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2026-07-17 23:21 8d ago
2026-07-17 19:16 8d ago
Here's Why Bumble Inc. (BMBL) Fell More Than Broader Market
BMBL Bumble
FMP Stock News
Original source text
Bumble Inc. (BMBL - Free Report) ended the recent trading session at $2.92, demonstrating a -3.63% change from the preceding day's closing price. This change lagged the S&P 500's daily loss of 1.01%. Elsewhere, the Dow saw a downswing of 0.77%, while the tech-heavy Nasdaq depreciated by 1.4%.

Prior to today's trading, shares of the company had gained 2.36% outpaced the Computer and Technology sector's loss of 3.73% and the S&P 500's gain of 0.32%.

Market participants will be closely following the financial results of Bumble Inc. in its upcoming release. The company plans to announce its earnings on August 5, 2026. It is anticipated that the company will report an EPS of $0.25, marking a 60.94% fall compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $210.28 million, reflecting a 15.29% fall from the equivalent quarter last year.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $1.03 per share and a revenue of $834.42 million, indicating changes of +117.08% and -13.59%, respectively, from the former year.

Investors should also take note of any recent adjustments to analyst estimates for Bumble Inc. These revisions help to show the ever-changing nature of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 4.06% upward. Right now, Bumble Inc. possesses a Zacks Rank of #3 (Hold).

In terms of valuation, Bumble Inc. is currently trading at a Forward P/E ratio of 2.94. Its industry sports an average Forward P/E of 20.37, so one might conclude that Bumble Inc. is trading at a discount comparatively.

It's also important to note that BMBL currently trades at a PEG ratio of 0.1. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. As of the close of trade yesterday, the Internet - Software industry held an average PEG ratio of 1.11.

The Internet - Software industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 86, putting it in the top 35% of all 250+ industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
2026-07-15 20:56 10d ago
2026-07-15 16:05 10d ago
Bumble Inc. to Announce Second Quarter 2026 Financial Results on August 5, 2026
BMBL Bumble
FMP Stock News
Original source text
-

AUSTIN, Texas--(BUSINESS WIRE)--Bumble Inc. (NASDAQ: BMBL) today announced that it will report financial results for the second quarter ending June 30, 2026, following the close of market on Wednesday, August 5, 2026. The Company will host a live webcast of its conference call to discuss the results at 4:30 p.m. Eastern Time on that day.

The webcast of the call, the earnings release, and any related materials will be accessible on the Investors section of the Company’s website at https://ir.bumble.com. A webcast replay will be available approximately two hours after the conclusion of the live event.

About Bumble Inc.

Bumble Inc. is the parent company of Bumble, Badoo, and BFF. The Bumble platform brings people closer to love by enabling them to build healthy relationships. Founded in 2014 by Whitney Wolfe Herd, who serves as CEO, Bumble was one of the first dating apps built with women at the center and connects people across dating (Bumble Date) and friendship (BFF). Badoo, founded in 2006, was one of the pioneers of web and mobile dating products. BFF is a friendship app made to help you find your people.

For more information about Bumble, please visit www.bumble.com and follow @Bumble on social platforms.

More News From Bumble Inc.

Back to Newsroom
2026-07-10 23:24 15d ago
2026-07-10 19:16 15d ago
Bumble Inc. (BMBL) Stock Sinks As Market Gains: Here's Why
BMBL Bumble
FMP Stock News
Original source text
Bumble Inc. (BMBL - Free Report) ended the recent trading session at $3.03, demonstrating a -1.3% change from the preceding day's closing price. This change lagged the S&P 500's daily gain of 0.42%. Elsewhere, the Dow gained 0.29%, while the tech-heavy Nasdaq added 0.29%.

Prior to today's trading, shares of the company had gained 12.45% outpaced the Computer and Technology sector's gain of 0.85% and the S&P 500's gain of 2.2%.

The investment community will be closely monitoring the performance of Bumble Inc. in its forthcoming earnings report. The company's upcoming EPS is projected at $0.25, signifying a 60.94% drop compared to the same quarter of the previous year. In the meantime, our current consensus estimate forecasts the revenue to be $210.28 million, indicating a 15.29% decline compared to the corresponding quarter of the prior year.

For the full year, the Zacks Consensus Estimates are projecting earnings of $1.03 per share and revenue of $834.42 million, which would represent changes of +117.08% and -13.59%, respectively, from the prior year.

Investors should also take note of any recent adjustments to analyst estimates for Bumble Inc. These revisions help to show the ever-changing nature of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 4.06% higher within the past month. At present, Bumble Inc. boasts a Zacks Rank of #3 (Hold).

In terms of valuation, Bumble Inc. is presently being traded at a Forward P/E ratio of 2.98. This denotes a discount relative to the industry average Forward P/E of 19.73.

Investors should also note that BMBL has a PEG ratio of 0.1 right now. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The Internet - Software industry had an average PEG ratio of 1.06 as trading concluded yesterday.

The Internet - Software industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 92, this industry ranks in the top 38% of all industries, numbering over 250.

The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
2026-07-08 11:27 17d ago
2026-07-08 05:20 18d ago
Bumble: The Market Is Too Focused On Payer Declines To Notice The Margin Expansion
BMBL Bumble
FMP Stock News
Original source text
Bumble saw payers come in at -21% YoY in the first quarter of 2026, as management emphasized a reset of the user base. Despite steep payer losses, Bumble generated $73.8 million of free cash flow in Q1 2026 and could still produce meaningful cash if margins remain resilient. Bumble's new debt agreement comes with a double-digit interest rate and liquidity requirements, indicating that creditors view the company as a risky prospect.
2026-06-27 04:46 29d ago
2026-06-26 23:41 29d ago
Bumble: Leverage And AI Reset Makes It A Speculative Hold
BMBL Bumble
FMP Stock News
Original source text
HomeStock IdeasLong IdeasCommunication Services

SummaryBumble Inc. trades at distressed valuation multiples, reflecting deep market skepticism despite solid EBIT margins and ROIC.I see BMBL as a highly speculative Hold, contingent on a successful AI-driven product overhaul and halting paid user declines.Execution risk is severe: the paid user base fell ~23% YoY, and leverage covenants are tightening amid costly debt refinancing.Short-term overhangs include Blackstone’s 17.2% stake for sale and the binary outcome of the AI reset strategy. hapabapa/iStock Editorial via Getty Images

Bumble Inc. (BMBL) is a dating app company that shows many signs of a value play: an incredibly low P/E of 1.3x, a P/Cash Flow of 1.3x, and an EV/EBIT of 3.1x. BMBL even boasts a return

880 Followers

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

BMBL is rated as a highly speculative Hold as a bet on their turnaround plan with high execution risks and material debt overhang with rising interest costs and strict covenants.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-06-25 16:54 1mo ago
2026-06-25 12:22 1mo ago
Bumble dating app explores sale, sources say
BMBL Bumble
FMP Stock News
Original source text
The Bumble Inc. (BMBL) app is shown on an Apple iPhone in this photo illustration as the dating app operator made its debut IPO on the Nasdaq stock exchange February 11, 2021. ... Purchase Licensing Rights, opens new tab Read more

SummaryCompaniesGrowth has slowed in online dating, and revenue fell last yearShares have fallen sharply as competition intensifiesNEW YORK, June 25 (Reuters) - Dating app Bumble (BMBL.O), opens new tab is exploring a sale amid slowing growth in the online dating ​sector, according to three people familiar with the matter.

The company, which gained recognition as one of ‌the first major platforms to require women to initiate contact, is working with investment bankers at Morgan Stanley (MS.N), opens new tab on a potential sale process, the sources said, requesting anonymity because the discussions are private.

Get a daily digest of breaking business news straight to your inbox with the Reuters Business newsletter. Sign up here.

Sources cautioned that no deal is certain and the company ​may decide to stay independent.

Bumble did not immediately respond to a request for comment. Morgan Stanley and ​asset manager Blackstone, which owns about 22% of Bumble according to LSEG data, declined ⁠to comment.

Shares of Bumble, based in Austin, Texas, have fallen 48% over the past 12 months, leaving it ​with a market value of $388 million. Whitney Wolfe Herd, a co-founder of Tinder, founded Bumble in 2014 and built its ​brand around a “women-first” approach to online dating. Wolfe Herd, the youngest woman to take a company public in the United States when Bumble debuted in 2021, returned as chief executive in March 2025 after previously stepping down as CEO in 2023.

Blackstone acquired a ​majority stake in MagicLab, Bumble's parent company, in 2019 in a deal valuing the business at about $3 billion. ​MagicLab was later renamed Bumble Inc. and went public in February 2021 at a valuation exceeding $7 billion. Blackstone affiliates sold $28.2 million ‌of ⁠Bumble shares this month.

PAYING USERS DECLINEThe company has struggled with slowing growth and declining users. Total paying users fell more than 11% in the full year 2025 to about 3.7 million, while annual revenue declined nearly 10% to about $966 million. In the first quarter of 2026, paying users dropped by about 20% year-on-year as the company ​trimmed lower-engagement accounts.

Larger rival Match ​Group (MTCH.O), opens new tab has also faced ⁠slowing growth, but has increased its market value by about 12% over the past year.

Bumble has sought to offset the drop in users by raising prices and improving ​monetization, with average revenue per paying user rising modestly. Still, analysts say the ​company faces mounting ⁠competition, shifting user preferences and broader fatigue with dating apps, particularly among younger users.

