TD Cowen Reaffirms Hold Rating for Bumble (NASDAQ:BMBL)

Bumble (NASDAQ:BMBL)‘s stock had its “hold” rating reissued by research analysts at TD Cowen in a note issued to investors on Thursday,Benzinga reports. They currently have a $5.00 price target on the stock. TD Cowen’s target price suggests a potential upside of 30.72% from the stock’s current price.

BMBL has been the topic of several other research reports. Wells Fargo & Company cut their price target on Bumble from $5.50 to $5.00 and set an “equal weight” rating on the stock in a report on Thursday. Zacks Research raised Bumble from a “strong sell” rating to a “hold” rating in a research report on Tuesday. Susquehanna reiterated a “neutral” rating and issued a $3.50 target price on shares of Bumble in a research note on Thursday. JPMorgan Chase & Co. upgraded shares of Bumble from an “underweight” rating to a “neutral” rating in a research report on Thursday. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $4.00 price objective on shares of Bumble in a report on Tuesday, January 20th. Fourteen research analysts have rated the stock with a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, Bumble has a consensus rating of “Reduce” and a consensus target price of $4.41.

Bumble Stock Up 34.7%

NASDAQ:BMBL traded up $0.99 during mid-day trading on Thursday, reaching $3.83. The stock had a trading volume of 25,141,871 shares, compared to its average volume of 3,491,021. The stock’s 50 day simple moving average is $3.25 and its two-hundred day simple moving average is $4.41. Bumble has a 1-year low of $2.61 and a 1-year high of $8.64. The company has a market capitalization of $431.23 million, a price-to-earnings ratio of 3.42, a price-to-earnings-growth ratio of 0.10 and a beta of 1.96. The company has a debt-to-equity ratio of 0.97, a current ratio of 3.55 and a quick ratio of 3.55.

Bumble (NASDAQ:BMBL) last posted its quarterly earnings results on Wednesday, March 11th. The company reported $1.07 EPS for the quarter, beating the consensus estimate of $0.28 by $0.79. Bumble had a negative net margin of 19.82% and a positive return on equity of 10.85%. The business had revenue of $224.17 million during the quarter, compared to analyst estimates of $221.45 million. During the same period in the previous year, the business posted $0.17 EPS. The company’s quarterly revenue was down 14.3% on a year-over-year basis. Equities analysts anticipate that Bumble will post 4.19 EPS for the current year.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the business. Maple Rock Capital Partners Inc. bought a new position in shares of Bumble in the second quarter worth $30,127,000. Vanguard Group Inc. raised its stake in shares of Bumble by 52.0% during the third quarter. Vanguard Group Inc. now owns 11,164,004 shares of the company’s stock valued at $67,989,000 after purchasing an additional 3,820,205 shares in the last quarter. Saba Capital Management L.P. lifted its holdings in Bumble by 52.6% in the fourth quarter. Saba Capital Management L.P. now owns 5,337,549 shares of the company’s stock worth $19,055,000 after purchasing an additional 1,838,923 shares during the period. Tudor Investment Corp ET AL acquired a new stake in Bumble in the third quarter worth about $6,013,000. Finally, Jacobs Levy Equity Management Inc. bought a new position in Bumble in the 4th quarter valued at about $3,516,000. Institutional investors and hedge funds own 94.85% of the company’s stock.

Key Bumble News

Here are the key news stories impacting Bumble this week:

• Positive Sentiment: Q4 earnings beat — Bumble reported EPS $1.07 vs. consensus ~ $0.28 and revenue $224.16M vs. ~$221.45M; management highlighted turnaround progress and product changes, which sparked the initial rally. Reuters: Bumble posts quarterly revenue above estimates
• Positive Sentiment: AI‑led app revamp & tech relaunch — management is targeting a Q2 2026 relaunch of its tech stack and is positioning product innovation (AI features) to win back younger users and expand margins; this narrative underpins optimism for revenue and engagement improvement. Seeking Alpha: Tech stack relaunch
• Positive Sentiment: Analyst upgrades and price‑target actions — JPMorgan upgraded BMBL from underweight to neutral and Morgan Stanley raised its PT from $3.50 to $4.00 (equal weight); Zacks moved the stock from strong sell to hold — these moves reduce selling pressure and support the rebound. Benzinga: Analyst actions Zacks: Upgrade
• Positive Sentiment: Unusual options activity — large increase in call buying (13,709 calls, ~414% above typical call volume) suggests speculative or hedged bullish positioning by traders ahead of or following the results. (source: market entries)
• Neutral Sentiment: Q1 revenue outlook is roughly in line — company guided Q1 revenue ~$209M–$213M vs. consensus ~$210.3M, so near‑term estimates are not materially changed. Company press release / slide deck
• Negative Sentiment: Top‑line still down year‑over‑year and margins mixed — revenue declined ~14.3% YoY and the company still reports a negative net margin (~‑19.8%), highlighting that the turnaround is early and execution risk remains. Business Wire: Results

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.