Bumble Inc. ( BMBL ) shares are trading higher Thursday after the company reported fourth-quarter financial results and issued upbeat guidance on Wednesday after the market closed.
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Bumble reported a loss of $4.06, missing the consensus estimate of 24 cent gain. Revenue came in at $224.16 million, beating the consensus estimate of $221.30 million, but representing a 14% year-over-year decline.
Bumble App revenue fell 14.8% to $181.0 million, compared to $212.4 million in the prior-year quarter. Badoo App and Other revenue declined 12.4% to $43.2 million from $49.3 million.
Total paying users decreased 20.5% to 3.3 million from 4.2 million a year ago. However, average revenue per paying user increased 7.9% to $22.20 from $20.58.
As of Dec. 31, Bumble reported $175.8 million in cash and cash equivalents.
"In 2025, we made the deliberate choice to return Bumble to its women-first foundation, raising the bar on trust and authenticity while addressing pain points our members experience with online dating," said Whitney Wolfe Herd, founder and CEO of Bumble Inc. ( BMBL )
Looking ahead, Bumble anticipates first-quarter revenue of $209.00 million to $213.00 million, versus the consensus estimate of $210.89 million.
Bumble has a consensus rating of Neutral and a consensus price target of $7.20. Recent analyst actions include:
Morgan Stanley analyst Nathan Feather maintained an Equal-Weight rating on Bumble and raised the price target from $3.5 to $4.
BMBL Price Action: At the time of writing, Bumble shares are trading 40.85% higher at $4.00, according to data from Benzinga Pro.
This illustration was generated using artificial intelligence via Midjourney.