Morgan Stanley Issues Positive Forecast for Bumble (NASDAQ:BMBL) Stock Price

Bumble (NASDAQ:BMBL) had its price target lifted by analysts at Morgan Stanley from $3.50 to $4.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage presently has an “equal weight” rating on the stock. Morgan Stanley’s target price suggests a potential upside of 40.85% from the company’s previous close.

BMBL has been the subject of a number of other reports. Citigroup cut their price target on Bumble from $5.50 to $3.80 and set a “neutral” rating for the company in a report on Monday, December 22nd. Weiss Ratings reissued a “sell (d-)” rating on shares of Bumble in a report on Monday, December 29th. Jefferies Financial Group decreased their price target on Bumble from $5.00 to $4.00 and set a “hold” rating on the stock in a research report on Thursday, December 11th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $4.00 price target on shares of Bumble in a report on Tuesday, January 20th. Finally, Zacks Research raised shares of Bumble from a “strong sell” rating to a “hold” rating in a report on Tuesday. Eleven analysts have rated the stock with a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Reduce” and a consensus price target of $4.64.

Bumble Stock Up 1.1%

Bumble stock opened at $2.84 on Thursday. The firm has a 50 day simple moving average of $3.25 and a 200 day simple moving average of $4.41. The company has a current ratio of 3.55, a quick ratio of 3.55 and a debt-to-equity ratio of 0.97. Bumble has a 1-year low of $2.61 and a 1-year high of $8.64. The firm has a market capitalization of $320.18 million, a price-to-earnings ratio of 2.54, a P/E/G ratio of 0.10 and a beta of 1.96.

Institutional Investors Weigh In On Bumble

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Wexford Capital LP purchased a new position in Bumble in the 3rd quarter worth approximately $31,000. EFG International AG bought a new stake in shares of Bumble during the 4th quarter worth $25,000. Oppenheimer & Co. Inc. purchased a new position in Bumble in the fourth quarter worth $36,000. StoneX Group Inc. purchased a new position in Bumble in the fourth quarter worth $36,000. Finally, Focus Partners Advisor Solutions LLC bought a new position in Bumble in the fourth quarter valued at $37,000. 94.85% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Bumble

Here are the key news stories impacting Bumble this week:

• Positive Sentiment: Q4 revenue topped estimates and management described early signs of a turnaround, which traders interpreted as momentum for user and monetization recovery. Reuters: Bumble posts quarterly revenue above estimates
• Positive Sentiment: Company announced an AI-led app overhaul aimed at younger users and a tech-stack relaunch targeted for Q2 2026, and management projected margin expansion from product improvements — news that underpins investor optimism about recovery. Reuters: Bumble shares rally on earnings beat, optimism around AI‑led app revamp
• Positive Sentiment: Broker/coverage moves: Zacks upgraded Bumble from “strong sell” to “hold”, which may have reduced selling pressure and supported the rally. Zacks.com TickerReport
• Neutral Sentiment: Q1 2026 revenue guidance was issued in a $209M–$213M band, roughly in line with consensus — this reduces uncertainty but didn’t materially change the near-term outlook. Company press release / slide deck
• Neutral Sentiment: Conference call and slide deck are available; analysts are parsing product timelines and unit economics before changing long-term models. MarketBeat: Listen to Conference Call
• Negative Sentiment: GAAP EPS missed badly — reported ($4.06) vs. a consensus of $0.28 — and revenue still declined ~14% y/y; underlying profitability and growth remain concerns for skeptics. Company press release
• Negative Sentiment: Bumble’s market value has been significantly impaired over prior periods and some analyst notes emphasized the large prior market-cap wipeout and ongoing execution risk. Invezz: Bumble stock has had a $14.7B wipeout

Bumble Company Profile

Bumble Inc operates a technology platform designed to facilitate social and professional connections through its suite of apps, most notably the flagship Bumble dating app. The company’s core premise is to empower users—particularly women—to make the first move, helping to reshape traditional dating dynamics. In addition to its dating function, Bumble offers mode-switching features that allow users to find friends through “Bumble BFF” or pursue professional networking opportunities via “Bumble Bizz.”

Beyond the Bumble app, the company also owns and operates Badoo, a social discovery platform with a substantial global footprint, particularly in Europe and Latin America.