Bumble Exploring Sale with Morgan Stanley Amid Slowing Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 25 2026
0mins
Bumble is working Morgan Stanly to explore a sale amid slowing growth in the online dating sector, Milana Vinn of Reuters reports, citing three people familiar with the matter. The sources added that no deal is certain and the company may decide to stay independent, says Vinn. Shares of Bumble are up 9% to $2.97 following the report.
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Analyst Views on BMBL
Wall Street analysts forecast BMBL stock price to rise
6 Analyst Rating
0 Buy
6 Hold
0 Sell
Hold
Current: 3.230
Low
3.50
Averages
4.08
High
5.00
Current: 3.230
Low
3.50
Averages
4.08
High
5.00
About BMBL
Bumble Inc. is providing online dating and social networking applications through subscription and in-app purchases of products servicing North America, Europe and various other countries around the world. The Company provides these services through Websites and applications that it owns and operates. It operates a family of apps, including Bumble app, Bumble For Friends app, Badoo app, and Geneva. On Bumble app, users can input information about themselves and set up a profile, which can be customized in many ways, such as by adding a Badge to prominently display certain values or characteristics. In addition to dating, in Bumble app it also provides products that enable social connection, offering users the opportunity to develop platonic connections through the BFF mode for friendships and through the Bizz mode for professional networking and mentorship. Geneva is a group and community app for people to connect based on shared interests.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Technological Innovations: In response to increasing competition, Bumble has introduced AI features aimed at enhancing user experience by providing more flattering photos and advanced conversation tools, yet these efforts have not effectively reversed the trend of user attrition.
- Market Challenges: The central challenge Bumble faces is bridging the gap between online interactions and real-world connections; while the company is developing a new technology platform to address this issue, the changing dating landscape makes finding a buyer increasingly difficult.
See More
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- Revenue Guidance Downgrade: The company expects Q2 revenue between $205 million and $213 million, significantly lower than last year's $248.2 million, reflecting overall slowdown in the online dating market and user growth pressures.
- Declining User Base: Bumble's total paying users fell to 3.2 million from 4 million year-over-year, representing a 20% decline, highlighting challenges in attracting new users that could impact future revenue growth.
- Shifting Market Sentiment: Retail sentiment on Stocktwits shifted from 'neutral' to 'bullish', although users remain cautious about the company's potential sale, suggesting it would be 'lucky' to achieve a 20% premium.
See More
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- Market Value Drop: The company's market value has shrunk to $388 million, with shares plummeting 48% over the past year, reflecting investor concerns about its future growth potential, which could impact its financing and expansion capabilities.
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