of $56 million to $60 million, representing an approximately 28% margin at the midpoint.
Cook said adjusted EBITDA margins are expected to normalize through the remainder of 2026 as Bumble increases investment in technology, talent, product innovation and marketing. The company expects the benefits of those investments to take time to appear in financial results but believes they will support durable engagement and monetization.
About Bumble (NASDAQ:BMBL)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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Bumble Inc. (BMBL - Free Report) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.64 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +80.00%. A quarter ago, it was expected that this company would post earnings of $0.25 per share when it actually produced earnings of $0.34, delivering a surprise of +36%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Bumble, which belongs to the Zacks Internet - Software industry, posted revenues of $210.53 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.12%. This compares to year-ago revenues of $248.23 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Bumble shares have lost about 10.4% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Bumble?While Bumble has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Bumble was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.23 on $210.91 million in revenues for the coming quarter and $1.03 on $834.42 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 44% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, eGain (EGAN - Free Report) , has yet to report results for the quarter ended June 2026.
This maker of customer engagement software is expected to post quarterly earnings of $0.04 per share in its upcoming report, which represents a year-over-year change of -55.6%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
eGain's revenues are expected to be $21.65 million, down 6.8% from the year-ago quarter.
Bumble Inc. (BMBL - Free Report) reported $210.53 million in revenue for the quarter ended June 2026, representing a year-over-year decline of 15.2%. EPS of $0.45 for the same period compares to $0.64 a year ago.
The reported revenue represents a surprise of +0.12% over the Zacks Consensus Estimate of $210.28 million. With the consensus EPS estimate being $0.25, the EPS surprise was +80%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Bumble performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Bumble App Paying Users: 2.08 million versus the two-analyst average estimate of 2.05 million.Total Average Revenue per Paying User: $21.96 compared to the $22.28 average estimate based on two analysts.Badoo App and Other Paying Users: 1.08 million versus 1.07 million estimated by two analysts on average.View all Key Company Metrics for Bumble here>>>
Shares of Bumble have returned +2.6% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
AUSTIN, Texas--(BUSINESS WIRE)--Bumble Inc. (NASDAQ: BMBL) today reported financial results for the second quarter ended June 30, 2026. “We are executing against a clear roadmap of exciting new ways for our members to experience Bumble,” said Whitney Wolfe Herd, Founder & CEO of Bumble Inc. “This next chapter is designed to enable our healthier, more engaged member base to connect more intuitively and move more confidently and quickly to in-person dates. There is more happening at Bumble to.
Aug 5 (Reuters) - Bumble (BMBL.O), opens new tab on Wednesday forecast third-quarter revenue below Wall Street estimates, as paying users declined during an ongoing platform overhaul to win back swipe-weary Gen Z users.
The company is reviving its service with a rebuilt, AI-enabled "Bumble 2.0" platform, designed to feel less transactional and more curated than traditional swipe-based apps.
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Here are some details:
Bumble shares fell 5% in extended trading following the results.
It forecast third-quarter revenue of $205 million to $213 million, below analysts' average estimate of $215.1 million, according to data compiled by LSEG.
Bumble, which operates the women-first Bumble app along with Bumble For Friends and Bumble Bizz, forecast third-quarter adjusted EBITDA of $56 million to $60 million.
The company's second-quarter revenue fell 15.2% to $210.5 million from a year ago, in line with analysts' estimate of $210.4 million.
Total paying users decreased 16.4% to 3.2 million, while average revenue per paying user rose 1.2% to $21.96.
Peer Match Group (MTCH.O), opens new tab also forecast third-quarter revenue below Wall Street estimates on Tuesday.
Reporting by Nithyashree R B in Bengaluru; Editing by Shreya Biswas
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Bumble Inc. (BMBL - Free Report) ended the recent trading session at $3.01, demonstrating a +1.69% change from the preceding day's closing price. The stock exceeded the S&P 500, which registered a gain of 0.21% for the day. Elsewhere, the Dow saw an upswing of 1.03%, while the tech-heavy Nasdaq depreciated by 0.22%.
The company's stock has dropped by 7.5% in the past month, falling short of the Computer and Technology sector's loss of 2.91% and the S&P 500's gain of 1.7%.
The investment community will be closely monitoring the performance of Bumble Inc. in its forthcoming earnings report. The company is scheduled to release its earnings on August 5, 2026. The company's upcoming EPS is projected at $0.25, signifying a 60.94% drop compared to the same quarter of the previous year. Alongside, our most recent consensus estimate is anticipating revenue of $210.28 million, indicating a 15.29% downward movement from the same quarter last year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $1.03 per share and a revenue of $834.42 million, representing changes of +117.08% and -13.59%, respectively, from the prior year.
Investors might also notice recent changes to analyst estimates for Bumble Inc. Recent revisions tend to reflect the latest near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 4.06% higher. Bumble Inc. presently features a Zacks Rank of #3 (Hold).
In terms of valuation, Bumble Inc. is presently being traded at a Forward P/E ratio of 2.87. This signifies a discount in comparison to the average Forward P/E of 19.97 for its industry.
We can additionally observe that BMBL currently boasts a PEG ratio of 0.1. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The average PEG ratio for the Internet - Software industry stood at 1.12 at the close of the market yesterday.
The Internet - Software industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 93, this industry ranks in the top 38% of all industries, numbering over 250.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
Bumble Inc. (BMBL - Free Report) ended the recent trading session at $2.92, demonstrating a -3.63% change from the preceding day's closing price. This change lagged the S&P 500's daily loss of 1.01%. Elsewhere, the Dow saw a downswing of 0.77%, while the tech-heavy Nasdaq depreciated by 1.4%.
Prior to today's trading, shares of the company had gained 2.36% outpaced the Computer and Technology sector's loss of 3.73% and the S&P 500's gain of 0.32%.
Market participants will be closely following the financial results of Bumble Inc. in its upcoming release. The company plans to announce its earnings on August 5, 2026. It is anticipated that the company will report an EPS of $0.25, marking a 60.94% fall compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $210.28 million, reflecting a 15.29% fall from the equivalent quarter last year.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $1.03 per share and a revenue of $834.42 million, indicating changes of +117.08% and -13.59%, respectively, from the former year.
Investors should also take note of any recent adjustments to analyst estimates for Bumble Inc. These revisions help to show the ever-changing nature of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 4.06% upward. Right now, Bumble Inc. possesses a Zacks Rank of #3 (Hold).
In terms of valuation, Bumble Inc. is currently trading at a Forward P/E ratio of 2.94. Its industry sports an average Forward P/E of 20.37, so one might conclude that Bumble Inc. is trading at a discount comparatively.
It's also important to note that BMBL currently trades at a PEG ratio of 0.1. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. As of the close of trade yesterday, the Internet - Software industry held an average PEG ratio of 1.11.
The Internet - Software industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 86, putting it in the top 35% of all 250+ industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
AUSTIN, Texas--(BUSINESS WIRE)--Bumble Inc. (NASDAQ: BMBL) today announced that it will report financial results for the second quarter ending June 30, 2026, following the close of market on Wednesday, August 5, 2026. The Company will host a live webcast of its conference call to discuss the results at 4:30 p.m. Eastern Time on that day.
The webcast of the call, the earnings release, and any related materials will be accessible on the Investors section of the Company’s website at https://ir.bumble.com. A webcast replay will be available approximately two hours after the conclusion of the live event.
About Bumble Inc.
Bumble Inc. is the parent company of Bumble, Badoo, and BFF. The Bumble platform brings people closer to love by enabling them to build healthy relationships. Founded in 2014 by Whitney Wolfe Herd, who serves as CEO, Bumble was one of the first dating apps built with women at the center and connects people across dating (Bumble Date) and friendship (BFF). Badoo, founded in 2006, was one of the pioneers of web and mobile dating products. BFF is a friendship app made to help you find your people.
For more information about Bumble, please visit www.bumble.com and follow @Bumble on social platforms.
Bumble Inc. (BMBL - Free Report) ended the recent trading session at $3.03, demonstrating a -1.3% change from the preceding day's closing price. This change lagged the S&P 500's daily gain of 0.42%. Elsewhere, the Dow gained 0.29%, while the tech-heavy Nasdaq added 0.29%.
Prior to today's trading, shares of the company had gained 12.45% outpaced the Computer and Technology sector's gain of 0.85% and the S&P 500's gain of 2.2%.
The investment community will be closely monitoring the performance of Bumble Inc. in its forthcoming earnings report. The company's upcoming EPS is projected at $0.25, signifying a 60.94% drop compared to the same quarter of the previous year. In the meantime, our current consensus estimate forecasts the revenue to be $210.28 million, indicating a 15.29% decline compared to the corresponding quarter of the prior year.
