BMBL · NASDAQ · Internet Content & Information

Bumble

Runs dating and friend-finding apps monetized through subscriptions and in-app purchases.

$2.73
After-hours close+0.00 (+0.18%)
At close$2.73(+0.55%)
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Profile

Bumble Inc.BMBLCommunication Services

Operates Bumble, Badoo, and BFF as free-to-use dating and social apps, earning mainly from paid subscriptions and in-app purchases. The portfolio mixes North American and international dating audiences, while BFF remains a current but not yet revenue-generating social product.

Operates a portfolio of free-to-use apps centered on dating, friendship, and community. Bumble is the women-centered dating product, Badoo serves older international dating markets, and BFF is the current friend-finding and group-connection product.

Revenue comes mainly from paid subscriptions and in-app purchases, with advertising and partnerships not a significant part of the model. The user base spans North America, Europe, and other countries, with Bumble and Badoo carrying different regional strengths.

Execution depends on keeping free users engaged enough to pay while competing in a low-switching-cost category. Social media platforms, AI-enabled products, privacy rules, and online-safety regulation shape how the apps can grow and operate.

Company facts

CEOWhitney Wolfe Herd
ListedFeb 11, 2021
ExchangeNASDAQ
HeadquartersAustin, TX
CountryUnited States
Employees580
CIK0001830043
ISINUS12047B1052

Key statistics

Market cap$356.1M
EPS (ttm)−$3.87
P/E (ttm)−0.7054
ROE-89.0%
P/B0.6931
P/S0.3986
Dividend yield
Beta1.27vs XLC 1.12

Year to date −24.7% · Average volume (30d) 2.6M

Analysts

Price target, next 12 months$3.50+28.2%Median of 23 analysts · vs the Aug 28 close
ConsensusHold5 of 23 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 12, 2026UBSReiterateNeutral$4$3
Aug 6, 2026Goldman SachsReiterateNeutral$7$3.50
Mar 13, 2026UBSTarget$6$4
Mar 12, 2026SusquehannaTarget$5$3.50
Mar 12, 2026Wells FargoReiterateEqual Weight$5

Earnings

EPS

Estimate$0.23
ReportedDue Nov 4, 2026

Revenue

Estimate$209.5M
ReportedDue Nov 4, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 5, 2026Q2 FY26$0.25−$0.84−436.5%$210.5M$210.5M0.0%−6.25%
May 5, 2026Q1 FY26$0.25$0.34+36.0%$211.6M$212.0M+0.2%−20.05%
Mar 11, 2026Q4 FY25$0.23$1.07+355.5%$221.4M$224.2M+1.2%+34.15%
Nov 5, 2025Q3 FY25$0.38$0.35−7.9%$221.3M$246.2M+11.3%−21.77%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$247.1M$248.2M$246.2M$224.2M$212.4M$210.5M
Gross profit$164.2M$168.2M$172.2M$154.6M$153.5M$156.5M
Operating income$47.2M$81.5M$66.2M$56.8M$67.1M−$112.0M
Net income$13.4M−$253.7M$37.3M−$499.4M$45.2M−$110.1M
Diluted EPS$0.13−$2.45$0.48−$3.85$0.34−$0.84
Gross margin66.5%67.8%69.9%69.0%72.3%74.4%
Operating margin19.1%32.8%26.9%25.3%31.6%-53.2%

Fiscal years (4-quarter sums)FY21 $764.3M · FY22 $903.5M · FY23 $1.05B · FY24 $1.07B · FY25 $965.7M

Revenue by product · Q2 FY26

Bumble App$171.7M · 82%
Badoo App And Other$38.8M · 18%

Revenue by geography · Q2 FY26

Non-US$123.1M · 58%
United States$87.4M · 42%

Balance sheet, Jun 30, 2026Cash & short-term investments $154.0M · Total debt $459.8M · Total assets $1.22B · Shareholders' equity $516.1M

Dividends

No dividends on record.

Ownership

Institutions 85.73%111.82M sharesInsiders 4.03%5.26M sharesOther 10.24%13.36M shares

Shares outstanding 130.43M · Float 97.54M · 74.8% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Blackstone Group Management L.L.C.22.43M17.20%13DJun 18, 2026
Whitney Wolfe Herd21.93M14.60%13DNov 5, 2025
BlackRock, Inc.8.05M6.20%13GJul 27, 2026
Saba Capital Management, L.P.5.34M4.09%13FMay 15, 2026
Accel Growth Fund V Associates L.L.C.5.05M3.88%13FMay 8, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 16, 2026Buzz ML-1 Holdco L.P. BX10 percent owner−7,477,500$3.78
Jun 16, 2026BCP Buzz Holdings L.P.10 percent owner−7,477,500$3.78
Jun 16, 2026-. Nq L.l.c. Btoa10 percent owner−7,477,500$3.78
Jun 16, 2026Blackstone Holdings III GP Management L.L.C.10 percent owner−7,477,500$3.78
Jun 16, 2026BX Buzz ML-1 GP LLC10 percent owner−7,477,500$3.78
View details

Peers

  • Match Group

    Dating-app portfolio led by Tinder and Hinge

  • Grindr

    Global LGBTQ+ dating and social network

  • Meta

    Facebook Dating and social graph compete for connection time

  • Hello Group (ADR)

    Momo, Tantan, and Happn contest social and dating use cases

CompareAfter-hours close

CompanyPriceChange
Bumble$2.73+0.18%$356.1M3.50.4−15.2%
Match Group$41.58+0.02%$9.70B14.912.42.8−1.2%
Grindr$15.59+0.06%$2.77B30.622.75.4+32.5%
Meta$578.36+0.06%$1.47T21.819.06.5+28.0%
Hello Group (ADR)$5.66−0.88%$933.3M8.70.6−0.4%
Median18.319.04.1+13.8%