Bumble Inc. (BMBL) Stock Price & Analysis
Bumble Inc. (BMBL) is trading at USD 5.97, up 0.08% today, as of October 29, 2026 at 15:21 UTC (US market open; quotes may be delayed), according to Nexqual market data.
BMBL last closed at USD 5.96; today's session has ranged USD 5.96–5.97 on volume of 169,397 shares. Market capitalization is $913.94M, with a 52-week range of USD 2.44–6 (NMS). Source: Nexqual, retrieved October 29, 2026 at 15:22 UTC.
Also available as compact Markdown for AI agents: nexqual.com/BMBL.md
Key facts (BMBL)
- Last four reported quarters (through Jun 30, 2026): revenue $893M, net income -$518M (-58.0% margin) (SEC filings).
- Analysts: Hold (mean 3.00 on a 1–5 scale) (10 analysts), mean target USD 4.32 (range 3–6.05).
- Total return with dividends: 1Y +7.7% vs S&P 500 +13.1%; 5Y -88.6% vs S&P 500 +79.1%.
- Next earnings: 2026-11-04, EPS estimate USD 0.22, revenue estimate $210M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (BMBL)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $761M | $904M | $1.05B | $1.07B | $966M | $893M |
| Gross profit | $761M | $654M | $1.03B | $1.07B | $684M | — |
| Operating income | -$135M | -$103M | $53.4M | -$700M | -$806M | -$559M |
| Net income | $310M | -$79.7M | -$4.2M | -$557M | -$693M | -$518M |
| EPS (diluted) | $1.45 | -$0.62 | -$0.03 | -$4.61 | -$5.95 | — |
| Gross margin | 99.9% | 72.4% | 98.1% | 99.8% | 70.8% | — |
| Operating margin | -17.7% | -11.4% | 5.1% | -65.4% | -83.4% | -62.6% |
| Net margin | 40.7% | -8.8% | -0.4% | -52.0% | -71.8% | -58.0% |
| Revenue growth | — | +18.7% | +16.4% | +1.9% | -9.9% | — |
| Cash + short-term investments | $369M | $403M | $356M | $204M | $176M | — |
| Total debt | $639M | $633M | $627M | $621M | $591M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (BMBL)
P/S 1.0x · EV/Sales 1.4x · P/B 1.8x · Earnings yield -56.63% · Buyback yield (TTM) 0.00% · Net debt $321M · EV $1.24B
Analysts (BMBL)
Consensus Hold (mean 3.00 on a 1–5 scale), 10 analysts; mean target USD 4.32 (low 3, high 6.05).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-14 | UBS | Target raised | Neutral | $3 → $6.05 |
| 2026-08-12 | UBS | Target lowered | Neutral | $4.5 → $3 |
| 2026-08-07 | RBC Capital | Target lowered | Sector Perform | $5 → $4 |
| 2026-08-07 | Wells Fargo | Target lowered | Equal-Weight | $5 → $4 |
| 2026-08-07 | Susquehanna | Target lowered | Neutral | $3.5 → $3 |
| 2026-08-06 | Goldman Sachs | Target lowered | Neutral | $5 → $3.5 |
Total return (dividends reinvested) (BMBL)
| 1Y (from 2025-10-29) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +7.7% | -88.6% |
| S&P 500 (SPY) | +13.1% | +79.1% |
| Per year | +7.7% | -35.2% |
| Volatility (annualized) | 91.1% | 75.2% |
| Max drawdown | -55.0% (Oct 2025→Oct 2026) | -95.2% (Oct 2021→Sep 2026) |
BMBL major shareholder filing: Schedule 13D/A, Oct 14, 2026
Whitney Wolfe Herd, Beehive Holdings II, LP, Beehive Holdings III, LP filed a Schedule 13D/A with the SEC on Oct 14, 2026, reporting up to 14.70% of the class. A Schedule 13D is filed by an owner of more than 5% who may seek to influence the company. Item 4 (Purpose of Transaction), quoted from the filing:
with the following: The information set forth below in Item 6 of this Schedule 13D is incorporated by reference into this Item 4.
Source: SEC EDGAR, Schedule 13D/A filed Oct 14, 2026. Quoted word for word; Nexqual adds no interpretation.