For the full year, the Zacks Consensus Estimates are projecting earnings of $1.03 per share and revenue of $834.42 million, which would represent changes of +117.08% and -13.59%, respectively, from the prior year.
Investors should also take note of any recent adjustments to analyst estimates for Bumble Inc. These revisions help to show the ever-changing nature of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 4.06% higher within the past month. At present, Bumble Inc. boasts a Zacks Rank of #3 (Hold).
In terms of valuation, Bumble Inc. is presently being traded at a Forward P/E ratio of 2.98. This denotes a discount relative to the industry average Forward P/E of 19.73.
Investors should also note that BMBL has a PEG ratio of 0.1 right now. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The Internet - Software industry had an average PEG ratio of 1.06 as trading concluded yesterday.
The Internet - Software industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 92, this industry ranks in the top 38% of all industries, numbering over 250.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
Bumble saw payers come in at -21% YoY in the first quarter of 2026, as management emphasized a reset of the user base. Despite steep payer losses, Bumble generated $73.8 million of free cash flow in Q1 2026 and could still produce meaningful cash if margins remain resilient. Bumble's new debt agreement comes with a double-digit interest rate and liquidity requirements, indicating that creditors view the company as a risky prospect.
SummaryBumble Inc. trades at distressed valuation multiples, reflecting deep market skepticism despite solid EBIT margins and ROIC.I see BMBL as a highly speculative Hold, contingent on a successful AI-driven product overhaul and halting paid user declines.Execution risk is severe: the paid user base fell ~23% YoY, and leverage covenants are tightening amid costly debt refinancing.Short-term overhangs include Blackstone’s 17.2% stake for sale and the binary outcome of the AI reset strategy. hapabapa/iStock Editorial via Getty Images
Bumble Inc. (BMBL) is a dating app company that shows many signs of a value play: an incredibly low P/E of 1.3x, a P/Cash Flow of 1.3x, and an EV/EBIT of 3.1x. BMBL even boasts a return
880 Followers
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
BMBL is rated as a highly speculative Hold as a bet on their turnaround plan with high execution risks and material debt overhang with rising interest costs and strict covenants.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
The Bumble Inc. (BMBL) app is shown on an Apple iPhone in this photo illustration as the dating app operator made its debut IPO on the Nasdaq stock exchange February 11, 2021. ... Purchase Licensing Rights, opens new tab Read more
SummaryCompaniesGrowth has slowed in online dating, and revenue fell last yearShares have fallen sharply as competition intensifiesNEW YORK, June 25 (Reuters) - Dating app Bumble (BMBL.O), opens new tab is exploring a sale amid slowing growth in the online dating sector, according to three people familiar with the matter.
The company, which gained recognition as one of the first major platforms to require women to initiate contact, is working with investment bankers at Morgan Stanley (MS.N), opens new tab on a potential sale process, the sources said, requesting anonymity because the discussions are private.
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Sources cautioned that no deal is certain and the company may decide to stay independent.
Bumble did not immediately respond to a request for comment. Morgan Stanley and asset manager Blackstone, which owns about 22% of Bumble according to LSEG data, declined to comment.
Shares of Bumble, based in Austin, Texas, have fallen 48% over the past 12 months, leaving it with a market value of $388 million. Whitney Wolfe Herd, a co-founder of Tinder, founded Bumble in 2014 and built its brand around a “women-first” approach to online dating. Wolfe Herd, the youngest woman to take a company public in the United States when Bumble debuted in 2021, returned as chief executive in March 2025 after previously stepping down as CEO in 2023.
Blackstone acquired a majority stake in MagicLab, Bumble's parent company, in 2019 in a deal valuing the business at about $3 billion. MagicLab was later renamed Bumble Inc. and went public in February 2021 at a valuation exceeding $7 billion. Blackstone affiliates sold $28.2 million of Bumble shares this month.
PAYING USERS DECLINEThe company has struggled with slowing growth and declining users. Total paying users fell more than 11% in the full year 2025 to about 3.7 million, while annual revenue declined nearly 10% to about $966 million. In the first quarter of 2026, paying users dropped by about 20% year-on-year as the company trimmed lower-engagement accounts.
Larger rival Match Group (MTCH.O), opens new tab has also faced slowing growth, but has increased its market value by about 12% over the past year.
Bumble has sought to offset the drop in users by raising prices and improving monetization, with average revenue per paying user rising modestly. Still, analysts say the company faces mounting competition, shifting user preferences and broader fatigue with dating apps, particularly among younger users.
The company’s “Built for Women, Better for Everyone” motto, which defined its women-first brand, was once a key competitive advantage but analysts increasingly view it as less distinctive, with user behavior shifting in the online dating sector.
Bumble has expanded beyond dating with offerings such as Bumble For Friends, a social networking feature, and Bumble Bizz, which focuses on professional connections, but those products remain small parts of its business.
Reporting by Milana Vinn in New York; editing by Colin Barr and Rod Nickel
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Milana Vinn reports on technology, media, and telecom (TMT) mergers and acquisitions. Her content usually appears in the markets and deals sections of the website. Milana previously worked at GLG and PE Hub, where she spent several years covering TMT deals in private equity. She graduated from CUNY Graduate School of Journalism with Masters in Business Journalism.
Bumble Inc. (BMBL - Free Report) closed at $2.96 in the latest trading session, marking a -3.27% move from the prior day. This change lagged the S&P 500's daily loss of 1.22%. On the other hand, the Dow registered a loss of 0.98%, and the technology-centric Nasdaq decreased by 1.35%.
The company's shares have seen a decrease of 3.16% over the last month, not keeping up with the Computer and Technology sector's gain of 1.19% and the S&P 500's gain of 1.56%.
The upcoming earnings release of Bumble Inc. will be of great interest to investors. The company's upcoming EPS is projected at $0.24, signifying a 62.50% drop compared to the same quarter of the previous year. Alongside, our most recent consensus estimate is anticipating revenue of $210.02 million, indicating a 15.39% downward movement from the same quarter last year.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $0.99 per share and revenue of $836.19 million, indicating changes of +116.42% and -13.41%, respectively, compared to the previous year.
Investors should also take note of any recent adjustments to analyst estimates for Bumble Inc. These revisions help to show the ever-changing nature of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. Bumble Inc. is holding a Zacks Rank of #3 (Hold) right now.
Looking at its valuation, Bumble Inc. is holding a Forward P/E ratio of 3.09. This expresses a discount compared to the average Forward P/E of 18.64 of its industry.
It's also important to note that BMBL currently trades at a PEG ratio of 0.1. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The average PEG ratio for the Internet - Software industry stood at 1.03 at the close of the market yesterday.
The Internet - Software industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 86, putting it in the top 36% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
STOCKHOLM, June 23, 2026 (GLOBE NEWSWIRE) -- Einride AB (Nasdaq: ENRD) a technology company driving the transition to cost-efficient autonomous and electric freight operations for some of the world's largest shippers, today announced that R. Lynn Atchison, a highly experienced corporate board director and financial executive with deep expertise in high-growth technology companies, will be appointed to the Board of Directors of Einride, subject to shareholder and regulatory approvals.
Bumble trades near 2x cash flow, with a hidden tax asset potentially worth more than its market cap. BMBL repurchased its Tax Receivable Agreement at a significant discount, unlocking $400M+ in future tax savings and boosting cash flow. Despite user declines and management missteps, the company maintains strong pricing power in a duopolistic market and is positioned for margin expansion via direct billing.
Bumble Inc. (BMBL - Free Report) closed at $3.33 in the latest trading session, marking a +2.15% move from the prior day. The stock outperformed the S&P 500, which registered a daily gain of 0.72%. Meanwhile, the Dow gained 0.48%, and the Nasdaq, a tech-heavy index, added 1.16%.
Shares of the company have appreciated by 10.14% over the course of the past month, outperforming the Computer and Technology sector's loss of 5.35%, and the S&P 500's loss of 4.99%.
Analysts and investors alike will be keeping a close eye on the performance of Bumble Inc. in its upcoming earnings disclosure. On that day, Bumble Inc. is projected to report earnings of $0.3 per share, which would represent year-over-year growth of 130.77%. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $211.88 million, down 14.25% from the year-ago period.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $0.98 per share and a revenue of $852.57 million, signifying shifts of +116.25% and -11.71%, respectively, from the last year.
Investors might also notice recent changes to analyst estimates for Bumble Inc. These revisions help to show the ever-changing nature of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has moved 11.01% higher. Bumble Inc. currently has a Zacks Rank of #3 (Hold).
With respect to valuation, Bumble Inc. is currently being traded at a Forward P/E ratio of 3.34. This indicates a discount in contrast to its industry's Forward P/E of 19.24.
