Bumble (BMBL)

• Market cap: $460M
• 1 day: 8.73%
• 5 days: 14.44%
• 1 month: -12.97%
• 3 months: -43.38%
• 6 months: -38.94%
• Year to date: -45.29%
• 1 year: -56.83%
• 5 years: -93.80%
• 10 years: -93.80%
• Sector: Communication Services
• Industry: Internet Content & Information

About: Bumble Inc is engaged in offering online dating services. The platform enables people to connect and build healthy and equitable relationships on their own terms. The company operates two apps, Bumble and Badoo, where users come every month to discover new people and connect. The company Operates in USA and also Internationally such as United Kingdom, Czech Republic, and others with maximum of revenue from Other Countries.

Employees: 1,200

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

24% more capital invested

Capital invested by funds: $707M [Q3] → $879M (+$172M) [Q4]

12.28% more ownership

Funds ownership: 87.55% [Q3] → 99.83% (+12.28%) [Q4]

3% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 59

0% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]

5% less funds holding

Funds holding: 193 [Q3] → 184 (-9) [Q4]

16% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 45

50% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $42.4M

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $5 15% upside
• Avg. target: $6.43 47% upside
• High target: $8 83% upside

10 analyst ratings

• positive: 2 20%
• neutral: 8 80%
• negative: 0 0%

Morgan Stanley Nathan Feather 75% 1-year accuracy 3 / 4 met price target	26% upside $5.50	Equal-Weight Maintained	17 Apr 2025
Wells Fargo Ken Gawrelski 48% 1-year accuracy 25 / 52 met price target	15% upside $5	Equal-Weight Maintained	9 Apr 2025
Goldman Sachs Alexandra Steiger 24% 1-year accuracy 5 / 21 met price target	83% upside $8	Buy Maintained	17 Mar 2025
Susquehanna Shyam Patil 45% 1-year accuracy 21 / 47 met price target	15% upside $5	Neutral Maintained	7 Mar 2025
JP Morgan Cory Carpenter 35% 1-year accuracy 8 / 23 met price target	61% upside $7	Neutral Maintained	19 Feb 2025