Bumble (BMBL) Aperçu de l'action
Bumble Inc. fournit des applications de rencontres en ligne et de réseaux sociaux en Amérique du Nord, en Europe et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 6/6 |
| Croissance future | 3/6 |
| Performances passées | 0/6 |
| Santé financière | 3/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
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BMBL Community Fair Values
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Analyst Price Targets
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Bumble Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$3.28 |
| Plus haut sur 52 semaines | US$8.64 |
| Plus bas sur 52 semaines | US$2.54 |
| Bêta | 1.86 |
| Variation sur 1 mois | 15.09% |
| Variation sur 3 mois | -2.38% |
| Variation sur 1 an | -49.62% |
| Variation sur 3 ans | -80.26% |
| Variation sur 5 ans | -93.85% |
| Évolution depuis l'introduction en bourse | -95.33% |
Nouvelles et mises à jour récentes
Seeking Alpha • 9m
Bumble: No End In Sight To Paid User Churn
Summary Bumble faces persistent paid user attrition, with Q1 payers down 23% y/y and sequential declines worsening. Despite aggressive AI initiatives and a founder-led turnaround, BMBL’s revenue fell 14% y/y, and Q2 guidance implies further declines. Competition, notably from Hinge, intensifies as BMBL’s market share erodes and user momentum proves difficult to regain. While BMBL trades at a low 2.5x EV/FY26 EBITDA, ongoing payer losses and execution risk outweigh potential M&A upside; I reiterate a sell rating. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 17
BMBL: New Group Experiences Will Shape User Stabilization And Recovery Prospects
Analysts have reduced their price target on Bumble to $3.60 from $3.90, reflecting updated assumptions around revenue growth, profit margins, discount rates, and future P/E following the recent Q1 review. What’s in the News for Bumble Stock Bumble is set to launch a paid group dating feature called "Plans." The feature will bring together small in-person gatherings of Bumble users in a pilot launch in New York, according to Business Insider.
Mise à jour du récit • Jun 03
BMBL: Stabilizing User Trends And Group Dating Pilot May Support Rebound
Narrative Update: Bumble Analyst Price Target Shift Analysts now see fair value for Bumble at $3.50 per share, up $0.20 from $3.30. This reflects updated models that factor in recent Q4 and Q1 results, signs of stabilization in app registrations and paying users, and expectations that the company is working through a transition year.Article d’analyse • May 07
Results: Bumble Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
It's been a mediocre week for Bumble Inc. ( NASDAQ:BMBL ) shareholders, with the stock dropping 19% to US$3.43 in the...Recent updates
Seeking Alpha • 9m
Bumble: No End In Sight To Paid User Churn
Summary Bumble faces persistent paid user attrition, with Q1 payers down 23% y/y and sequential declines worsening. Despite aggressive AI initiatives and a founder-led turnaround, BMBL’s revenue fell 14% y/y, and Q2 guidance implies further declines. Competition, notably from Hinge, intensifies as BMBL’s market share erodes and user momentum proves difficult to regain. While BMBL trades at a low 2.5x EV/FY26 EBITDA, ongoing payer losses and execution risk outweigh potential M&A upside; I reiterate a sell rating. Read the full article on Seeking AlphaMise à jour du récit • Jun 17
BMBL: New Group Experiences Will Shape User Stabilization And Recovery Prospects
Analysts have reduced their price target on Bumble to $3.60 from $3.90, reflecting updated assumptions around revenue growth, profit margins, discount rates, and future P/E following the recent Q1 review. What’s in the News for Bumble Stock Bumble is set to launch a paid group dating feature called "Plans." The feature will bring together small in-person gatherings of Bumble users in a pilot launch in New York, according to Business Insider.Mise à jour du récit • Jun 03
BMBL: Stabilizing User Trends And Group Dating Pilot May Support Rebound
Narrative Update: Bumble Analyst Price Target Shift Analysts now see fair value for Bumble at $3.50 per share, up $0.20 from $3.30. This reflects updated models that factor in recent Q4 and Q1 results, signs of stabilization in app registrations and paying users, and expectations that the company is working through a transition year.Article d’analyse • May 07
Results: Bumble Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
It's been a mediocre week for Bumble Inc. ( NASDAQ:BMBL ) shareholders, with the stock dropping 19% to US$3.43 in the...