It's also important to note that BMBL currently trades at a PEG ratio of 0.11. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The Internet - Software was holding an average PEG ratio of 1.06 at yesterday's closing price.
The Internet - Software industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 152, positioning it in the bottom 38% of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
Bumble Inc. (BMBL - Free Report) closed at $3.45 in the latest trading session, marking a -1.15% move from the prior day. The stock's change was less than the S&P 500's daily gain of 0.62%. Meanwhile, the Dow gained 0.58%, and the Nasdaq, a tech-heavy index, added 0.83%.
Shares of the company witnessed a gain of 22.89% over the previous month, beating the performance of the Computer and Technology sector with its gain of 2.41%, and the S&P 500's gain of 0.8%.
Market participants will be closely following the financial results of Bumble Inc. in its upcoming release. The company is expected to report EPS of $0.3, up 130.77% from the prior-year quarter. Meanwhile, our latest consensus estimate is calling for revenue of $211.88 million, down 14.25% from the prior-year quarter.
BMBL's full-year Zacks Consensus Estimates are calling for earnings of $0.98 per share and revenue of $852.57 million. These results would represent year-over-year changes of +116.25% and -11.71%, respectively.
It is also important to note the recent changes to analyst estimates for Bumble Inc. Such recent modifications usually signify the changing landscape of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 11.01% increase. At present, Bumble Inc. boasts a Zacks Rank of #3 (Hold).
In terms of valuation, Bumble Inc. is currently trading at a Forward P/E ratio of 3.57. This valuation marks a discount compared to its industry average Forward P/E of 18.39.
It is also worth noting that BMBL currently has a PEG ratio of 0.12. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. BMBL's industry had an average PEG ratio of 1.03 as of yesterday's close.
The Internet - Software industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 141, positioning it in the bottom 43% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
AUSTIN, Texas--(BUSINESS WIRE)--Bumble Inc. (NASDAQ: BMBL) today announced that it will report financial results for the first quarter ending March 31, 2026, following the close of market on Tuesday, May 5, 2026. The Company will host a live webcast of its conference call to discuss the results at 4:30 p.m. Eastern Time on that day.
The webcast of the call, the earnings release, and any related materials will be accessible on the Investors section of the Company’s website at https://ir.bumble.com. A webcast replay will be available approximately two hours after the conclusion of the live event.
About Bumble Inc.
Bumble Inc. is the parent company of Bumble, Badoo, and BFF. The Bumble platform brings people closer to love by enabling them to build healthy relationships. Founded in 2014 by Whitney Wolfe Herd, who serves as CEO, Bumble was one of the first dating apps built with women at the center and connects people across dating (Bumble Date) and friendship (BFF). Badoo, founded in 2006, was one of the pioneers of web and mobile dating products. BFF is a friendship app made to help you find your people.
For more information about Bumble, please visit www.bumble.com and follow @Bumble on social platforms.
Bumble Inc. (BMBL - Free Report) ended the recent trading session at $4.26, demonstrating a -1.16% change from the preceding day's closing price. This move lagged the S&P 500's daily gain of 1.2%. On the other hand, the Dow registered a gain of 1.79%, and the technology-centric Nasdaq increased by 1.52%.
Prior to today's trading, shares of the company had gained 15.24% outpaced the Computer and Technology sector's gain of 8.24% and the S&P 500's gain of 5.15%.
The investment community will be paying close attention to the earnings performance of Bumble Inc. in its upcoming release. The company is slated to reveal its earnings on May 5, 2026. It is anticipated that the company will report an EPS of $0.3, marking a 130.77% rise compared to the same quarter of the previous year. Meanwhile, our latest consensus estimate is calling for revenue of $211.88 million, down 14.25% from the prior-year quarter.
For the full year, the Zacks Consensus Estimates project earnings of $0.98 per share and a revenue of $852.57 million, demonstrating changes of +116.25% and -11.71%, respectively, from the preceding year.
Investors might also notice recent changes to analyst estimates for Bumble Inc. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. As of now, Bumble Inc. holds a Zacks Rank of #3 (Hold).
In the context of valuation, Bumble Inc. is at present trading with a Forward P/E ratio of 4.41. Its industry sports an average Forward P/E of 19.02, so one might conclude that Bumble Inc. is trading at a discount comparatively.
Also, we should mention that BMBL has a PEG ratio of 0.15. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. By the end of yesterday's trading, the Internet - Software industry had an average PEG ratio of 1.08.
The Internet - Software industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 91, this industry ranks in the top 38% of all industries, numbering over 250.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
Izea Worldwide (NASDAQ:IZEA – Get Free Report) and Bumble (NASDAQ:BMBL – Get Free Report) are both small-cap computer and technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, institutional ownership, risk, dividends, analyst recommendations, earnings and valuation.
Analyst Recommendations This is a breakdown of current ratings and target prices for Izea Worldwide and Bumble, as provided by MarketBeat.com.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Izea Worldwide 2 0 0 0 1.00 Bumble 2 15 1 0 1.94 Bumble has a consensus target price of $4.34, indicating a potential upside of 1.78%. Given Bumble’s stronger consensus rating and higher possible upside, analysts plainly believe Bumble is more favorable than Izea Worldwide.
Profitability This table compares Izea Worldwide and Bumble’s net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets Izea Worldwide 0.13% 0.09% 0.07% Bumble -72.74% 24.58% 12.09% Earnings & Valuation This table compares Izea Worldwide and Bumble”s top-line revenue, earnings per share and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Izea Worldwide $31.24 million 2.41 $40,000.00 N/A N/A Bumble $965.66 million 0.57 -$693.14 million ($6.05) -0.70 Izea Worldwide has higher earnings, but lower revenue than Bumble.
Risk and Volatility Izea Worldwide has a beta of 1.22, meaning that its share price is 22% more volatile than the S&P 500. Comparatively, Bumble has a beta of 1.86, meaning that its share price is 86% more volatile than the S&P 500.
Insider and Institutional Ownership 15.6% of Izea Worldwide shares are held by institutional investors. Comparatively, 94.9% of Bumble shares are held by institutional investors. 6.5% of Izea Worldwide shares are held by insiders. Comparatively, 15.8% of Bumble shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.
Summary Bumble beats Izea Worldwide on 10 of the 13 factors compared between the two stocks.
About Izea Worldwide (Get Free Report)
IZEA Worldwide, Inc., together with its subsidiaries, offers software and professional services to connect brands and content creators in North America, the Asia Pacific, and internationally. The company offers IZEA Flex, its flagship platform for managing enterprise influencer marketing; and comprehensive expense management service to track and manage off-platform expenses related to influencer marketing campaigns. It also operates The Creator Marketplace on IZEA.com that provides creators tools to present their work to marketers. In addition, the company provides management of content workflow, creator search and targeting, bidding, analytics, and payment processing services. It primarily sells influencer marketing and custom content campaigns through client development team and platforms. The company was formerly known as IZEA, Inc. and changed its name to IZEA Worldwide, Inc. in August 2018. IZEA Worldwide, Inc. was founded in 2006 and is headquartered in Orlando, Florida.
About Bumble (Get Free Report)
Bumble Inc. provides online dating and social networking platforms in North America, Europe, internationally. It owns and operates websites and applications that offers subscription and in-app purchases dating products. The company operates apps, including Bumble, a dating app built with women at the center, where women make the first move; Badoo, the web and mobile free-to-use dating app; Official app where users connect their profile with that of their partner enabling a shared, linked product experience; Bumble BFF and Bumble Bizz Modes that have a format similar to the date mode requiring users to set up profiles and matching users through yes and no votes, similar to the dating platform; and Bumble for Friends, a friendship app where people in all stages of life can meet people nearby and create meaningful platonic connections, as well as Fruitz app is centered around encouraging honesty and transparency by sharing dating intentions from the first touch point. Bumble Inc. was founded in 2006 in and is headquartered in Austin, Texas.
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In the latest close session, Bumble Inc. (BMBL - Free Report) was down 4.75% at $4.21. The stock trailed the S&P 500, which registered a daily loss of 0.41%. At the same time, the Dow lost 0.36%, and the tech-heavy Nasdaq lost 0.89%.
The company's shares have seen an increase of 33.13% over the last month, surpassing the Computer and Technology sector's gain of 14.93% and the S&P 500's gain of 9.71%.
Investors will be eagerly watching for the performance of Bumble Inc. in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on May 5, 2026. The company is forecasted to report an EPS of $0.3, showcasing a 130.77% upward movement from the corresponding quarter of the prior year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $211.88 million, down 14.25% from the year-ago period.
BMBL's full-year Zacks Consensus Estimates are calling for earnings of $0.98 per share and revenue of $852.57 million. These results would represent year-over-year changes of +116.25% and -11.71%, respectively.
