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Bumble Community
NasdaqGS:BMBL Community
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Bumble
ST
StjepanK
Equity Analyst and Writer
Bumble’s Loss Of Vision Makes It A Dating Market Outsider
Key Takeaways The online dating market is declining as the post-COVID-19 Pandemic growth runs its course. Bumble’s stock performance has been abysmal despite the industry's and the broad market's growth after the IPO.
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US$1.76
FV
318.8% overvalued
intrinsic discount
-48.47%
Revenue growth p.a.
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2
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3
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4 months ago
author updated this narrative
Bumble
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Rising Regulation And Narrowing User Base Will Hinder Prospects
Key Takeaways Platform safety, regulatory pressures, and changing user behaviors are driving up costs and threatening user trust, revenue, and profit margins over the long term. Prioritizing higher-quality users over growth will likely cause persistent declines in revenue and earnings, with future recovery relying on unpredictable user adoption.
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US$5.00
FV
47.4% overvalued
intrinsic discount
-6.99%
Revenue growth p.a.
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0
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6 days ago
author updated this narrative
Bumble
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Investments In Safety Features And AI Tools Will Improve User Engagement
Key Takeaways Focused strategy on user engagement and safety features aims to enhance user retention, boosting conversion rates and revenue growth. Streamlining resources towards core offerings and optimizing monetization strategies supports operational efficiency and improved earnings potential.
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US$8.22
FV
10.3% undervalued
intrinsic discount
-2.07%
Revenue growth p.a.
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0
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0
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14
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6 days ago
author updated this narrative
Bumble
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Digital Social Trends And Women Empowerment Will Expand Horizons
Key Takeaways AI-driven personalization, safety features, and premium offerings are set to enhance user engagement, retention, and monetization across geographies and demographics. Cost discipline, operational efficiency, and international expansion position Bumble for margin improvement and incremental long-term revenue growth.
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US$8.23
FV
10.4% undervalued
intrinsic discount
-2.04%
Revenue growth p.a.
Set Fair Value
0
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9 days ago
author updated this narrative
Your Valuation for
BMBL
BMBL
Bumble
Your Fair Value
US$
Current Price
US$7.37
58.6% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-568m
1b
2015
2018
2021
2024
2025
2027
2030
Revenue US$840.2m
Earnings US$118.6m
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