BMBL Earnings: Bumble Stock Soars 21% on Q4 Results

Shares of Bumble BMBL +1.07% ▲ soared in after-hours trading after the company reported earnings for its fourth quarter of Fiscal Year 2025. Interestingly, earnings per share came in at -$4.06, and revenue declined by 14.3% to $224.2 million. When breaking down the numbers further, revenue from the Bumble app itself dropped by 14.8% to $181 million, while revenue from the Badoo app and other products fell by 12.4% to $43.2 million. This continues a declining revenue trend that began in 2023, as shown below.

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The company also reported that total paying users dropped significantly, falling 20.5% to 3.3 million. However, the average revenue per paying user increased to $22.20, which suggests that the remaining users are spending more. In addition, Bumble recorded a net loss of $611.1 million, largely due to $630.5 million in non-cash impairment charges, while adjusted EBITDA remained relatively stable at $71.6 million. Moreover, Bumble’s trends were similar for the full year.

In fact, revenue from the Bumble app declined by 9.6% to $783 million, while Badoo and other revenue fell 11.1% to $182.6 million. Total paying users also dropped 11.5% to 3.7 million, though average revenue per user increased slightly to $21.64. Furthermore, the company reported a net loss of $906.6 million, which included more than $1 billion in non-cash impairment charges, but adjusted EBITDA still rose to $313.6 million. Despite the revenue decline, the company still generated $250 million in operating cash flow for the full year.

2026 Outlook

Looking ahead, Bumble expects first-quarter 2026 revenue of $209 million to $213 million and adjusted EBITDA of $76 million to $80 million, while management says it will remain focused on controlling costs and investing in product development.

Is BMBL Stock a Good Buy?

Turning to Wall Street, analysts have a Hold consensus rating on BMBL stock based on five Holds assigned in the past three months, as indicated by the graphic below. Furthermore, the average BMBL price target of $4.08 per share implies 43.7% upside potential. However, it’s worth noting that estimates will likely change following today’s earnings report.

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