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NEW YORK, June 10, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Roblox Corporation (NYSE: RBLX) between October 30, 2025 and April 30, 2026, inclusive (the “Class Period”). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 7, 2026.

, /PRNewswire/ -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Roblox Corporation (NYSE: RBLX) common stock between October 30, 2025 and April 30, 2026, both dates inclusive (the "Class Period"), have until August 7, 2026 to seek appointment as lead plaintiff of the Roblox class action lawsuit. Captioned Mukherjee v. Roblox Corporation, No. 26-cv-05489 (N.D. Cal.), the Roblox class action lawsuit charges Roblox and certain of Roblox' top executive officers with violations of the Securities Exchange Act of 1934.

If you suffered substantial losses and wish to serve as lead plaintiff of the Roblox class action lawsuit, please provide your information here:

https://www.rgrdlaw.com/cases-roblox-class-action-lawsuit-rblx.html

You can also contact attorneys Ken Dolitsky or Michael Albert of Robbins Geller by calling 800/851-7783 or via e-mail at [email protected].

CASE ALLEGATIONS: Roblox operates as a global video gaming and social networking company.

The Roblox class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) defendants created the false impression that they possessed reliable information pertaining to Roblox' bookings growth expectations and the overall anticipated impact from the age verification rollout while also minimizing risks associated with the rollout and its potential knock-on effects; (ii) Roblox misled investors when discussing tailwinds resulting from the age verification process while continuing to be "enormously bullish" on their tech rollouts as well as claiming to be able to "rely on [their] tremendous organic growth"; and (iii) Roblox relied far too heavily on viral events to drive growth and failed to communicate to investors the potential knock-on impacts of the age verification rollout, including how it could impact the platform's ratings, engagement, and overall public perception.

On April 30, 2026, Roblox announced its 2026 first quarter results, allegedly reporting declines in revenue guidance and projected annual bookings growth, as well as reductions in communication engagement, app store ratings, and organic sign-ups as a result of the age verification rollout. On this news, the price of Roblox stock fell more than 18%, according to the complaint.

THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired Roblox common stock during the Class Period to seek appointment as lead plaintiff in the Roblox class action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the Roblox class action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the Roblox class action lawsuit. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the Roblox class action lawsuit.

ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world's leading law firms representing investors in securities fraud and shareholder rights litigation. Our Firm ranked #1 on the most recent ISS Securities Class Action Services Top 50 Report, recovering more than $916 million for investors in 2025. This marks our fourth #1 ranking in the past five years. And in those five years alone, Robbins Geller recovered $8.4 billion for investors – $3.4 billion more than any other law firm. With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs' firms in the world, and the Firm's attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever – $7.2 billion – in In re Enron Corp. Sec. Litig. Please visit the following page for more information:

https://www.rgrdlaw.com/services-litigation-securities-fraud.html

Past results do not guarantee future outcomes.
Services may be performed by attorneys in any of our offices. 

Contact:
          Robbins Geller Rudman & Dowd LLP
          Ken Dolitsky
          Michael Albert
          655 W. Broadway, Suite 1900, San Diego, CA 92101
          800/851-7783
         [email protected]

SOURCE Robbins Geller Rudman & Dowd LLP

, /PRNewswire/ -- Robbins LLP informs stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Roblox Corporation (NYSE: RBLX) securities between October 30, 2025 and April 30, 2026. Roblox is a gaming and creation platform. The platform itself consists of the Roblox Client, the Roblox Studio, and the Roblox Cloud.

For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003.

The Allegations: Robbins LLP is Investigating Allegations that Roblox Corporation (RBLX) Misled Investors Regarding the Impact of Its Age Verification Rollout on User Growth and Fiscal 2026 Performance

According to the complaint, during the class period, defendants provided investors with material information concerning Roblox's expected growth potential for fiscal year 2026 following the rollout of its new age verification features. Defendants expressed significant confidence in the Company's purported "tremendous organic growth" and minimized the severity and certainty of headwinds associated with the rollout. On February 5, 2026, defendants provided guidance of 22-26% bookings growth for fiscal 2026, which allegedly factored in anticipated headwinds identified during earlier testing runs of the age verification rollout. Defendant Chopra further stated that the guidance reflected the Company's "confidence in the adoption of our age-checking technology." Defendants provided these overwhelmingly positive statements while failing to disclose material adverse facts concerning Roblox's true organic growth potential; notably, that enrollment in the age verification rollout would quickly taper, slowing on-platform communication, reducing app store ratings, and resulting in a significant decline in organic growth. Such statements, absent these material facts, caused Plaintiff and other shareholders to purchase Roblox securities at artificially inflated prices.

