Match Group, Inc. engages in the provision of dating products. Its portfolio of brands includes Tinder, Hinge, Match, Meetic, OkCupid, Pairs, Plenty Of Fish, Azar, BLK, and Hakuna, as well as a various other brands, each built to increase users' likelihood of connecting with others. Its services are available in over 40 languages to users worldwide. The company was incorporated in 1986 and is based in Dallas, Texas.

Match Group, Inc.

Investors in Match Group Inc (Symbol: MTCH) saw new options begin trading today, for the October 3rd expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the MTCH options chain for the new October 3rd contracts and identified one put and one call contract of particular interest.
The put contract at the $35.00 strike price has a current bid of 39 cents. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $35.00, but will also collect the premium, putting the cost basis of the shares at $34.61 (before broker commissions). To an investor already interested in purchasing shares of MTCH, that could represent an attractive alternative to paying $36.86/share today.
Because the $35.00 strike represents an approximate 5% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 66%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 1.11% return on the cash commitment, or 9.46% annualized — at Stock Options Channel we call this the YieldBoost.
Below is a chart showing the trailing twelve month trading history for Match Group Inc, and highlighting in green where the $35.00 strike is located relative to that history:
Turning to the calls side of the option chain, the call contract at the $38.00 strike price has a current bid of 83 cents. If an investor was to purchase shares of MTCH stock at the current price level of $36.86/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $38.00. Considering the call seller will also collect the premium, that would drive a total return (excluding dividends, if any) of 5.34% if the stock gets called away at the October 3rd expiration (before broker commissions). Of course, a lot of upside could potentially be left on the table if MTCH shares really soar, which is why looking at the trailing twelve month trading history for Match Group Inc, as well as studying the business fundamentals becomes important. Below is a chart showing MTCH's trailing twelve month trading history, with the $38.00 strike highlighted in red:
Considering the fact that the $38.00 strike represents an approximate 3% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 55%. On our website under the contract detail page for this contract, Stock Options Channel will track those odds over time to see how they change and publish a chart of those numbers (the trading history of the option contract will also be charted). Should the covered call contract expire worthless, the premium would represent a 2.25% boost of extra return to the investor, or 19.11% annualized, which we refer to as the YieldBoost.
The implied volatility in the put contract example is 46%, while the implied volatility in the call contract example is 43%.
Meanwhile, we calculate the actual trailing twelve month volatility (considering the last 250 trading day closing values as well as today's price of $36.86) to be 40%. For more put and call options contract ideas worth looking at, visit StockOptionsChannel.com.
Apparel Stores Dividend Stocks
IMAX Stock Predictions
CTBI Historical Stock Prices
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

MTCH October 3rd Options Begin Trading

Looking at the universe of stocks we cover at Dividend Channel, in trading on Thursday, shares of Match Group Inc (Symbol: MTCH) were yielding above the 2% mark based on its quarterly dividend (annualized to $0.76), with the stock changing hands as low as $37.84 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return. To illustrate, suppose for example you purchased shares of the S&P 500 ETF (SPY) back on 12/31/1999 — you would have paid $146.88 per share. Fast forward to 12/31/2012 and each share was worth $142.41 on that date, a decrease of $4.67/share over all those years. But now consider that you collected a whopping $25.98 per share in dividends over the same period, for a positive total return of 23.36%. Even with dividends reinvested, that only amounts to an average annual total return of about 1.6%; so by comparison collecting a yield above 2% would appear considerably attractive if that yield is sustainable. Match Group Inc (Symbol: MTCH) is an S&P 500 company, giving it special status as one of the large-cap companies making up the S&P 500 Index.
In general, dividend amounts are not always predictable and tend to follow the ups and downs of profitability at each company. In the case of Match Group Inc, looking at the history chart for MTCH below can help in judging whether the most recent dividend is likely to continue, and in turn whether it is a reasonable expectation to expect a 2% annual yield.
Free Report: Top 8%+ Dividends (paid monthly)
Funds Holding LYL
MSIF Average Annual Return
SIRE Videos
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