It's also important for investors to be aware of any recent modifications to analyst estimates for Bumble Inc. These recent revisions tend to reflect the evolving nature of short-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. Bumble Inc. is currently a Zacks Rank #3 (Hold).
With respect to valuation, Bumble Inc. is currently being traded at a Forward P/E ratio of 4.52. This denotes a discount relative to the industry average Forward P/E of 19.47.
Investors should also note that BMBL has a PEG ratio of 0.15 right now. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Internet - Software was holding an average PEG ratio of 1.14 at yesterday's closing price.
The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 88, placing it within the top 37% of over 250 industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Shares of Bumble Inc. (NASDAQ:BMBL – Get Free Report) have received an average recommendation of “Reduce” from the seventeen ratings firms that are covering the stock, Marketbeat Ratings reports. Two analysts have rated the stock with a sell rating, fourteen have issued a hold rating and one has issued a buy rating on the company. The average 1-year price objective among brokers that have issued ratings on the stock in the last year is $4.3615.
A number of equities research analysts have weighed in on the stock. JPMorgan Chase & Co. upgraded shares of Bumble from an “underweight” rating to a “neutral” rating in a research report on Thursday, March 12th. Royal Bank Of Canada reiterated a “sector perform” rating and set a $5.00 price target on shares of Bumble in a research report on Thursday, March 12th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating on shares of Bumble in a research report on Monday, March 16th. William Blair reiterated an “outperform” rating on shares of Bumble in a research report on Monday, March 16th. Finally, Susquehanna reiterated a “neutral” rating and set a $3.50 price target on shares of Bumble in a research report on Thursday, March 12th.
View Our Latest Stock Report on BMBL
Bumble Price Performance Shares of BMBL stock opened at $4.21 on Friday. The company has a debt-to-equity ratio of 0.86, a current ratio of 2.21 and a quick ratio of 2.21. The firm’s 50-day moving average is $3.41 and its two-hundred day moving average is $3.82. Bumble has a 12 month low of $2.61 and a 12 month high of $8.64. The company has a market capitalization of $546.54 million, a PE ratio of -0.70, a price-to-earnings-growth ratio of 0.15 and a beta of 1.86.
Insider Buying and Selling at Bumble In related news, major shareholder – Nq L.L.C. Btoa sold 7,477,504 shares of Bumble stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $3.51, for a total value of $26,246,039.04. Following the completion of the transaction, the insider owned 25,832 shares in the company, valued at approximately $90,670.32. The trade was a 99.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, major shareholder Bx Buzz Ml-1 Gp Llc sold 7,477,504 shares of the business’s stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $3.51, for a total transaction of $26,246,039.04. Following the transaction, the insider owned 25,832 shares of the company’s stock, valued at $90,670.32. This trade represents a 99.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 29,910,016 shares of company stock worth $104,984,156. 15.84% of the stock is currently owned by company insiders.
Institutional Trading of Bumble Several institutional investors have recently modified their holdings of the stock. Tudor Investment Corp ET AL purchased a new stake in Bumble in the 3rd quarter valued at $6,013,000. Vanguard Group Inc. raised its position in Bumble by 52.0% in the 3rd quarter. Vanguard Group Inc. now owns 11,164,004 shares of the company’s stock valued at $67,989,000 after purchasing an additional 3,820,205 shares during the last quarter. Counterpoint Mutual Funds LLC purchased a new stake in Bumble in the 3rd quarter valued at $3,104,000. Jupiter Asset Management Ltd. purchased a new stake in Bumble in the 3rd quarter valued at $3,570,000. Finally, Y Intercept Hong Kong Ltd raised its position in Bumble by 533.0% during the 3rd quarter. Y Intercept Hong Kong Ltd now owns 313,899 shares of the company’s stock worth $1,912,000 after buying an additional 264,312 shares during the last quarter. Hedge funds and other institutional investors own 94.85% of the company’s stock.
About Bumble (Get Free Report)
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.
See Also Five stocks we like better than Bumble
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In the latest trading session, Bumble Inc. (BMBL - Free Report) closed at $4.21, marking a -1.17% move from the previous day. The stock trailed the S&P 500, which registered a daily loss of 0.04%. Elsewhere, the Dow lost 0.57%, while the tech-heavy Nasdaq added 0.04%.
Heading into today, shares of the company had gained 30.67% over the past month, outpacing the Computer and Technology sector's gain of 20.43% and the S&P 500's gain of 12.24%.
The investment community will be paying close attention to the earnings performance of Bumble Inc. in its upcoming release. The company is slated to reveal its earnings on May 5, 2026. In that report, analysts expect Bumble Inc. to post earnings of $0.3 per share. This would mark year-over-year growth of 130.77%. Simultaneously, our latest consensus estimate expects the revenue to be $211.88 million, showing a 14.25% drop compared to the year-ago quarter.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $0.98 per share and revenue of $852.57 million. These totals would mark changes of +116.25% and -11.71%, respectively, from last year.
It's also important for investors to be aware of any recent modifications to analyst estimates for Bumble Inc. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has remained unchanged. Bumble Inc. is currently sporting a Zacks Rank of #3 (Hold).
From a valuation perspective, Bumble Inc. is currently exchanging hands at a Forward P/E ratio of 4.36. This signifies a discount in comparison to the average Forward P/E of 18.77 for its industry.
Meanwhile, BMBL's PEG ratio is currently 0.15. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. As the market closed yesterday, the Internet - Software industry was having an average PEG ratio of 1.08.
The Internet - Software industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 70, which puts it in the top 29% of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
AUSTIN, Texas--(BUSINESS WIRE)--Bumble Inc. (NASDAQ: BMBL) today reported financial results for the first quarter ended March 31, 2026.
“Our deliberate steps to reset the Bumble member base have meaningfully improved the health of our ecosystem,” said Whitney Wolfe Herd, Founder & CEO of Bumble Inc. "We’re now focused on activating this higher-quality member base by launching a fully reimagined Bumble experience on our rebuilt, AI-enabled platform later this year. This next chapter will deliver a more intuitive, personalized way to connect and help members move more confidently and quickly to in-person dates.”
First Quarter 2026 Financial and Operational Highlights:
(all comparisons relative to the First Quarter 2025)
Total Revenue decreased 14.1% to $212.4 million, compared to $247.1 million. Bumble App Revenue decreased 14.4% to $172.7 million, compared to $201.8 million. Badoo App and Other Revenue decreased 12.4% to $39.7 million, compared to $45.3 million. Total Paying Users decreased 21.1% to 3.2 million, compared to 4.0 million. Total Average Revenue per Paying User ("ARPPU") increased 8.9% to $22.04, compared to $20.24. Net earnings increased 165.4% to $52.6 million, or 24.8% of revenue, from net earnings of $19.8 million, or 8.0% of revenue. Adjusted EBITDA increased 28.3% to $82.6 million, or 38.9% of revenue, from $64.4 million, or 26.1% of revenue. Information about Bumble's use of non-GAAP financial measures is provided below under “Non-GAAP Financial Measures.”
“We maintained strong operating discipline in Q1, delivering results in line with our expectations and generating strong cash flow,” said Kevin Cook, CFO of Bumble Inc. “The company’s performance and outlook reflect a more efficient cost structure with continued investment in product and platform capabilities designed to support sustainable growth.”
Key Operating Metrics:
The following metrics were calculated excluding paying users of and revenue generated from Official, advertising and partnerships or affiliates. The Bumble For Friends app was relaunched as BFF in the United States in September 2025. The Company has not sought to generate revenue from the BFF app and therefore it is excluded from our key operating metrics as of March 31, 2026. Please refer to the Definitions section for more information.
(In thousands, except ARPPU)
Three Months Ended
March 31, 2026
Three Months Ended
March 31, 2025
Bumble App Paying Users
2,082.0
2,708.4
Badoo App and Other Paying Users
1,084.3
1,306.3
Total Paying Users
3,166.3
4,014.7
Bumble App Average Revenue per Paying User
$
27.65
$
24.84
Badoo App and Other Average Revenue per Paying User
$
11.26
$
10.72
Total Average Revenue per Paying User
$
22.04
$
20.24
Balance Sheet:
As of March 31, 2026, total cash and cash equivalents were $245.6 million and total debt was $587.5 million.
On April 24, 2026, the Company entered into a new $475.0 million senior secured term loan, the proceeds of which, together with cash on hand, were used to repay in full and terminate its prior term loans. In addition, the Company entered into a new $50.0 million senior secured revolving credit facility, which replaced its previous revolving credit facility. The new facilities extended the Company’s debt maturities to 2030.
