Bumble (BMBL)
Runs dating and friend-finding apps monetized through subscriptions and in-app purchases.
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Operates Bumble, Badoo, and BFF as free-to-use dating and social apps, earning mainly from paid subscriptions and in-app purchases. The portfolio mixes North American and international dating audiences, while BFF remains a current but not yet revenue-generating social product.
Operates a portfolio of free-to-use apps centered on dating, friendship, and community. Bumble is the women-centered dating product, Badoo serves older international dating markets, and BFF is the current friend-finding and group-connection product.
Revenue comes mainly from paid subscriptions and in-app purchases, with advertising and partnerships not a significant part of the model. The user base spans North America, Europe, and other countries, with Bumble and Badoo carrying different regional strengths.
Execution depends on keeping free users engaged enough to pay while competing in a low-switching-cost category. Social media platforms, AI-enabled products, privacy rules, and online-safety regulation shape how the apps can grow and operate.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 12, 2026 | UBS | Reiterate | Rating: —Target: $4 | Target: $3 |
| Aug 6, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $7 | Target: $3.50 |
| Mar 13, 2026 | UBS | Target | Target: $6 | Target: $4 |
| Mar 12, 2026 | Susquehanna | Target | Target: $5 | Target: $3.50 |
| Mar 12, 2026 | Wells Fargo | Reiterate | Rating: —Target: — | Target: $5 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $154.0M · Total debt $459.8M · Total assets $1.22B · Shareholders' equity $516.1M
- Revenue
- $210.5M
- Operating income
- −$112.0M
- Net income
- −$110.1M
No dividends on record.
| Institutions | 81.64% | 107.74M shares | |
|---|---|---|---|
| 205 holders · as of Jun 30, 2026 | |||
| Insiders | 19.96% | 26.34M shares | |
| 14 holders · as of Aug 4, 2026 | |||
| Strategic holders | 0.00% | 2 shares | |
| 2 holders · as of Jun 18, 2026 | |||
| Adds to | 101.60% | ||
131.97M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 101.60%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Blackstone Inc.Institution | 17.00% | 22.43M A | as of Jun 30, 2026 |
Whitney Wolfe Herd1Insiderdirector, 10 percent owner, officer: Chief Executive Officer | 16.62% | 1.41M A · 21.23M · 1 B | filed Nov 5, 2025 |
BlackRock, Inc.Institution | 6.23% | 8.23M A | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.82% | 6.36M A | as of Jun 30, 2026 |
Saba Capital Management, L.P.Institution | 4.21% | 5.56M A | as of Jun 30, 2026 |
- The filed share classes (A, COMMON, B) could not be matched to the company's, so no percentage.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 16, 2026 | Buzz ML-1 Holdco L.P. BX | 10 percent owner | −7,477,500 | $3.78 |
| Jun 16, 2026 | BCP Buzz Holdings L.P. | 10 percent owner | −7,477,500 | $3.78 |
| Jun 16, 2026 | -. Nq L.l.c. Btoa | 10 percent owner | −7,477,500 | $3.78 |
| Jun 16, 2026 | Blackstone Holdings III GP Management L.L.C. | 10 percent owner | −7,477,500 | $3.78 |
| Jun 16, 2026 | BX Buzz ML-1 GP LLC | 10 percent owner | −7,477,500 | $3.78 |
- Match Group
Dating-app portfolio led by Tinder and Hinge
- Grindr
Global LGBTQ+ dating and social network
- Meta
Facebook Dating and social graph compete for connection time
- Hello Group (ADR)
Momo, Tantan, and Happn contest social and dating use cases
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Bumble | $2.82 | −1.05% | $371.7M | — | 3.5 | 0.4 | −15.2% |
| Match Group | $42.03 | −2.62% | $10.07B | 15.5 | 12.5 | 2.9 | −1.2% |
| Grindr | $15.93 | +0.22% | $2.82B | 31.2 | 23.2 | 5.5 | +32.5% |
| Meta | $740.56 | −0.09% | $1.89T | 27.9 | 24.3 | 8.3 | +28.0% |
| Hello Group (ADR) | $4.99 | −0.00% | $814.2M | 4.9 | — | 0.5 | +0.1% |
| Median | 21.7 | 23.2 | 4.2 | +14.0% |