Bumble (NASDAQ:BMBL) Rating Increased to Neutral at JPMorgan Chase & Co.

Bumble (NASDAQ:BMBL) was upgraded by analysts at JPMorgan Chase & Co. from an “underweight” rating to a “neutral” rating in a report released on Thursday.

A number of other research firms also recently commented on BMBL. Wells Fargo & Company reaffirmed a “reduce” rating on shares of Bumble in a report on Thursday. Jefferies Financial Group lowered their price target on Bumble from $5.00 to $4.00 and set a “hold” rating for the company in a report on Thursday, December 11th. Zacks Research upgraded Bumble from a “strong sell” rating to a “hold” rating in a research note on Tuesday. Susquehanna reaffirmed a “neutral” rating on shares of Bumble in a report on Thursday. Finally, Morgan Stanley boosted their target price on shares of Bumble from $3.50 to $4.00 and gave the company an “equal weight” rating in a research note on Thursday. Twelve investment analysts have rated the stock with a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Reduce” and a consensus target price of $4.64.

Bumble Stock Performance

Bumble stock opened at $2.84 on Thursday. The firm has a market capitalization of $320.18 million, a PE ratio of 2.54, a price-to-earnings-growth ratio of 0.10 and a beta of 1.96. Bumble has a one year low of $2.61 and a one year high of $8.64. The stock’s 50 day moving average price is $3.25 and its 200 day moving average price is $4.41. The company has a debt-to-equity ratio of 0.97, a quick ratio of 3.55 and a current ratio of 3.55.

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

Institutional Investors Weigh In On Bumble

A number of hedge funds have recently added to or reduced their stakes in BMBL. Cerity Partners LLC boosted its holdings in shares of Bumble by 16.7% during the second quarter. Cerity Partners LLC now owns 19,962 shares of the company’s stock valued at $132,000 after acquiring an additional 2,857 shares during the period. Arizona State Retirement System increased its holdings in shares of Bumble by 14.4% in the 3rd quarter. Arizona State Retirement System now owns 26,419 shares of the company’s stock worth $161,000 after acquiring an additional 3,317 shares during the period. Quantbot Technologies LP lifted its position in Bumble by 4.1% in the 2nd quarter. Quantbot Technologies LP now owns 102,964 shares of the company’s stock valued at $679,000 after purchasing an additional 4,093 shares during the last quarter. Police & Firemen s Retirement System of New Jersey boosted its stake in Bumble by 19.8% during the 4th quarter. Police & Firemen s Retirement System of New Jersey now owns 25,822 shares of the company’s stock valued at $92,000 after purchasing an additional 4,270 shares during the period. Finally, Swiss National Bank boosted its stake in Bumble by 3.0% during the 2nd quarter. Swiss National Bank now owns 151,200 shares of the company’s stock valued at $996,000 after purchasing an additional 4,400 shares during the period. 94.85% of the stock is currently owned by institutional investors.

Key Stories Impacting Bumble

Here are the key news stories impacting Bumble this week:

• Positive Sentiment: Q4 revenue topped estimates and management described early signs of a turnaround, which traders interpreted as momentum for user and monetization recovery. Reuters: Bumble posts quarterly revenue above estimates
• Positive Sentiment: Company announced an AI-led app overhaul aimed at younger users and a tech-stack relaunch targeted for Q2 2026, and management projected margin expansion from product improvements — news that underpins investor optimism about recovery. Reuters: Bumble shares rally on earnings beat, optimism around AI‑led app revamp
• Positive Sentiment: Broker/coverage moves: Zacks upgraded Bumble from “strong sell” to “hold”, which may have reduced selling pressure and supported the rally. Zacks.com TickerReport
• Neutral Sentiment: Q1 2026 revenue guidance was issued in a $209M–$213M band, roughly in line with consensus — this reduces uncertainty but didn’t materially change the near-term outlook. Company press release / slide deck
• Neutral Sentiment: Conference call and slide deck are available; analysts are parsing product timelines and unit economics before changing long-term models. MarketBeat: Listen to Conference Call
• Negative Sentiment: GAAP EPS missed badly — reported ($4.06) vs. a consensus of $0.28 — and revenue still declined ~14% y/y; underlying profitability and growth remain concerns for skeptics. Company press release
• Negative Sentiment: Bumble’s market value has been significantly impaired over prior periods and some analyst notes emphasized the large prior market-cap wipeout and ongoing execution risk. Invezz: Bumble stock has had a $14.7B wipeout

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.