Bumble, Inc. Class A (BMBL)

Over the past six months, Bumble Inc.'s stock has risen by 30.77%, but has experienced a year-to-date decline of 35% and a 1-year decrease of 18.93%. Key events include Whitney Wolfe Herd's return as CEO in March 2025, replacing Lidiane Jones. Bumble announced layoffs of 350 employees in February 2024 and 240 positions in June 2025 as part of restructuring. Goldman Sachs downgraded Bumble Inc. to Neutral, citing limited visibility, and BofA Securities lowered its price target due to industry challenges. Bumble reported a net loss of $367.0 million in Q2 2025, with a revenue decrease of 7.6%. In Q1 CY2024, Bumble beat revenue expectations with $267.8 million and reported a GAAP profit of $0.19 per share. Bumble is scheduled to report its third-quarter 2025 results on November 5, 2025.

Demand for online dating apps like Bumble is generally consistent throughout the year, with increases in winter and summer, particularly in January and May. The fourth quarter often sees a slight drop in installs, and downloads and engagement tend to decline from summer to fall. February experiences a drop in engagement compared to January, although Bumble recorded its best day ever in terms of in-app purchase revenue on February 13, 2019. There is a growing trend of singles meeting in person, leading to a decline in dating app usage.

Bumble Inc. is a technology services company in the online dating and social networking industry, founded in 2014 and headquartered in Austin, Texas. It operates through its mobile applications, Bumble and Badoo, with Bumble known for its "women make the first move" feature. The company has diversified to include Bumble BFF for friendships, Bumble Bizz for professional networking, Bumble for Friends, and owns the Geneva app for various communication formats.

Bumble Inc. operates globally, segmented into North America and the Rest of the World, with a presence in the USA, Europe, the United Kingdom, and the Czech Republic.

Bumble's brand reputation has been influenced by an "anti-celibacy" ad campaign that faced backlash in May 2024. Security vulnerabilities were found in the app in August 2024, potentially allowing location tracking. Under Whitney Wolfe Herd, Bumble has focused on product quality and user base cleanup. Bumble acquired Geneva, a friend-finding group chat app, in June 2024.

Bumble Inc.'s ownership includes institutional, insider, and public/individual investors. Major institutional owners include Blackstone Group Inc., Vanguard Group Inc., and BlackRock, Inc. Blackstone Inc. holds a significant stake, owning 27% of the company as of November 2019. Founder Whitney Wolfe Herd also holds a notable percentage of shares.