Bumble (NASDAQ:BMBL) Given New $4.50 Price Target at UBS Group

Key Points

• UBS raised its price target on Bumble to $4.50 (from $4.00) and kept a "neutral" rating, while the Street consensus remains a "Reduce" with an average target near $4.40.
• Bumble beat Q1 EPS at $0.34 vs. $0.25 estimates but reported revenue down 14.1% YoY and issued weak Q2 guidance ($205M–$213M vs. ~$215M expected), prompting a roughly 20% share drop to $3.43.
• Paying users fell about 21% YoY and major holders have sold large positions (nearly 30M shares over 90 days, including two 7.48M‑share sales), weighing on investor sentiment despite margin improvement.

Bumble (NASDAQ:BMBL - Get Free Report) had its price target boosted by UBS Group from $4.00 to $4.50 in a research report issued on Wednesday,Benzinga reports. The brokerage presently has a "neutral" rating on the stock. UBS Group's price target would suggest a potential upside of 31.20% from the stock's previous close.

Several other research firms have also issued reports on BMBL. William Blair reissued an "outperform" rating on shares of Bumble in a research report on Monday, March 16th. Zacks Research raised shares of Bumble from a "strong sell" rating to a "hold" rating in a research report on Tuesday, March 10th. Royal Bank Of Canada reaffirmed a "sector perform" rating and set a $5.00 target price on shares of Bumble in a report on Wednesday. Citigroup upped their target price on shares of Bumble from $3.80 to $3.90 and gave the stock a "neutral" rating in a report on Thursday, March 12th. Finally, Wells Fargo & Company decreased their target price on shares of Bumble from $5.50 to $5.00 and set an "equal weight" rating on the stock in a report on Thursday, March 12th. One investment analyst has rated the stock with a Buy rating, fourteen have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Reduce" and a consensus price target of $4.40.

Bumble Stock Down 20.0%

Shares of NASDAQ BMBL traded down $0.86 during mid-day trading on Wednesday, reaching $3.43. 9,404,020 shares of the company's stock traded hands, compared to its average volume of 3,827,959. The stock has a market cap of $445.27 million, a P/E ratio of -0.57, a PEG ratio of 0.18 and a beta of 1.99. The business has a 50-day simple moving average of $3.58 and a 200 day simple moving average of $3.74. Bumble has a 1-year low of $2.61 and a 1-year high of $8.64. The company has a debt-to-equity ratio of 0.86, a current ratio of 2.21 and a quick ratio of 2.21.

Bumble (NASDAQ:BMBL - Get Free Report) last issued its quarterly earnings data on Tuesday, May 5th. The company reported $0.34 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.25 by $0.09. The firm had revenue of $212.38 million during the quarter, compared to analysts' expectations of $211.55 million. Bumble had a negative net margin of 72.74% and a positive return on equity of 24.58%. The business's revenue was down 14.1% on a year-over-year basis. During the same period last year, the company earned $0.13 earnings per share. On average, analysts expect that Bumble will post 0.81 EPS for the current fiscal year.

Insider Activity

In related news, major shareholder - Nq L.L.C. Btoa sold 7,477,504 shares of the stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $3.51, for a total value of $26,246,039.04. Following the completion of the transaction, the insider directly owned 25,832 shares in the company, valued at $90,670.32. This trade represents a 99.66% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, major shareholder Bx Buzz Ml-1 Gp Llc sold 7,477,504 shares of the stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $3.51, for a total transaction of $26,246,039.04. Following the completion of the transaction, the insider owned 25,832 shares of the company's stock, valued at approximately $90,670.32. The trade was a 99.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 29,910,016 shares of company stock worth $104,984,156. 15.35% of the stock is currently owned by corporate insiders.

Institutional Trading of Bumble

A number of institutional investors and hedge funds have recently bought and sold shares of the company. Cerity Partners LLC increased its stake in Bumble by 16.7% during the 2nd quarter. Cerity Partners LLC now owns 19,962 shares of the company's stock valued at $132,000 after purchasing an additional 2,857 shares in the last quarter. Arizona State Retirement System increased its stake in Bumble by 14.4% during the 3rd quarter. Arizona State Retirement System now owns 26,419 shares of the company's stock valued at $161,000 after purchasing an additional 3,317 shares in the last quarter. Police & Firemen s Retirement System of New Jersey increased its stake in Bumble by 19.8% during the 4th quarter. Police & Firemen s Retirement System of New Jersey now owns 25,822 shares of the company's stock valued at $92,000 after purchasing an additional 4,270 shares in the last quarter. State of Wyoming increased its stake in Bumble by 59.8% during the 4th quarter. State of Wyoming now owns 12,017 shares of the company's stock valued at $43,000 after purchasing an additional 4,499 shares in the last quarter. Finally, 180 Wealth Advisors LLC increased its stake in Bumble by 7.9% during the 4th quarter. 180 Wealth Advisors LLC now owns 65,798 shares of the company's stock valued at $235,000 after purchasing an additional 4,832 shares in the last quarter. 94.85% of the stock is currently owned by institutional investors.

Trending Headlines about Bumble

Here are the key news stories impacting Bumble this week:

• Positive Sentiment: Q1 beat on profitability and EPS — Bumble reported Q1 EPS of $0.34 (above estimates) with stronger operating profit, improved cash from operations and a healthier balance sheet, showing margin recovery despite revenue declines. QuiverQuant Q1 Results
• Positive Sentiment: Analyst support remains — RBC reaffirmed a "sector perform" rating with a $5 price target, signaling some sell‑side conviction that there’s upside from current levels. Benzinga Note
• Neutral Sentiment: Company guidance & investor materials available — Management provided Q2 guidance, released the earnings slide deck and the earnings‑call transcript for deeper read‑throughs; these materials clarify assumptions behind the outlook. Earnings Call Transcript Slide Deck
• Neutral Sentiment: Longer‑term product strategy — Management reiterated plans for a rebuilt, AI‑enabled platform and a major overhaul targeting Gen Z later this year; this is a potential long‑term positive but adds near‑term execution risk. Press Release
• Negative Sentiment: Weak Q2 revenue guide drove the sell‑off — Management forecast Q2 revenue of $205M–$213M, below Street expectations (~$215M); that guidance shortfall is the primary catalyst for the drop in shares. Proactive Investors
• Negative Sentiment: Decline in paying users — Paying users fell ~21% year‑over‑year to ~3.2M, highlighting user monetization challenges and the need for the planned product overhaul to reverse trends. TechCrunch
• Negative Sentiment: Significant insider/large‑holder selling noted — Recent data shows repeated open‑market sales by major holders, which can weigh on sentiment and supply despite corporate performance improvements. QuiverQuant Insider Activity

About Bumble

Bumble Inc operates a technology platform designed to facilitate social and professional connections through its suite of apps, most notably the flagship Bumble dating app. The company's core premise is to empower users—particularly women—to make the first move, helping to reshape traditional dating dynamics. In addition to its dating function, Bumble offers mode-switching features that allow users to find friends through “Bumble BFF” or pursue professional networking opportunities via “Bumble Bizz.”

Beyond the Bumble app, the company also owns and operates Badoo, a social discovery platform with a substantial global footprint, particularly in Europe and Latin America.

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