Mise à jour du récit • May 01
BMBL: Higher Margins And Stabilizing User Trends Will Support Long Term Rebound
The blended analyst price target for Bumble has edged lower to $5.00 from $5.50, as analysts factor in mixed signals including cautious views on a likely transition year and payer trends, alongside better than expected Q4 and Q1 results, stabilizing user metrics, and improved profitability. Analyst Commentary Recent Street research on Bumble shows a mix of caution and optimism, with several bullish analysts highlighting better than expected execution in recent quarters and early signs that key user metrics are stabilizing.Mise à jour du récit • Apr 17
BMBL: User Stabilization And Transition Year Risks Will Shape Recovery Trajectory
Analysts have adjusted Bumble's overall price target mix slightly lower, with individual targets now clustering in a roughly $3.30 to $5.00 range as they balance signs of stabilization in user trends and earnings with caution about what several still view as a transition year. Analyst Commentary Across recent research, analysts are split between cautious and more constructive views, with changes in ratings and price targets reflecting how they see Bumble balancing a transition phase with signs of stabilization in core app metrics and profitability.Mise à jour du récit • Apr 03
BMBL: User Stabilization And Quality Reset Will Support Long-Term Recovery Potential
Narrative Update on Bumble The analyst price target for Bumble has been adjusted modestly, moving from $4.53 to $4.28 as analysts balance cautious views on a transition year with indications of stabilizing user trends and stronger recent results. Analyst Commentary Recent research on Bumble points to a mixed setup, with some analysts leaning more constructive on execution and user trends, while others stay cautious on the pace and durability of any improvement.Mise à jour du récit • Mar 20
BMBL: Transition Year Payer Headwinds Will Drive Cautious Return Expectations
Narrative update on Bumble The analyst price target for Bumble has been trimmed from $3.50 to $3.30 as analysts weigh signs of early stabilization in users and payer trends against expectations for a transition year and a slower path to reaccelerating growth. Analyst Commentary Recent research shows a split view on Bumble, with some firms lifting targets on signs of stabilization and others trimming expectations as they reassess execution and growth risks following the latest quarterly update.Mise à jour du récit • Mar 05
BMBL: Higher Risk Assumptions Will Still Support Long-Term Recovery Potential
Narrative Update The analyst price target for Bumble has been reduced by $0.50, with analysts pointing to updated valuation work that includes a slightly higher discount rate and a modestly higher assumed future P/E multiple. Analyst Commentary Recent research around the small cut to the Bumble price target focuses on fine tuning of inputs rather than a major shift in the core story.Mise à jour du récit • Feb 19
BMBL: Higher Margins And Product Transition Will Drive Long Term Rebound
Analysts have trimmed their price target on Bumble by $0.50, citing slightly softer revenue growth assumptions, a higher discount rate, and a lower future P/E, partly offset by expectations for a modestly higher profit margin. Analyst Commentary Even with a slightly lower price target, bullish analysts still see room for upside in Bumble if management delivers on revenue and margin expectations.Mise à jour du récit • Feb 05
BMBL: Quality-First Revamp And Leadership Reset Will Support Long-Term Recovery Potential
Analysts have trimmed their price targets on Bumble, with recent cuts such as US$6 to US$3.50 and US$7 to US$4.50, reflecting more cautious assumptions around fair value, discount rates and future P/E as the company works through its product revamp and quality first strategy. Analyst Commentary Recent research has focused on recalibrating expectations for Bumble as it works through its quality first strategy and broader product revamp.Mise à jour du récit • Jan 21
