Jefferies Cautions on Bumble (BMBL) and Internet Sector for 2026 Warning AI Agents and Rising Costs Could Capping Stock Multiples [Yahoo! Finance]
Bumble Inc. - common stock (BMBL)
Company Research
Source: Yahoo! Finance
The firm recommended a cautious stock-picking approach for the Internet sector in 2026. Key risks include limited margin growth due to rising investment costs and the possibility that AI agents could bypass traditional platforms, capping the potential for higher stock multiples. In its Q3 2025 earnings report, Bumble disclosed that its total revenue for the quarter was $246 million, which was a 10% decline year-over-year. The Bumble App accounted for $199 million of this total (down 10%), while Badoo and other revenue fell 11% to $47 million. Despite the top-line contraction, the company achieved a net income of $52 million, which was a recovery from the $849 million net loss in the prior year, which had been driven by ~$900 million in non-cash impairment charges. The company is currently prioritizing quality over quantity, a shift that has led to a deliberate 16% decline in total paying users to 3.6 million. However, this focus on higher-value members resulted in a 6.9% increase
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BMBL
News
- Tough job market has people using dating apps to get interviews [Los Angeles Times (CA)]Los Angeles Times
- Bumble (NASDAQ:BMBL) had its price target lowered by analysts at Citigroup Inc. from $5.50 to $3.80. They now have a "neutral" rating on the stock.MarketBeat
- Bumble (NASDAQ:BMBL) had its "sell (d-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- Bumble (NASDAQ:BMBL) was given a new $4.00 price target on by analysts at Jefferies Financial Group Inc..MarketBeat
- Bumble (NASDAQ:BMBL) had its "sell (e+)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
BMBL
Earnings
- 11/5/25 - Miss
BMBL
Sec Filings
- 12/29/25 - Form 144
- 12/29/25 - Form 144
- 12/29/25 - Form 144
- BMBL's page on the SEC website