MTCH Dividend Yield Pushes Past 2%

Bumble BMBL reported second-quarter 2025 results that underscore the challenges facing the online dating company as it navigates a fundamental business transformation. The 8.7% decline in total paying users to 3.8 million and the 7.6% revenue drop to $248.2 million paints a concerning picture for growth-focused investors. While management's strategic pivot toward quality over quantity shows promise, the current valuation and near-term headwinds suggest investors should either hold existing positions or wait for a more attractive entry point.
Q2 Performance Reveals Mixed Signals
The company's second-quarter financial results present a paradox that characterizes its current transition phase. Despite the revenue decline and user attrition, Bumble demonstrated impressive cost management, achieving Adjusted EBITDA of $94.6 million, or 38.1% of revenues, compared with $75.0 million, or 27.9% of revenues, in the prior year. This margin expansion resulted from aggressive cost-cutting measures, including a $100 million reduction in the company's cost base and significant reduction in marketing spend.
The stark contrast between operational efficiency and growth metrics became more pronounced with the company recording a net loss of $367 million, largely due to non-cash impairment charges of $404.9 million. These impairment charges reflect management's acknowledgment of the strategic shift's impact on near-term growth prospects and the need to recalibrate expectations.
The company is executing what management describes as a comprehensive rebuild of its technology infrastructure with an AI-first approach. This includes implementing enhanced trust and safety features, such as mandatory phone verification and selfie identification, aimed at improving member quality by removing bots and low-intent users.
The strategic focus on attracting higher-quality, more intentional users has already shown early results, with full-price payers increasing quarter over quarter and now representing 80% of total payers, up from 70% in the first quarter. However, this quality-over-quantity approach comes with short-term pain, as evidenced by the declining user metrics and revenue guidance that continues to point downward.
Industry Dynamics and Relative Valuation
The global online dating market continues to expand at a healthy pace, projected to reach $13.4 billion by 2030 from approximately $9.3 billion in 2024, witnessing a 6.3% CAGR. Match Group MTCH, Bumble's primary competitor with a portfolio including Tinder, Hinge, and OkCupid, maintains market dominance with more than 16 million paying users. Other publicly traded players include Grindr GRND, focusing on the LGBTQ+ segment, and Momo MOMO, which operates niche dating platforms like Zoosk and Elite Singles.
Despite facing operational challenges, Bumble trades at a significant discount with a forward P/E of approximately 10.9x, notably below the Zacks Internet - Software industry average of 39.76x, suggesting that the market has already priced in significant pessimism, creating an asymmetric risk-reward profile for the strategic transformation to gain traction. Comparatively, Grindr, Match Group and Momo trade at respective P/E values of 29.21x, 9.67x and 6.53x.
BMBL’s P/E F12M Ratio Depicts Discounted Valuation
Image Source: Zacks Investment Research
Shares of Bumble have plunged 22.4% in the year-to-date period against the Zacks Computer and Technology sector’s growth of 7.4%. In comparison, shares of Disney’s competitors, including Grindr (GRND), have lost 12.1% year to date, while shares of Momo (MOMO) and Match Group (MTCH) have returned 4.4% and 10.3%, respectively.
BMBL Underperforms Sectors, Peers YTD
Image Source: Zacks Investment Research
Forward Outlook and Investment Considerations
Looking ahead, third-quarter guidance indicates continued pressure with total revenues expected between $240 million and $248 million, suggesting a year-over-year decrease of 12% to 9%. Management has deliberately avoided providing full-year 2025 guidance, acknowledging that rebuilding product momentum will require at least several quarters.
The company maintains a solid financial foundation with $262 million in cash and strong cash flow generation of $71 million in the second quarter. This financial flexibility provides a buffer during the transformation period and supports continued investment in AI capabilities and product innovation without immediate liquidity concerns.
The Zacks Consensus Estimate for third-quarter revenues is pegged at $244.2 million, indicating a 10.75% year-over-year decline, with earnings expected to decrease 11.43% to 31 cents per share. These projections suggest a slump ahead.
Bumble Inc. Price and Consensus
Investment Recommendation
For current shareholders, holding appears prudent given the ongoing strategic transformation and strong balance sheet. The company's focus on sustainable growth through improved user quality could yield long-term benefits, but patience will be required as these initiatives mature.
For prospective investors, waiting for a better entry point seems advisable. The key catalyst to watch will be stabilization in user metrics and early signs of revenue recovery, likely not before the first half of 2026. Until then, Bumble remains a show-me story requiring evidence that its quality-focused strategy can reignite growth while maintaining improved profitability margins. Bumble currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
See our %%CTA_TEXT%% report – free today!
7 Best Stocks for the Next 30 Days
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Bumble's Paying Users Drop 8.7% in Q2: Buy, Sell or Hold the Stock?

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores?
Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value Score
Value investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth Score
Growth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum Score
Momentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM Score
What if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank
The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.75% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Match Group (MTCH)
Match Group, Inc. is the world’s foremost provider of dating products and operates a portfolio of more than 45 brands. Its biggest and best known brands are Tinder, Match.com, PlentyOfFish, Meetic and OkCupid. The Dallas, TX-based company offers dating products in 42 languages in more than 190 countries.
MTCH is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. MTCH has a Growth Style Score of A, forecasting year-over-year earnings growth of 13.4% for the current fiscal year.
One analyst revised their earnings estimate higher in the last 60 days for fiscal 2025, while the Zacks Consensus Estimate has increased $0.01 to $3.39 per share. MTCH also boasts an average earnings surprise of +2.1%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, MTCH should be on investors' short list.
Don’t Miss Out on These Stocks
Before you make your next investing move, we have a free report that highlights the %%CTA_TEXT%% to buy.
Our experts at Zacks Investment Research hand-selected these stocks for their eye-opening growth projections.
Since 1988, our stock picks have more than doubled the S&P 500 with an average gain of +23.89% per year using the Zacks Rank stock-rating system.
Register now to see the %%CTA_TEXT%%.
7 best stocks
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Here's Why Match Group (MTCH) is a Strong Growth Stock