BMBL: Quality Reset And Product Revamp Will Drive Long Term Rebound
Analysts have trimmed their price targets on Bumble, and our updated fair value estimate now implies roughly a US$0.01 higher intrinsic value per share. This reflects slightly softer revenue and growth assumptions paired with modestly better margin and P/E inputs.Mise à jour du récit • Jan 07
BMBL: Quality Reset And Share Reduction Will Support Long Term Rebound
Analysts have cut their price targets on Bumble by roughly a third, with some reductions to about $3.50 to $5.00 per share. They cited weaker near term revenue visibility, softer payer trends and ongoing business and product transitions following Q3 results.Mise à jour du récit • Dec 20
BMBL: Lower Price Expectations And Product Reset Will Define Returns Ahead
The analyst price target for Bumble has been cut to $3.50 from $6.00, as analysts factor in weaker topline growth, softer payer trends, and reduced visibility from ongoing product and marketing changes. Analyst Commentary Bearish analysts have steadily reduced their expectations for Bumble's equity value, with multiple price target cuts clustering around the low to mid single digits.Article d’analyse • Dec 18
We Think Bumble (NASDAQ:BMBL) Can Stay On Top Of Its Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Mise à jour du récit • Dec 06
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.Mise à jour du récit • Nov 22
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.Mise à jour du récit • Nov 07
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.Article d’analyse • Oct 12
Lacklustre Performance Is Driving Bumble Inc.'s (NASDAQ:BMBL) 26% Price Drop
The Bumble Inc. ( NASDAQ:BMBL ) share price has fared very poorly over the last month, falling by a substantial 26...Article d’analyse • Oct 10
Bumble (NASDAQ:BMBL) Is Experiencing Growth In Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Mise à jour du récit • Aug 15
AI And Trust Will Create Safer Digital Connections
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.Article d’analyse • Jul 31
Is Bumble (NASDAQ:BMBL) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Article d’analyse • Jun 26
Bumble Inc.'s (NASDAQ:BMBL) Shares May Have Run Too Fast Too Soon
With a median price-to-sales (or "P/S") ratio of close to 1.1x in the Interactive Media and Services industry in the...Article d’analyse • May 10
Bumble Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
The investors in Bumble Inc. 's ( NASDAQ:BMBL ) will be rubbing their hands together with glee today, after the share...Article d’analyse • May 09
Returns On Capital Are Showing Encouraging Signs At Bumble (NASDAQ:BMBL)
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Article d’analyse • Mar 14
Bumble Inc. (NASDAQ:BMBL) May Have Run Too Fast Too Soon With Recent 44% Price Plummet
Bumble Inc. ( NASDAQ:BMBL ) shareholders that were waiting for something to happen have been dealt a blow with a 44...
Nouveau récit • Mar 12
Bumble’s Loss Of Vision Makes It A Dating Market Outsider
The online dating market is declining as the post-COVID-19 Pandemic growth runs its course.Seeking Alpha • Mar 11
Bumble: It's Almost Investable, But Not Quite
Summary Bumble's management appears not to understand their users or how to create monetizable incentives. Despite user growth and reduced stock-based compensation, Bumble faces declining ARPU and a need to abandon its ecosystem strategy. BMBL yields free cash flow at an attractively high 18.7%, so there is opportunity for buybacks and dividends down the road. Yet, with financial growth stalling ahead of a large debt maturity in two years, there's a reason this stock trades at a discount. Read the full article on Seeking AlphaNouveau récit • Mar 06
Narrative update from Stjepan Kalinic
Bumble reported Q4 2024 revenue of $262 million, with a 4% year-over-year decline. The company’s Bumble App revenue came in at $212 million, but average revenue per paying user (ARPPU) fell 8% due toSeeking Alpha • Feb 20
Bumble: Leadership Instability And Revenue Declines
