Investments In Safety Features And AI Tools Will Improve User Engagement

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

15 Sep 24

Updated

06 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-56.1%

7D

2.0%

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1Y

-56.1%

7D

2.0%

You can edit this narrative until Dec 7 8:05 AM. Then, changes will post as Updates.

Author's Valuation

US$4.8925.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 06 Dec 25

BMBL: Quality-First User Revamp Will Drive Long-Term Recovery Despite Near-Term Headwinds

Analysts have reduced their average price target for Bumble by roughly $1 to $3.50, reflecting ongoing concerns about weaker user and payer trends, near term revenue headwinds, and limited visibility into the benefits of the company’s product revamp and quality first strategy. Analyst Commentary Street research on Bumble has turned more cautious, with multiple firms trimming price targets and highlighting a tougher near term setup for growth, engagement, and monetization.

Shared on 22 Nov 25

Fair value Decreased 20%

BMBL: AI Matchmaking And User Quality Initiatives Will Drive Recovery Momentum Ahead

Bumble's analyst price targets have seen a significant downward revision. Targets have dropped from around $6 to below $5 per share, as analysts cite ongoing revenue headwinds and slower progress from business restructuring and quality-focused initiatives.

Shared on 07 Nov 25

Fair value Decreased 9.05%

BMBL: Cost Reductions And AI Integration Will Drive Improved Profitability Ahead

Analysts have lowered their price target for Bumble, with the consensus fair value declining from $6.71 to $6.10. They cited ongoing concerns around revenue growth, as well as uncertainty resulting from recent marketing cutbacks and user base initiatives.

Shared on 15 Aug 25

Despite modest operational improvements and a positive outlook from recent legal developments, ongoing execution risks and uncertainties around strategic initiatives have kept analyst sentiment neutral, with Bumble’s consensus price target unchanged at $6.71. Analyst Commentary Gradual progress in cost-reduction initiatives has improved near-term financial outlook, despite ongoing execution headwinds.

Shared on 29 Jul 25

Fair value Decreased 18%

Bumble’s price target has been sharply revised downward, primarily driven by deteriorating revenue growth forecasts, resulting in a reduced fair value estimate from $8.22 to $6.22. What's in the News Elite dating apps and matchmaking services are gaining traction as users experience "app fatigue" with traditional platforms, with some willing to pay premium prices for personalized matchmaking; sector players like Bumble are facing shifts in user demand (Bloomberg).

Shared on 01 May 25

Fair value Decreased 6.06%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 2.00%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 2.17%

AnalystConsensusTarget has decreased revenue growth from -1.5% to -1.6%.

Shared on 02 Apr 25

Fair value Increased 0.22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 11%

AnalystConsensusTarget Fair Value

US$4.89

25.9% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

-6.64%

Interactive Media and Services revenue growth rate

0.47%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

11.12%

Calculation

US$108.11m

Earnings '28

x

8.50x

PE Ratio '28

=

US$918.44m

Market Cap '28

US$918.44m

Market Cap '28

/

137.40m

No. shares '28

=

US$6.68

Share Price '28

US$6.68 Share Price '28

Discounted to 2025 @ 11.12% p.a.

=

US$4.87

Fair Value '25