In recent trading, shares of Match Group Inc (Symbol: MTCH) have crossed above the average analyst 12-month target price of $34.26, changing hands for $34.56/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised.
There are 19 different analyst targets within the Zacks coverage universe contributing to that average for Match Group Inc , but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $28.00. And then on the other side of the spectrum one analyst has a target as high as $46.00. The standard deviation is $4.407.
But the whole reason to look at the average MTCH price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with MTCH crossing above that average target price of $34.26/share, investors in MTCH have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $34.26 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Match Group Inc :
»
Current
1 Month Ago
2 Month Ago
3 Month Ago
Strong buy ratings:
7
7
7
7
Buy ratings:
1
1
1
1
Hold ratings:
13
14
14
15
Sell ratings:
0
0
0
0
Strong sell ratings:
0
0
0
0
Average rating:
2.29
2.32
2.32
2.35
The average rating presented in the last row of the above table above is from 1 to 5 where 1 is Strong Buy and 5 is Strong Sell. This article used data provided by Zacks Investment Research via Quandl.com. Get the latest Zacks research report on MTCH — FREE.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

MTCH Crosses Above Average Analyst Target

$50,000 of MATCH GROUP HOLDINGS lobbying was just disclosed, from Q2 of 2025, in a new Lobbying Disclosure Act filing.
This included lobbying on issues like:
"Legislation relating to consumer dating applications. Discussion relating to app store transparency. Legislation related to federal data privacy standards.
Legislation relating to consumer dating applications Discussion relating to app store transparency
Legislation relating to consumer dating applications Discussion relating to app store transparency Legislation related to federal data privacy standards"
You can find more data on corporate lobbying on Quiver Quantitative.
MTCH Congressional Stock Trading
Members of Congress have traded $MTCH stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $MTCH stock by members of Congress over the last 6 months:
REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 04/07 and 1 sale worth up to $50,000 on 05/12.
MTCH Insider Trading Activity
MTCH insiders have traded $MTCH stock on the open market 6 times in the past 6 months. Of those trades, 4 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $MTCH stock by insiders over the last 6 months:
GARY SWIDLER (President) has made 0 purchases and 2 sales selling 242,209 shares for an estimated $7,960,085.
SPENCER M RASCOFF (Chief Executive Officer) has made 3 purchases buying 130,445 shares for an estimated $4,037,950 and 0 sales.
GLENN SCHIFFMAN purchased 3,000 shares for an estimated $103,409
MTCH Hedge Fund Activity
We have seen 247 institutional investors add shares of MTCH stock to their portfolio, and 311 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
ELLIOTT INVESTMENT MANAGEMENT L.P. removed 6,054,832 shares (-50.2%) from their portfolio in Q1 2025, for an estimated $188,910,758
MAWER INVESTMENT MANAGEMENT LTD. removed 5,254,933 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $163,953,909
PACER ADVISORS, INC. removed 4,181,350 shares (-64.6%) from their portfolio in Q1 2025, for an estimated $130,458,120
INVESCO LTD. added 3,738,509 shares (+64.2%) to their portfolio in Q1 2025, for an estimated $116,641,480
CITADEL ADVISORS LLC added 3,652,222 shares (+7237.1%) to their portfolio in Q1 2025, for an estimated $113,949,326
FMR LLC removed 3,345,527 shares (-97.9%) from their portfolio in Q1 2025, for an estimated $104,380,442
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 2,735,788 shares (-29.6%) from their portfolio in Q1 2025, for an estimated $85,356,585
MTCH Analyst Ratings
Wall Street analysts have issued reports on $MTCH in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
Barclays issued a "Overweight" rating on 05/09/2025
To track analyst ratings and price targets for MTCH, check out Quiver Quantitative's $MTCH forecast page.
Multiple analysts have issued price targets for $MTCH recently. We have seen 9 analysts offer price targets for $MTCH in the last 6 months, with a median target of $32.0.
Here are some recent targets:
Ken Gawrelski from Wells Fargo set a target price of $32.0 on 06/27/2025
Shweta Khajuria from Evercore ISI Group set a target price of $32.0 on 05/21/2025
Cory Carpenter from JP Morgan set a target price of $28.0 on 05/09/2025
Ygal Arounian from Citigroup set a target price of $30.0 on 05/09/2025
Mario Lu from Barclays set a target price of $46.0 on 05/09/2025
Kunal Madhukar from UBS set a target price of $31.0 on 04/29/2025
Mark Kelley from Stifel set a target price of $29.0 on 04/23/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
This article was originally published on Quiver News, read the full story.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Lobbying Update: $50,000 of MATCH GROUP HOLDINGS lobbying was just disclosed

