
Bumble (BMBL) Stock Forecast & Price Target
Bumble (BMBL) Analyst Ratings
Bulls say
Bumble Inc. has demonstrated notable growth with its Bumble App's paying users increasing by 5% year-over-year to 2.8 million, suggesting a solid demand for its services. Despite a decline in average revenue per paying user (ARPPU) due to a geographic mix shift, the strategic focus on enhancing user experience—evidenced by the successful adoption of features like Opening Moves—positions the company for future profitability gains. Furthermore, Bumble's emphasis on catering to a female-centric demographic is likely to foster customer loyalty and drive higher average revenue per user (ARPU), enhancing the overall financial outlook for the company.
Bears say
Bumble Inc.'s financial outlook is concerning due to a projected decline in the number of paying users, with the company anticipating a sequential drop of approximately 110,000 Bumble app payers in the first quarter, which contributes to a revenue forecast decline of roughly 7% year-over-year. The decreased average revenue per paying user (ARPPU) of about 8% year-over-year, alongside ongoing investments in product and technology, further exacerbates concerns regarding margin contractions in EBITDA. Additionally, the company's decision to discontinue its Fruitz and Official apps is expected to result in a $12 million headwind for the year, adding to the negative sentiment surrounding Bumble's financial performance.
This aggregate rating is based on analysts' research of Bumble and is not a guaranteed prediction by Public.com or investment advice.
Bumble (BMBL) Analyst Forecast & Price Prediction
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