The company’s “Built for Women, Better for Everyone” motto, which defined its women-first brand, was once a key competitive advantage but analysts increasingly view it as less ⁠distinctive, with ​user behavior shifting in the online dating sector.

Bumble has expanded beyond ​dating with offerings such as Bumble For Friends, a social networking feature, and Bumble Bizz, which focuses on professional connections, but those products ​remain small parts of its business.

Reporting by Milana Vinn in New York; editing by Colin Barr and Rod Nickel

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Milana Vinn reports on technology, media, and telecom (TMT) mergers and acquisitions. Her content usually appears in the markets and deals sections of the website. Milana previously worked at GLG and PE Hub, where she spent several years covering TMT deals in private equity. She graduated from CUNY Graduate School of Journalism with Masters in Business Journalism.
2026-06-24 06:12 1mo ago
2026-06-17 19:16 1mo ago
Bumble Inc. (BMBL) Declines More Than Market: Some Information for Investors
BMBL Bumble
FMP Stock News
Original source text
Bumble Inc. (BMBL - Free Report) closed at $2.96 in the latest trading session, marking a -3.27% move from the prior day. This change lagged the S&P 500's daily loss of 1.22%. On the other hand, the Dow registered a loss of 0.98%, and the technology-centric Nasdaq decreased by 1.35%.

The company's shares have seen a decrease of 3.16% over the last month, not keeping up with the Computer and Technology sector's gain of 1.19% and the S&P 500's gain of 1.56%.

The upcoming earnings release of Bumble Inc. will be of great interest to investors. The company's upcoming EPS is projected at $0.24, signifying a 62.50% drop compared to the same quarter of the previous year. Alongside, our most recent consensus estimate is anticipating revenue of $210.02 million, indicating a 15.39% downward movement from the same quarter last year.

Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $0.99 per share and revenue of $836.19 million, indicating changes of +116.42% and -13.41%, respectively, compared to the previous year.

Investors should also take note of any recent adjustments to analyst estimates for Bumble Inc. These revisions help to show the ever-changing nature of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. Bumble Inc. is holding a Zacks Rank of #3 (Hold) right now.

Looking at its valuation, Bumble Inc. is holding a Forward P/E ratio of 3.09. This expresses a discount compared to the average Forward P/E of 18.64 of its industry.

It's also important to note that BMBL currently trades at a PEG ratio of 0.1. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The average PEG ratio for the Internet - Software industry stood at 1.03 at the close of the market yesterday.

The Internet - Software industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 86, putting it in the top 36% of all 250+ industries.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
2026-06-24 06:12 1mo ago
2026-06-23 06:30 1mo ago
Einride Appoints Seasoned Public Company Board Director and Financial Executive R. Lynn Atchison to Its Board of Directors
BMBL Bumble
FMP Stock News
Original source text
STOCKHOLM, June 23, 2026 (GLOBE NEWSWIRE) -- Einride AB (Nasdaq: ENRD) a technology company driving the transition to cost-efficient autonomous and electric freight operations for some of the world's largest shippers, today announced that R. Lynn Atchison, a highly experienced corporate board director and financial executive with deep expertise in high-growth technology companies, will be appointed to the Board of Directors of Einride, subject to shareholder and regulatory approvals.
2026-06-12 21:46 1mo ago
2026-03-20 06:52 4mo ago
Bumble's Sizeable Tax Shield Feeds A 42% FCF Yield
BMBL Bumble
FMP Stock News
Original source text
Bumble trades near 2x cash flow, with a hidden tax asset potentially worth more than its market cap. BMBL repurchased its Tax Receivable Agreement at a significant discount, unlocking $400M+ in future tax savings and boosting cash flow. Despite user declines and management missteps, the company maintains strong pricing power in a duopolistic market and is positioned for margin expansion via direct billing.
2026-06-12 21:46 1mo ago
2026-04-01 19:16 3mo ago
Bumble Inc. (BMBL) Outperforms Broader Market: What You Need to Know
BMBL Bumble
FMP Stock News
Original source text
Bumble Inc. (BMBL - Free Report) closed at $3.33 in the latest trading session, marking a +2.15% move from the prior day. The stock outperformed the S&P 500, which registered a daily gain of 0.72%. Meanwhile, the Dow gained 0.48%, and the Nasdaq, a tech-heavy index, added 1.16%.

Shares of the company have appreciated by 10.14% over the course of the past month, outperforming the Computer and Technology sector's loss of 5.35%, and the S&P 500's loss of 4.99%.

Analysts and investors alike will be keeping a close eye on the performance of Bumble Inc. in its upcoming earnings disclosure. On that day, Bumble Inc. is projected to report earnings of $0.3 per share, which would represent year-over-year growth of 130.77%. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $211.88 million, down 14.25% from the year-ago period.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $0.98 per share and a revenue of $852.57 million, signifying shifts of +116.25% and -11.71%, respectively, from the last year.

Investors might also notice recent changes to analyst estimates for Bumble Inc. These revisions help to show the ever-changing nature of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has moved 11.01% higher. Bumble Inc. currently has a Zacks Rank of #3 (Hold).

With respect to valuation, Bumble Inc. is currently being traded at a Forward P/E ratio of 3.34. This indicates a discount in contrast to its industry's Forward P/E of 19.24.

It's also important to note that BMBL currently trades at a PEG ratio of 0.11. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The Internet - Software was holding an average PEG ratio of 1.06 at yesterday's closing price.

The Internet - Software industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 152, positioning it in the bottom 38% of all 250+ industries.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
2026-06-12 21:46 1mo ago
2026-04-09 19:16 3mo ago
Bumble Inc. (BMBL) Stock Falls Amid Market Uptick: What Investors Need to Know
BMBL Bumble
FMP Stock News
Original source text
Bumble Inc. (BMBL - Free Report) closed at $3.45 in the latest trading session, marking a -1.15% move from the prior day. The stock's change was less than the S&P 500's daily gain of 0.62%. Meanwhile, the Dow gained 0.58%, and the Nasdaq, a tech-heavy index, added 0.83%.

Shares of the company witnessed a gain of 22.89% over the previous month, beating the performance of the Computer and Technology sector with its gain of 2.41%, and the S&P 500's gain of 0.8%.

Market participants will be closely following the financial results of Bumble Inc. in its upcoming release. The company is expected to report EPS of $0.3, up 130.77% from the prior-year quarter. Meanwhile, our latest consensus estimate is calling for revenue of $211.88 million, down 14.25% from the prior-year quarter.

BMBL's full-year Zacks Consensus Estimates are calling for earnings of $0.98 per share and revenue of $852.57 million. These results would represent year-over-year changes of +116.25% and -11.71%, respectively.

It is also important to note the recent changes to analyst estimates for Bumble Inc. Such recent modifications usually signify the changing landscape of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.

Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 11.01% increase. At present, Bumble Inc. boasts a Zacks Rank of #3 (Hold).

In terms of valuation, Bumble Inc. is currently trading at a Forward P/E ratio of 3.57. This valuation marks a discount compared to its industry average Forward P/E of 18.39.

It is also worth noting that BMBL currently has a PEG ratio of 0.12. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. BMBL's industry had an average PEG ratio of 1.03 as of yesterday's close.

The Internet - Software industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 141, positioning it in the bottom 43% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

You can find more information on all of these metrics, and much more, on Zacks.com.
2026-06-12 21:46 1mo ago
2026-04-15 16:05 3mo ago
Bumble Inc. to Announce First Quarter 2026 Financial Results on May 5, 2026
BMBL Bumble
FMP Stock News
Original source text
-

AUSTIN, Texas--(BUSINESS WIRE)--Bumble Inc. (NASDAQ: BMBL) today announced that it will report financial results for the first quarter ending March 31, 2026, following the close of market on Tuesday, May 5, 2026. The Company will host a live webcast of its conference call to discuss the results at 4:30 p.m. Eastern Time on that day.

The webcast of the call, the earnings release, and any related materials will be accessible on the Investors section of the Company’s website at https://ir.bumble.com. A webcast replay will be available approximately two hours after the conclusion of the live event.

About Bumble Inc.

Bumble Inc. is the parent company of Bumble, Badoo, and BFF. The Bumble platform brings people closer to love by enabling them to build healthy relationships. Founded in 2014 by Whitney Wolfe Herd, who serves as CEO, Bumble was one of the first dating apps built with women at the center and connects people across dating (Bumble Date) and friendship (BFF). Badoo, founded in 2006, was one of the pioneers of web and mobile dating products. BFF is a friendship app made to help you find your people.

For more information about Bumble, please visit www.bumble.com and follow @Bumble on social platforms.

More News From Bumble Inc.

Back to Newsroom
2026-06-12 21:46 1mo ago
2026-04-17 19:15 3mo ago
Bumble Inc. (BMBL) Stock Sinks As Market Gains: Here's Why
BMBL Bumble
FMP Stock News
Original source text
Bumble Inc. (BMBL - Free Report) ended the recent trading session at $4.26, demonstrating a -1.16% change from the preceding day's closing price. This move lagged the S&P 500's daily gain of 1.2%. On the other hand, the Dow registered a gain of 1.79%, and the technology-centric Nasdaq increased by 1.52%.

Prior to today's trading, shares of the company had gained 15.24% outpaced the Computer and Technology sector's gain of 8.24% and the S&P 500's gain of 5.15%.