Plaintiff alleges that on April 30, 2026, Roblox announced its financial results for the first quarter of fiscal 2026. Management slashed bookings growth guidance down to 8-12% and a corresponding decline to margin expectations. Defendants disclosed the age verification rollout had caused much more significant impacts to engagement and organic growth than management had previously suggested and age check adoption had only increased to 51% global daily active users, from 45% at the end of the previous quarter. On this news, Roblox's stock price fell to $45.13 per share on May 1, 2026, a decline of about 18.33% in the span of just a single day.

What Now: You may be eligible to participate in the class action against Roblox Corporation. Shareholders who wish to serve as lead plaintiff for the class should contact Robbins LLP. The lead plaintiff is a representative party who acts on behalf of other class members in directing the litigation. You do not have to participate in the case to be eligible for a recovery. If you choose to take no action, you can remain an absent class member. For more information, click here.

All representation is on a contingency fee basis. Shareholders pay no fees or expenses. 

About Robbins LLP: A recognized leader in shareholder rights litigation, the attorneys and staff of Robbins LLP have been dedicated to helping shareholders recover losses, improve corporate governance structures, and hold company executives accountable for their wrongdoing since 2002. 

To be notified if a class action against Roblox Corporation settles or to receive free alerts when corporate executives engage in wrongdoing, sign up for Stock Watch today.

Attorney Advertising. Past results do not guarantee a similar outcome.

SOURCE Robbins LLP

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Roblox To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Roblox between October 30, 2025 and April 30, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

New York, New York--(Newsfile Corp. - June 11, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Roblox Corporation ("Roblox" or the "Company") (NYSE: RBLX) and reminds investors of the August 7, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Watch our latest video highlighting the key allegations: 

Cannot view this video? Visit:
https://www.youtube.com/watch?v=rFoJC-j0rW0

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Roblox's organic growth potential; notably, that Roblox would see a significant slowdown in its growth rates as enrollment in the age verification rollout would quickly taper, compounding the resulting slowdown in on-platform communication, resulting in app store rating reductions and a swift reduction in organic growth. Such statements absent these material facts caused Plaintiff and other shareholders to purchase Roblox's securities at artificially inflated prices.

On April 30, 2026, Roblox announced its financial results for the first quarter of fiscal 2026. Management slashed bookings growth guidance down to 8-12% and a corresponding decline to margin expectations. Defendants disclosed the age verification rollout had caused much more significant impacts engagement and organic growth than management had previously suggested and age check adoption had only increased to 51% global daily active users, from 45% at the end of the previous quarter.

Investors and analysts reacted immediately to Roblox's revelation. The price of Roblox's common stock declined dramatically. From a closing market price of $55.26 per share on April 30, 2026, Roblox's stock price fell to $45.13 per share on May 1, 2026, a decline of about 18.33% in the span of just a single day.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Roblox's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Verra class action, go to www.faruqilaw.com/RBLX or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300920

Source: Faruqi & Faruqi LLP

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INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Roblox Corporation of Class Action Lawsuit and Upcoming Deadlines - RBLX PR Newswire

NEW YORK, June 11, 2026

, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Roblox Corporation ("Roblox" or the "Company") (NYSE: RBLX). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.

The class action concerns whether Roblox and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.

You have until August 7, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Roblox securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.

[Click here for information about joining the class action]

On April 30, 2026, Roblox announced its 2026 first quarter results, allegedly reporting declines in revenue guidance and projected annual bookings growth, as well as reductions in communication engagement, app store ratings, and organic sign-ups as a result of the rollout of the Company's age-verification process.

On this news, Roblox's stock price fell more than 18%, damaging investors.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

View original content to download multimedia:https://www.prnewswire.com/news-releases/investor-alert-pomerantz-law-firm-reminds-investors-with-losses-on-their-investment-in-roblox-corporation-of-class-action-lawsuit-and-upcoming-deadlines--rblx-302798726.html

SOURCE Pomerantz LLP

, /PRNewswire/ -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Roblox Corporation (NYSE: RBLX) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Roblox securities between October 30, 2025 and April 30, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/RBLX.