Summary Bumble faces significant challenges with declining paid users and revenue, exacerbated by industry-wide struggles and strategic missteps. Leadership changes, including the return of founder Whitney Wolfe Herd, signal deep-rooted issues that are not easily fixable. The company is signaling a further deceleration in revenue declines in Q1, widening the competitive rift between Bumble and the current industry growth leader, Hinge. Though trading cheaply at ~4x forward adjusted EBITDA, Bumble is a value trap as its user base erodes. Read the full article on Seeking AlphaArticle d’analyse • Feb 05
These 4 Measures Indicate That Bumble (NASDAQ:BMBL) Is Using Debt Reasonably Well
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Seeking Alpha • Feb 03
Bumble: Long-Term Potential, Great Value Today
Summary Bumble's stock has fallen 89% since its IPO, presenting a buying opportunity due to its low forward P/S ratio and long-term growth potential in online dating. Online dating is becoming increasingly popular due to convenience, with user penetration and market size expected to grow significantly in the coming years. Bumble's unique approach, focusing on women's empowerment and offering more than just dating, positions it well in a growing market despite current revenue challenges. Bumble is undervalued compared to Match Group, and with strategic management and ARPU improvements, it has strong long-term potential in the online dating market. Read the full article on Seeking AlphaSeeking Alpha • Jan 17
Bumble: Persistent Challenges Cloud Turnaround Prospects (Rating Downgrade)
Summary Downgrading BMBL from hold to sell due to continued financial deterioration and competition from Hinge. Revenue fell 0.7% y/y, with further declines expected; ARPPU is down nearly 10% y/y, signaling ineffective pricing strategies. Adj EBITDA margin at risk due to negative revenue growth and increased spending on product innovation. Impairment charges from M&A raise concerns about management’s capital allocation; valuation is expected to remain under pressure. Read the full article on Seeking AlphaSeeking Alpha • Dec 22
Deep Value In Bumble Unfolds: ~10% Quarterly Buyback Yield
Summary Bumble's stock is a "Strong Buy" due to the company's robust free cash flow generation and significant share buybacks - buying back more than 10% of its shares in Q3. Q3 2024 results showed stabilizing revenue, with $220 million from the Bumble App and 52,000 new paying users, despite a 10% YoY ARPPU decline. Q4 2024 guidance is solid, projecting stabilizing revenue with steady adjusted EBITDA margins. Based on a 10-12x free cash flow multiple, I estimate Bumble's fair value to be in the range of $3.2–$3.6 billion in market capitalization, representing over 200% upside. Read the full article on Seeking AlphaSeeking Alpha • Nov 17
Bumble: Why Investors Could End Up Heartbroken
Summary Bumble's share price has plummeted since its IPO due to challenges with product-market fit and declining growth, including a drop in average revenue per paying user ("ARPPU"). The monetization strategy of dating apps, including Bumble, faces an inherent conflict: success in matching users can lead to a decline in the active user base, resulting in frustrated customers. Bumble’s financials reveal stalling growth, spotty profitability, significant long-term debt, and declining cash reserves, raising concerns about its flexibility and long-term viability. While the stock's valuation has compressed, significant risks remain, including a potential economic downturn, low Altman Z-Score, and high short interest, making the investment highly speculative. Read the full article on Seeking AlphaArticle d’analyse • Nov 12
What Bumble Inc.'s (NASDAQ:BMBL) 30% Share Price Gain Is Not Telling You
Despite an already strong run, Bumble Inc. ( NASDAQ:BMBL ) shares have been powering on, with a gain of 30% in the last...Article d’analyse • Nov 07
Is Bumble (NASDAQ:BMBL) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Article d’analyse • Sep 30
Is Now An Opportune Moment To Examine Bumble Inc. (NASDAQ:BMBL)?