The investment community will be paying close attention to the earnings performance of Bumble Inc. in its upcoming release. The company is slated to reveal its earnings on May 5, 2026. It is anticipated that the company will report an EPS of $0.3, marking a 130.77% rise compared to the same quarter of the previous year. Meanwhile, our latest consensus estimate is calling for revenue of $211.88 million, down 14.25% from the prior-year quarter.

For the full year, the Zacks Consensus Estimates project earnings of $0.98 per share and a revenue of $852.57 million, demonstrating changes of +116.25% and -11.71%, respectively, from the preceding year.

Investors might also notice recent changes to analyst estimates for Bumble Inc. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. As of now, Bumble Inc. holds a Zacks Rank of #3 (Hold).

In the context of valuation, Bumble Inc. is at present trading with a Forward P/E ratio of 4.41. Its industry sports an average Forward P/E of 19.02, so one might conclude that Bumble Inc. is trading at a discount comparatively.

Also, we should mention that BMBL has a PEG ratio of 0.15. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. By the end of yesterday's trading, the Internet - Software industry had an average PEG ratio of 1.08.

The Internet - Software industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 91, this industry ranks in the top 38% of all industries, numbering over 250.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
2026-06-12 21:46 1mo ago
2026-04-19 04:35 3mo ago
Izea Worldwide (NASDAQ:IZEA) & Bumble (NASDAQ:BMBL) Head to Head Review
BMBL Bumble
FMP Stock News
Original source text
Posted by Defense World Staff on Apr 19th, 2026

Izea Worldwide (NASDAQ:IZEA – Get Free Report) and Bumble (NASDAQ:BMBL – Get Free Report) are both small-cap computer and technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, institutional ownership, risk, dividends, analyst recommendations, earnings and valuation.

Analyst Recommendations This is a breakdown of current ratings and target prices for Izea Worldwide and Bumble, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Izea Worldwide 2 0 0 0 1.00 Bumble 2 15 1 0 1.94 Bumble has a consensus target price of $4.34, indicating a potential upside of 1.78%. Given Bumble’s stronger consensus rating and higher possible upside, analysts plainly believe Bumble is more favorable than Izea Worldwide.

Profitability This table compares Izea Worldwide and Bumble’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Izea Worldwide 0.13% 0.09% 0.07% Bumble -72.74% 24.58% 12.09% Earnings & Valuation This table compares Izea Worldwide and Bumble”s top-line revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Izea Worldwide $31.24 million 2.41 $40,000.00 N/A N/A Bumble $965.66 million 0.57 -$693.14 million ($6.05) -0.70 Izea Worldwide has higher earnings, but lower revenue than Bumble.

Risk and Volatility Izea Worldwide has a beta of 1.22, meaning that its share price is 22% more volatile than the S&P 500. Comparatively, Bumble has a beta of 1.86, meaning that its share price is 86% more volatile than the S&P 500.

Insider and Institutional Ownership 15.6% of Izea Worldwide shares are held by institutional investors. Comparatively, 94.9% of Bumble shares are held by institutional investors. 6.5% of Izea Worldwide shares are held by insiders. Comparatively, 15.8% of Bumble shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Summary Bumble beats Izea Worldwide on 10 of the 13 factors compared between the two stocks.

About Izea Worldwide (Get Free Report)

IZEA Worldwide, Inc., together with its subsidiaries, offers software and professional services to connect brands and content creators in North America, the Asia Pacific, and internationally. The company offers IZEA Flex, its flagship platform for managing enterprise influencer marketing; and comprehensive expense management service to track and manage off-platform expenses related to influencer marketing campaigns. It also operates The Creator Marketplace on IZEA.com that provides creators tools to present their work to marketers. In addition, the company provides management of content workflow, creator search and targeting, bidding, analytics, and payment processing services. It primarily sells influencer marketing and custom content campaigns through client development team and platforms. The company was formerly known as IZEA, Inc. and changed its name to IZEA Worldwide, Inc. in August 2018. IZEA Worldwide, Inc. was founded in 2006 and is headquartered in Orlando, Florida.

About Bumble (Get Free Report)

Bumble Inc. provides online dating and social networking platforms in North America, Europe, internationally. It owns and operates websites and applications that offers subscription and in-app purchases dating products. The company operates apps, including Bumble, a dating app built with women at the center, where women make the first move; Badoo, the web and mobile free-to-use dating app; Official app where users connect their profile with that of their partner enabling a shared, linked product experience; Bumble BFF and Bumble Bizz Modes that have a format similar to the date mode requiring users to set up profiles and matching users through yes and no votes, similar to the dating platform; and Bumble for Friends, a friendship app where people in all stages of life can meet people nearby and create meaningful platonic connections, as well as Fruitz app is centered around encouraging honesty and transparency by sharing dating intentions from the first touch point. Bumble Inc. was founded in 2006 in and is headquartered in Austin, Texas.

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2026-06-12 21:46 1mo ago
2026-04-23 19:16 3mo ago
Here's Why Bumble Inc. (BMBL) Fell More Than Broader Market
BMBL Bumble
FMP Stock News
Original source text
In the latest close session, Bumble Inc. (BMBL - Free Report) was down 4.75% at $4.21. The stock trailed the S&P 500, which registered a daily loss of 0.41%. At the same time, the Dow lost 0.36%, and the tech-heavy Nasdaq lost 0.89%.

The company's shares have seen an increase of 33.13% over the last month, surpassing the Computer and Technology sector's gain of 14.93% and the S&P 500's gain of 9.71%.

Investors will be eagerly watching for the performance of Bumble Inc. in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on May 5, 2026. The company is forecasted to report an EPS of $0.3, showcasing a 130.77% upward movement from the corresponding quarter of the prior year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $211.88 million, down 14.25% from the year-ago period.

BMBL's full-year Zacks Consensus Estimates are calling for earnings of $0.98 per share and revenue of $852.57 million. These results would represent year-over-year changes of +116.25% and -11.71%, respectively.

It's also important for investors to be aware of any recent modifications to analyst estimates for Bumble Inc. These recent revisions tend to reflect the evolving nature of short-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. Bumble Inc. is currently a Zacks Rank #3 (Hold).

With respect to valuation, Bumble Inc. is currently being traded at a Forward P/E ratio of 4.52. This denotes a discount relative to the industry average Forward P/E of 19.47.

Investors should also note that BMBL has a PEG ratio of 0.15 right now. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Internet - Software was holding an average PEG ratio of 1.14 at yesterday's closing price.

The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 88, placing it within the top 37% of over 250 industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
2026-06-12 21:46 1mo ago
2026-04-24 02:31 3mo ago
Bumble Inc. (NASDAQ:BMBL) Receives Consensus Rating of “Reduce” from Analysts
BMBL Bumble
FMP Stock News
Original source text
Posted by Defense World Staff on Apr 24th, 2026

Shares of Bumble Inc. (NASDAQ:BMBL – Get Free Report) have received an average recommendation of “Reduce” from the seventeen ratings firms that are covering the stock, Marketbeat Ratings reports. Two analysts have rated the stock with a sell rating, fourteen have issued a hold rating and one has issued a buy rating on the company. The average 1-year price objective among brokers that have issued ratings on the stock in the last year is $4.3615.

A number of equities research analysts have weighed in on the stock. JPMorgan Chase & Co. upgraded shares of Bumble from an “underweight” rating to a “neutral” rating in a research report on Thursday, March 12th. Royal Bank Of Canada reiterated a “sector perform” rating and set a $5.00 price target on shares of Bumble in a research report on Thursday, March 12th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating on shares of Bumble in a research report on Monday, March 16th. William Blair reiterated an “outperform” rating on shares of Bumble in a research report on Monday, March 16th. Finally, Susquehanna reiterated a “neutral” rating and set a $3.50 price target on shares of Bumble in a research report on Thursday, March 12th.

View Our Latest Stock Report on BMBL

Bumble Price Performance Shares of BMBL stock opened at $4.21 on Friday. The company has a debt-to-equity ratio of 0.86, a current ratio of 2.21 and a quick ratio of 2.21. The firm’s 50-day moving average is $3.41 and its two-hundred day moving average is $3.82. Bumble has a 12 month low of $2.61 and a 12 month high of $8.64. The company has a market capitalization of $546.54 million, a PE ratio of -0.70, a price-to-earnings-growth ratio of 0.15 and a beta of 1.86.

Insider Buying and Selling at Bumble In related news, major shareholder – Nq L.L.C. Btoa sold 7,477,504 shares of Bumble stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $3.51, for a total value of $26,246,039.04. Following the completion of the transaction, the insider owned 25,832 shares in the company, valued at approximately $90,670.32. The trade was a 99.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, major shareholder Bx Buzz Ml-1 Gp Llc sold 7,477,504 shares of the business’s stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $3.51, for a total transaction of $26,246,039.04. Following the transaction, the insider owned 25,832 shares of the company’s stock, valued at $90,670.32. This trade represents a 99.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 29,910,016 shares of company stock worth $104,984,156. 15.84% of the stock is currently owned by company insiders.