Roblox Case Details

The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:

Defendants overstated Roblox's organic growth potential and the Company's ability to sustain "tremendous organic growth" following the rollout of its age verification features; Defendants downplayed and failed to adequately disclose the severity and certainty of headwinds associated with the age verification rollout, including a slowdown in user enrollment, reduced on-platform communication, and associated negative impacts on app store ratings; as a result of these undisclosed trends, Roblox's growth rates were expected to decline more sharply than represented; and as a result of the foregoing, Defendants' statements about the Company's business, operations, and prospects were materially false and misleading at all relevant times. What's Next for Roblox Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/RBLX. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Roblox you have until August 7, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Roblox Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Roblox Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Contact Info

Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]

Attorney advertising.
Prior results do not guarantee similar outcomes.

SOURCE Bronstein, Gewirtz & Grossman, LLC

NEW YORK--(BUSINESS WIRE)---- $RBLX #BFA--Roblox Corporation Sued for Securities Fraud after Age Verification Rollout Leads to 18% Stock Drop – Investors Notified to Contact BFA Law.

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.

-

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

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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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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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.

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.

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.

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.”

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/

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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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Fidelity National Information Servcs Inc (NYSE:FIS) reported upbeat earnings for the first quarter on Friday.

The company posted quarterly earnings of $1.36 per share which beat the analyst consensus estimate of $1.29 per share. The company reported quarterly sales of $3.295 billion which beat the analyst consensus estimate of $3.277 billion.

Fidelity National Info said it sees second-quarter adjusted EPS of $1.45-$1.49 and sales of $3.375 billion-$3.395 billion.

“We delivered a strong start to 2026, with disciplined execution driving margin expansion and robust cash flow generation,” said FIS CEO and President Stephanie Ferris. “The market is strong, banks are investing, and the innovation that is redefining financial services runs through FIS. As evidenced by our recent announcements and partnerships, we are positioning ourselves at the forefront of this new era of modern banking.”

Fidelity National Info shares fell 2.7% to trade at $42.30 on Monday.

These analysts made changes to their price targets on Oshkosh following earnings announcement.

Cantor Fitzgerald analyst Ramsey El-Assal maintained Fidelity National Info with an Overweight rating and lowered the price target from $62 to $55. RBC Capital analyst Daniel R. Perlin maintained the stock with an Outperform rating and lowered the price target from $69 to $57. Goldman Sachs analyst Will Nance maintained the stock with a Buy and lowered the price target from $65 to $57. Considering buying FIS stock? Here’s what analysts think:

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JACKSONVILLE, Fla.--(BUSINESS WIRE)--FIS® (NYSE: FIS), a global leader in financial technology, will present on Tuesday, May 19, 2026 at the J.P. Morgan 54th Annual Global Technology, Media and Communications Conference at 4:15 pm ET.

A live audio webcast, as well as a replay, will be accessible on the Investor Relations section of FIS’ homepage, www.fisglobal.com.

About FIS

FIS is a financial technology company providing solutions to financial institutions and businesses globally. We unlock financial technology to the world across the money lifecycle underpinning the world’s financial system. Our people are dedicated to advancing the way the world pays, banks and invests, by helping our clients to confidently run, grow, and protect their businesses. Headquartered in Jacksonville, Florida, FIS is a member of the Fortune 500® and the Standard & Poor’s 500® Index. To learn more, visit FISglobal.com.

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Key facts

Launch of FIS Enterprise Risk Suite on AWS delivers a cloud-native risk management platform that gives financial institutions non-stop access to the latest risk functionality without disruptive upgrade cycles. Deployment eliminates the trade-off between staying current and staying operational. JACKSONVILLE, Fla.--(BUSINESS WIRE)--Global financial technology leader FIS® today announced the launch of FIS Enterprise Risk Suite on Amazon Web Services (AWS). Upgrading risk software has always meant disruption and for firms managing risk in real-time, that’s a trade-off they can’t afford. This deployment on AWS reduces this by delivering a cloud-native risk management platform that keeps financial institutions on the latest version of the software, continuously and without operational disruption.

In today's volatile, highly regulated markets, financial institutions face mounting pressure to track a growing range of risks, but upgrading to a new software version has historically forced firms to choose between staying current and staying operational. Enterprise Risk Suite on AWS resolves that tension, and represents a fundamental shift in how clients deploy, scale and consume enterprise risk technology, by replacing the lengthy, disruptive upgrade cycles of legacy infrastructure with continuous, seamless delivery of the latest capabilities.

