Bumble’s (BMBL) “Sector Perform” Rating Reiterated at Royal Bank Of Canada

Bumble (NASDAQ:BMBL)‘s stock had its “sector perform” rating reiterated by investment analysts at Royal Bank Of Canada in a research report issued on Wednesday,Benzinga reports. They currently have a $5.00 price objective on the stock. Royal Bank Of Canada’s price objective would suggest a potential upside of 45.14% from the stock’s previous close.

Several other research firms have also recently issued reports on BMBL. Susquehanna reaffirmed a “neutral” rating and set a $3.50 price target on shares of Bumble in a research note on Thursday, March 12th. Zacks Research upgraded Bumble from a “strong sell” rating to a “hold” rating in a report on Tuesday, March 10th. Deutsche Bank Aktiengesellschaft restated a “hold” rating on shares of Bumble in a report on Monday, March 16th. William Blair reissued an “outperform” rating on shares of Bumble in a research note on Monday, March 16th. Finally, JPMorgan Chase & Co. raised shares of Bumble from an “underweight” rating to a “neutral” rating in a research note on Thursday, March 12th. One equities research analyst has rated the stock with a Buy rating, fourteen have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Reduce” and a consensus price target of $4.36.

Bumble Price Performance

Shares of Bumble stock traded down $0.85 on Wednesday, hitting $3.45. The company’s stock had a trading volume of 4,078,156 shares, compared to its average volume of 3,762,278. The company has a market capitalization of $447.22 million, a P/E ratio of -0.57, a price-to-earnings-growth ratio of 0.18 and a beta of 1.99. Bumble has a 52-week low of $2.61 and a 52-week high of $8.64. The firm has a fifty day moving average price of $3.58 and a 200-day moving average price of $3.74. The company has a quick ratio of 2.21, a current ratio of 2.21 and a debt-to-equity ratio of 0.86.

Bumble (NASDAQ:BMBL) last announced its quarterly earnings results on Tuesday, May 5th. The company reported $0.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.25 by $0.09. Bumble had a negative net margin of 72.74% and a positive return on equity of 24.58%. The company had revenue of $212.00 million for the quarter, compared to the consensus estimate of $211.55 million. During the same quarter in the prior year, the firm earned $0.13 earnings per share. The company’s revenue for the quarter was down 14.1% compared to the same quarter last year. On average, equities research analysts expect that Bumble will post 0.81 earnings per share for the current fiscal year.

Insider Buying and Selling at Bumble

In other news, major shareholder Holdings Gp Man Blackstone III sold 7,477,504 shares of the stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $3.51, for a total value of $26,246,039.04. Following the completion of the sale, the insider directly owned 25,832 shares of the company’s stock, valued at $90,670.32. This represents a 99.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, major shareholder – Nq L.L.C. Btoa sold 7,477,504 shares of Bumble stock in a transaction that occurred on 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 transaction, the insider directly owned 25,832 shares in the company, valued at approximately $90,670.32. The trade was a 99.66% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 29,910,016 shares of company stock valued at $104,984,156. Insiders own 15.35% of the company’s stock.

Institutional Trading of Bumble

Several institutional investors and hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. increased its stake in Bumble by 52.0% in the 3rd quarter. Vanguard Group Inc. now owns 11,164,004 shares of the company’s stock valued at $67,989,000 after buying an additional 3,820,205 shares during the last quarter. Saba Capital Management L.P. increased its position in shares of Bumble by 52.6% during the fourth quarter. Saba Capital Management L.P. now owns 5,337,549 shares of the company’s stock valued at $19,055,000 after acquiring an additional 1,838,923 shares during the last quarter. Tudor Investment Corp ET AL purchased a new position in Bumble in the third quarter worth $6,013,000. Jacobs Levy Equity Management Inc. bought a new position in Bumble in the 4th quarter valued at $3,516,000. Finally, Cubist Systematic Strategies LLC increased its position in shares of Bumble by 3,714.4% during the 2nd quarter. Cubist Systematic Strategies LLC now owns 923,093 shares of the company’s stock valued at $6,083,000 after purchasing an additional 898,893 shares during the last quarter. Hedge funds and other institutional investors own 94.85% of the company’s stock.

Bumble News Summary

Here are the key news stories impacting Bumble this week:

• Positive Sentiment: Q1 EPS and profitability beat expectations — Bumble reported $0.34 EPS (above estimates) and materially improved operating profit, net income and operating cash flow, signaling better margin conversion even as top line fell. Bumble Inc. (BMBL) Releases Q1 2026 Earnings
• Neutral Sentiment: Company is investing in a major platform overhaul (AI-enabled, targeted at Gen Z) to re?engage users later this year — a potentially meaningful long-term catalyst but one that introduces execution risk and timing uncertainty. Bumble Inc. Announces First Quarter 2026 Results
• Negative Sentiment: Paying users plunged ~21% year-over-year to ~3.2M, a major red flag for future subscription revenue and LTV trends. Bumble’s paying users are slipping as it bets on an overhaul later this year
• Negative Sentiment: Revenue is down ~14% YoY to ~$212M and Q2 revenue guidance ($205M–$213M) sits at or below consensus, suggesting limited near-term top-line growth and keeping pressure on the stock. Bumble posts upbeat quarterly revenue as platform overhaul targets Gen Z
• Negative Sentiment: Significant insider/institutional selling (including large Blackstone-related dispositions reported) adds selling pressure and raises governance/lockup concerns for the float. Bumble Inc. insider trading and institutional moves

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.