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RBCによると、Bumbleはプラットフォームと製品に関して概念的な進歩を見せているものの、2026年の改善は見込めないという。

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-- RBCキャピタル・マーケッツは水曜日に電子メールで送付した調査レポートの中で、Bumble（BMBL）の第1四半期決算はプラットフォームと製品に関して概念的な前進を示したものの、2026年の改善は期待薄だと指摘した。 RBCによると、Bumbleは技術スタック全体を再構築しており、これにより新製品の開発とテストが加速すると見込まれる。また、同社の第1四半期決算では、決済件数がわずかに目標を下回り、成長が鈍化したことから、製品問題の深刻さが改めて浮き彫りになったとしている。 RBCはさらに、Bumbleアプリのリニューアルは第4四半期まで本格的に始まらないものの、より重要なのは、投資家が成功の可能性を予測する上で役立つような実質的なテストがまだ実施されていない点だと指摘した。 「投資家はより懐疑的な見方をするだろう。最良のシナリオでも、2027年か2028年に安定化、あるいは成長への回帰が見込まれる程度だろう」とRBCは述べている。 RBCはBumbleの投資判断を「セクター・パフォーム」とし、目標株価を5ドルとしている。

Price: $3.40, Change: $-0.90, Percent Change: -20.86%

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