BMBL earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| Aug 5, 2026 | Quarter ended Jun 30, 2026 | $0.48 | $0.23 | Beat +108.7% | -11.1% |
| May 5, 2026 | Quarter ended Mar 31, 2026 | $0.31 | $0.26 | Beat +19.2% | -19.7% |
| Mar 11, 2026 | Quarter ended Dec 31, 2025 | $1.10 | $0.21 | Beat +423.8% | +35.6% |
| Nov 5, 2025 | Quarter ended Sep 30, 2025 | $0.29 | $0.54 | Miss −46.3% | -19.4% |
| Aug 6, 2025 | — | — | — | — | -14.8% |
| May 7, 2025 | — | — | — | — | +26.7% |
| Feb 18, 2025 | — | — | — | — | -33.3% |
| Jan 17, 2025 | — | — | — | — | -2.1% |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
BMBL recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Oct 20, 2026 | Schedule 13G | Glazer Capital, LLC, Paul J. Glazer: 7.1% of shares, passive 5%+ holder |
| Oct 19, 2026 | Schedule 13G | Hilary L. Shane, Hilary L. Shane Revocable Trust: 5.1% of shares, passive 5%+ holder |
| Oct 14, 2026 | Schedule 13D/A | Whitney Wolfe Herd, Beehive Holdings II, LP: 14.7% of shares, 5%+ holder that may seek to influence the company (amended) “with the following: The information set forth below in Item 6 of this Schedule 13D is incorporated by reference into this Item…” |
| Oct 14, 2026 | Schedule 13D/A | BX Buzz ML-1 Holdco L.P., BX Buzz ML-2 Holdco L.P.: 12.0% of shares, 5%+ holder that may seek to influence the company (amended) “by the following: On October 12, 2026, the Issuer entered into that certain Agreement and Plan of Merger (as the same may be amended, modified or restated in accordance with its terms, the "Merger Agreement"), by and among the Issuer, Buzz Holdings L.P., ("Opco"), Ithaca Holdco,…” |
| Oct 13, 2026 | 8-K | Entered a material agreement; Regulation FD disclosure “Merger Agreement On October 12, 2026, Bumble Inc., a Delaware corporation (" Bumble " or the " Company "), entered into an Agreement and Plan of Merger (the " Merger Agreement ") by and among the Company, Buzz Holdings L.P., (" Opco "), a Delaware limited partnership, Ithaca Holdco, Inc., a Delaware corporation (" Ithaca "), Oak Merger Sub 1, Inc., a Delaware corporation and a wholly owned subsidiary of Ithaca (" Merger Sub 1 "), and Oak Merger Sub 2, LLC, a Delaware limited liability company and a wholly owned…” |
| Sep 30, 2026 | Schedule 13D/A | BX Buzz ML-1 Holdco L.P., BX Buzz ML-2 Holdco L.P.: 14.1% of shares, 5%+ holder that may seek to influence the company (amended) “by the following: On September 28, 2026, the hedging period related to the third quarterly calculation period for the Forward Transactions ended, and the sales price for such quarterly calculation period was determined to be $2.9381 per share. On September 29, 2026, 3,767,776 of…” |
| Aug 6, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Aug 5, 2026 | 8-K | Quarterly results |
| Jul 27, 2026 | Schedule 13G | BlackRock, Inc.: 6.2% of shares, passive 5%+ holder |
| Jul 2, 2026 | 8-K | Director or executive officer change, or pay arrangement “(b) On June 29, 2026, Jonathan C. Korngold notified the Board of Directors (the "Board") of Bumble Inc. (the "Company" or "Bumble") of his decision to resign from the Board, effective as of June 30, 2026. Mr. Korngold's resignation coincides with his previously announced departure from Blackstone and his decision is not the result of any disagreement (i) with the Company, the Company's management, or any other member of the Board, or (ii) on any matter relating to the Company's operations, policies, or practices.…” |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
BMBL revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Bumble App | $171.7M | 81.6% | -14.7% |
| Badoo App and Other | $38.8M | 18.4% | -17.1% |
| Total revenue | $210.5M | 100% | — |
BMBL revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Rest of the world | $123.1M | 58.5% | -11.0% |
| United States | $87.4M | 41.5% | -20.5% |
| Total revenue | $210.5M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
BMBL suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Blackstone Inc. (BX) | “Prior to the IPO and the Reorganization Transactions, Bumble Holdings L.P., a Delaware limited partnership, was formed primarily as a vehicle to finance the acquisition (the "Sponsor Acquisition") of a majority stake in Worldwide Vision Limited by a group of investment funds managed by Blackstone Inc. ("Blackstone" or our "Sponsor").” |
| Partner | Worldwide Vision | “Prior to the IPO and the Reorganization Transactions, Bumble Holdings L.P., a Delaware limited partnership, was formed primarily as a vehicle to finance the acquisition (the "Sponsor Acquisition") of a majority stake in Worldwide Vision Limited by a group of investment funds managed by Blackstone Inc. ("Blackstone" or our "Sponsor").” |
| Competitor | Apple (AAPL) | “Platforms such as Apple have broad discretion to change their terms and conditions in ways that could limit, eliminate or otherwise interfere with our ability to use them as a registration method or to allow them to use such data to gain a competitive advantage.” |
| Competitor | Alphabet (Google) (GOOGL) | “These challenges may include the prevailing global economic climate, competition from alternative products, lack of appealing product features, enforcement of restrictive payment policies from in-app payment systems provided by Apple and Google, and slower rates of growth in the online dating market.” |
Quoted from the company's 10-K filed Mar 16, 2026.
