Bumble Restructures Leadership: Affronti Exits, Sagi Takes Over Product Leadership
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2h ago
0mins
Source: stocktwits
- Executive Departure: Bumble's Chief Product Officer Michael Affronti has left after a year in the role, with CEO Whitney Wolfe Herd stating that they “mutually agreed” to centralize Product, Engineering, and Design under one leader, indicating a strategic shift in leadership structure.
- Leadership Restructuring: Vivek Sagi is now leading Product, Engineering, and Design, aiming to enhance efficiency through centralized management; Herd emphasized that this move will provide clearer direction and faster execution to enhance user value.
- Declining Financial Performance: In Q3 2025, Bumble reported a 10% decline in total revenue to $246 million, with Bumble App revenue also down 10% to $199 million and total paying users falling 16% to 3.6 million, reflecting significant market challenges.
- Bearish Market Sentiment: Although Bumble's stock rose 2% on Wednesday, it has dropped 53% over the past 12 months, and retail sentiment on Stocktwits remains in the ‘bearish’ territory, indicating investor concerns about the company's future.
Analyst Views on BMBL
Wall Street analysts forecast BMBL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BMBL is 4.48 USD with a low forecast of 3.50 USD and a high forecast of 5.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
0 Buy
10 Hold
1 Sell
Hold
Current: 3.520
Low
3.50
Averages
4.48
High
5.00
Current: 3.520
Low
3.50
Averages
4.48
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.
