Match Group Analysts' Opinions

[Aron]

Goldman Sachs said Tinder has begun seeing improvement in international user trends

Bumble Analysts' Opinions

I=8 Bumble shares down 3.3% pre-market on Goldman Sachs downgrade due to limited visibility on turnaround and declining user trends Buy->Neutral, $8->$7: Goldman Sachs cited limited visibility on Bumble’s turnaround, with meaningful improvement unlikely until mid-2026. They pointed to Bumble’s de-emphasis on marketing, especially in U.S. which has resulted in app downloads declining more than 35% y/y, though U.S. monthly active users (MAUs) are declining at a slower pace. Alexandra Steiger sa…