Explore the exciting world of Match Group (NASDAQ: MTCH) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
*Stock prices used were the prices of Jun. 11, 2025. The video was published on Jul. 18, 2025.
Should you invest $1,000 in Match Group right now?
Before you buy stock in Match Group, consider this:
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More »
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Match Group wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $687,149!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,060,406!*
Now, it’s worth noting Stock Advisor’s total average return is 1,069% — a market-crushing outperformance compared to 180% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
*Stock Advisor returns as of July 15, 2025
Rick Munarriz has no position in any of the stocks mentioned. Toby Bordelon has no position in any of the stocks mentioned. The Motley Fool recommends Match Group. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Match Group: A 6.1 Rating in the Competitive Dating Landscape

Motley Fool Co-Founder David Gardner Reviews Stock Picks

Looking at the universe of stocks we cover at Dividend Channel, on 7/3/25, Campbell's Company (Symbol: CPB), Sysco Corp (Symbol: SYY), and Match Group Inc (Symbol: MTCH) will all trade ex-dividend for their respective upcoming dividends. Campbell's Company will pay its quarterly dividend of $0.39 on 8/4/25, Sysco Corp will pay its quarterly dividend of $0.54 on 7/25/25, and Match Group Inc will pay its quarterly dividend of $0.19 on 7/18/25. As a percentage of CPB's recent stock price of $30.65, this dividend works out to approximately 1.27%, so look for shares of Campbell's Company to trade 1.27% lower — all else being equal — when CPB shares open for trading on 7/3/25. Similarly, investors should look for SYY to open 0.71% lower in price and for MTCH to open 0.62% lower, all else being equal.
Below are dividend history charts for CPB, SYY, and MTCH, showing historical dividends prior to the most recent ones declared.
Campbell's Company (Symbol: CPB):
Sysco Corp (Symbol: SYY):
Match Group Inc (Symbol: MTCH):
In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 5.09% for Campbell's Company, 2.85% for Sysco Corp, and 2.46% for Match Group Inc.
In Tuesday trading, Campbell's Company shares are currently off about 0.5%, Sysco Corp shares are up about 1%, and Match Group Inc shares are up about 0.1% on the day.
Also see:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ex-Dividend Reminder: Campbell's, Sysco and Match Group

Bumble Inc.’s BMBL share price has rallied in recent months because of a decisive strategic overhaul, fresh guidance and renewed investor optimism surrounding the company. The most prominent catalyst was the June 25 announcement of a roughly 30% workforce reduction (approximately 240 positions) as part of a broader realignment aimed at restoring efficiency and cutting costs. The company’s stock soared 25% in the session on the news.
Management now projects up to $40 million in annual savings, despite taking a one-time charge of $13-$18 million in late 2025 owing to severance pay. Bumble’s rival, Match Group, Inc. MTCH, had also announced a 13% workforce reduction last month.
Bumble, which is part of the Zacks Internet – Software industry, raised its second-quarter revenue forecast to $244-$249 million and lifted adjusted EBITDA guidance to $88-$93 million alongside announcing these layoffs. These revised projections have reassured the market that Bumble is focused on operational discipline and margin recovery. Much of the positive sentiment also stems from Bumble's commitment to reinvesting cost savings into product innovation and technology, particularly AI enhancements designed to improve match quality.
While lingering user monetization challenges, flat growth in paying users and doubts about Gen Z adoption still remain headwinds, the shift toward operational efficiency and product focus has generally been viewed as a prudent move.
Bumble’s stock has been notably volatile. However, such sharp moves are now more attention-grabbing given recent developments. After last month’s steep decline, the stock bounced back sharply in June following the cost-cutting and upbeat guidance news, suggesting investors are interpreting these steps as proof that Bumble is executing on its turnaround plan.
BMBL currently carries a Zacks Rank #2 (Buy). Over the past three months, BMBL has grown 44.3% against a 7.1% decline for its Zacks Peer Group. Box, Inc. BOX and monday.com Ltd. MNDY are noteworthy competitors in the same space. While BOX currently carries a Zacks Rank #3 (Hold), MNDY sports a #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Bottom Line
Bumble’s improved momentum stems from a combination of strong cost discipline, upgraded financial outlook and strategic reinvestment into long-term capabilities. While challenges remain, particularly around user growth and monetization, the market appears to be rewarding what it sees as a clearer, more focused roadmap for profitability and sustainable value creation.
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.