BMBL company outlook (results filed Aug 5, 2026)
- “Bumble anticipates the following results for the third quarter ending September 30, 2026: Third Quarter 2026: • Total Revenue in the range of $205 million to $213 million, which includes: o Bumble App Revenue of $167 million to $173 million. • Adjusted EBITDA of $56 million to $60 million.”
Analysts expect $209.9M for the current quarter, 0.4% above the midpoint of the company's guidance ($209.0M).
Quoted word-for-word from the SEC 8-K results press release.
BMBL analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.22 | $0.23 | -4.3% | $209.9M | 2 |
| Next quarter (ends Dec 2026) | $0.18 | $0.18 | +0.0% | $200.4M | 2 |
| Current fiscal year (ends Dec 2026) | $0.35 | $0.95 | -63.2% | $834.0M | 2 |
| Next fiscal year (ends Dec 2027) | $0.94 | $0.92 | +2.7% | $802.2M | 2 |
BMBL options: expected move
Options price a move of about ±1.7% (±$0.10) by Nov 20, 2026, which includes earnings on Nov 4, 2026. Over the last 8 reports the stock moved ±20.3% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 22 | 6.5% | ±1.7% |
| Dec 18, 2026 | 50 | 4.0% | ±1.7% |
| Jan 15, 2027 | 78 | 5.5% | ±2.1% |
| Apr 16, 2027 | 169 | 3.8% | ±2.9% |
30-day implied volatility 8.8% vs 176.7% realized over the last 30 trading days. Put/call ratio (volume) 0. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 29, 2026 at 15:22 UTC)
| Price | USD 5.97 |
|---|---|
| Change | ▲ 0.08% (up) |
| Previous Close | USD 5.96 |
| Open | USD 5.96 |
| Day Range | USD 5.96 – 5.97 |
| 52-Week Range | USD 2.44 – 6 |
| Volume | 169,397 shares |
| Market Cap | $913.94M |
| Exchange | NMS |
Technical Analysis (BMBL)
Nexqual's technical model rates BMBL "BUY" based on 5 bullish and 2 bearish signals across 128 daily candles, as of October 29, 2026 at 15:22 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 86.7 (overbought) |
| vs SMA50 | Above (USD 3.61) |
| MACD | 0.81 (positive) |
Analyst Ratings (BMBL)
Wall Street analysts rate BMBL "Hold" based on 10 analysts, with a mean price target of USD 4.32 (range USD 3–6.05), per Nexqual as of October 29, 2026 at 15:22 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 10 |
| Mean Target | USD 4.32 |
| High Target | USD 6.05 |
| Low Target | USD 3 |
| Buy / Hold / Sell | 0 / 10 / 0 |
Earnings (BMBL)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 0.22 |
| Revenue Estimate | $209.86M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.48 vs est 0.23 ▲ beat |
| 2026-03-31 | USD 0.31 vs est 0.26 ▲ beat |
| 2025-12-31 | USD 1.1 vs est 0.21 ▲ beat |
| 2025-09-30 | USD 0.29 vs est 0.54 ▼ miss |
Source: Nexqual, October 29, 2026 at 15:22 UTC.
Financials & Fundamentals (BMBL)
| Total Revenue | $893.24M |
|---|---|
| Revenue Growth (latest quarter, YoY) | -15.20% |
| Gross Margin | +72.88% |
| Operating Margin | +28.14% |
| Profit Margin | -57.96% |
| ROE | -76.92% |
| Debt / Equity | 0.75 |
| Current Ratio | 1.63 |
| Total Cash | $153.96M |
| Total Debt | $459.82M |
Source: Nexqual, October 29, 2026 at 15:22 UTC.
