Bumble Inc. (BMBL) AI Stock Analysis

Bumble Inc. provides online dating and social networking platforms across North America, Europe, and internationally. Headquartered in Austin, Texas, the company operates platforms offering subscription-based dating products and in-app purchases. Its portfolio includes Bumble, where women initiate conversations, Badoo, which caters to a global audience, and Fruitz. Together, Bumble and Badoo attract roughly 40 million monthly users. The company employs 580 people and focuses on developing features designed to enhance user safety, respectful interactions, and digital dating connections.

Revenue rose from $760.9M in FY2021 to a peak of $1.07B in FY2024 before contracting 9.9% to $965.7M in FY2025. Gross margin expanded from 59.0% in FY2021 to 68.3% in FY2025, while operating margin reached 26.3% in FY2025. However, net results remained deeply negative, with net income worsening to -$693.1M in FY2025 compared to -$557.0M in FY2024. Over the trailing twelve months, revenue totaled $893.2M with a net profit margin of -58.0% and an operating margin of 28.1%. For the quarter ended June 30, 2026, revenue dropped 15.2% year-over-year, while quarterly earnings grew 169.8%.

As of June 30, 2026, Bumble held $154.0M in cash and short-term investments against $459.8M in total debt, resulting in net debt of $305.9M. Total assets stood at $1.22B and shareholders' equity was $516.1M, yielding a debt-to-equity ratio of 0.89 and a current ratio of 1.62. In FY2025, the company delivered $250.4M in operating cash flow and $238.7M in free cash flow. Capital expenditures were $11.7M, and the company allocated $28.7M to share buybacks.

BMBL trades at an enterprise value of $659.5M and a market capitalization of $910.1M. Its forward P/E of 9.3x is below the median of its US-listed Communication Services peers of 14.1x. Its EV-to-EBITDA stands at 5.7x compared to the peer median of 10.0x, while its price-to-sales multiple is 1.0x versus the peer median of 0.8x. Over the past year, BMBL returned 11.4%, lagging the S&P 500 (SPY) return of 16.8%. Over a five-year period, the stock declined 88.6%, compared to an 83.0% gain for SPY.

Wall Street coverage consists of 11 Hold ratings, 1 Sell rating, and 0 Buy or Strong Buy ratings. The mean price target is $4.18, representing a 29.6% discount to the last close of $5.94 on October 16, 2026. For the fiscal year ending December 31, 2026, analysts estimate EPS of $0.35 and revenue of $833.8M. For the following fiscal year, 2 analysts project EPS of $0.94 on revenue of $800.4M. Bumble beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 4, 2026.

This page is an AI-written research summary of Bumble Inc. (BMBL). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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