UBS analyst Stephen Ju raised the firm's price target on Bumble to $4.50 from $4 and keeps a Neutral rating on the shares. Bumble reported in-line Q1 results but softer-than-expected Q2 guidance, reflecting continued pressure in Bumble App revenue, while management emphasized a transition from user quality "reset" to a new AI-enabled product phase aimed at improving engagement, recommendations, and eventual payer recovery into 2027, the analyst tells investors in a research note.
