Why Bumble Stock Soared Today

By Joe Tenebruso – Mar 12, 2026 at 8:01PM ESTKey PointsBumble is using AI to improve its user experience.The company's proprietary data could give it an edge over competitors.Shares of Bumble (BMBL +35.39%) leaped on Thursday after the online dating app maker unveiled some intriguing new artificial intelligence (AI)-powered features. Image source: Getty Images. Refocusing on safety and the member experience Bumble's revenue declined 14.3% year over year to $224.2 million in the fourth quarter. Sales for its namesake app fell 14.8% to $181 million, while its Badoo app and other revenue shrank 12.4% to $43.2 million. The declines were driven by a 20.5% drop in paying users to 3.3 million, which was partially offset by a 7.9% rise in average revenue per paying user to $22.20. ExpandNASDAQ: BMBLBumbleToday's Change(35.39%) $1.00Current Price$3.85Key Data PointsMarket Cap$320MDay's Range$3.67 - $4.2452wk Range$2.61 - $8.64Volume1MAvg Vol3.1MGross Margin66.81% "In 2025, we made the deliberate choice to return Bumble to its women-first foundation, raising the bar on trust and authenticity while addressing pain points our members experience with online dating," CEO Whitney Wolfe Herd said. "We believe that when women feel safe, confident, and intentional about who they meet, the entire ecosystem works better." All told, Bumble's earnings before interest, taxes, depreciation, and amortization (EBITDA) decreased by 1% to $71.6 million. AI enhancements should drive earnings higher Looking ahead, management expects Bumble's adjusted EBITDA to climb to between $76 million and $80 million in the first quarter. During a conference call with analysts, Herd said Bumble is developing AI-driven features built on its proprietary data to highlight more relevant matches. These tools should help to boost member satisfaction scores -- and, by extension, Bumble's revenue and profits -- by serving as AI-powered dating assistants and matchmakers. "We believe that we have one of the largest and most nuanced data sets of real human connections in the world, leaving us uniquely positioned to apply AI in ways that are more personalized and effective than any potential new entrants," Herd said.Read NextNov 7, 2023 •By Rick MunarrizBumble Can't Fumble This HandoffAug 17, 2022 •By Demitri KalogeropoulosShould You Buy Bumble As Monthly User Fees Approach $30?May 12, 2022 •By Joe TenebrusoWhy Bumble Stock Soared TodayMar 9, 2022 •By Joe TenebrusoWhy Bumble Stock Skyrocketed TodayAug 19, 2021 •By Keith Noonan2 Stocks That Can Make You Richer in AugustJul 9, 2021 •By Rich DupreyWhy Is Dating App Bumble Opening a Restaurant?About the AuthorJoe Tenebruso is a contributing Motley Fool stock market analyst with more than 3,000 financial bylines to his name. Joe was an investment analyst for Stock Advisor, Income Investor, Crypto Society, and other top-rated investing services. He also managed Tier 1 Investments, a market-crushing real-money portfolio with 24.58% annualized returns. Joe graduated summa cum laude from Rutgers University with a Bachelor of Science in Finance.tmfguardianX@Tier1InvestorStocks MentionedBumbleNASDAQ: BMBL$3.81(+34.16%)+$0.97*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.