Investors Purchase Large Volume of Call Options on Bumble (NASDAQ:BMBL)

Bumble Inc. (NASDAQ:BMBL) was the recipient of unusually large options trading activity on Thursday. Traders bought 13,709 call options on the stock. This represents an increase of approximately 414% compared to the typical volume of 2,668 call options.

Bumble Stock Performance

Shares of BMBL stock traded up $1.01 during mid-day trading on Thursday, hitting $3.85. The stock had a trading volume of 24,780,675 shares, compared to its average volume of 3,491,021. The company has a debt-to-equity ratio of 0.97, a current ratio of 3.55 and a quick ratio of 3.55. The company’s 50-day simple moving average is $3.25 and its 200-day simple moving average is $4.41. Bumble has a fifty-two week low of $2.61 and a fifty-two week high of $8.64. The firm has a market cap of $433.48 million, a PE ratio of 3.39, a PEG ratio of 0.10 and a beta of 1.96.

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

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the company. Citigroup upped their price target on Bumble from $3.80 to $3.90 and gave the stock a “neutral” rating in a research report on Thursday. Weiss Ratings reiterated a “sell (d-)” rating on shares of Bumble in a research note on Monday, December 29th. JPMorgan Chase & Co. upgraded shares of Bumble from an “underweight” rating to a “neutral” rating in a report on Thursday. Morgan Stanley boosted their target price on shares of Bumble from $3.50 to $4.00 and gave the stock an “equal weight” rating in a research report on Thursday. Finally, Susquehanna restated a “neutral” rating and set a $3.50 price objective on shares of Bumble in a research note on Thursday. Thirteen analysts have rated the stock with a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Reduce” and a consensus price target of $4.36.

Bumble News Roundup

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

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. boosted its holdings in Bumble by 52.0% in the third quarter. Vanguard Group Inc. now owns 11,164,004 shares of the company’s stock valued at $67,989,000 after acquiring an additional 3,820,205 shares during the last quarter. Saba Capital Management L.P. lifted its holdings in shares of Bumble by 52.6% during the 4th 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 in the last quarter. Dimensional Fund Advisors LP grew its stake in shares of Bumble by 10.6% in the third quarter. Dimensional Fund Advisors LP now owns 4,882,350 shares of the company’s stock valued at $29,735,000 after buying an additional 466,646 shares in the last quarter. Maple Rock Capital Partners Inc. acquired a new position in shares of Bumble during the second quarter worth $30,127,000. Finally, Renaissance Technologies LLC increased its stake in Bumble by 9.7% during the 4th quarter. Renaissance Technologies LLC now owns 2,835,400 shares of the company’s stock worth $10,122,000 after buying an additional 251,114 shares during the period. Institutional investors and hedge funds own 94.85% of the company’s stock.

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.