Bumble Inc. (NASDAQ:BMBL) shares are trading higher Thursday after the company reported fourth-quarter financial results and issued upbeat guidance on Wednesday after the market closed.
- Bumble stock is charging ahead with explosive momentum. What’s fueling BMBL momentum?
Q4 Financial Results And User Metrics
Bumble reported a loss of $4.06, missing the consensus estimate of 24 cent gain. Revenue came in at $224.16 million, beating the consensus estimate of $221.30 million, but representing a 14% year-over-year decline.
Bumble App revenue fell 14.8% to $181.0 million, compared to $212.4 million in the prior-year quarter. Badoo App and Other revenue declined 12.4% to $43.2 million from $49.3 million.
Total paying users decreased 20.5% to 3.3 million from 4.2 million a year ago. However, average revenue per paying user increased 7.9% to $22.20 from $20.58.
As of Dec. 31, Bumble reported $175.8 million in cash and cash equivalents.
“In 2025, we made the deliberate choice to return Bumble to its women-first foundation, raising the bar on trust and authenticity while addressing pain points our members experience with online dating,” said Whitney Wolfe Herd, founder and CEO of Bumble Inc.
Looking ahead, Bumble anticipates first-quarter revenue of $209.00 million to $213.00 million, versus the consensus estimate of $210.89 million.
Consensus Ratings And Analyst Changes
Bumble has a consensus rating of Neutral and a consensus price target of $7.20. Recent analyst actions include:
- Morgan Stanley analyst Nathan Feather maintained an Equal-Weight rating on Bumble and raised the price target from $3.5 to $4.
Bumble Shares Surge Higher
BMBL Price Action: At the time of writing, Bumble shares are trading 40.85% higher at $4.00, according to data from Benzinga Pro.
This illustration was generated using artificial intelligence via Midjourney.
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