Bumble Inc. ( NASDAQ:BMBL ), might not be a large cap stock, but it saw a decent share price growth of 13% on the...Seeking Alpha • Sep 23
Bumble: Outlook Remains Uncertain
Summary I reiterate a hold rating for BMBL due to an uncertain near-term outlook and poor execution. BMBL's strategies have improved engagement but failed to drive new payer growth, leading to decelerating net adds, especially in North America. Management's pivot to enhance user experience may impact short-term financials, with significant revenue resets and a bleak outlook for 4Q24. Read the full article on Seeking Alpha
Nouveau récit • Sep 15
Enhancing User Experience For Sustained Revenue Growth And Market Penetration
Bumble's emphasis on improving user experience, particularly for women, and leveraging AI for profile and conversation enhancement aims at higher user retention and growth.Article d’analyse • Aug 26
Benign Growth For Bumble Inc. (NASDAQ:BMBL) Underpins Stock's 27% Plummet
Unfortunately for some shareholders, the Bumble Inc. ( NASDAQ:BMBL ) share price has dived 27% in the last thirty days...Article d’analyse • Aug 19
Bumble's (NASDAQ:BMBL) Earnings Are Of Questionable Quality
Despite announcing strong earnings, Bumble Inc.'s ( NASDAQ:BMBL ) stock was sluggish. Our analysis uncovered some...Article d’analyse • Aug 08
Does Bumble (NASDAQ:BMBL) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Aug 08
Bumble: After The Crash, There's Value To Be Salvaged Here
Summary Bumble stock crashed nearly 40% after resetting its outlook for FY24. The company is now expecting only 1-2% y/y revenue growth for the year versus a prior expectation of 8-11% y/y growth. Bumble is shifting its strategy to require more robust profiles and pulling back on certain marketing investments. The company expects these moves to impact near-term user growth and revenue, but to have a steadying long-term impact on Bumble's brand. Though risks have certainly increased with Bumble's major shift in strategy, the stock's very cheap ~3x adjusted EBITDA multiple helps to counterbalance that risk. Reiterating my buy rating on BMBL stock. Read the full article on Seeking AlphaRendement pour les actionnaires
| BMBL | US Interactive Media and Services | US Marché | |
|---|---|---|---|
| 7D | 7.9% | 5.2% | 1.4% |
| 1Y | -49.6% | 44.2% | 19.1% |
Rendement vs Industrie: BMBL a sous-performé le secteur US Interactive Media and Services qui a rapporté 44.2 % au cours de l'année écoulée.
Rendement vs marché: BMBL a sous-performé le marché US qui a rapporté 19.1 % au cours de l'année écoulée.
Volatilité des prix
| BMBL volatility | |
|---|---|
| BMBL Average Weekly Movement | 9.8% |
| Interactive Media and Services Industry Average Movement | 8.8% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: BMBL n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de BMBL ( 10% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2020 | 580 | Whitney Herd | bumble.com |
Bumble Inc. propose des applications de rencontres en ligne et de réseaux sociaux en Amérique du Nord, en Europe et au niveau international. Elle possède et exploite des sites web et des applications qui proposent des abonnements et des achats de produits dans l'application. La société exploite des applications, notamment Bumble, une application de rencontre construite avec les femmes au centre ; Badoo, l'application de rencontre web et mobile gratuite ; Bumble BFF, une application d'amitié et de communauté qui combine le jumelage en tête-à-tête avec la découverte et la participation à un groupe.
Bumble Inc. Résumé des fondamentaux
| BMBL statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$495.14m |
| Bénéfices(TTM) | -US$623.74m |
| Recettes(TTM) | US$930.94m |
0.5x
Ratio P/S-0.7x
Ratio P/ELe site BMBL est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| BMBL compte de résultat (TTM) | |
|---|---|
| Recettes | US$930.94m |
| Coût des recettes | US$261.74m |
| Marge brute | US$669.20m |
| Autres dépenses | US$1.29b |
| Les revenus | -US$623.74m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -4.78 |
| Marge brute | 71.88% |
| Marge bénéficiaire nette | -67.00% |
| Ratio dettes/capitaux propres | 79.9% |
Quelles ont été les performances à long terme de BMBL?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/03 04:46 |
| Cours de l'action en fin de journée | 2026/07/02 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Bumble Inc. est couverte par 25 analystes. 15 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Vikram Kesavabhotla | Baird |
| Daniel Salmon | BMO Capital Markets Equity Research |
| Omar Dessouky | BofA Global Research |