Financial Outlook:
A reconciliation of Adjusted EBITDA to GAAP net earnings (loss) and Adjusted EBITDA margin growth to GAAP net earnings (loss) margin growth, which is growth in GAAP net earnings (loss) as a percentage of revenue, has not been provided for the outlook included herein, as the quantification of certain items included in the calculation of GAAP net earnings (loss) cannot be calculated or predicted at this time without unreasonable efforts. For example, the non-GAAP adjustment for stock-based compensation expense requires additional inputs such as number of shares granted and market price that are not currently ascertainable, and the non-GAAP adjustment for certain legal, tax and regulatory reserves and expenses depends on the timing and magnitude of these expenses and cannot be accurately forecasted. For the same reasons, the Company is unable to address the probable significance of the unavailable information, which could have a potentially unpredictable, and potentially significant, impact on its future GAAP financial results.
Bumble anticipates the following results for the second quarter ending June 30, 2026:
Second Quarter 2026:
Total Revenue in the range of $205 million to $213 million, which includes: Bumble App Revenue of $168 million to $174 million. Adjusted EBITDA of $65 million to $70 million. Actual results may differ materially from Bumble’s financial outlook as a result of, among other things, the factors described under “Forward-Looking Statements” below.
Conference Call and Webcast Information
Bumble will host a live webcast of its conference call to discuss its first quarter 2026 financial results at 4:30 p.m. Eastern Time today, May 5, 2026. A webcast of the call and other information related to the call will be accessible on the Investors section of the Company’s website at https://ir.bumble.com. A webcast replay will be available approximately two hours after the conclusion of the live event.
Definitions
As used in this press release, unless otherwise noted or the context requires otherwise, the following terms have the following meanings. Our key metrics (Bumble App Paying Users, Badoo App and Other Paying Users, Total Paying Users, Bumble App Average Revenue per Paying User, Badoo App and Other Average Revenue per Paying User, and Total Average Revenue per Paying User) were calculated excluding paying users of and revenue generated from Official, advertising and partnerships or affiliates. The Bumble For Friends app was relaunched as BFF in the United States in September 2025. The Company has not sought to generate revenue from the BFF app and therefore it is excluded from our key operating metrics as of March 31, 2026.
Total Revenue is the sum of Bumble App Revenue and Badoo App and Other Revenue.
Total Paying Users is the sum of Bumble App Paying Users and Badoo App and Other Paying Users.
Total Average Revenue per Paying User or Total ARPPU is a metric calculated based on Total Revenue in any measurement period divided by the Total Paying Users in such period divided by the number of months in the period.
Bumble App Revenue is revenue derived from purchases or renewals of a Bumble app or Bumble For Friends app subscription plan and/or in-app purchases on Bumble app or Bumble For Friends app in the relevant period.
Bumble App Paying User is a member that has purchased or renewed a Bumble app or Bumble For Friends app subscription plan and/or made an in-app purchase on Bumble app or Bumble For Friends app in a given month. We calculate Bumble App Paying Users as a monthly average, by counting the number of Bumble App Paying Users in each month and then dividing by the number of months in the relevant measurement period.
Bumble App Average Revenue per Paying User or Bumble App ARPPU is a metric calculated based on Bumble App Revenue in any measurement period, divided by Bumble App Paying Users in such period divided by the number of months in the period.
Badoo App and Other Revenue is revenue derived from purchases or renewals of a Badoo app subscription plan and/or in-app purchases on Badoo app in the relevant period, purchases on one of our other apps that we owned and operated in the relevant period, purchases on other third-party apps that used our technology in the relevant period and advertising, partnerships or affiliates revenue in the relevant period.
Badoo App and Other Paying User is a member that has purchased or renewed a subscription plan and/or made an in-app purchase on Badoo app in a given month or made a purchase on one of our other apps that we owned and operated in a given month, or made a purchase on other third-party apps that used our technology in the relevant period. We calculate Badoo App and Other Paying Users as a monthly average, by counting the number of Badoo App and Other Paying Users in each month and then dividing by the number of months in the relevant measurement period.
Badoo App and Other Average Revenue per Paying User or Badoo App and Other ARPPU is a metric calculated based on Badoo App and Other Revenue in any measurement period divided by Badoo App and Other Paying Users in such period divided by the number of months in the period.
Non-GAAP Financial Measures
We report our financial results in accordance with GAAP, however, management believes that certain non-GAAP financial measures provide users of our financial information with useful supplemental information that enables a better comparison of our performance across periods. We believe Adjusted EBITDA provides visibility to the underlying continuing operating performance by excluding the impact of certain expenses, including income tax (benefit) provision, interest and derivative (gains) losses, net, depreciation and amortization expense, stock-based compensation expenses, employer costs related to stock-based compensation, foreign exchange (gain) loss, changes in fair value of contingent earn-out liability, changes in fair value of investments in equity securities, transaction and other costs, litigation costs net of insurance reimbursements that arise outside of the ordinary course of business, tax receivable agreement liability remeasurement (benefit) expense, impairment loss, and costs associated with restructuring, as management does not believe these expenses are representative of our core earnings. We also provide Adjusted EBITDA margin, which is calculated as Adjusted EBITDA divided by revenue. In addition to Adjusted EBITDA and Adjusted EBITDA margin, we believe free cash flow and free cash flow conversion provide useful information regarding how cash provided by (used in) operating activities compares to the capital expenditures required to maintain and grow our business, and our available liquidity, after funding such capital expenditures, to service our debt, fund strategic initiatives, effectuate discretionary share repurchases and strengthen our balance sheet, as well as our ability to convert our earnings to cash. Additionally, we believe such metrics are widely used by investors, securities analysts, ratings agencies and other parties in evaluating liquidity and debt-service capabilities. We calculate free cash flow and free cash flow conversion using methodologies that we believe can provide useful supplemental information to help investors better understand underlying trends in our business.
Our non-GAAP financial measures may not be comparable to similarly titled measures used by other companies, have limitations as analytical tools and should not be considered in isolation, or as substitutes for analysis of our operating results as reported under GAAP. Additionally, we do not consider our non-GAAP financial measures as superior to, or a substitute for, the equivalent measures calculated and presented in accordance with GAAP.
Adjusted earnings before interest, taxes, depreciation and amortization (“Adjusted EBITDA”) is defined as net earnings (loss) excluding income tax (benefit) provision, interest and derivative (gains) losses, net, depreciation and amortization expense, stock-based compensation expense, employer costs related to stock-based compensation, foreign exchange (gain) loss, changes in fair value of contingent earn-out liability, changes in fair value of investments in equity securities, transaction and other costs, litigation costs net of insurance reimbursements that arise outside of the ordinary course of business, tax receivable agreement liability remeasurement (benefit) expense, impairment loss, and restructuring costs.
Adjusted EBITDA margin represents Adjusted EBITDA as a percentage of revenue.
Free cash flow is defined as net cash provided by (used in) operating activities less capital expenditures.
Free cash flow conversion represents free cash flow as a percentage of Adjusted EBITDA.
Operating cash flow conversion represents net cash provided by (used in) operating activities as a percentage of net earnings (loss).
Forward-Looking Statements
This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, without limitation, statements reflecting the current views of management of Bumble Inc. with respect to, among other things, our operations, our financial performance, our industry and our business and other non-historical statements, including without limitation statements related to our product innovation, investment in platform capabilities and member experience enhancement plans, statements regarding our ability to achieve product-led, long-term growth, our ability to maintain financial discipline and the statements in the “Financial Outlook” section of this press release. In some cases, you can identify these forward-looking statements by the use of words such as “outlook,” “believe(s),” “expect(s),” “potential,” “continue(s),” “may,” “will,” “should,” “could,” “would,” “seek(s),” “predict(s),” “intend(s),” “trends,” “plan(s),” “estimate(s),” “anticipate(s),” “projection,” “will likely result” and or the negative version of these words or other comparable words of a future or forward-looking nature. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors include, but are not limited to, the following:
our ability to retain existing members or attract new members and to convert members to paying users (including as a result of shifts in strategy) competition and changes in the competitive landscape of our market our ability to distribute our dating products through third parties, such as Apple App Store or Google Play Store, and offset related fees our ability to attract, hire and retain a highly qualified and diverse workforce, or maintain our corporate culture, including as such factors may be impacted by our global workforce reductions and efforts to restructure our operations our ability to maintain the value and reputation of our brands risks relating to changes to our existing brands and products, or the introduction or acquisition of new brands or products risks relating to certain of our international operations, including geopolitical conditions and successful expansion into new markets the impact of data security breaches or cyber attacks on our systems and the costs of remediation related to any such incidents challenges with properly managing the use of artificial intelligence our ability to obtain, maintain, protect and enforce intellectual property rights and successfully defend against claims of infringement, misappropriation or other violations of third-party intellectual property our ability to comply with complex and evolving U.S. and international laws and regulations relating to our business, including data privacy laws our substantial indebtedness affiliates of Blackstone Inc.’s (“Blackstone”) and our Founder’s control of us the outsized voting rights of Blackstone and our Founder the risk that our restructuring efforts may not generate their intended benefits to the extent or as quickly as anticipated risks relating to the market price volatility of our Class A common stock, which could limit our ability to make acquisitions and retain key personnel and employees, and result in dilution if our stock-based compensation programs issue increased numbers of shares because of a depressed stock price or could result in increased cash compensation expense in the event that we shift the mix of incentive compensation in favor of cash-based awards over equity-based awards changes in business or macroeconomic conditions, including the impact of lower consumer confidence in our business or in the online dating industry generally, recessionary conditions, increased unemployment rates, stagnant or declining wages, changes in inflation or interest rates, geopolitical events (such as trade wars), political unrest, armed conflicts, including conflicts in Eastern Europe and the Middle East, widespread health emergencies or pandemics and measures taken in response, extreme weather events or natural disasters foreign currency exchange rate fluctuations For additional information on these and other factors that could cause Bumble’s actual results to differ materially from expected results, please see our Annual Report on Form 10-K for the year ended December 31, 2025, which was filed with the Securities and Exchange Commission (the “SEC”) on March 16, 2026, as such factors may be updated from time to time in our subsequent periodic filings, which are accessible on the SEC’s website at www.sec.gov. The forward-looking statements included in this press release are made only as of the date of this press release, and we undertake no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except as required by law.
