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Bumble
(NASDAQ:BMBL)
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Rating:52Neutral
Price Target:
$3.00
▲(9.09% Upside)
Action:Reiterated
Date:08/07/26
Overall score reflects solid cash generation and strong gross margins, but is held back by ongoing revenue declines and large GAAP losses. Technicals are weak with the stock trading below major moving averages, and valuation support is limited given a negative P/E and no dividend yield. The earnings call adds some support via EBITDA/cash strength and margin gains, but near-term guidance, reinvestment-driven margin normalization, and the delayed platform rollout keep the risk profile elevated.
Positive Factors
Strong Cash Generation
Sustained operating and free cash flow gives Bumble resources to fund product development, marketing and platform modernization internally, reducing dependence on external financing while the company works to restore durable revenue growth.
Negative Factors
Persistent Revenue Decline
Sustained top-line contraction indicates pressure on the member base, product appeal or monetization funnel. Continued declines could reduce operating leverage and make it harder for Bumble to finance growth while maintaining competitive relevance.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Cash Generation
Sustained operating and free cash flow gives Bumble resources to fund product development, marketing and platform modernization internally, reducing dependence on external financing while the company works to restore durable revenue growth.
Read all positive factors
Bumble Key Performance Indicators (KPIs)
Any
Total Paying Users
Counts the number of users who have subscribed or made purchases, indicating the company's success in converting free users to paying customers and driving revenue.
Counts the number of users who have subscribed or made purchases, indicating the company's success in converting free users to paying customers and driving revenue.
Data provided by:
The Fly
The FlyBumble (BMBL) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$361.59M
Dividend YieldN/A
Average Volume (3M)2.62M
Price to Earnings (P/E)―
Beta (1Y)1.21
Revenue Growth-13.33%
EPS Growth45.52%
CountryUS
Employees580
SectorCommunication Services
Sector Strength97
IndustryInternet Content & Information
Share Statistics
EPS (TTM)-3.86
Shares Outstanding131,968,300
10 Day Avg. Volume2,001,509
30 Day Avg. Volume2,616,159
Financial Highlights & Ratios
PEG Ratio-0.02
Price to Book (P/B)0.70
Price to Sales (P/S)0.41
P/FCF Ratio1.65
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$3.53Price Target Upside28.31% Upside
Rating ConsensusHold
Number of Analyst Covering10
EPS Forecast (FY)0.2
Revenue Forecast (FY)$834.31M
Bumble Business Overview & Revenue Model
Company Description
Specializing in online dating and social networking, Bumble Inc. delivers its platforms to users across North America, Europe, and various other global markets. The firm generates revenue by offering dating products through both subscription model...
How the Company Makes Money
Bumble makes money primarily through paid user features on its apps, delivered via subscriptions and à la carte in-app purchases.
1) Subscription revenue (core stream)
- Bumble and Badoo offer premium tiers (e.g., Bumble Premium/Boost and Badoo p...
Bumble Earnings Call Summary
Earnings Call Date:Aug 05, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Nov 11, 2026
Earnings Call Sentiment Neutral
The call conveyed a balanced picture: the company is executing a deliberate transformation with visible early wins in product testing, AI, gross margin expansion, and strong cash generation, and it outperformed guidance on adjusted EBITDA. However, material near-term headwinds persist, including a meaningful year-over-year revenue decline (~15%), a GAAP impairment charge, and a delayed full rollout of the new platform (now pushed into early 2027) that postpones larger-scale product-driven revenue upside. Management plans to accelerate marketing and product spend in H2 to drive future growth, which will weigh on near-term margins but is presented as purposeful reinvestment to capture long-term durable engagement and monetization.Positive Updates
Revenue in Line / Above Guidance
Total revenue of $211.0M finished in the upper half of guidance for the quarter, with management noting the company came in where expected despite year-over-year pressures.
Negative Updates
Year-Over-Year Revenue Decline
Total revenue of $211M compared with $248M a year ago, a decline of approximately 14.9% year-over-year, reflecting the impact of the prior quality reset and a transitioning member base.
Read all updates
Q2-2026 Updates
Positive
Negative
Revenue in Line / Above Guidance
Total revenue of $211.0M finished in the upper half of guidance for the quarter, with management noting the company came in where expected despite year-over-year pressures.
