Bumble projects Q4 revenue between $216M and $224M, falling short of the $233.3M consensus estimate.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 05 2025
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- Q4 Financial Outlook: The company anticipates an adjusted EBITDA of $61 million to $65 million for the fourth quarter.
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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: 3.510
Low
3.50
Averages
4.48
High
5.00
Current: 3.510
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.
Cyberattacks Target Bumble and Match Group Amid Rising Threats
- Cybersecurity Incident: Bumble (BMBL) contacted law enforcement after a contractor's account was compromised in a phishing attack, although no user database or personal information was leaked, raising concerns about the company's security.
- User Data Impact: Match Group (MTCH) confirmed that its user data was affected but stated that there was no indication of user login credentials, financial information, or private communications being accessed, reflecting the company's relative robustness in data protection.
- Industry Warning: Cybersecurity experts warn that social engineering attacks targeting U.S. companies are on the rise, a trend that could negatively impact trust and user engagement across the industry, prompting companies to bolster security measures.
- Market Reaction: The cyberattack incidents may lead to decreased investor confidence in Bumble and Match Group, potentially affecting their stock performance, especially against the backdrop of increasing focus on cybersecurity.
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JPMorgan Analysts Turn Bearish on Bumble and Fortinet Amid Market Caution
- Bumble User Engagement Decline: Analyst Cory Carpenter has assigned an underweight rating to Bumble, forecasting a double-digit percentage revenue decline and margin compression in 2026, indicating the company faces both structural and company-specific challenges.
- Fortinet Competitive Disadvantage: Analyst Brian Essex downgraded Fortinet to underweight, citing the company's competitive disadvantage in platform recognition during a vendor consolidation period, which raises concerns about maintaining product growth and margins.
- Textron Aviation Segment Pressure: Despite a 22% stock price increase for Textron over the past year, JPMorgan maintains a neutral rating due to expected pressure on sales and margins from a shortfall in fourth-quarter Cessna aircraft deliveries.
- Analyst Rating Divergence: Among analysts covering Textron, seven rate it as a strong buy or buy, while ten suggest holding, reflecting a divided market perspective on the stock's future performance.
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