Recent discussions on X about Bumble Inc. (BMBL) have been dominated by the news of a significant insider sell-off, with reports indicating that major shareholders sold millions of shares at a discounted price. The transaction, valued at over $104 million, has sparked intense debate among users, with some questioning the timing and others pointing to the heavy short interest in the stock as a potential factor. This event has driven a sharp decline in the stock price, fueling further speculation about the company's near-term prospects.
Despite the sell-off, a segment of the X community remains optimistic, highlighting Bumble's solid Q2 performance as evidence of underlying strength. Conversations often pivot to whether the current price drop represents a unique opportunity or a signal of deeper challenges amid a tough competitive landscape. The intensity of these discussions underscores the polarized views on Bumble's future direction.
Note: This discussion summary was generated from an AI condensation of post data.
Bumble Inc. Insider Trading Activity
Bumble Inc. insiders have traded $BMBL stock on the open market 39 times in the past 6 months. Of those trades, 0 have been purchases and 39 have been sales.
Here’s a breakdown of recent trading of $BMBL stock by insiders over the last 6 months:
- HOLDINGS III GP MANAGEMENT L.L.C. BLACKSTONE has made 0 purchases and 7 sales selling 16,689,884 shares for an estimated $104,478,673.
- - NQ L.L.C. BTOA has made 0 purchases and 7 sales selling 16,689,884 shares for an estimated $104,478,673.
- BUZZ HOLDINGS L.P. BCP has made 0 purchases and 7 sales selling 16,689,884 shares for an estimated $104,478,673.
- BUZZ ML-1 HOLDCO L.P. BX has made 0 purchases and 7 sales selling 16,689,884 shares for an estimated $104,478,673.
- BUZZ ML-1 GP LLC BX has made 0 purchases and 7 sales selling 16,689,884 shares for an estimated $104,478,673.
- WHITNEY WOLFE HERD (Chief Executive Officer) has made 0 purchases and 2 sales selling 1,365,116 shares for an estimated $8,545,626.
- SISSIE L. HSIAO sold 10,770 shares for an estimated $57,259
- ANN MATHER sold 10,770 shares for an estimated $57,242
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Bumble Inc. Hedge Fund Activity
We have seen 109 institutional investors add shares of Bumble Inc. stock to their portfolio, and 134 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- RPD FUND MANAGEMENT LLC removed 4,872,862 shares (-98.1%) from their portfolio in Q2 2025, for an estimated $32,112,160
- MAPLE ROCK CAPITAL PARTNERS INC. added 4,571,614 shares (+inf%) to their portfolio in Q2 2025, for an estimated $30,126,936
- CITADEL ADVISORS LLC removed 2,006,477 shares (-87.6%) from their portfolio in Q2 2025, for an estimated $13,222,683
- GOLDMAN SACHS GROUP INC removed 1,501,511 shares (-49.4%) from their portfolio in Q2 2025, for an estimated $9,894,957
- CASTLEKNIGHT MANAGEMENT LP added 1,416,603 shares (+686.3%) to their portfolio in Q2 2025, for an estimated $9,335,413
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 1,333,259 shares (+126.1%) to their portfolio in Q2 2025, for an estimated $8,786,176
- AMERIPRISE FINANCIAL INC removed 1,281,789 shares (-98.0%) from their portfolio in Q2 2025, for an estimated $8,446,989
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Bumble Inc. Analyst Ratings
Wall Street analysts have issued reports on $BMBL in the last several months. We have seen 2 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- RBC Capital issued a "Outperform" rating on 08/07/2025
- B of A Securities issued a "Underperform" rating on 07/02/2025
- JP Morgan issued a "Underweight" rating on 06/03/2025
- Goldman Sachs issued a "Buy" rating on 05/08/2025
To track analyst ratings and price targets for Bumble Inc., check out Quiver Quantitative's $BMBL forecast page.
Bumble Inc. Price Targets
Multiple analysts have issued price targets for $BMBL recently. We have seen 12 analysts offer price targets for $BMBL in the last 6 months, with a median target of $7.0.
Here are some recent targets:
- Shyam Patil from Susquehanna set a target price of $7.0 on 08/11/2025
- Nathan Feather from Morgan Stanley set a target price of $6.0 on 08/08/2025
- Brad Erickson from RBC Capital set a target price of $7.5 on 08/07/2025
- Kunal Madhukar from UBS set a target price of $7.5 on 07/23/2025
- Curtis Nagle from B of A Securities set a target price of $5.5 on 07/02/2025
- Ygal Arounian from Citigroup set a target price of $7.0 on 06/27/2025
- Ken Gawrelski from Wells Fargo set a target price of $7.0 on 06/27/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
