Bumble (BMBL) AI Stock Analysis

• Market Cap: $703.41M
• Dividend Yield: N/A
• Average Volume (3M): 2.82M
• Price to Earnings (P/E): ―
• Beta (1Y): 0.96
• Revenue Growth: -2.39%
• EPS Growth: -2961.26%
• Country: US
• Employees: 1,200
• Sector: Technology
• Sector Strength: 84
• Industry: Software - Application
• EPS (TTM): 0.13
• Shares Outstanding: 103,291,430
• 10 Day Avg. Volume: 4,354,933
• 30 Day Avg. Volume: 2,816,020
• PEG Ratio: 0.17
• Price to Book (P/B): 1.67
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 23.36
• Enterprise Value/Market Cap: 4.19
• Enterprise Value/Revenue: 0.69
• Enterprise Value/Gross Profit: 3.98
• Enterprise Value/Ebitda: -1.67
• 1Y Price Target: $6.27
• Price Target Upside: -5.43% Downside
• Rating Consensus: Hold
• Number of Analyst Covering: 13

• Rating: 58 Neutral
• Price Target: $7.00 ▲(5.58%Upside)

The overall stock score is driven by a strong technical outlook and strategic initiatives highlighted in the earnings call, which are offset by significant valuation concerns and ongoing profitability challenges. While the technical indicators are positive, the company's financial and strategic realignment efforts will be crucial in overcoming current headwinds.

Positive Factors

Cost Savings

Bumble announced a 30% workforce reduction with expected significant annualized cost savings, which will be reinvested in product development.

Guidance and Financial Performance

Bumble increased its guidance for the second quarter revenue and EBITDA, indicating an improved financial outlook.

Operational Efficiency

Actions towards operational efficiencies with increased profitability could aid stock valuation.

Negative Factors

Competitive Risks

There are concerns about subdued dating industry trends, weaker top of funnel user activity, and competitive risks from larger peer Match.

Growth Challenges

Despite cost-cutting measures and plans to reinvest in product development, there is no clear path back to sustained topline growth for Bumble, Inc.

User Acquisition Strategy

Management is lowering advertising spend as part of changes to user acquisition strategy, leading to expected user headwinds.

Bumble Business Overview & Revenue Model

Company Description

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 two apps, Bumble and Badoo with approximately 40 million users on monthly basis, as well as Fruitz, an online dating app. Bumble Inc. was founded in 2014 in and is headquartered in Austin, Texas.

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's financial performance is challenged by consistent revenue growth offset by negative profit margins and net income. The balance sheet indicates manageable leverage, but a need for improved equity strength. Cash flows are stable, but growth is inconsistent, requiring strategic focus on sustaining operational efficiencies.

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	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	1.05B	1.07B	1.05B	903.50M	760.91M	582.18M
Gross Profit	740.07M	752.81M	744.00M	654.13M	555.34M	332.59M
EBITDA	-654.68M	-634.68M	121.40M	7.60M	-19.03M	-20.28M
Net Income	-562.96M	-557.01M	-4.21M	-79.75M	309.81M	98.12M
Balance Sheet
Total Assets	2.51B	2.52B	3.63B	3.69B	3.78B	3.64B
Cash, Cash Equivalents and Short-Term Investments	202.24M	204.32M	355.64M	402.56M	369.18M	128.03M
Total Debt	628.13M	629.52M	635.37M	641.86M	654.59M	836.98M
Total Liabilities	1.15B	1.18B	1.29B	1.24B	1.31B	1.55B
Stockholders Equity	814.51M	824.53M	1.64B	1.63B	1.61B	2.08B
Cash Flow
Free Cash Flow	155.34M	96.69M	167.15M	116.61M	91.18M	2.40B
Operating Cash Flow	164.27M	123.44M	182.09M	132.94M	104.84M	2.41B
Investing Cash Flow	-26.36M	-26.75M	-24.75M	-86.05M	-12.48M	-2.85B
Financing Cash Flow	-198.93M	-250.83M	-198.89M	-14.95M	151.49M	505.82M

Bumble Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 6.63
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BMBL, the sentiment is Positive. The current price of 6.63 is above the 20-day moving average (MA) of 5.61, above the 50-day MA of 5.38, and above the 200-day MA of 6.43, indicating a bullish trend. The MACD of 0.34 indicates Negative momentum. The RSI at 68.71 is Neutral, neither overbought nor oversold. The STOCH value of 85.30 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BMBL.

Bumble Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
PUBM	75 Outperform	$604.73M	149.41	1.94%	―	3.62%	-53.21%
Sector *	63 Neutral	$33.24B	5.92	-11.55%	1.90%	5.54%	-20.14%
EB	61 Neutral	$257.94M	―	-9.90%	―	-6.52%	-2.19%
BMBL	58 Neutral	$703.41M	―	-46.57%	―	-2.39%	-2961.26%
CGNT	51 Neutral	$679.27M	―	-4.06%	―	―	―
SKIL	44 Neutral	$140.68M	―	-108.11%	―	-3.31%	61.14%
DM	38 Underperform	$163.71M	―	-152.96%	―	-14.97%	22.83%

Bumble Corporate Events

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.