Bumble (BMBL)

• Market cap: $452M
• 1 day: -1.40%
• 5 days: -3.65%
• 1 month: -2.76%
• 3 months: -49.82%
• 6 months: -40.81%
• Year to date: -47.05%
• 1 year: -58.22%
• 5 years: -94.00%
• 10 years: -94.00%
• 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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

24% more capital invested

Capital invested by funds: $707M [Q3] → $879M (+$172M) [Q4]

12.28% more ownership

Funds ownership: 87.55% [Q3] → 99.83% (+12.28%) [Q4]

3% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 59

0% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]

5% less funds holding

Funds holding: 193 [Q3] → 184 (-9) [Q4]

16% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 45

50% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $42.4M

Research analyst outlook

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

• Low target: $4 5% downside
• Avg. target: $6.03 43% upside
• High target: $8 90% upside

10 analyst ratings

• positive: 2 20%
• neutral: 8 80%
• negative: 0 0%

Citigroup Ygal Arounian 42% 1-year accuracy 11 / 26 met price target	14% upside $4.80	Neutral Maintained	25 Apr 2025
Stifel Mark Kelley 42% 1-year accuracy 13 / 31 met price target	5% downside $4	Hold Maintained	23 Apr 2025
Morgan Stanley Nathan Feather 100% 1-year accuracy 4 / 4 met price target	30% upside $5.50	Equal-Weight Maintained	17 Apr 2025
Wells Fargo Ken Gawrelski 61% 1-year accuracy 31 / 51 met price target	18% upside $5	Equal-Weight Maintained	9 Apr 2025
Goldman Sachs Alexandra Steiger 33% 1-year accuracy 7 / 21 met price target	90% upside $8	Buy Maintained	17 Mar 2025