Bumble (BMBL) AI Stock Analysis

• Market Cap: $673.46M
• Dividend Yield: N/A
• Average Volume (3M): 3.10M
• Price to Earnings (P/E): ―
• Beta (1Y): 0.88
• Revenue Growth: -5.06%
• EPS Growth: -2318.18%
• Country: US
• Employees: 1,200
• Sector: Communication Services
• Sector Strength: 93
• Industry: Software - Application
• EPS (TTM): -2.45
• Shares Outstanding: 103,291,430
• 10 Day Avg. Volume: 4,442,084
• 30 Day Avg. Volume: 3,103,323
• PEG Ratio: N/A
• Price to Book (P/B): 0.00
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 0.00
• Enterprise Value/Market Cap: 2.19
• Enterprise Value/Revenue: 1.40
• Enterprise Value/Gross Profit: 1.99
• Enterprise Value/Ebitda: -2.25
• 1Y Price Target: $6.75
• Price Target Upside: 3.53% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 17

• Rating: 52 Neutral
• Price Target: $6.50 ▼(-0.31% Downside)

Bumble's overall stock score reflects a company navigating significant challenges. Financial performance is weighed down by negative profitability, while valuation metrics are unattractive due to ongoing losses. Despite strategic shifts highlighted in the earnings call and corporate events, the stock faces headwinds from declining revenue and user metrics. Technical analysis offers some hope for recovery, but the path to sustainable growth remains uncertain.

Positive Factors

Cost Reduction

Management announced a restructuring that is expected to save up to $40 million annually, with most of these savings to be reinvested in the business.

Financial Guidance

Management raised their third-quarter revenue and EBITDA guidance, indicating improved financial expectations.

Product Expansion

Bumble is expected to release new product updates for the Bumble App and launch the BFF app, indicating a focus on expanding its product offerings.

Negative Factors

Market Competition

Hinge is taking market share from Bumble.

Revenue Decline

Management expects a revenue headwind in fiscal year 2025 due to the closure of Fruitz and Official apps, leading to a $12 million year-over-year revenue decrease.

User Base Challenges

A return to growth is unlikely anytime soon for Bumble.

Bumble Business Overview & Revenue Model

Company Description

Bumble Inc. (BMBL) is a social networking company that operates one of the world's largest dating apps, designed to empower women to make the first move in dating, friendship, and professional networking. Founded in 2014, the company has expanded its platform to include Bumble Date, Bumble BFF, and Bumble Bizz, catering to users seeking romantic partners, friendships, and professional connections, respectively. Bumble's mission is to create a safe and inclusive environment for people to connect and build meaningful relationships.

How the Company Makes Money

Bumble generates revenue primarily through its freemium business model, which offers free access to its core services with optional premium features and subscriptions for enhanced functionality. Key revenue streams include Bumble Boost and Bumble Premium, subscription-based services that provide users with additional capabilities such as seeing who has liked their profile, the ability to rematch with expired connections, and advanced search filters. The company also earns revenue from in-app purchases, where users can buy virtual goods like the ability to extend matches or gain more visibility. Bumble's earnings are further bolstered by advertising partnerships that allow brands to reach its diverse user base. Strategic initiatives, such as international expansion and ongoing app feature enhancements, also contribute to its financial performance.

Bumble Financial Statement Overview

Summary

Bumble shows consistent revenue growth, but profitability challenges persist with negative profit margins and net income. The balance sheet reflects manageable leverage but indicates potential risks due to declining equity strength. Cash flows are stable but need consistent growth.

Income Statement

Bumble's revenue has shown a moderate growth trajectory, with a revenue increase from 2021 to 2024. However, profitability remains a challenge, as evidenced by negative EBIT and net income margins in recent years, including the TTM period. The net profit margin has been consistently negative, highlighting ongoing operational challenges.

Balance Sheet

The balance sheet shows a reasonable equity position with a declining debt-to-equity ratio, indicating manageable leverage. However, the company's equity ratio has decreased over time, reflecting a potential risk if liabilities continue to grow. Return on equity remains negative, aligning with the net losses observed.

Cash Flow

Bumble's cash flow situation shows some resilience, with positive operating cash flow, though the free cash flow growth rate has been inconsistent. The operating cash flow to net income ratio is favorable, given the net losses, suggesting efficient cash management. However, the free cash flow to net income ratio is less favorable due to ongoing losses.