Institutional Trading of Bumble Several institutional investors have recently modified their holdings of the stock. Tudor Investment Corp ET AL purchased a new stake in Bumble in the 3rd quarter valued at $6,013,000. Vanguard Group Inc. raised its position in Bumble by 52.0% in the 3rd quarter. Vanguard Group Inc. now owns 11,164,004 shares of the company’s stock valued at $67,989,000 after purchasing an additional 3,820,205 shares during the last quarter. Counterpoint Mutual Funds LLC purchased a new stake in Bumble in the 3rd quarter valued at $3,104,000. Jupiter Asset Management Ltd. purchased a new stake in Bumble in the 3rd quarter valued at $3,570,000. Finally, Y Intercept Hong Kong Ltd raised its position in Bumble by 533.0% during the 3rd quarter. Y Intercept Hong Kong Ltd now owns 313,899 shares of the company’s stock worth $1,912,000 after buying an additional 264,312 shares during the last quarter. Hedge funds and other institutional investors own 94.85% of the company’s stock.

About Bumble (Get Free Report)

Bumble Inc operates a technology platform designed to facilitate social and professional connections through its suite of apps, most notably the flagship Bumble dating app. The company’s core premise is to empower users—particularly women—to make the first move, helping to reshape traditional dating dynamics. In addition to its dating function, Bumble offers mode-switching features that allow users to find friends through “Bumble BFF” or pursue professional networking opportunities via “Bumble Bizz.”

Beyond the Bumble app, the company also owns and operates Badoo, a social discovery platform with a substantial global footprint, particularly in Europe and Latin America.

See Also Five stocks we like better than Bumble

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2026-06-12 21:46 1mo ago
2026-04-29 19:15 2mo ago
Here's Why Bumble Inc. (BMBL) Fell More Than Broader Market
BMBL Bumble
FMP Stock News
Original source text
In the latest trading session, Bumble Inc. (BMBL - Free Report) closed at $4.21, marking a -1.17% move from the previous day. The stock trailed the S&P 500, which registered a daily loss of 0.04%. Elsewhere, the Dow lost 0.57%, while the tech-heavy Nasdaq added 0.04%.

Heading into today, shares of the company had gained 30.67% over the past month, outpacing the Computer and Technology sector's gain of 20.43% and the S&P 500's gain of 12.24%.

The investment community will be paying close attention to the earnings performance of Bumble Inc. in its upcoming release. The company is slated to reveal its earnings on May 5, 2026. In that report, analysts expect Bumble Inc. to post earnings of $0.3 per share. This would mark year-over-year growth of 130.77%. Simultaneously, our latest consensus estimate expects the revenue to be $211.88 million, showing a 14.25% drop compared to the year-ago quarter.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $0.98 per share and revenue of $852.57 million. These totals would mark changes of +116.25% and -11.71%, respectively, from last year.

It's also important for investors to be aware of any recent modifications to analyst estimates for Bumble Inc. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As such, positive estimate revisions reflect analyst optimism about the business and profitability.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has remained unchanged. Bumble Inc. is currently sporting a Zacks Rank of #3 (Hold).

From a valuation perspective, Bumble Inc. is currently exchanging hands at a Forward P/E ratio of 4.36. This signifies a discount in comparison to the average Forward P/E of 18.77 for its industry.

Meanwhile, BMBL's PEG ratio is currently 0.15. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. As the market closed yesterday, the Internet - Software industry was having an average PEG ratio of 1.08.

The Internet - Software industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 70, which puts it in the top 29% of all 250+ industries.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
2026-06-12 21:46 1mo ago
2026-05-05 16:05 2mo ago
Bumble Inc. Announces First Quarter 2026 Results
BMBL Bumble
FMP Stock News
Original source text
AUSTIN, Texas--(BUSINESS WIRE)--Bumble Inc. (NASDAQ: BMBL) today reported financial results for the first quarter ended March 31, 2026.

“Our deliberate steps to reset the Bumble member base have meaningfully improved the health of our ecosystem,” said Whitney Wolfe Herd, Founder & CEO of Bumble Inc. "We’re now focused on activating this higher-quality member base by launching a fully reimagined Bumble experience on our rebuilt, AI-enabled platform later this year. This next chapter will deliver a more intuitive, personalized way to connect and help members move more confidently and quickly to in-person dates.”

First Quarter 2026 Financial and Operational Highlights:
(all comparisons relative to the First Quarter 2025)

Total Revenue decreased 14.1% to $212.4 million, compared to $247.1 million. Bumble App Revenue decreased 14.4% to $172.7 million, compared to $201.8 million. Badoo App and Other Revenue decreased 12.4% to $39.7 million, compared to $45.3 million. Total Paying Users decreased 21.1% to 3.2 million, compared to 4.0 million. Total Average Revenue per Paying User ("ARPPU") increased 8.9% to $22.04, compared to $20.24. Net earnings increased 165.4% to $52.6 million, or 24.8% of revenue, from net earnings of $19.8 million, or 8.0% of revenue. Adjusted EBITDA increased 28.3% to $82.6 million, or 38.9% of revenue, from $64.4 million, or 26.1% of revenue. Information about Bumble's use of non-GAAP financial measures is provided below under “Non-GAAP Financial Measures.”

“We maintained strong operating discipline in Q1, delivering results in line with our expectations and generating strong cash flow,” said Kevin Cook, CFO of Bumble Inc. “The company’s performance and outlook reflect a more efficient cost structure with continued investment in product and platform capabilities designed to support sustainable growth.”

Key Operating Metrics:

The following metrics were calculated excluding paying users of and revenue generated from Official, advertising and partnerships or affiliates. The Bumble For Friends app was relaunched as BFF in the United States in September 2025. The Company has not sought to generate revenue from the BFF app and therefore it is excluded from our key operating metrics as of March 31, 2026. Please refer to the Definitions section for more information.

(In thousands, except ARPPU)

Three Months Ended

March 31, 2026

Three Months Ended

March 31, 2025

Bumble App Paying Users

2,082.0

2,708.4

Badoo App and Other Paying Users

1,084.3

1,306.3

Total Paying Users

3,166.3

4,014.7

Bumble App Average Revenue per Paying User

$

27.65

$

24.84

Badoo App and Other Average Revenue per Paying User

$

11.26

$

10.72

Total Average Revenue per Paying User

$

22.04

$

20.24

Balance Sheet:

As of March 31, 2026, total cash and cash equivalents were $245.6 million and total debt was $587.5 million.

On April 24, 2026, the Company entered into a new $475.0 million senior secured term loan, the proceeds of which, together with cash on hand, were used to repay in full and terminate its prior term loans. In addition, the Company entered into a new $50.0 million senior secured revolving credit facility, which replaced its previous revolving credit facility. The new facilities extended the Company’s debt maturities to 2030.

Financial Outlook:

A reconciliation of Adjusted EBITDA to GAAP net earnings (loss) and Adjusted EBITDA margin growth to GAAP net earnings (loss) margin growth, which is growth in GAAP net earnings (loss) as a percentage of revenue, has not been provided for the outlook included herein, as the quantification of certain items included in the calculation of GAAP net earnings (loss) cannot be calculated or predicted at this time without unreasonable efforts. For example, the non-GAAP adjustment for stock-based compensation expense requires additional inputs such as number of shares granted and market price that are not currently ascertainable, and the non-GAAP adjustment for certain legal, tax and regulatory reserves and expenses depends on the timing and magnitude of these expenses and cannot be accurately forecasted. For the same reasons, the Company is unable to address the probable significance of the unavailable information, which could have a potentially unpredictable, and potentially significant, impact on its future GAAP financial results.

Bumble anticipates the following results for the second quarter ending June 30, 2026:

Second Quarter 2026:

Total Revenue in the range of $205 million to $213 million, which includes: Bumble App Revenue of $168 million to $174 million. Adjusted EBITDA of $65 million to $70 million. Actual results may differ materially from Bumble’s financial outlook as a result of, among other things, the factors described under “Forward-Looking Statements” below.

Conference Call and Webcast Information

Bumble will host a live webcast of its conference call to discuss its first quarter 2026 financial results at 4:30 p.m. Eastern Time today, May 5, 2026. A webcast of the call and other information related to the call will be accessible on the Investors section of the Company’s website at https://ir.bumble.com. A webcast replay will be available approximately two hours after the conclusion of the live event.

Definitions

As used in this press release, unless otherwise noted or the context requires otherwise, the following terms have the following meanings. Our key metrics (Bumble App Paying Users, Badoo App and Other Paying Users, Total Paying Users, Bumble App Average Revenue per Paying User, Badoo App and Other Average Revenue per Paying User, and Total Average Revenue per Paying User) were calculated excluding paying users of and revenue generated from Official, advertising and partnerships or affiliates. The Bumble For Friends app was relaunched as BFF in the United States in September 2025. The Company has not sought to generate revenue from the BFF app and therefore it is excluded from our key operating metrics as of March 31, 2026.

Total Revenue is the sum of Bumble App Revenue and Badoo App and Other Revenue.

Total Paying Users is the sum of Bumble App Paying Users and Badoo App and Other Paying Users.

Total Average Revenue per Paying User or Total ARPPU is a metric calculated based on Total Revenue in any measurement period divided by the Total Paying Users in such period divided by the number of months in the period.

Bumble App Revenue is revenue derived from purchases or renewals of a Bumble app or Bumble For Friends app subscription plan and/or in-app purchases on Bumble app or Bumble For Friends app in the relevant period.

Bumble App Paying User is a member that has purchased or renewed a Bumble app or Bumble For Friends app subscription plan and/or made an in-app purchase on Bumble app or Bumble For Friends app in a given month. We calculate Bumble App Paying Users as a monthly average, by counting the number of Bumble App Paying Users in each month and then dividing by the number of months in the relevant measurement period.

Bumble App Average Revenue per Paying User or Bumble App ARPPU is a metric calculated based on Bumble App Revenue in any measurement period, divided by Bumble App Paying Users in such period divided by the number of months in the period.

Badoo App and Other Revenue is revenue derived from purchases or renewals of a Badoo app subscription plan and/or in-app purchases on Badoo app in the relevant period, purchases on one of our other apps that we owned and operated in the relevant period, purchases on other third-party apps that used our technology in the relevant period and advertising, partnerships or affiliates revenue in the relevant period.

Badoo App and Other Paying User is a member that has purchased or renewed a subscription plan and/or made an in-app purchase on Badoo app in a given month or made a purchase on one of our other apps that we owned and operated in a given month, or made a purchase on other third-party apps that used our technology in the relevant period. We calculate Badoo App and Other Paying Users as a monthly average, by counting the number of Badoo App and Other Paying Users in each month and then dividing by the number of months in the relevant measurement period.

Badoo App and Other Average Revenue per Paying User or Badoo App and Other ARPPU is a metric calculated based on Badoo App and Other Revenue in any measurement period divided by Badoo App and Other Paying Users in such period divided by the number of months in the period.

Non-GAAP Financial Measures

We report our financial results in accordance with GAAP, however, management believes that certain non-GAAP financial measures provide users of our financial information with useful supplemental information that enables a better comparison of our performance across periods. We believe Adjusted EBITDA provides visibility to the underlying continuing operating performance by excluding the impact of certain expenses, including income tax (benefit) provision, interest and derivative (gains) losses, net, depreciation and amortization expense, stock-based compensation expenses, employer costs related to stock-based compensation, foreign exchange (gain) loss, changes in fair value of contingent earn-out liability, changes in fair value of investments in equity securities, transaction and other costs, litigation costs net of insurance reimbursements that arise outside of the ordinary course of business, tax receivable agreement liability remeasurement (benefit) expense, impairment loss, and costs associated with restructuring, as management does not believe these expenses are representative of our core earnings. We also provide Adjusted EBITDA margin, which is calculated as Adjusted EBITDA divided by revenue. In addition to Adjusted EBITDA and Adjusted EBITDA margin, we believe free cash flow and free cash flow conversion provide useful information regarding how cash provided by (used in) operating activities compares to the capital expenditures required to maintain and grow our business, and our available liquidity, after funding such capital expenditures, to service our debt, fund strategic initiatives, effectuate discretionary share repurchases and strengthen our balance sheet, as well as our ability to convert our earnings to cash. Additionally, we believe such metrics are widely used by investors, securities analysts, ratings agencies and other parties in evaluating liquidity and debt-service capabilities. We calculate free cash flow and free cash flow conversion using methodologies that we believe can provide useful supplemental information to help investors better understand underlying trends in our business.

Our non-GAAP financial measures may not be comparable to similarly titled measures used by other companies, have limitations as analytical tools and should not be considered in isolation, or as substitutes for analysis of our operating results as reported under GAAP. Additionally, we do not consider our non-GAAP financial measures as superior to, or a substitute for, the equivalent measures calculated and presented in accordance with GAAP.

Adjusted earnings before interest, taxes, depreciation and amortization (“Adjusted EBITDA”) is defined as net earnings (loss) excluding income tax (benefit) provision, interest and derivative (gains) losses, net, depreciation and amortization expense, stock-based compensation expense, employer costs related to stock-based compensation, foreign exchange (gain) loss, changes in fair value of contingent earn-out liability, changes in fair value of investments in equity securities, transaction and other costs, litigation costs net of insurance reimbursements that arise outside of the ordinary course of business, tax receivable agreement liability remeasurement (benefit) expense, impairment loss, and restructuring costs.

Adjusted EBITDA margin represents Adjusted EBITDA as a percentage of revenue.

Free cash flow is defined as net cash provided by (used in) operating activities less capital expenditures.

Free cash flow conversion represents free cash flow as a percentage of Adjusted EBITDA.

Operating cash flow conversion represents net cash provided by (used in) operating activities as a percentage of net earnings (loss).

Forward-Looking Statements

This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, without limitation, statements reflecting the current views of management of Bumble Inc. with respect to, among other things, our operations, our financial performance, our industry and our business and other non-historical statements, including without limitation statements related to our product innovation, investment in platform capabilities and member experience enhancement plans, statements regarding our ability to achieve product-led, long-term growth, our ability to maintain financial discipline and the statements in the “Financial Outlook” section of this press release. In some cases, you can identify these forward-looking statements by the use of words such as “outlook,” “believe(s),” “expect(s),” “potential,” “continue(s),” “may,” “will,” “should,” “could,” “would,” “seek(s),” “predict(s),” “intend(s),” “trends,” “plan(s),” “estimate(s),” “anticipate(s),” “projection,” “will likely result” and or the negative version of these words or other comparable words of a future or forward-looking nature. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors include, but are not limited to, the following:

our ability to retain existing members or attract new members and to convert members to paying users (including as a result of shifts in strategy) competition and changes in the competitive landscape of our market our ability to distribute our dating products through third parties, such as Apple App Store or Google Play Store, and offset related fees our ability to attract, hire and retain a highly qualified and diverse workforce, or maintain our corporate culture, including as such factors may be impacted by our global workforce reductions and efforts to restructure our operations our ability to maintain the value and reputation of our brands risks relating to changes to our existing brands and products, or the introduction or acquisition of new brands or products risks relating to certain of our international operations, including geopolitical conditions and successful expansion into new markets the impact of data security breaches or cyber attacks on our systems and the costs of remediation related to any such incidents challenges with properly managing the use of artificial intelligence our ability to obtain, maintain, protect and enforce intellectual property rights and successfully defend against claims of infringement, misappropriation or other violations of third-party intellectual property our ability to comply with complex and evolving U.S. and international laws and regulations relating to our business, including data privacy laws our substantial indebtedness affiliates of Blackstone Inc.’s (“Blackstone”) and our Founder’s control of us the outsized voting rights of Blackstone and our Founder the risk that our restructuring efforts may not generate their intended benefits to the extent or as quickly as anticipated risks relating to the market price volatility of our Class A common stock, which could limit our ability to make acquisitions and retain key personnel and employees, and result in dilution if our stock-based compensation programs issue increased numbers of shares because of a depressed stock price or could result in increased cash compensation expense in the event that we shift the mix of incentive compensation in favor of cash-based awards over equity-based awards changes in business or macroeconomic conditions, including the impact of lower consumer confidence in our business or in the online dating industry generally, recessionary conditions, increased unemployment rates, stagnant or declining wages, changes in inflation or interest rates, geopolitical events (such as trade wars), political unrest, armed conflicts, including conflicts in Eastern Europe and the Middle East, widespread health emergencies or pandemics and measures taken in response, extreme weather events or natural disasters foreign currency exchange rate fluctuations For additional information on these and other factors that could cause Bumble’s actual results to differ materially from expected results, please see our Annual Report on Form 10-K for the year ended December 31, 2025, which was filed with the Securities and Exchange Commission (the “SEC”) on March 16, 2026, as such factors may be updated from time to time in our subsequent periodic filings, which are accessible on the SEC’s website at www.sec.gov. The forward-looking statements included in this press release are made only as of the date of this press release, and we undertake no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except as required by law.

About Bumble

Bumble Inc. is the parent company of Bumble, Badoo and BFF. Bumble brings people closer to love by enabling them to build healthy relationships. Founded in 2014 by Whitney Wolfe Herd, who serves as CEO, Bumble was one of the first dating apps built with women at the center and connects people across dating (Bumble Date) and friendship (Bumble For Friends). Badoo, founded in 2006, was one of the pioneers of web and mobile dating products. BFF is a friendship app for friend-finding, group connections and community-building.

Bumble Inc.

Condensed Consolidated Balance Sheets

(In thousands, except share and per share information)

(Unaudited)

  March 31, 2026

December 31, 2025

ASSETS

Cash and cash equivalents

$

245,589

$

175,760

Accounts receivable (net of allowance of $64 and $86, respectively)

66,199

83,062

Other current assets

45,196

46,449

Total current assets

356,984

305,271

Right-of-use assets

9,193

10,198

Property and equipment (net of accumulated depreciation of $23,889 and $22,706, respectively)

5,790

6,896

Goodwill

732,715

732,715

Intangible assets, net

351,883

351,454

Deferred tax assets, net

9,943

11,429

Other noncurrent assets

6,397

7,115

Total assets

$

1,472,905

$

1,425,078

LIABILITIES AND SHAREHOLDERS’ EQUITY

Accounts payable

$

1,901

$

9,231

Deferred revenue

35,454

36,790

Accrued expenses and other current liabilities

97,463

86,226

Current portion of long-term debt, net

158,656

5,750

Total current liabilities

293,474

137,997

Long-term debt, net

428,834

582,715

Deferred tax liabilities, net

2,321

318

Other long-term liabilities

13,031

22,939

Total liabilities

737,660

743,969

Commitments and contingencies

Shareholders’ equity:

Class A common stock (par value $0.01 per share, 6,000,000,000 shares authorized; 130,389,737 shares issued and outstanding as of March 31, 2026; 129,613,455 shares issued and outstanding as of December 31, 2025)

1,305

1,297

Class B common stock (par value $0.01 per share, 1,000,000 shares authorized; 17 shares issued and outstanding as of March 31, 2026 and December 31, 2025, respectively)





Preferred stock (par value $0.01; authorized 600,000,000 shares; no shares issued and outstanding as of March 31, 2026 and December 31, 2025, respectively)





Additional paid-in capital

1,812,051

1,803,905

Accumulated deficit

(1,349,019

)

(1,394,230

)

Accumulated other comprehensive income

152,760

159,021

Total Bumble Inc. shareholders’ equity

617,097

569,993

Noncontrolling interests

118,148

111,116

Total shareholders’ equity

735,245

681,109

Total liabilities and shareholders’ equity

$

1,472,905

$

1,425,078

Bumble Inc.

Condensed Consolidated Statements of Operations

(In thousands, except per share information)

(Unaudited)

  Three Months Ended

March 31, 2026

Three Months Ended

March 31, 2025

Revenue

$

212,383

$

247,101

Operating costs and expenses:

Cost of revenue

54,824

73,353

Selling and marketing expense

26,960

59,734

General and administrative expense

30,762

21,644

Product development expense

30,171

34,504

Depreciation and amortization expense

4,412

9,585

Impairment loss



3,631

Total operating costs and expenses

147,129

202,451

Operating earnings

65,254

44,650

Interest expense, net

(7,959

)

(12,049

)

Other income (expense), net

6,741

(6,762

)

Income before income taxes

64,036

25,839

Income tax provision

(11,414

)

(6,008

)

Net earnings

52,622

19,831

Net earnings attributable to noncontrolling interests

7,411

6,387

Net earnings attributable to Bumble Inc. shareholders

$

45,211

$

13,444

Net earnings per share attributable to Bumble Inc. shareholders

Basic earnings per share

$

0.35

$

0.13

Diluted earnings per share

$

0.34

$

0.13

Bumble Inc.

Condensed Consolidated Statements of Cash Flows

(In thousands)

(Unaudited)

  Three Months Ended

March 31, 2026

Three Months Ended

March 31, 2025

Cash flows from operating activities:

Net earnings

$

52,622

$

19,831

Adjustments to reconcile net earnings (loss) to net cash provided by operating activities:

Impairment loss



3,631

Depreciation and amortization expense

4,412

9,585

Changes in fair value of interest rate swaps

(675

)

2,636

Changes in fair value of contingent earn-out liability

(36

)

(2,282

)

Non-cash lease expense

956

790

Tax receivable agreement liability remeasurement expense



857

Deferred income tax

3,333

1,327

Stock-based compensation expense

10,818

4,138

Net foreign exchange difference

(8,463

)

10,860

Other, net

444

1,058

Changes in assets and liabilities:

Accounts receivable

18,292

(720

)

Other current assets

3,708

1,559

Accounts payable

(7,485

)

(1,977

)

Deferred revenue

(1,336

)

(1,729

)

Lease liabilities

(1,092

)

(888

)

Accrued expenses and other current liabilities

9,289

(5,475

)

Other, net

(7,562

)

44

Net cash provided by operating activities

77,225

43,245

Cash flows from investing activities:

Capital expenditures

(3,398

)

(2,411

)

Net cash used in investing activities

(3,398

)

(2,411

)

Cash flows from financing activities:

Repayment of term loan

(1,438

)

(1,438

)

Distributions paid to noncontrolling interest holders

(2

)

(7

)

Share repurchases



(28,682

)

Withholding tax paid on behalf of employees on stock-based awards

(2,140

)

(3,422

)

Payments on tax receivable agreement



(8,917

)

Net cash used in financing activities

(3,580

)

(42,466

)

Effects of exchange rate changes on cash and cash equivalents

(602

)

328

Net increase (decrease) in cash and cash equivalents and restricted cash

69,645

(1,304

)

Cash and cash equivalents and restricted cash, beginning of the period

179,254

207,062

Cash and cash equivalents and restricted cash, end of the period

248,899

205,758

Less restricted cash

(3,310

)

(3,515

)

Cash and cash equivalents, end of the period

$

245,589

$

202,243

Bumble Inc.

Reconciliation of GAAP to NON-GAAP Financial Measures

(Unaudited)

  Reconciliation of Net Earnings (Loss) to Adjusted EBITDA and Reconciliation of Net Cash Provided By Operating Activities to Free Cash Flow

  (In thousands, except percentages)

Three Months Ended

March 31, 2026

Three Months Ended

March 31, 2025

Net earnings

$

52,622

$

19,831

Add back:

Income tax provision

11,414

6,008

Interest and derivative (gains) losses, net(1)

7,959

12,049

Depreciation and amortization expense

4,412

9,585

Stock-based compensation expense

10,818

4,138

Employer costs related to stock-based compensation(2)

313

705

Litigation costs, net of insurance reimbursements(3)

4

1,287

Foreign exchange (gain) loss(4)

(6,702

)

6,017

Restructuring costs(5)

1,636

1,210

Transaction and other costs(6)

199

1,313

Changes in fair value of contingent earn-out liability

(36

)

(2,282

)

Changes in fair value of investments in equity securities

(39

)

51

Tax receivable agreement liability remeasurement expense(7)



857

Impairment loss(8)



3,631

Adjusted EBITDA

$

82,600

$

64,400

Net earnings margin

24.8

%

8.0

%

Adjusted EBITDA margin

38.9

%

26.1

%

Net cash provided by operating activities

$

77,225

$

43,245

Less:

Capital expenditures

(3,398

)

(2,411

)

Free cash flow

$

73,827

$

40,834

Operating cash flow conversion

146.8

%

218.1

%

Free cash flow conversion

89.4

%

63.4

%

(1)

Includes interest income received on money market funds and interest rate swaps, fair value changes in interest rate swaps, and interest expense incurred in connection with our long-term debt.

(2)

Represents employer portion of Social Security and Medicare payroll taxes domestically, National Insurance contributions in the United Kingdom and comparable costs internationally related to the settlement of equity awards.

(3)

Represents certain litigation costs, net of insurance proceeds, associated with pending litigations or settlements of litigation that arise outside of the ordinary course of business.

(4)

Represents foreign exchange (gain) loss due to foreign currency transactions.

(5)

Represents costs associated with discontinuing the operations of the Fruitz and Official apps and the 2025 Restructuring Plan, such as severance, benefits and other related costs.

(6)

Represents transaction and other costs primarily related to acquisitions and divestiture of business.

(7)

Represents recognized adjustments to the tax receivable agreement liability prior to its amendment in November 2025.

(8)

Represents impairment charges to the Official asset group in the first quarter of 2025.

Supplementary Information (Unaudited)

  Stock-Based Compensation Expense

  (In thousands)

Three Months Ended

March 31, 2026

Three Months Ended

March 31, 2025

Cost of revenue

$

50

$

154

Selling and marketing expense

889

(839

)

General and administrative expense

6,218

(3,894

)

Product development expense

3,661

8,717

Total stock-based compensation expense

$

10,818

$

4,138

Reconciliation of GAAP costs and expenses to non-GAAP costs and expenses by function

  (In thousands)

Three Months Ended

March 31, 2026

Three Months Ended

March 31, 2025

Cost of revenue GAAP

$

54,824

$

73,353

Stock-based compensation expense

(50

)

(154

)

Employer costs related to stock-based compensation

(4

)

(25

)

Restructuring costs

(369

)

(36

)

Transaction and other costs



(85

)

Cost of revenue non-GAAP

$

54,401

$

73,053

(In thousands)

Three Months Ended

March 31, 2026

Three Months Ended

March 31, 2025

Selling and marketing expense GAAP

$

26,960

$

59,734

Stock-based compensation expense

(889

)

839

Employer costs related to stock-based compensation

(23

)

(39

)

Restructuring costs

(42

)

(195

)

Selling and marketing expense non-GAAP

$

26,006

$

60,339

(In thousands)

Three Months Ended

March 31, 2026

Three Months Ended

March 31, 2025

General and administrative expense GAAP

$

30,762

$

21,644

Changes in fair value of contingent earn-out liability

36

2,282

Litigation costs, net of insurance proceeds

(4

)

(1,287

)

Stock-based compensation expense

(6,218

)

3,894

Employer costs related to stock-based compensation

(111

)

(219

)

Restructuring costs

(178

)

(75

)

Transaction and other costs

(1

)

(408

)

General and administrative expense non-GAAP

$

24,286

$

25,831

(In thousands)

Three Months Ended

March 31, 2026

Three Months Ended

March 31, 2025

Product development expense GAAP

$

30,171

$

34,504

Stock-based compensation expense

(3,661

)

(8,717

)

Employer costs related to stock-based compensation

(175

)

(422

)

Restructuring costs

(1,047

)

(904

)

Transaction and other costs

(198

)

(820

)

Product development expense non-GAAP

$

25,090

$

23,641

(In thousands)

Three Months Ended

March 31, 2026

Three Months Ended

March 31, 2025

Total operating costs and expenses GAAP

$

147,129

$

202,451

Impairment loss



(3,631

)

Depreciation and amortization expense

(4,412

)

(9,585

)

Changes in fair value of contingent earn-out liability

36

2,282

Litigation costs, net of insurance proceeds

(4

)

(1,287

)

Stock-based compensation expense

(10,818

)

(4,138

)

Employer costs related to stock-based compensation

(313

)

(705

)

Restructuring costs

(1,636

)

(1,210

)

Transaction and other costs

(199

)

(1,313

)

Total operating costs and expenses non-GAAP

$

129,783

$

182,864

More News From Bumble Inc.
2026-06-12 21:46 1mo ago
2026-05-05 16:36 2mo ago
Bumble posts upbeat quarterly revenue as platform overhaul targets Gen Z
BMBL Bumble
FMP Stock News
Original source text
Bumble on Tuesday posted first-quarter revenue above estimates as the online dating platform's strategy to win back younger ​users starts to bear fruit.
2026-06-12 21:46 1mo ago
2026-05-05 19:05 2mo ago
Bumble Inc. (BMBL) Q1 Earnings and Revenues Top Estimates
BMBL Bumble
FMP Stock News
Original source text
Bumble Inc. (BMBL - Free Report) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +33.54%. A quarter ago, it was expected that this company would post earnings of $0.28 per share when it actually produced earnings of $1.07, delivering a surprise of +282.14%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Bumble, which belongs to the Zacks Internet - Software industry, posted revenues of $212.38 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.24%. This compares to year-ago revenues of $247.1 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Bumble shares have added about 19.6% since the beginning of the year versus the S&P 500's gain of 5.2%.

What's Next for Bumble?While Bumble has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Bumble was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.19 on $213.69 million in revenues for the coming quarter and $0.81 on $852.57 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 34% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, MongoDB (MDB - Free Report) , is yet to report results for the quarter ended April 2026.

This database platform is expected to post quarterly earnings of $1.18 per share in its upcoming report, which represents a year-over-year change of +18%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

MongoDB's revenues are expected to be $662.17 million, up 20.6% from the year-ago quarter.
2026-06-12 21:45 1mo ago
2026-05-05 19:05 2mo ago
Bumble's paying users are slipping as it bets on an overhaul later this year
BMBL Bumble
FMP Stock News
Original source text
As Bumble gets ready for a big overhaul meant to win back Gen Z users (who are pretty over dating apps right now), its latest earnings still reports that paying users are declining. In the first quarter of 2026, total paying users fell 21.1% to 3.2 million, down from 4 million a year ago. 

This has been the story for a few quarters now. However, during the call to investors this afternoon, Bumble has framed this as a deliberate shift toward higher-quality, more intentional users.

So while total revenue dropped 14.1% to $212.4 million (though it did beat expectations), and Bumble app revenue fell to $172.7 million, its total average revenue per paying user increased nearly 9%. It also reported higher profits: Net earnings increased to $52.6 million compared to $19.8 million in the year-ago quarter (largely from cutting sales and marketing expenses).

On the company’s investor call, founder and CEO Whitney Wolfe Herd described the paid-user decline as part of an intentional reset. “This is a period of real transformation at Bumble over the past few quarters,” she said. “We have executed a deliberate reset of our member base. We made a clear choice to prioritize quality over quantity, focusing on well-intentioned, engaged members. That decision reduced overall scale, but meaningfully improved the health of our ecosystem.”

Still, even with that framing, a shrinking paying user base is hard to ignore. That’s why much of the conversation on the call was more about what comes next. Bumble is asking investors to look ahead to its massive overhaul, which it hopes will eventually reverse the trend.

“When do we start to see a rebound in the numbers you’re all looking for? Well, the answer is very simple. When our technology and our next-gen recommendation engine can actually help better connect people more compatibly and show people who they want to see and out on great dates. That’s where the magic happens,” Herd said.

The overhaul refers to replacing Bumble’s old technology platform with a cloud-native, AI-powered one so it can improve matches and roll out updates more quickly. This is already starting to roll out to some users and will expand over the next few months.

The more noticeable changes, though, are coming later. Bumble said on Tuesday that its full “reimagined” experience for members is now expected to launch in Q4, with a broader rollout continuing into late this year and early next year. That’s a bit later than earlier expectations and shows this is going to be more of a phased rollout than a single big relaunch.

And the changes themselves sound pretty significant. The company is making a big bet that the swiping model is outdated and most matches never turn into actual dates. The company wants to fix that by redesigning profiles, changing how people interact, and focusing a lot more on getting users to meet in real life.

AI is a huge part of that plan. Earlier this year, Bumble introduced something called “Bee,” a built-in matchmaker that learns daters’ preferences, relationship goals, and communication style, then suggests matches based on those factors. In a feature called “Dates,” Bee may even explain why two people are a good fit before they connect. 

Profiles are changing too. Bumble has been experimenting with more detailed, “chapter-style” profiles that go beyond just photos and a short bio. 

Additionally, Bumble is seeing some momentum outside of dating. Its friend-focused app, Bumble BFF, added a Groups tab last year where users can join chats, plan hangouts, and organize events. According to Herd, engagement there is growing, especially among Gen Z women. Group joins nearly doubled between December and March, the company touts. 

For now, Bumble is kind of in wait-and-see mode. The hope is that by fixing how people go from matching to actually going on dates, it can bring users back. But until that new experience is fully out there, it’s still just a bet.

When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.

Lauren covers media, streaming, apps and platforms at TechCrunch.

You can contact or verify outreach from Lauren by emailing [email protected] or via encrypted message at laurenforris22.25 on Signal.
2026-06-12 21:45 1mo ago
2026-05-05 20:01 2mo ago
Compared to Estimates, Bumble (BMBL) Q1 Earnings: A Look at Key Metrics
BMBL Bumble
FMP Stock News
Original source text
For the quarter ended March 2026, Bumble Inc. (BMBL - Free Report) reported revenue of $212.38 million, down 14.1% over the same period last year. EPS came in at $0.34, compared to $0.13 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $211.88 million, representing a surprise of +0.24%. The company delivered an EPS surprise of +33.54%, with the consensus EPS estimate being $0.26.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Bumble performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Badoo App and Other Paying Users: 1.08 million versus 1.08 million estimated by three analysts on average.Bumble App Paying Users: 2.08 million versus the three-analyst average estimate of 2.08 million.Total Average Revenue per Paying User: $22.04 versus $21.99 estimated by three analysts on average.Badoo App and Other Average Revenue per Paying User: $11.26 versus the two-analyst average estimate of $11.37.Bumble App Average Revenue per Paying User: $27.65 versus the two-analyst average estimate of $27.64.Total Paying Users: 3.17 million compared to the 3.15 million average estimate based on two analysts.Revenue- Badoo App and Other: $39.7 million versus the two-analyst average estimate of $39.28 million. The reported number represents a year-over-year change of -12.4%.Revenue- Bumble App: $172.7 million versus the two-analyst average estimate of $172.83 million. The reported number represents a year-over-year change of -14.4%.View all Key Company Metrics for Bumble here>>>

Shares of Bumble have returned +23.8% over the past month versus the Zacks S&P 500 composite's +9.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
2026-06-12 21:45 1mo ago
2026-05-06 03:31 2mo ago
Bumble Inc. (BMBL) Q1 2026 Earnings Call Transcript
BMBL Bumble
FMP Stock News
Original source text
Bumble Inc. (BMBL) Q1 2026 Earnings Call Transcript
2026-06-12 21:45 1mo ago
2026-05-06 15:22 2mo ago
Bumble shares slump as weak outlook overshadows Q1 earnings beat
BMBL Bumble
FMP Stock News
Original source text
Bumble Inc (NASDAQ:BMBL) shares tumbled about 21% to about $3 after the dating app operator issued weaker-than-expected guidance, overshadowing a first quarter earnings beat.

Bumble forecast second-quarter revenue in the range of $205 million to $213 million, below analyst expectations of around $215 million. The company also guided for adjusted EBITDA of $65 million to $70 million for the period.

For Q1, Bumble reported adjusted earnings per share of $0.34, well above analyst expectations of about $0.25 to $0.26. Revenue came in at $212.4 million, slightly ahead of estimates of $211.5 million, though down 14% from $247.1 million a year earlier.

Adjusted EBITDA totaled $83 million, exceeding the $77.5 million consensus, while net earnings rose 165% year over year to $52.6 million.

Despite the better-than-expected profitability, underlying operating trends remained under pressure. Total paying users declined 21.1% to 3.2 million, compared with 4 million in the prior-year period. Average revenue per paying user increased 8.9% to $22.04, partially offsetting the user decline.

By segment, Bumble App revenue fell 14.4% to $172.7 million, while Badoo App and other revenue declined 12.4% to $39.7 million.

“Our deliberate steps to reset the Bumble member base have meaningfully improved the health of our ecosystem,” Bumble CEO Whitney Wolfe Herd said in a statement.

"We’re now focused on activating this higher-quality member base by launching a fully reimagined Bumble experience on our rebuilt, AI-enabled platform later this year.”

Following the report, analysts at Jefferies maintained a Hold rating on the stock and lowered their price target to $4 from $5, citing ongoing user declines and a weaker near-term revenue trajectory.

While they noted gross margin expansion of more than 300 basis points year over year, supported in part by growing adoption of alternative billing methods such as Apple Pay, and said revenue headwinds could begin to moderate through 2026, they flagged continued pressure on paying users.

Jefferies highlighted that Bumble lost about 100,000 paying users sequentially in the first quarter, worse than the roughly 80,000 decline expected by the Street, with year-over-year declines showing limited signs of sustained improvement.

They noted the launch of new member experiences in select markets in Q4, with a broader rollout in 2027.

“The platform will continue adding AI features, group dating, a new interaction model, and refreshed profiles, all supported by a dedicated marketing campaign,” they wrote.

“Management sees this as a key recovery driver and, importantly, now has a clear timeline. In parallel, the company has reduced its tech debt to increase product velocity.”
2026-06-12 21:45 1mo ago
2026-05-07 15:06 2mo ago
Bumble is getting rid of the swipe, CEO says
BMBL Bumble
FMP Stock News
Original source text
Will dating app malaise finally kill off the swipe? For Bumble, at least, that seems to be the case.

In an interview with Axios on Thursday, Bumble CEO Whitney Wolfe Herd confirmed that Bumble will get rid of swiping, the defining feature of 2010s dating apps.

“We are going to be saying goodbye to the swipe and hello to something that I believe is revolutionary for the category,” Wolfe Herd said.

Bumble is planning to overhaul its app later this year, following several disappointing quarters in which the app consistently lost paying users. In this year’s first quarter, Bumble’s paid users fell about 21% to 3.2 million, down from 4 million last year.

Redesigning the app is a pretty serious intervention, signaling to investors that the situation is dire. But like any good CEO, Wolfe Herd has done some verbal gymnastics to argue that Bumble is doing a very good job at losing money.

“This is a period of real transformation at Bumble over the past few quarters,” she said on this week’s quarterly earnings call. “We have executed a deliberate reset of our member base. We made a clear choice to prioritize quality over quantity, focusing on well-intentioned, engaged members. That decision reduced overall scale, but meaningfully improved the health of our ecosystem.”

Based on Wolfe Herd’s past comments about Bumble’s new direction, the company is expected to lean into AI — Bumble is even working on an AI dating assistant called Bee, and Wolfe Herd has made many comments over the years about how AI will be “a supercharger to love and relationships.”

Of course, dating apps already use AI to decide what users should be shown to one another. But Gen Z is trending more negative toward in-your-face AI features, and Wolfe Herd has expressed interest in more extreme futures, like having personal AI bots that date other AI bots for you. So, it’s unclear if these “Black Mirror”-like overtures will effectively attract users in their 20s. Bumble’s overhaul isn’t expected to launch until the last quarter of this year, so users will still be swiping for now.

When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.

Amanda Silberling is a senior writer at TechCrunch covering the intersection of technology and culture. She has also written for publications like Polygon, MTV, the Kenyon Review, NPR, and Business Insider. She is the co-host of Wow If True, a podcast about internet culture, with science fiction author Isabel J. Kim. Prior to joining TechCrunch, she worked as a grassroots organizer, museum educator, and film festival coordinator. She holds a B.A. in English from the University of Pennsylvania and served as a Princeton in Asia Fellow in Laos.

You can contact or verify outreach from Amanda by emailing [email protected] or via encrypted message at @amanda.100 on Signal.
2026-06-12 21:45 1mo ago
2026-05-08 11:30 2mo ago
Bumble ditching swipes as online dating slows
BMBL Bumble
FMP Stock News
Original source text
May 8th, 2026 - Morning Brief Yahoo Finance's Head of News, Myles Udland, and Julie Hyman discuss the latest jobs market report and Bumble's decision to get rid of swipes as online dating slows. == — Facebook: https://www.facebook.com/yahoofinance — X/Twitter: https://x.com/YahooFinance — Instagram: https://www.instagram.com/yahoofinance/ — TikTok: https://www.tiktok.com/@yahoofinance — LinkedIn: https://www.linkedin.com/company/yahoo-finance https://finance.yahoo.com/
2026-06-12 21:45 1mo ago
2026-05-20 17:41 2mo ago
Your next Bumble match may be chosen by AI instead of your thumb
BMBL Bumble
FMP Stock News
Original source text
Bumble has a new AI assistant: a matchmaker named Bee. The dating app company recently revealed the new dating guru during its fourth-quarter earnings call, which was first reported by TechCrunch.

Essentially, Bee’s job is to learn about what users want in a partner through initial private conversations and to help them find matches through Bumble’s new “Dates” tool. Bee’s job will eventually get bigger, too. She will help plan dates and even ask for (anonymous) feedback about those dates in the same way a close friend with inside information might offer. In addition to the new AI tool, Bumble will be moving away from swiping right (yes) or left (no) and into entirely new territory, with Bee leading the charge.

In an interview with Axios, Bumble founder and CEO Whitney Wolfe Herd said that Bee’s introduction, along with the rest of the changes coming to the app, are due to the fact that users have simply outgrown swiping left or right. “Now, people are feeling exhausted. They’re feeling fatigued,” Wolfe Herd explained. “They feel like the swipe has degraded their love lives.” 

Bee’s introduction seems like a major change for the app. But for Bumble, it’s the latest in a number of recent changes. While the app used to only allow women to send the first message to potential matches, it abandoned that rule when it introduced the “opening moves” feature, which allowed men to answer preset prompt questions and gave women a 24-hour window to reply. Bumble explained at the time that it was responding to criticism that leaving women with the chore of making the first move “sometimes felt like just another thing to do on top of everything else” on the to-do list.

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In a May 5 press release, Wolfe Herd said the brand’s “reset” is already working to improve the app, but now the company is focused on the next phase of its revamp—it’s AI tool.

“We’re now focused on activating this higher-quality member base by launching a fully reimagined Bumble experience on our rebuilt, AI-enabled platform later this year,” the CEO explained. “This next chapter will deliver a more intuitive, personalized way to connect and help members move more confidently and quickly to in-person dates,” Wolfe Herd added.

For those who have been on dating apps for months or even years, it’s tough to imagine how Bumble will function without swiping, and with a virtual assistant in its place. But it’s also tough to imagine how dating apps like Bumble can continue down the same path they’ve been moving along for years. That’s because dating app fatigue has been hard to miss in recent years. According to a 2025 Forbes health survey, 78% of dating app users reported feeling burned out by endless swiping without real results.

“There are so many ways to meet people, but actually forming a real connection is much more rare. A lot of people are stuck between wanting something real and being afraid to really show up for [a relationship], put themselves out there, and truly be vulnerable,” Sabrina Romanoff, a Harvard-trained clinical psychologist and Forbes Health Advisory Board member, says per the report.

“People want connection, but they’re tired of the games, the ghosting, the emotional whiplash. Dating feels like a second job sometimes, with very little pay,” Romanoff adds. Likewise, that burnout showed up in Bumble’s own numbers. According to the brand’s latest earnings report, in the first quarter of 2026, total paying users fell 21.1% to 3.2 million, down from 4 million just last year.  

Burnout is likely a big part of why singles have been shifting away from dating apps for years now. But they’re not simply staying home. According to data shared with Axios, from 2022 to 2025, singles events advertised on the event’s page Eventbrite doubled. In 2024, event listings aimed at singles rose by 30%, and attendance skyrocketed by 85%. Therefore, singles are still seeking partners. But they no longer seem to believe in the power of the dating app.

Bumble’s AI is still in its beta-testing stage, but it will be here soon enough for users to test out. Bee is rolling out in select markets sometime in the fourth quarter, the company says. And, as far as dating app burnout goes, it seems she already has her work cut out for her.

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ABOUT THE AUTHOR

Sarah Bregel is a writer, editor, and single mom living in Baltimore. She’s contributed to New York Magazine, The Washington Post, Vice, InStyle, Slate, Parents, and others. More
2026-06-12 21:45 1mo ago
2026-06-02 11:38 1mo ago
Bumble is launching a new paid group-dating feature as it fights to stay competitive with Tinder
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Whitney Wolfe Herd returned to the position of Bumble CEO in 2025. Patrick T. Fallon / AFP via Getty Images Bumble has "Plans" for you.

The dating app is set to launch a new group-dating feature called "Plans" this week, Business Insider has learned. The pilot, which launches in New York and costs money to participate in, will bring together small gatherings of Bumble users to meet in-person.

Users must pay a flat fee to RSVP to a "Plan." After signing up, Bumble users can also invite a plus-one to tag along to the "Plan." That friend must also pay the RSVP fee. Daters will see the meet-up location after payment.

After attending the "Plan," Bumble will ask users about their experience and whether they liked any specific attendees. Then, users can match with those crushes and continue messaging on the app.

Bumble's latest feature joins a slew of other dating apps embracing in-person experiences, as worries of "swipe fatigue" grow. It also represents a new potential revenue stream for the company, which has faced declining revenue. The company's full-year total revenue decreased by 9.9% between 2025 and 2024, and was down 14.1% year-over-year in the first quarter of 2026.

In a Slack message sent to employees this week, Bumble announced the launch of the "Plans" social handle, @plansbybumble. The account is still private, though its profile logo matches images Business Insider viewed.

While this "Plans" launch is limited to New York, Bumble plans to roll out the feature nationally, based on performance.

The @plansbybumble account is currently private.  Screenshot via Instagram The move echoes two recent launches from Tinder, one of Bumble's primary competitors. Tinder launched "Double Date" in June, a social dating feature that lets users swipe (and meet up) with their friends.

In March, Tinder announced a new "Events" tab, which connected users to in-person dating experiences. The feature is still testing in Los Angeles, across the country from Bumble's "Plans" pilot.

"Events are fun, they're low-pressure, they're social, they're safe," Tinder CEO Spencer Rascoff told Business Insider in March. "They're bringing Tinder into the physical world in a way that is consistent with our users' lifestyles."

Like much of the dating app category, Bumble's stock has suffered recently. The stock is down around 45% year over year.

Bumble has tried similar in-person dating experiences. In 2022, the company launched Bumble IRL, a series of local events to "meet cool people in your city." The company is also hosting a handful of bar events in New York this summer.

Meanwhile, a variety of new dating app startups promise to get users more face-to-face connections, like Court IRL, First Round's on Me, and 222.

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