Bumble (NASDAQ:BMBL) Issues Quarterly Earnings Results

Bumble (NASDAQ:BMBL) issued its earnings results on Tuesday. The company reported $0.34 earnings per share for the quarter, topping the consensus estimate of $0.25 by $0.09, Zacks reports. Bumble had a negative net margin of 72.04% and a positive return on equity of 31.11%. The company had revenue of $212.38 million for the quarter, compared to analyst estimates of $211.59 million. During the same period in the prior year, the business posted $0.13 earnings per share. The firm’s revenue for the quarter was down 14.1% compared to the same quarter last year.

Here are the key takeaways from Bumble’s conference call:

• Company completed a deliberate quality reset that reduced scale but improved member health and is now entering an “activation” phase to drive more in-person dates with a reimagined experience.
• Bumble is rolling out a cloud-native, AI-enabled tech platform and an AI layer called Bee, which management says will speed innovation from months to days/weeks and enable much deeper personalization; initial backend rollout begins in coming weeks and a next?gen app launches in select markets in Q4.
• Q1 revenue was down to $212 million (Bumble app $173M) year?over?year, but Adjusted EBITDA rose to $83 million (39% margin) due to operating discipline and sharply lower performance marketing.
• Strong cash generation: $77 million operating cash flow and $74 million free cash flow in Q1, $246 million cash at quarter end, and a refinancing that included a $114 million debt paydown to reduce leverage.
• Near?term growth and margins may be pressured as management plans increased investment in technology, talent, and marketing; Q2 guidance targets $205–$213M revenue and Adjusted EBITDA of $65–$70M while the company works toward a broader product rollout into 2027.

Bumble Trading Up 1.0%

Shares of BMBL traded up $0.04 on Thursday, hitting $3.47. 3,483,505 shares of the stock traded hands, compared to its average volume of 3,824,098. The company has a quick ratio of 2.21, a current ratio of 2.21 and a debt-to-equity ratio of 0.86. The firm has a market capitalization of $449.83 million, a P/E ratio of -0.60, a P/E/G ratio of 0.18 and a beta of 1.99. The stock’s 50 day moving average is $3.59 and its two-hundred day moving average is $3.73. Bumble has a 1 year low of $2.61 and a 1 year high of $8.64.

Insider Activity

In related news, major shareholder – Nq L.L.C. Btoa sold 7,477,504 shares of the company’s stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $3.51, for a total transaction of $26,246,039.04. Following the transaction, the insider owned 25,832 shares of the company’s stock, valued at approximately $90,670.32. This represents a 99.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, major shareholder Bx Buzz Ml-1 Gp Llc sold 7,477,504 shares of the company’s stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $3.51, for a total transaction of $26,246,039.04. Following the transaction, the insider directly owned 25,832 shares in the company, valued at $90,670.32. The trade was a 99.66% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety 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.

Hedge Funds Weigh In On Bumble

Institutional investors and hedge funds have recently modified their holdings of the company. RPO LLC acquired a new stake in Bumble during the fourth quarter worth about $66,000. WINTON GROUP Ltd acquired a new stake in Bumble during the fourth quarter worth about $56,000. State of Wyoming increased its stake in Bumble by 59.8% during the fourth quarter. State of Wyoming now owns 12,017 shares of the company’s stock worth $43,000 after acquiring an additional 4,499 shares during the last quarter. Quarry LP increased its stake in Bumble by 7,102.4% during the third quarter. Quarry LP now owns 12,028 shares of the company’s stock worth $73,000 after acquiring an additional 11,861 shares during the last quarter. Finally, Numerai GP LLC acquired a new stake in Bumble during the third quarter worth about $78,000. Hedge funds and other institutional investors own 94.85% of the company’s stock.

Key Bumble News

Here are the key news stories impacting Bumble this week:

• Positive Sentiment: Q1 EPS and profitability beat — Bumble reported EPS that topped estimates and showed stronger operating profit, higher net income and improved cash generation, which supports near?term financial resilience. QuiverQuant Q1 Earnings Summary
• Positive Sentiment: Analyst price?target lift — UBS raised its price target to $4.50 (neutral rating), signaling some analyst confidence in recovery potential and leaving upside from current levels. UBS Price Target Raise
• Positive Sentiment: Strategy: platform overhaul targeting Gen Z — Management reiterated a plan to relaunch a rebuilt, AI?enabled platform later this year aimed at improving long?term engagement with younger users, a potential multi?quarter growth catalyst. Reuters: Platform Overhaul
• Neutral Sentiment: Top?line roughly in line — Q1 revenue was essentially in line with estimates but down year?over?year, indicating stabilization but not a return to growth yet. MarketBeat Earnings Summary
• Neutral Sentiment: Earnings call & slides available — Management emphasized ecosystem health improvements and the timing of product relaunch; read the full call/transcript for detail on assumptions behind guidance. Seeking Alpha Q1 Call Transcript
• Negative Sentiment: Weak Q2 revenue outlook sent shares sharply lower — Management guided Q2 revenue to $205M–$213M, below consensus (~$215M), triggering an outsized share decline as investors reacted to near?term growth risk. Seeking Alpha: Shares Fall on Weak Q2 Outlook
• Negative Sentiment: Paying users are slipping — Paying users declined sharply (~21% YoY to ~3.2M), a clear near?term headwind that management says it will address via the platform relaunch but which weighs on monetization visibility. TechCrunch: Paying Users Falling
• Negative Sentiment: Insider and institutional selling noted — Recent filings and data show substantial selling from certain large holders, which could pressure the share price if supply persists. QuiverQuant: Insider/Institutional Activity

Wall Street Analyst Weigh In

BMBL has been the topic of several recent research reports. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating on shares of Bumble in a report on Monday, March 16th. JPMorgan Chase & Co. raised shares of Bumble from an “underweight” rating to a “neutral” rating in a report on Thursday, March 12th. Wells Fargo & Company reduced their price target 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. UBS Group upped their price target on shares of Bumble from $4.00 to $4.50 and gave the company a “neutral” rating in a report on Wednesday. Finally, Bank of America reduced their price target on shares of Bumble from $3.50 to $3.30 and set an “underperform” rating on the stock in a report on Thursday, March 12th. One analyst has rated the stock with a Buy rating, fourteen have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Reduce” and an average price target of $4.40.

Bumble Company Profile

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.