With Enterprise Risk Suite now available on AWS, FIS manages upgrades on behalf of its clients through a CI/CD model, meaning institutions always run the most current version of the software without needing to divert focus from risk management to infrastructure.

The platform's microservice-based, cloud-native architecture enables clients to linearly scale their risk architecture in the cloud and run higher volumes of calculations with lossless performance, and through burst computing, clients can instantly acquire additional processing power for large calculations or peak workloads, without maintaining costly on-premise hardware.

The launch builds on FIS' recognition as a Category Leader across all quadrants in the Chartis Credit Risk Management Systems report, validating the platform's strength across both market and credit risk.

Andrés Choussy, President of the Capital Markets at FIS said: “The move to a cloud-native architecture on AWS showcases our commitment to unlock financial technology across the money lifecycle, and removes the trade-off between staying current and staying operational. Our clients can now run the latest, most powerful version of Enterprise Risk Suite at all times, while scaling their risk infrastructure dynamically to meet whatever the market demands. This modern framework combined with comprehensive risk coverage enables smarter, faster and more capital-efficient risk management decisions that drive revenue growth.”

John Kain, Head of Financial Services Market Development, Amazon Web Services said: "Financial institutions need risk management infrastructure that keeps pace with market volatility without sacrificing operational continuity. By deploying Enterprise Risk Suite on AWS, FIS is delivering exactly that — a cloud-native platform that gives clients continuous access to the latest capabilities, elastic compute power for peak workloads, and the scalability to grow without the burden of legacy upgrade cycles. We're proud to support FIS in transforming how the insurance industry manages risk."

About FIS

FIS is a financial technology company providing solutions to financial institutions and businesses. We unlock financial technology to the world across the money lifecycle underpinning the world’s financial system. Our people are dedicated to advancing the way the world pays, banks and invests, by helping our clients to confidently run, grow, and protect their businesses. Our expertise comes from decades of experience helping financial institutions and businesses of all sizes adapt to meet the needs of their customers by harnessing where reliability meets innovation in financial technology. Headquartered in Jacksonville, Florida, FIS is a member of the Fortune 500® and the Standard & Poor’s 500® Index. To learn more, visit FISglobal.com. Follow FIS on LinkedIn, Facebook and X.

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BankSouth, a community bank with $1.6 billion in assets under management, has selected FIS as its core banking platform provider to power its retail and business banking businesses. The agreement will enable BankSouth to accelerate integration with existing partners and reduce time-to-market for new fintech partnerships from months to weeks. JACKSONVILLE, Fla.--(BUSINESS WIRE)--FIS® (NYSE: FIS), a global leader in financial technology, today announced that BankSouth, a top-performing community bank in Georgia, has selected FIS to power its retail and business banking businesses.

BankSouth's decision to replace its existing core platform was driven by the bank’s need to better serve its customers by integrating AI capabilities and third-party fintech solutions more rapidly. The bank sought a technology partner that could scale with its ambitions, enable faster innovation, and support modern API-based integrations.

"BankSouth’s growth ambitions align perfectly with what FIS can deliver," said Andrew Beatty, Head of Global Cores, FIS. "With strong data capabilities and a future-ready architecture, FIS gives BankSouth the scalability and speed to innovate with confidence. We’re proud to support BankSouth in this next phase of its modernization journey, helping the bank manage the full money lifecycle on an integrated platform while unlocking new opportunities to serve its customers with excellence."

As the center of a fully connected financial ecosystem, FIS gives BankSouth access to:

FIS Code Connect, an open API platform that simplifies integrations and enables speed to market with innovative technologies Advanced payments and card capabilities, including disputes, digital card functionality, and tools to help drive non-interest income Enhanced fraud protection, utilizing predictive analytics to identify and prevent threats before they occur Standardized data feeds, enabling BankSouth to more seamlessly implement AI-based fraud detection applications, personalized product recommendations, and enhance back-office automation "Even as the pace of technological change ramps up, personal relationships remain at the heart of community banking," said Harold Reynolds, President and CEO, BankSouth. "FIS gives us seamless connectivity to the fintech partners we need, and their data strategy and commitment to data-driven banking set them apart. That, combined with their payments depth, innovation and genuine focus on client success, positions us to implement a real AI strategy — one that makes our consumer customers' lives easier and keeps our business customers competitive and responsive as commerce rapidly evolves."