About Bumble
Bumble Inc. is the parent company of Bumble, Badoo and BFF. Bumble brings people closer to love by enabling them to build healthy relationships. Founded in 2014 by Whitney Wolfe Herd, who serves as CEO, Bumble was one of the first dating apps built with women at the center and connects people across dating (Bumble Date) and friendship (Bumble For Friends). Badoo, founded in 2006, was one of the pioneers of web and mobile dating products. BFF is a friendship app for friend-finding, group connections and community-building.
Bumble Inc.
Condensed Consolidated Balance Sheets
(In thousands, except share and per share information)
(Unaudited)
March 31, 2026
December 31, 2025
ASSETS
Cash and cash equivalents
$
245,589
$
175,760
Accounts receivable (net of allowance of $64 and $86, respectively)
66,199
83,062
Other current assets
45,196
46,449
Total current assets
356,984
305,271
Right-of-use assets
9,193
10,198
Property and equipment (net of accumulated depreciation of $23,889 and $22,706, respectively)
5,790
6,896
Goodwill
732,715
732,715
Intangible assets, net
351,883
351,454
Deferred tax assets, net
9,943
11,429
Other noncurrent assets
6,397
7,115
Total assets
$
1,472,905
$
1,425,078
LIABILITIES AND SHAREHOLDERS’ EQUITY
Accounts payable
$
1,901
$
9,231
Deferred revenue
35,454
36,790
Accrued expenses and other current liabilities
97,463
86,226
Current portion of long-term debt, net
158,656
5,750
Total current liabilities
293,474
137,997
Long-term debt, net
428,834
582,715
Deferred tax liabilities, net
2,321
318
Other long-term liabilities
13,031
22,939
Total liabilities
737,660
743,969
Commitments and contingencies
Shareholders’ equity:
Class A common stock (par value $0.01 per share, 6,000,000,000 shares authorized; 130,389,737 shares issued and outstanding as of March 31, 2026; 129,613,455 shares issued and outstanding as of December 31, 2025)
1,305
1,297
Class B common stock (par value $0.01 per share, 1,000,000 shares authorized; 17 shares issued and outstanding as of March 31, 2026 and December 31, 2025, respectively)
—
—
Preferred stock (par value $0.01; authorized 600,000,000 shares; no shares issued and outstanding as of March 31, 2026 and December 31, 2025, respectively)
—
—
Additional paid-in capital
1,812,051
1,803,905
Accumulated deficit
(1,349,019
)
(1,394,230
)
Accumulated other comprehensive income
152,760
159,021
Total Bumble Inc. shareholders’ equity
617,097
569,993
Noncontrolling interests
118,148
111,116
Total shareholders’ equity
735,245
681,109
Total liabilities and shareholders’ equity
$
1,472,905
$
1,425,078
Bumble Inc.
Condensed Consolidated Statements of Operations
(In thousands, except per share information)
(Unaudited)
Three Months Ended
March 31, 2026
Three Months Ended
March 31, 2025
Revenue
$
212,383
$
247,101
Operating costs and expenses:
Cost of revenue
54,824
73,353
Selling and marketing expense
26,960
59,734
General and administrative expense
30,762
21,644
Product development expense
30,171
34,504
Depreciation and amortization expense
4,412
9,585
Impairment loss
—
3,631
Total operating costs and expenses
147,129
202,451
Operating earnings
65,254
44,650
Interest expense, net
(7,959
)
(12,049
)
Other income (expense), net
6,741
(6,762
)
Income before income taxes
64,036
25,839
Income tax provision
(11,414
)
(6,008
)
Net earnings
52,622
19,831
Net earnings attributable to noncontrolling interests
7,411
6,387
Net earnings attributable to Bumble Inc. shareholders
$
45,211
$
13,444
Net earnings per share attributable to Bumble Inc. shareholders
Basic earnings per share
$
0.35
$
0.13
Diluted earnings per share
$
0.34
$
0.13
Bumble Inc.
Condensed Consolidated Statements of Cash Flows
(In thousands)
(Unaudited)
Three Months Ended
March 31, 2026
Three Months Ended
March 31, 2025
Cash flows from operating activities:
Net earnings
$
52,622
$
19,831
Adjustments to reconcile net earnings (loss) to net cash provided by operating activities:
Impairment loss
—
3,631
Depreciation and amortization expense
4,412
9,585
Changes in fair value of interest rate swaps
(675
)
2,636
Changes in fair value of contingent earn-out liability
Includes interest income received on money market funds and interest rate swaps, fair value changes in interest rate swaps, and interest expense incurred in connection with our long-term debt.
(2)
Represents employer portion of Social Security and Medicare payroll taxes domestically, National Insurance contributions in the United Kingdom and comparable costs internationally related to the settlement of equity awards.
(3)
Represents certain litigation costs, net of insurance proceeds, associated with pending litigations or settlements of litigation that arise outside of the ordinary course of business.
(4)
Represents foreign exchange (gain) loss due to foreign currency transactions.
(5)
Represents costs associated with discontinuing the operations of the Fruitz and Official apps and the 2025 Restructuring Plan, such as severance, benefits and other related costs.
(6)
Represents transaction and other costs primarily related to acquisitions and divestiture of business.
(7)
Represents recognized adjustments to the tax receivable agreement liability prior to its amendment in November 2025.
(8)
Represents impairment charges to the Official asset group in the first quarter of 2025.
Supplementary Information (Unaudited)
Stock-Based Compensation Expense
(In thousands)
Three Months Ended
March 31, 2026
Three Months Ended
March 31, 2025
Cost of revenue
$
50
$
154
Selling and marketing expense
889
(839
)
General and administrative expense
6,218
(3,894
)
Product development expense
3,661
8,717
Total stock-based compensation expense
$
10,818
$
4,138
Reconciliation of GAAP costs and expenses to non-GAAP costs and expenses by function
(In thousands)
Three Months Ended
March 31, 2026
Three Months Ended
March 31, 2025
Cost of revenue GAAP
$
54,824
$
73,353
Stock-based compensation expense
(50
)
(154
)
Employer costs related to stock-based compensation
(4
)
(25
)
Restructuring costs
(369
)
(36
)
Transaction and other costs
—
(85
)
Cost of revenue non-GAAP
$
54,401
$
73,053
(In thousands)
Three Months Ended
March 31, 2026
Three Months Ended
March 31, 2025
Selling and marketing expense GAAP
$
26,960
$
59,734
Stock-based compensation expense
(889
)
839
Employer costs related to stock-based compensation
(23
)
(39
)
Restructuring costs
(42
)
(195
)
Selling and marketing expense non-GAAP
$
26,006
$
60,339
(In thousands)
Three Months Ended
March 31, 2026
Three Months Ended
March 31, 2025
General and administrative expense GAAP
$
30,762
$
21,644
Changes in fair value of contingent earn-out liability
36
2,282
Litigation costs, net of insurance proceeds
(4
)
(1,287
)
Stock-based compensation expense
(6,218
)
3,894
Employer costs related to stock-based compensation
(111
)
(219
)
Restructuring costs
(178
)
(75
)
Transaction and other costs
(1
)
(408
)
General and administrative expense non-GAAP
$
24,286
$
25,831
(In thousands)
Three Months Ended
March 31, 2026
Three Months Ended
March 31, 2025
Product development expense GAAP
$
30,171
$
34,504
Stock-based compensation expense
(3,661
)
(8,717
)
Employer costs related to stock-based compensation
(175
)
(422
)
Restructuring costs
(1,047
)
(904
)
Transaction and other costs
(198
)
(820
)
Product development expense non-GAAP
$
25,090
$
23,641
(In thousands)
Three Months Ended
March 31, 2026
Three Months Ended
March 31, 2025
Total operating costs and expenses GAAP
$
147,129
$
202,451
Impairment loss
—
(3,631
)
Depreciation and amortization expense
(4,412
)
(9,585
)
Changes in fair value of contingent earn-out liability
36
2,282
Litigation costs, net of insurance proceeds
(4
)
(1,287
)
Stock-based compensation expense
(10,818
)
(4,138
)
Employer costs related to stock-based compensation
Bumble on Tuesday posted first-quarter revenue above estimates as the online dating platform's strategy to win back younger users starts to bear fruit.