Financial Health Score (BMBL)
Nexqual rates Bumble Inc.'s overall financial health "Mixed" across five dimensions, as of October 29, 2026 at 15:22 UTC.
| Growth | Weak — Revenue -10% YoY (annual), declining |
|---|---|
| Profitability | Solid — Gross margin 73%, operating -63% (last 4 quarters to Jun 2026, SEC) |
| Balance Sheet | Solid — $154M cash and investments vs $475M debt (Jun 2026, SEC) |
| Cash Flow | Solid — Operating cash flow $250M (FY ended Dec 2025, 10-K) |
| Efficiency | Critical — ROE -100%, ROA -42.4% (last 4 quarters, SEC) |
Ownership (BMBL)
| Insider Ownership | +24.47% |
|---|---|
| Institutional Ownership | +93.63% |
| Shares Outstanding | 131.97M |
| Float | 74.58M |
| Short % of Float | +13.06% |
Source: Nexqual, October 29, 2026 at 15:22 UTC.
Leadership (BMBL)
Bumble Inc. is led by Whitney Wolfe Herd, Founder, CEO & Director, per Nexqual as of October 29, 2026 at 15:22 UTC.
| Founder, CEO & Director | Whitney Wolfe Herd |
|---|
Major Backers & Investors (BMBL)
Notable institutional backers of Bumble Inc. include Blackstone Inc, Saba Capital Management, L.P., Accel Growth Fund V Associates L.L.C., according to Nexqual as of October 29, 2026 at 15:22 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Blackstone Inc | 17% |
| Saba Capital Management, L.P. | 4.21% |
| Accel Growth Fund V Associates L.L.C. | 3.83% |
| Renaissance Technologies | 2.83% |
| Bank of America Corporation | 2.24% |
| AQR Capital Management, LLC | 2.18% |
| Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund | 0.93% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 7.83% |
| BlackRock | 6.23% |
| Dimensional Fund Advisors | 3.62% |
Source: Nexqual, October 29, 2026 at 15:22 UTC.
From Bumble Inc.'s Latest SEC 10-K Filing (filed 2026-03-16)
Key Strengths & Strategy (as disclosed to the SEC)
- We further protect the use of our proprietary technology and intellectual property through provisions in both our member terms of use on our website and in our vendor terms and conditions.
- We also enter into, and rely on, confidentiality and proprietary rights agreements with our employees, consultants, contractors and business partners to protect our inventions, trade secrets, proprietary technology and other confidential information.
- Our technology platform is fueled by: •Shared infrastructure: Our shared infrastructure allows us to quickly test new features, provides us with flexibility to migrate features from one app to another where appropriate, and improves execution at scale by driving faster improvements in our apps, while simultaneously driving operating efficiencies by reducing the cost of launching new features.
- Our platform of apps enables people to connect and build healthy and equitable relationships on their own terms.
Partnerships
- BFF app provides groups with tools for collaboration (polls) and organizing in-person activities.
Legal & Regulatory Risks (Item 1A, quoted)
- Our business is subject to complex and evolving U.S. and international laws and regulations. Many of these laws and regulations are subject to change and uncertain interpretation, and could result in claims, changes to our business practices, monetary penalties, increased cost of operations, or declines in member growth or engagement, or otherwise harm our business.
- The adoption of any laws or regulations that adversely affect the popularity or growth in use of the internet or our services, including laws or regulations that undermine open and neutrally administered internet access, could decrease member demand for our service offerings and increase our cost of doing business.
- The myriad international and U.S. privacy and data breach laws are not consistent, and compliance in the event of a widespread data breach is difficult and may be costly.
- We are subject to litigation and adverse outcomes in such litigation could have a material adverse effect on our financial condition.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| UPWK | Upwork Inc. | USD 9.17 | ▲ 1.83% |
| WBTN | WEBTOON Entertainment Inc. | USD 9.85 | ▲ 3.47% |
| WB | Weibo Corporation | USD 6.25 | ▲ 1.13% |
| OPRA | Opera Limited | USD 17.71 | ▼ 4.99% |
| DJT | Trump Media & Technology Group | USD 5.82 | ▼ 2.6% |
| GENI | Genius Sports Limited | USD 6.42 | ▲ 1.02% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 15:22 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt