Bumble (BMBL)

• Market cap: $782M
• 1 day: -0.79%
• 5 days: -9.88%
• 1 month: 14.87%
• 3 months: 79.38%
• 6 months: -9.99%
• Year to date: -5.02%
• 1 year: -17.90%
• 5 years: -89.23%
• 10 years: -89.23%
• Sector: Communication Services
• Industry: Internet Content & Information

About: Bumble Inc is engaged in offering online dating services. The platform enables people to connect and build healthy and equitable relationships on their own terms. The company operates two apps, Bumble and Badoo, where users come every month to discover new people and connect. The company Operates in USA and also Internationally such as United Kingdom, Czech Republic, and others with maximum of revenue from Other Countries.

Employees: 1,200

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

4% more funds holding

Funds holding: 186 [Q4 2024] → 193 (+7) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q4 2024] → 3 (+0) [Q1 2025]

3.47% less ownership

Funds ownership: 99.87% [Q4 2024] → 96.4% (-3.47%) [Q1 2025]

35% less call options, than puts

Call options by funds: $6.67M | Put options by funds: $10.2M

38% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 73

50% less capital invested

Capital invested by funds: $879M [Q4 2024] → $442M (-$438M) [Q1 2025]

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $5 34% downside
• Avg. target: $6.86 9% downside
• High target: $9 19% upside

7 analyst ratings

• positive: 2 29%
• neutral: 3 43%
• negative: 2 29%

UBS Kunal Madhukar	1% downside $7.50	Neutral Maintained	23 Jul 2025
B of A Securities Curtis Nagle	27% downside $5.50	Underperform Maintained	2 Jul 2025
Citigroup Ygal Arounian	8% downside $7	Neutral Maintained	27 Jun 2025
Wells Fargo Ken Gawrelski	8% downside $7	Equal-Weight Maintained	27 Jun 2025
RBC Capital Brad Erickson	8% downside $7	Outperform Maintained	26 Jun 2025