Bumble Inc logo

Bumble Inc(BMBL)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL
1-STAR RATING
PASS
LAST CLOSE
$2.54
10/02/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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Advisory Performance History (Simulated)Advisory Performance History info

Upturn Advisory & Investor View for BMBL

10/02/2026: BMBL (1-star) is currently NOT-A-BUY. Pass it for now.

Bumble Inc is a technology company specializing in the online dating and social discovery market, best known for its app that empowers women to initiate connections. The company has built a strong brand presence through its safety-first approach and a steady subscription-based revenue model. Its primary growth opportunity lies in diversifying into platonic social networking and leveraging AI to improve user experience. However, Bumble faces significant risks from intense competition, particularly from Match Group, and the ongoing challenge of high customer acquisition costs. It is generally suited for growth-oriented investors who can tolerate the volatility associated with consumer internet platforms and are monitoring for consistent margin expansion.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitBumble offers exposure to the digital social discovery market but faces challenges in maintaining high-speed user growth.
Momentum investorMixed fitMomentum is conditional on positive price action and strong quarterly beat-and-raise cycles, which have been inconsistent.
Value investorMixed fitWhile valuation has compressed, the company must prove long-term margin stability to be a classic value play.
Dividend investorWeak fitBumble does not pay a dividend as it prioritizes reinvestment for future growth.
Low-risk investorWeak fitThe stock is subject to significant volatility inherent in the consumer tech and dating app sector.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityHighThe stock is susceptible to swings based on user growth metrics and market sentiment.
Valuation riskMedium / highInvestors may overpay if growth projections fail to materialize as expected.
Competition risk (Match Group)HighMatch Group's vast portfolio of apps presents a constant threat to Bumble's market share.
Business qualityMediumBumble has a strong brand, but the dating app market is subject to changing user trends.
Dividend incomeLow / noneThere is no income component for investors in this stock.
Execution riskMediumSuccess depends on effective product innovation and user retention strategies.

Price Behavior

Downtrend
PRICE PATH

Downtrend

The stock has experienced a sustained decline in price over recent periods.

Extreme Price Shocks
PRICE STABILITY

Extreme Price Shocks

The stock has experienced exceptionally large and disruptive price movements during the period.

Analysis of Past Performance

Type Stock
Historic Profit -65.76%
Avg. Invested days 20
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 1.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 10/02/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
BMBL receives a 4-star rating, supported by solid unit economics, solid company fundamentals, and solid analyst coverage. The rating is constrained by weak price momentum.

Company Fundamentals

★★★★★
BMBL has solid overall fundamentals (4 stars), with solid financial health, moderate growth momentum, and solid ownership. In FY2025 versus FY2024, strong cash generation (FCF margin 24.7%) is partially offset by negative earnings growth (-24.4%), negative revenue growth (-9.9%), weak profitability (net margin -71.8%).

Financial Health Rating

★★★★★
BMBL's financial health is supported by solid liquidity, including working-capital and asset support (WC/assets 11.8%). Cash strength is moderate (3 stars), which helps explain the 4-star overall score.

Growth Momentum Score

★★★★★
Free-cash-flow growth is BMBL's strongest growth driver at +146.9% FY2025 versus FY2024 (strong, 5 stars). By comparison, while revenue growth (-9.9%, negative) and earnings growth (-24.4%, negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 88.6% and approximately 80.0% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 2.57% provides only moderate management-shareholder alignment.

Top 5 Institutional Investors

Blackstone Inc 17.00%
BlackRock Inc 6.23%
Vanguard Portfolio Management, LLC 4.82%
Saba Capital Management, LP 4.21%
Accel Growth Fund V Associates L.L.C. 3.83%

Unit Economics (Per $1K Revenue)

★★★★★
BMBL generates approximately $683 of gross profit, $263 of operating income, and $247 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Strong margins and weak cash conversion support the rating, although capital efficiency remains solid.

Economic Dimensions

★★★★★
Effective Tax Rate: 19.49%

Quantitative Style Profile

★★★★★
BMBL has a liquid profile. Weak momentum is the primary drawback, while elevated volatility.

Style Classification

Quality Focused

Value-OrientedHigh VolatilitySmall / Mid Cap RiskShort Squeeze RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 390.70M USD
Price to earnings Ratio -
1Y Target Price 3.79
Price to earnings Ratio -
1Y Target Price 3.79
Volume (30-day avg) 2.2M shares
Beta 1.86
52 Weeks Range 2.49 - 5.97
Updated Date 10/02/2026
52 Weeks Range 2.49 - 5.97
Updated Date 10/02/2026
Dividends yield (FY) -
Basic EPS (TTM) -4

How Company Makes Money

Business areaWhat it includesRetail investor read
Direct RevenueSubscriptions and in-app purchases (e.g., Bumble Boost, Bumble Premium, Spotlights).Most revenue comes directly from users paying for premium features to enhance their dating experience.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

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Valuation

Trailing PE -
Forward PE 9.32
Enterprise Value 659.53M
Price to Sales(TTM) 0.44
Enterprise Value 659.53M
Price to Sales(TTM) 0.44
Enterprise Value to Revenue 0.74
Enterprise Value to EBITDA 5.72
Shares Outstanding 131.97M
Shares Floating 105.52M
Shares Outstanding 131.97M
Shares Floating 105.52M
Percent Insiders 2.57
Percent Institutions 88.64

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Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

About Bumble Inc

Exchange NASDAQ
Headquarters Austin, TX, United States
IPO Launch date 2021-02-11
Founder, CEO & Director Ms. Whitney Wolfe Herd
Sector Communication Services
Industry Internet Content & Information
Full time employees 580
Full time employees 580

Bumble Inc. provides online dating and social networking applications in North America, Europe, internationally. It owns and operates websites and applications that offers subscription and in-app purchases of products. The company operates apps, including Bumble, a dating app built with women at the center; Badoo, the web and mobile free-to-use dating app; Bumble BFF, a friendship and community app that combines one-to-one matching with group discovery and participation. The company was incorporated in 2020 in and is headquartered in Austin, Texas.