Read all positive updates
Company Guidance
Bumble guided Q3 total revenue of $205M–$213M (Bumble app revenue $167M–$173M) and adjusted EBITDA of $56M–$60M (≈28% margin at the midpoint), noting Q2 finished with $211M revenue and $73M adjusted EBITDA (35% margin) and that Q2 results were in the upper half of guidance with adjusted EBITDA above the high end. Management said adjusted EBITDA margins will "normalize" over the rest of 2026 as they accelerate investment in product, technology and brand (marketing to ramp in Q3/Q4), while gross margin should continue to benefit from alternative billing (Q2 gross margin expanded ~380 bps with cost of revenue 26% vs 29% a year ago). They reiterated strong cash generation to fund this phase: Q2 operating cash flow $54M, free cash flow $51M, YTD OCF $131M and FCF $125M, and $154M of cash on the balance sheet.Bumble Financial Statement Overview
Summary
Income Statement
38
Negative
Balance Sheet
62
Positive
Cash Flow
74
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 893.24M | 965.66M | 1.07B | 1.05B | 903.50M | 760.91M |
| Gross Profit | 636.83M | 659.20M | 683.16M | 675.97M | 564.30M | 448.68M |
| EBITDA | 91.50M | 509.09M | 600.04M | 116.76M | 102.39M | 82.63M |
| Net Income | -526.92M | -693.14M | -557.01M | -4.21M | -79.75M | 309.81M |
Balance Sheet | ||||||
| Total Assets | 1.22B | 1.41B | 2.52B | 3.63B | 3.69B | 3.78B |
| Cash, Cash Equivalents and Short-Term Investments | 153.96M | 175.76M | 204.32M | 355.64M | 402.56M | 369.18M |
| Total Debt | 459.82M | 599.41M | 629.52M | 635.37M | 641.86M | 654.59M |
| Total Liabilities | 603.61M | 743.97M | 1.18B | 1.29B | 1.24B | 1.31B |
| Stockholders Equity | 516.06M | 560.21M | 824.53M | 1.64B | 1.63B | 1.61B |
Cash Flow | ||||||
| Free Cash Flow | 255.04M | 238.68M | 96.69M | 167.15M | 116.61M | 91.18M |
| Operating Cash Flow | 266.73M | 250.36M | 123.44M | 182.09M | 132.94M | 104.84M |
| Investing Cash Flow | -11.70M | -11.68M | -26.75M | -24.75M | -86.05M | -12.48M |
| Financing Cash Flow | -363.25M | -268.12M | -250.83M | -198.89M | -14.95M | 151.49M |
Bumble Technical Analysis
Negative
2.75
Price Trends
2.91
Negative
3.19
Negative
3.30
Negative
Market Momentum
-0.05
Negative
42.30
Neutral
27.13
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BMBL, the sentiment is Negative. The current price of 2.75 is below the 20-day moving average (MA) of 2.76, below the 50-day MA of 2.91, and below the 200-day MA of 3.30, indicating a bearish trend. The MACD of -0.05 indicates Negative momentum. The RSI at 42.30 is Neutral, neither overbought nor oversold. The STOCH value of 27.13 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BMBL.
Bumble Risk Analysis
Bumble disclosed 47 risk factors in its most recent earnings report. Bumble reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Bumble Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | $3.66B | 17.32 | 3.35% | 6.49% | 7.52% | ― | |
68 Neutral | $1.68B | 5.11 | 8.15% | 7.89% | 1.59% | -14.96% | |
68 Neutral | $9.33B | 14.06 | -303.57% | 2.06% | 1.70% | 40.52% | |
64 Neutral | $818.52M | 8.02 | 6.72% | ― | -1.21% | -41.09% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
52 Neutral | $361.59M | -0.69 | -88.98% | ― | -13.33% | 45.52% | |
49 Neutral | $9.39B | -29.01 | -14.61% | ― | 12.65% | 42.94% |
* Communication Services Sector Average
BMBL
Bumble
2.83
-3.49
-55.22%
JOYY
JOYY
74.56
19.06
34.35%
WB
Weibo
6.77
-4.29
-38.78%
MOMO
Hello Group
5.49
-2.44
-30.75%
SNAP
Snap
5.59
-1.66
-22.90%
MTCH
Match Group
42.44
5.70
15.52%
Bumble Corporate Events
Business Operations and StrategyExecutive/Board Changes
Bumble announces orderly board transition after resignation
Neutral
Jul 2, 2026
Bumble Inc. announced that Jonathan C. Korngold notified its Board of Directors on June 29, 2026, of his decision to resign from the Board, effective June 30, 2026. His departure aligns with his previously disclosed exit from Blackstone, and the c...
Executive/Board ChangesShareholder Meetings
Bumble Shareholders Back Directors, Auditor and Pay Practices
Positive
Jun 8, 2026
On June 4, 2026, Bumble Inc. held its 2026 Annual Meeting of Stockholders online via live audio webcast, with approximately 95% of combined Class A and Class B voting power represented, constituting a quorum. Shareholders voted on the election of ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.