About FIS

FIS is a financial technology company providing solutions to financial institutions and businesses. We unlock financial technology to the world across the money lifecycle underpinning the world's financial system. Our people are dedicated to advancing the way the world pays, banks and invests, by helping our clients to confidently run, grow and protect their businesses. Our expertise comes from decades of experience helping financial institutions and businesses of all sizes adapt to meet the needs of their customers by harnessing where reliability meets innovation in financial technology. Headquartered in Jacksonville, Fla., FIS is a member of the Fortune 500® and the Standard & Poor's 500® Index.

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JACKSONVILLE, Fla.--(BUSINESS WIRE)--FIS® (NYSE: FIS), a global leader in financial technology, and InvestCloud, a global leader in wealth technology, today announced the launch of FIS digital wealth solutions, designed to give advisors and their clients a streamlined experience and a more complete financial picture across trust, advisory, and externally held accounts.

As financial institutions work with fragmented systems and disparate data sources, their wealth clients increasingly expect an intuitive, always-on digital experience. FIS digital wealth solutions are designed to help firms deliver interactions that are personalized, secure, and actionable. For wealth firms, that means advisors are working from a connected dashboard. For advisors, that means a system that reasons across client data, portfolio positions, compliance requirements, and transaction history - surfacing what matters, when it matters.

The new solution leverages InvestCloud’s Advisor Workspace and Client Experience capabilities, which today support trillions in wealth assets worldwide, and is integrated with FIS’s core processing platforms to provide a single connected environment spanning advisor tools, client-facing experiences, and AI capabilities-without requiring institutions to replace their existing infrastructure. InvestCloud’s unified data model brings together client data, interactions, and portfolio activity to power agentic AI capabilities that help advisors surface timely insights and actions. The new solution is designed to help firms modernize the front office while continuing to rely on the FIS platforms that power their operations.

Leveraging FIS Code Connect, institutions can deploy FIS’ digital wealth solutions without disrupting current framework. Built-in security controls, audit capabilities, and data governance features support supervision and regulatory requirements, while AI safeguards are designed to prevent client data from being stored or used to train models, helping to protect sensitive personal information.

“Financial institutions want to modernize the wealth experience without disrupting the foundation they've built,” said Jim Johnson, Co-President, Banking Solutions, FIS. “With InvestCloud, we're giving clients the flexibility to deliver an intelligent front office while continuing to rely on the FIS platforms that already power their operations.”

“The FIS partnership is a unique platform to expand our footprint to bring differentiated capabilities to financial institutions to help them delight their wealth clients. InvestCloud brings the digital experience and AI-enabled expertise that today’s advisors and clients expect,” said Jeff Yabuki, Chairman and CEO, InvestCloud. “At a time of transformative change, we are working together to deliver the personalized, high-touch service that strengthens relationships and keeps the human connection at the center of wealth management.”

FIS currently serves more than 600 financial institutions, representing approximately $5.5 trillion in assets supported by the platforms, across large financial institutions, community and regional banks, private banks, trust companies, family offices, registered investment advisors (RIAs), and other specialized wealth management firms.

About FIS

FIS is a financial technology company providing solutions to financial institutions and businesses globally. We unlock financial technology to the world across the money lifecycle underpinning the world’s financial system. Our people are dedicated to advancing the way the world pays, banks and invests, by helping our clients to confidently run, grow, and protect their businesses. Headquartered in Jacksonville, Florida, FIS is a member of the Fortune 500® and the Standard & Poor’s 500® Index. To learn more, visit FISglobal.com.

About InvestCloud

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of wealth management, the company serves a broad array of clients globally, including Wealth and Asset Managers, Financial Institutions, RIAs, and TAMPs. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients and is an industry leader with more than $4 trillion in managed accounts assets. The company is extending this leadership through Altic and PM+, bringing access and scale to alternative investments and enabling advisors to manage public and private assets in a single, connected experience. InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a unified data platform and agentic AI capabilities. Headquartered in the United States, InvestCloud serves clients around the world.

