Bumble (NASDAQ:BMBL) Releases Earnings Results, Beats Estimates By $0.09 EPS

Bumble (NASDAQ:BMBL) posted its earnings results on Tuesday. The company reported $0.34 earnings per share for the quarter, beating the consensus estimate of $0.25 by $0.09, Zacks reports. Bumble had a negative net margin of 72.74% and a positive return on equity of 24.58%. The firm’s quarterly revenue was down 14.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.13 earnings per share.

Here are the key takeaways from Bumble’s conference call:

• Company completed a deliberate quality reset that reduced scale but improved member health and is now entering an “activation” phase to drive more in-person dates with a reimagined experience.
• Bumble is rolling out a cloud-native, AI-enabled tech platform and an AI layer called Bee, which management says will speed innovation from months to days/weeks and enable much deeper personalization; initial backend rollout begins in coming weeks and a next‑gen app launches in select markets in Q4.
• Q1 revenue was down to $212 million (Bumble app $173M) year‑over‑year, but Adjusted EBITDA rose to $83 million (39% margin) due to operating discipline and sharply lower performance marketing.
• Strong cash generation: $77 million operating cash flow and $74 million free cash flow in Q1, $246 million cash at quarter end, and a refinancing that included a $114 million debt paydown to reduce leverage.
• Near‑term growth and margins may be pressured as management plans increased investment in technology, talent, and marketing; Q2 guidance targets $205–$213M revenue and Adjusted EBITDA of $65–$70M while the company works toward a broader product rollout into 2027.

Bumble Price Performance

Shares of Bumble stock traded up $0.02 during mid-day trading on Tuesday, reaching $4.29. 4,139,613 shares of the stock traded hands, compared to its average volume of 2,667,906. The company has a quick ratio of 2.21, a current ratio of 2.21 and a debt-to-equity ratio of 0.86. The business has a 50-day moving average of $3.58 and a 200 day moving average of $3.74. The stock has a market capitalization of $556.93 million, a PE ratio of -0.71, a PEG ratio of 0.18 and a beta of 1.99. Bumble has a fifty-two week low of $2.61 and a fifty-two week high of $8.64.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on BMBL shares. TD Cowen restated a “hold” rating and issued a $5.00 price target on shares of Bumble in a research report on Thursday, March 12th. Citigroup lifted their price target on shares of Bumble from $3.80 to $3.90 and gave the company a “neutral” rating in a research note on Thursday, March 12th. Wells Fargo & Company cut their target price on shares of Bumble from $5.50 to $5.00 and set an “equal weight” rating on the stock in a research report on Thursday, March 12th. BTIG Research reissued a “neutral” rating on shares of Bumble in a report on Monday, March 16th. Finally, William Blair reiterated an “outperform” rating on shares of Bumble in a research note on Monday, March 16th. One equities research analyst has rated the stock with a Buy rating, fourteen have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Bumble has an average rating of “Reduce” and an average price target of $4.36.

Insider Buying and Selling at Bumble

In other Bumble news, major shareholder Buzz Holdings L.P. Bcp sold 7,477,504 shares of the firm’s stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $3.51, for a total value of $26,246,039.04. Following the transaction, the insider directly owned 25,832 shares of the company’s stock, valued at $90,670.32. This trade represents a 99.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, major shareholder Bx Buzz Ml-1 Gp Llc sold 7,477,504 shares of Bumble stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $3.51, for a total transaction of $26,246,039.04. Following the sale, the insider directly owned 25,832 shares in the company, valued at approximately $90,670.32. The trade was a 99.66% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 29,910,016 shares of company stock valued at $104,984,156. Insiders own 15.35% of the company’s stock.

Hedge Funds Weigh In On Bumble

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Wexford Capital LP purchased a new position in shares of Bumble in the 3rd quarter valued at about $31,000. EFG International AG purchased a new stake in shares of Bumble in the 4th quarter valued at approximately $25,000. StoneX Group Inc. acquired a new stake in shares of Bumble in the 4th quarter valued at $36,000. Focus Partners Advisor Solutions LLC acquired a new stake in shares of Bumble in the 4th quarter valued at $37,000. Finally, Envestnet Asset Management Inc. purchased a new stake in shares of Bumble during the 3rd quarter worth $65,000. 94.85% of the stock is currently owned by hedge funds and other institutional investors.

Bumble News Summary

Here are the key news stories impacting Bumble this week:

• Positive Sentiment: Q1 EPS and profitability beat: Bumble reported $0.34 EPS (well above consensus), operating profit and net income rose materially, and operating cash flow strengthened — evidence the company is improving unit economics and cash generation. Bumble Inc. (BMBL) Releases Q1 2026 Earnings
• Positive Sentiment: Strategic product overhaul aimed at Gen Z: management is rebuilding an AI-enabled platform and plans a reimagined experience later this year — a potential multi-quarter catalyst if it re-engages younger users. Bumble posts upbeat quarterly revenue as platform overhaul targets Gen Z
• Neutral Sentiment: Revenue mixed vs. expectations: Q1 revenue was ~$212.4M (down ~14% YoY); some outlets call it slightly below consensus while others framed it as “upbeat” in context of the strategic reset — top-line weakness remains a watch item. Compared to Estimates, Bumble (BMBL) Q1 Earnings
• Neutral Sentiment: Q2 revenue guide slightly below consensus: Bumble issued revenue guidance roughly $205M–$213M versus a consensus around $214.7M — small miss that leaves guidance risk but not a blowout. Bumble Q1 press release / slides
• Negative Sentiment: Paying users are falling sharply: paid users declined ~21% year-over-year to ~3.2M, a core demand signal that pressures future revenue unless product changes reverse the trend. Bumble’s paying users are slipping
• Negative Sentiment: Top-line decline and potential near-term headwinds: revenue was down ~14% YoY and some coverage notes a slight revenue miss — sustained user/share declines could pressure valuation until growth stabilizes. Bumble earnings details / call
• Negative Sentiment: Significant insider and institutional selling noted in filings — raises governance/float concerns and can add selling pressure. Quiver Quant — insider & institutional activity

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.