Bumble
Runs dating and friend-finding apps monetized through subscriptions and in-app purchases.
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Profile
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
Categories
Key statistics
Year to date −24.7% · Average volume (30d) 2.6M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 12, 2026 | UBS | Reiterate | Neutral | $4 | $3 | |
| Aug 6, 2026 | Goldman Sachs | Reiterate | Neutral | $7 | $3.50 | |
| Mar 13, 2026 | UBS | Target | $6 | $4 | ||
| Mar 12, 2026 | Susquehanna | Target | $5 | $3.50 | ||
| Mar 12, 2026 | Wells Fargo | Reiterate | Equal Weight | $5 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $0.25 | −$0.84 | −436.5% | $210.5M | $210.5M | 0.0% | −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% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 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 margin | 66.5% | 67.8% | 69.9% | 69.0% | 72.3% | 74.4% | |
| Operating margin | 19.1% | 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
Revenue by geography · Q2 FY26
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
Shares outstanding 130.43M · Float 97.54M · 74.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Blackstone Group Management L.L.C. | 22.43M | 17.20% | 13D | Jun 18, 2026 |
| Whitney Wolfe Herd | 21.93M | 14.60% | 13D | Nov 5, 2025 |
| BlackRock, Inc. | 8.05M | 6.20% | 13G | Jul 27, 2026 |
| Saba Capital Management, L.P. | 5.34M | 4.09% | 13F | May 15, 2026 |
| Accel Growth Fund V Associates L.L.C. | 5.05M | 3.88% | 13F | May 8, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 16, 2026 | Buzz ML-1 Holdco L.P. BX | 10 percent owner | −7,477,500 | $3.78 |
| Jun 16, 2026 | BCP Buzz Holdings L.P. | 10 percent owner | −7,477,500 | $3.78 |
| Jun 16, 2026 | -. Nq L.l.c. Btoa | 10 percent owner | −7,477,500 | $3.78 |
| Jun 16, 2026 | Blackstone Holdings III GP Management L.L.C. | 10 percent owner | −7,477,500 | $3.78 |
| Jun 16, 2026 | BX Buzz ML-1 GP LLC | 10 percent owner | −7,477,500 | $3.78 |
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
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Bumble | $2.73 | +0.18% | $356.1M | — | 3.5 | 0.4 | −15.2% |
| Match Group | $41.58 | +0.02% | $9.70B | 14.9 | 12.4 | 2.8 | −1.2% |
| Grindr | $15.59 | +0.06% | $2.77B | 30.6 | 22.7 | 5.4 | +32.5% |
| Meta | $578.36 | +0.06% | $1.47T | 21.8 | 19.0 | 6.5 | +28.0% |
| Hello Group (ADR) | $5.66 | −0.88% | $933.3M | 8.7 | — | 0.6 | −0.4% |
| Median | 18.3 | 19.0 | 4.1 | +13.8% |