Bumble Inc. (BMBL - Free Report) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +33.54%. A quarter ago, it was expected that this company would post earnings of $0.28 per share when it actually produced earnings of $1.07, delivering a surprise of +282.14%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Bumble, which belongs to the Zacks Internet - Software industry, posted revenues of $212.38 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.24%. This compares to year-ago revenues of $247.1 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Bumble shares have added about 19.6% since the beginning of the year versus the S&P 500's gain of 5.2%.
What's Next for Bumble?While Bumble has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Bumble was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.19 on $213.69 million in revenues for the coming quarter and $0.81 on $852.57 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 34% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, MongoDB (MDB - Free Report) , is yet to report results for the quarter ended April 2026.
This database platform is expected to post quarterly earnings of $1.18 per share in its upcoming report, which represents a year-over-year change of +18%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
MongoDB's revenues are expected to be $662.17 million, up 20.6% from the year-ago quarter.
As Bumble gets ready for a big overhaul meant to win back Gen Z users (who are pretty over dating apps right now), its latest earnings still reports that paying users are declining. In the first quarter of 2026, total paying users fell 21.1% to 3.2 million, down from 4 million a year ago.
This has been the story for a few quarters now. However, during the call to investors this afternoon, Bumble has framed this as a deliberate shift toward higher-quality, more intentional users.
So while total revenue dropped 14.1% to $212.4 million (though it did beat expectations), and Bumble app revenue fell to $172.7 million, its total average revenue per paying user increased nearly 9%. It also reported higher profits: Net earnings increased to $52.6 million compared to $19.8 million in the year-ago quarter (largely from cutting sales and marketing expenses).
On the company’s investor call, founder and CEO Whitney Wolfe Herd described the paid-user decline as part of an intentional reset. “This is a period of real transformation at Bumble over the past few quarters,” she said. “We have executed a deliberate reset of our member base. We made a clear choice to prioritize quality over quantity, focusing on well-intentioned, engaged members. That decision reduced overall scale, but meaningfully improved the health of our ecosystem.”
Still, even with that framing, a shrinking paying user base is hard to ignore. That’s why much of the conversation on the call was more about what comes next. Bumble is asking investors to look ahead to its massive overhaul, which it hopes will eventually reverse the trend.
“When do we start to see a rebound in the numbers you’re all looking for? Well, the answer is very simple. When our technology and our next-gen recommendation engine can actually help better connect people more compatibly and show people who they want to see and out on great dates. That’s where the magic happens,” Herd said.
The overhaul refers to replacing Bumble’s old technology platform with a cloud-native, AI-powered one so it can improve matches and roll out updates more quickly. This is already starting to roll out to some users and will expand over the next few months.
The more noticeable changes, though, are coming later. Bumble said on Tuesday that its full “reimagined” experience for members is now expected to launch in Q4, with a broader rollout continuing into late this year and early next year. That’s a bit later than earlier expectations and shows this is going to be more of a phased rollout than a single big relaunch.
And the changes themselves sound pretty significant. The company is making a big bet that the swiping model is outdated and most matches never turn into actual dates. The company wants to fix that by redesigning profiles, changing how people interact, and focusing a lot more on getting users to meet in real life.
AI is a huge part of that plan. Earlier this year, Bumble introduced something called “Bee,” a built-in matchmaker that learns daters’ preferences, relationship goals, and communication style, then suggests matches based on those factors. In a feature called “Dates,” Bee may even explain why two people are a good fit before they connect.
Profiles are changing too. Bumble has been experimenting with more detailed, “chapter-style” profiles that go beyond just photos and a short bio.
Additionally, Bumble is seeing some momentum outside of dating. Its friend-focused app, Bumble BFF, added a Groups tab last year where users can join chats, plan hangouts, and organize events. According to Herd, engagement there is growing, especially among Gen Z women. Group joins nearly doubled between December and March, the company touts.
For now, Bumble is kind of in wait-and-see mode. The hope is that by fixing how people go from matching to actually going on dates, it can bring users back. But until that new experience is fully out there, it’s still just a bet.
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Lauren covers media, streaming, apps and platforms at TechCrunch.
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For the quarter ended March 2026, Bumble Inc. (BMBL - Free Report) reported revenue of $212.38 million, down 14.1% over the same period last year. EPS came in at $0.34, compared to $0.13 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $211.88 million, representing a surprise of +0.24%. The company delivered an EPS surprise of +33.54%, with the consensus EPS estimate being $0.26.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Bumble performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Badoo App and Other Paying Users: 1.08 million versus 1.08 million estimated by three analysts on average.Bumble App Paying Users: 2.08 million versus the three-analyst average estimate of 2.08 million.Total Average Revenue per Paying User: $22.04 versus $21.99 estimated by three analysts on average.Badoo App and Other Average Revenue per Paying User: $11.26 versus the two-analyst average estimate of $11.37.Bumble App Average Revenue per Paying User: $27.65 versus the two-analyst average estimate of $27.64.Total Paying Users: 3.17 million compared to the 3.15 million average estimate based on two analysts.Revenue- Badoo App and Other: $39.7 million versus the two-analyst average estimate of $39.28 million. The reported number represents a year-over-year change of -12.4%.Revenue- Bumble App: $172.7 million versus the two-analyst average estimate of $172.83 million. The reported number represents a year-over-year change of -14.4%.View all Key Company Metrics for Bumble here>>>
Shares of Bumble have returned +23.8% over the past month versus the Zacks S&P 500 composite's +9.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Bumble Inc (NASDAQ:BMBL) shares tumbled about 21% to about $3 after the dating app operator issued weaker-than-expected guidance, overshadowing a first quarter earnings beat.
Bumble forecast second-quarter revenue in the range of $205 million to $213 million, below analyst expectations of around $215 million. The company also guided for adjusted EBITDA of $65 million to $70 million for the period.
For Q1, Bumble reported adjusted earnings per share of $0.34, well above analyst expectations of about $0.25 to $0.26. Revenue came in at $212.4 million, slightly ahead of estimates of $211.5 million, though down 14% from $247.1 million a year earlier.
Adjusted EBITDA totaled $83 million, exceeding the $77.5 million consensus, while net earnings rose 165% year over year to $52.6 million.
Despite the better-than-expected profitability, underlying operating trends remained under pressure. Total paying users declined 21.1% to 3.2 million, compared with 4 million in the prior-year period. Average revenue per paying user increased 8.9% to $22.04, partially offsetting the user decline.
By segment, Bumble App revenue fell 14.4% to $172.7 million, while Badoo App and other revenue declined 12.4% to $39.7 million.
“Our deliberate steps to reset the Bumble member base have meaningfully improved the health of our ecosystem,” Bumble CEO Whitney Wolfe Herd said in a statement.
"We’re now focused on activating this higher-quality member base by launching a fully reimagined Bumble experience on our rebuilt, AI-enabled platform later this year.”
Following the report, analysts at Jefferies maintained a Hold rating on the stock and lowered their price target to $4 from $5, citing ongoing user declines and a weaker near-term revenue trajectory.
While they noted gross margin expansion of more than 300 basis points year over year, supported in part by growing adoption of alternative billing methods such as Apple Pay, and said revenue headwinds could begin to moderate through 2026, they flagged continued pressure on paying users.
Jefferies highlighted that Bumble lost about 100,000 paying users sequentially in the first quarter, worse than the roughly 80,000 decline expected by the Street, with year-over-year declines showing limited signs of sustained improvement.
They noted the launch of new member experiences in select markets in Q4, with a broader rollout in 2027.