Breakdown	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	1.07B	1.05B	903.50M	760.91M	582.18M
Gross Profit	752.81M	744.00M	654.13M	555.34M	332.59M
EBITDA	-634.68M	121.40M	7.60M	-19.03M	-20.28M
Net Income	-557.01M	-4.21M	-79.75M	309.81M	98.12M
Balance Sheet
Total Assets	2.52B	3.63B	3.69B	3.78B	3.64B
Cash, Cash Equivalents and Short-Term Investments	204.32M	355.64M	402.56M	369.18M	128.03M
Total Debt	629.52M	635.37M	641.86M	654.59M	836.98M
Total Liabilities	1.18B	1.29B	1.24B	1.31B	1.55B
Stockholders Equity	824.53M	1.64B	1.63B	1.61B	2.08B
Cash Flow
Free Cash Flow	96.69M	167.15M	116.61M	91.18M	2.40B
Operating Cash Flow	123.44M	182.09M	132.94M	104.84M	2.41B
Investing Cash Flow	-26.75M	-24.75M	-86.05M	-12.48M	-2.85B
Financing Cash Flow	-250.83M	-198.89M	-14.95M	151.49M	505.82M

Bumble Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 6.52
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BMBL, the sentiment is Negative. The current price of 6.52 is below the 20-day moving average (MA) of 7.41, above the 50-day MA of 6.48, and above the 200-day MA of 6.52, indicating a neutral trend. The MACD of <0.01 indicates Positive momentum. The RSI at 42.10 is Neutral, neither overbought nor oversold. The STOCH value of 27.56 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BMBL.

Bumble Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
VMEO	72 Outperform	$628.04M	49.93	3.26%	―	-1.35%	-59.67%
CXM	72 Outperform	$2.07B	19.45	17.50%	―	6.75%	97.06%
GTM	70 Outperform	$3.04B	36.45	5.22%	―	-0.54%	626.94%
SPT	63 Neutral	$789.52M	―	-32.50%	―	14.79%	27.52%
Sector *	60 Neutral	$43.99B	4.18	-7.47%	4.06%	2.47%	-40.32%
LAW	58 Neutral	$277.84M	―	-36.64%	―	4.05%	-100.64%
BMBL	52 Neutral	$673.46M	―	-75.71%	―	-5.06%	-2318.18%

Bumble Corporate Events

Bumble Appoints Kevin D. Cook as New CFO

Bumble Inc. announced the appointment of Kevin D. Cook as its new Chief Financial Officer, effective August 12, 2025, succeeding Ronald J. Fior. Cook brings over 30 years of financial management experience, having previously served as CFO at Cloudera, Inc. In its second quarter 2025 financial results, Bumble reported an 8% decrease in total revenue to $248 million, with a net loss of $367 million due to non-cash impairment charges. Despite the revenue decline, the company exceeded its adjusted EBITDA guidance and is focusing on improving operational efficiency and member quality.

The most recent analyst rating on (BMBL) stock is a Buy with a $10.00 price target. To see the full list of analyst forecasts on Bumble stock, see the BMBL Stock Forecast page.

Bumble Announces Major Workforce Reduction for Realignment

On June 23, 2025, Bumble Inc. announced a significant reduction in its global workforce by approximately 240 roles, about 30% of its employees, as part of a strategic realignment to optimize execution on its priorities. The company expects to incur $13 million to $18 million in non-recurring charges due to this restructuring, with anticipated annual cost savings of up to $40 million, which will be reinvested in product and technology development. This move aims to enhance Bumble’s agility and focus on core product innovation, member health, and adapting to industry changes.

The most recent analyst rating on (BMBL) stock is a Buy with a $10.00 price target. To see the full list of analyst forecasts on Bumble stock, see the BMBL Stock Forecast page.

Bumble’s Annual Meeting Shows Strong Shareholder Support

On June 5, 2025, Bumble Inc. conducted its Annual Meeting of Stockholders online, where stockholders voted on three key proposals. The election of four Class I directors, the ratification of Ernst & Young LLP as the independent registered public accounting firm, and the approval of executive compensation were all passed, indicating strong shareholder support for the company’s current leadership and financial strategies.

The most recent analyst rating on (BMBL) stock is a Buy with a $10.00 price target. To see the full list of analyst forecasts on Bumble stock, see the BMBL Stock Forecast page.