Bumble’s Mixed Prospects: Hold Rating Amid Trust Challenges and Future Growth Opportunities

Tip Ranks
2025.11.10 11:46
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UBS analyst Chris Kuntarich has reiterated a Hold rating on Bumble, lowering the price target to $5.00. This decision stems from decreased revenue growth and EBITDA projections due to trust and safety challenges, impacting app downloads and payer numbers. Despite these issues, Bumble has growth opportunities with an AI-first platform launch planned for mid-2026 and a return to performance marketing. Evercore ISI also maintains a Hold rating with a $5.00 target, reflecting the mixed prospects for the company.

Chris Kuntarich, an analyst from UBS, reiterated the Hold rating on Bumble. The associated price target was lowered to $5.00.

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Chris Kuntarich has given his Hold rating due to a combination of factors affecting Bumble’s current and future performance. The company’s recent earnings report showed a decrease in revenue growth and EBITDA projections for FY26, primarily due to challenges related to trust and safety initiatives. These initiatives have led to a decline in app downloads and payer numbers, which are expected to moderate as the company resumes targeted user acquisition and marketing efforts.
Despite these challenges, there are potential growth opportunities for Bumble. The planned launch of an AI-first, cloud-native platform in mid-2026 could enhance product personalization and iteration. Additionally, Bumble’s re-entry into performance marketing and the growing adoption of web-based and direct billing could provide long-term benefits. However, the uncertainty around the timing and impact of these initiatives contributes to the Hold rating, with a price target adjustment reflecting these mixed prospects.

In another report released on November 7, Evercore ISI also maintained a Hold rating on the stock with a $5.00 price target.

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