“The platform will continue adding AI features, group dating, a new interaction model, and refreshed profiles, all supported by a dedicated marketing campaign,” they wrote.
“Management sees this as a key recovery driver and, importantly, now has a clear timeline. In parallel, the company has reduced its tech debt to increase product velocity.”
Will dating app malaise finally kill off the swipe? For Bumble, at least, that seems to be the case.
In an interview with Axios on Thursday, Bumble CEO Whitney Wolfe Herd confirmed that Bumble will get rid of swiping, the defining feature of 2010s dating apps.
“We are going to be saying goodbye to the swipe and hello to something that I believe is revolutionary for the category,” Wolfe Herd said.
Bumble is planning to overhaul its app later this year, following several disappointing quarters in which the app consistently lost paying users. In this year’s first quarter, Bumble’s paid users fell about 21% to 3.2 million, down from 4 million last year.
Redesigning the app is a pretty serious intervention, signaling to investors that the situation is dire. But like any good CEO, Wolfe Herd has done some verbal gymnastics to argue that Bumble is doing a very good job at losing money.
“This is a period of real transformation at Bumble over the past few quarters,” she said on this week’s quarterly earnings call. “We have executed a deliberate reset of our member base. We made a clear choice to prioritize quality over quantity, focusing on well-intentioned, engaged members. That decision reduced overall scale, but meaningfully improved the health of our ecosystem.”
Based on Wolfe Herd’s past comments about Bumble’s new direction, the company is expected to lean into AI — Bumble is even working on an AI dating assistant called Bee, and Wolfe Herd has made many comments over the years about how AI will be “a supercharger to love and relationships.”
Of course, dating apps already use AI to decide what users should be shown to one another. But Gen Z is trending more negative toward in-your-face AI features, and Wolfe Herd has expressed interest in more extreme futures, like having personal AI bots that date other AI bots for you. So, it’s unclear if these “Black Mirror”-like overtures will effectively attract users in their 20s. Bumble’s overhaul isn’t expected to launch until the last quarter of this year, so users will still be swiping for now.
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Amanda Silberling is a senior writer at TechCrunch covering the intersection of technology and culture. She has also written for publications like Polygon, MTV, the Kenyon Review, NPR, and Business Insider. She is the co-host of Wow If True, a podcast about internet culture, with science fiction author Isabel J. Kim. Prior to joining TechCrunch, she worked as a grassroots organizer, museum educator, and film festival coordinator. She holds a B.A. in English from the University of Pennsylvania and served as a Princeton in Asia Fellow in Laos.
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May 8th, 2026 - Morning Brief Yahoo Finance's Head of News, Myles Udland, and Julie Hyman discuss the latest jobs market report and Bumble's decision to get rid of swipes as online dating slows. == — Facebook: https://www.facebook.com/yahoofinance — X/Twitter: https://x.com/YahooFinance — Instagram: https://www.instagram.com/yahoofinance/ — TikTok: https://www.tiktok.com/@yahoofinance — LinkedIn: https://www.linkedin.com/company/yahoo-finance https://finance.yahoo.com/
Bumble has a new AI assistant: a matchmaker named Bee. The dating app company recently revealed the new dating guru during its fourth-quarter earnings call, which was first reported by TechCrunch.
Essentially, Bee’s job is to learn about what users want in a partner through initial private conversations and to help them find matches through Bumble’s new “Dates” tool. Bee’s job will eventually get bigger, too. She will help plan dates and even ask for (anonymous) feedback about those dates in the same way a close friend with inside information might offer. In addition to the new AI tool, Bumble will be moving away from swiping right (yes) or left (no) and into entirely new territory, with Bee leading the charge.
In an interview with Axios, Bumble founder and CEO Whitney Wolfe Herd said that Bee’s introduction, along with the rest of the changes coming to the app, are due to the fact that users have simply outgrown swiping left or right. “Now, people are feeling exhausted. They’re feeling fatigued,” Wolfe Herd explained. “They feel like the swipe has degraded their love lives.”
Bee’s introduction seems like a major change for the app. But for Bumble, it’s the latest in a number of recent changes. While the app used to only allow women to send the first message to potential matches, it abandoned that rule when it introduced the “opening moves” feature, which allowed men to answer preset prompt questions and gave women a 24-hour window to reply. Bumble explained at the time that it was responding to criticism that leaving women with the chore of making the first move “sometimes felt like just another thing to do on top of everything else” on the to-do list.
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In a May 5 press release, Wolfe Herd said the brand’s “reset” is already working to improve the app, but now the company is focused on the next phase of its revamp—it’s AI tool.
“We’re now focused on activating this higher-quality member base by launching a fully reimagined Bumble experience on our rebuilt, AI-enabled platform later this year,” the CEO explained. “This next chapter will deliver a more intuitive, personalized way to connect and help members move more confidently and quickly to in-person dates,” Wolfe Herd added.
For those who have been on dating apps for months or even years, it’s tough to imagine how Bumble will function without swiping, and with a virtual assistant in its place. But it’s also tough to imagine how dating apps like Bumble can continue down the same path they’ve been moving along for years. That’s because dating app fatigue has been hard to miss in recent years. According to a 2025 Forbes health survey, 78% of dating app users reported feeling burned out by endless swiping without real results.
“There are so many ways to meet people, but actually forming a real connection is much more rare. A lot of people are stuck between wanting something real and being afraid to really show up for [a relationship], put themselves out there, and truly be vulnerable,” Sabrina Romanoff, a Harvard-trained clinical psychologist and Forbes Health Advisory Board member, says per the report.
“People want connection, but they’re tired of the games, the ghosting, the emotional whiplash. Dating feels like a second job sometimes, with very little pay,” Romanoff adds. Likewise, that burnout showed up in Bumble’s own numbers. According to the brand’s latest earnings report, in the first quarter of 2026, total paying users fell 21.1% to 3.2 million, down from 4 million just last year.
Burnout is likely a big part of why singles have been shifting away from dating apps for years now. But they’re not simply staying home. According to data shared with Axios, from 2022 to 2025, singles events advertised on the event’s page Eventbrite doubled. In 2024, event listings aimed at singles rose by 30%, and attendance skyrocketed by 85%. Therefore, singles are still seeking partners. But they no longer seem to believe in the power of the dating app.
Bumble’s AI is still in its beta-testing stage, but it will be here soon enough for users to test out. Bee is rolling out in select markets sometime in the fourth quarter, the company says. And, as far as dating app burnout goes, it seems she already has her work cut out for her.
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Whitney Wolfe Herd returned to the position of Bumble CEO in 2025. Patrick T. Fallon / AFP via Getty Images Bumble has "Plans" for you.
The dating app is set to launch a new group-dating feature called "Plans" this week, Business Insider has learned. The pilot, which launches in New York and costs money to participate in, will bring together small gatherings of Bumble users to meet in-person.
Users must pay a flat fee to RSVP to a "Plan." After signing up, Bumble users can also invite a plus-one to tag along to the "Plan." That friend must also pay the RSVP fee. Daters will see the meet-up location after payment.
After attending the "Plan," Bumble will ask users about their experience and whether they liked any specific attendees. Then, users can match with those crushes and continue messaging on the app.
Bumble's latest feature joins a slew of other dating apps embracing in-person experiences, as worries of "swipe fatigue" grow. It also represents a new potential revenue stream for the company, which has faced declining revenue. The company's full-year total revenue decreased by 9.9% between 2025 and 2024, and was down 14.1% year-over-year in the first quarter of 2026.
In a Slack message sent to employees this week, Bumble announced the launch of the "Plans" social handle, @plansbybumble. The account is still private, though its profile logo matches images Business Insider viewed.
While this "Plans" launch is limited to New York, Bumble plans to roll out the feature nationally, based on performance.
The @plansbybumble account is currently private. Screenshot via Instagram The move echoes two recent launches from Tinder, one of Bumble's primary competitors. Tinder launched "Double Date" in June, a social dating feature that lets users swipe (and meet up) with their friends.
In March, Tinder announced a new "Events" tab, which connected users to in-person dating experiences. The feature is still testing in Los Angeles, across the country from Bumble's "Plans" pilot.
"Events are fun, they're low-pressure, they're social, they're safe," Tinder CEO Spencer Rascoff told Business Insider in March. "They're bringing Tinder into the physical world in a way that is consistent with our users' lifestyles."
Like much of the dating app category, Bumble's stock has suffered recently. The stock is down around 45% year over year.
Bumble has tried similar in-person dating experiences. In 2022, the company launched Bumble IRL, a series of local events to "meet cool people in your city." The company is also hosting a handful of bar events in New York this summer.
Meanwhile, a variety of new dating app startups promise to get users more face-to-face connections, like Court IRL, First Round's on Me, and 222.
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