InvestCloud.com | LinkedIn

Key Takeaways FIS is seeing strong demand for digital banking, payments modernization and AI-driven automation.Banking Solutions revenues jumped 44% in Q1 2026, while EBITDA margin rose to 39.6%.FIS faces lending market weakness and rising interest costs tied to its $16.8B debt load. Fidelity National Information Services, Inc. (FIS - Free Report) is well-poised for growth, driven by strong segment performances, digital transformation and innovations, international market presence, partnerships and solid cash flow generation abilities. Its forward P/E of 6.68X is significantly lower than the industry average of 16.32X. The company has a Value Score of A.

With a market capitalization of $22.5 billion, Fidelity National is a Jacksonville, FL-based financial technology company that provides solutions to financial institutions and businesses globally. Over the past year, shares of FIS have fallen 45.5% compared with the industry’s 23% decline.

Courtesy of solid prospects, FIS currently carries a Zacks Rank #3 (Hold).

Where Do Estimates for FIS Stand?The Zacks Consensus Estimate for Fidelity National’s 2026 earnings is pegged at $6.28 per share, indicating a 9.2% year-over-year rise. In the past seven days, it has witnessed one upward estimate revision against none in the opposite direction. Furthermore, the consensus mark for revenues is pegged at $13.8 billion for 2026, implying a 29.3% year-over-year rise. FIS beat earnings estimates in three of the past four quarters and met once, with an average surprise of 1.9%.

FIS’ Growth DriversFIS is benefiting from rising demand for digital banking, payments modernization and AI-driven automation as financial institutions continue increasing technology investments. The company delivered strong recurring contract momentum during the quarter, with annual contract value growth accelerating across banking, capital markets, lending and digital solutions. Products such as Money Movement Hub, digital banking tools and lending platforms are gaining traction among regional and community banks, supporting a stronger long-term revenue pipeline.

FIS continues to witness solid revenue growth, thanks to the robust performances from its Banking Solutions and Capital Market Solutions segments. Adjusted revenues from Banking Solutions and Capital Market Solutions businesses increased 44% and 3% year over year in the first quarter of 2026, respectively. The company’s adjusted EBITDA margin improved 176 basis points year over year to 39.6%, primarily driven by acquisitions of Total Issuing Solutions business, a favorable business mix and cost savings initiatives.

AI is emerging as a key growth driver for FIS. Its partnership with Anthropic focuses on developing AI-powered banking agents for financial crimes investigations, leveraging FIS’ data, compliance expertise and regulatory infrastructure. The recently secured BankSouth contract further strengthens FIS’ push into AI-enabled banking modernization, with initial AI agent rollout expected in the second half of 2026.

The company is also expanding its digital asset and next-generation payments capabilities through initiatives such as Project Keystone and the Lyriq platform. These solutions are designed to help banks adopt tokenized deposits and digital currency capabilities in a secure and compliant way. Growing interest from banks in digital payments, stablecoin infrastructure and tokenized deposits is creating additional opportunities for FIS to strengthen its role in the evolving financial ecosystem.

Cost optimization initiatives and a disciplined capital allocation strategy are also helping the company strengthen free cash flow, with a long-term target of exceeding $3 billion by 2028. Its cash generation abilities enable it to continue elevating shareholder value through share buybacks and dividend payouts. In the first quarter of 2026, the company rewarded its shareholders with share buybacks worth $30 million and paid dividends of $232 million.

FIS’ Key RisksThere are some factors, however, that investors should keep a careful eye on.

FIS continues to face pressure from macroeconomic uncertainty, particularly within its Capital Markets segment. Volatility in lending markets and weaker debt issuance activity are weighing on loan syndication-related revenues, with softness expected to continue through 2026.

Fidelity National’s debt-laden balance sheet induces an increase in interest expenses, which can limit financial flexibility. As of March 31, 2026, long-term debt, excluding the current portion, amounted to $16.8 billion. Net interest expenses of $197 million increased 146.3% year over year in the first quarter of 2026. Its net debt-to-capital of 49.2% is well above the industry average of 24.3%.

Key PicksSome top-ranked stocks in the business services space are Priority Technology Holdings, Inc. (PRTH - Free Report) , Sezzle Inc. (SEZL - Free Report) and Dave Inc. (DAVE - Free Report) . PRTH is sporting a Zacks Rank #1 (Strong Buy) at present, while SEZL and DAVE carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Priority Technology’s current-year earnings is pinned at $1.24 per share and has witnessed one upward revision in the past 30 days against no movement in the opposite direction. Priority Technology beat earnings estimates in two of the trailing four quarters and missed twice, with the average surprise being 4.4%. The consensus estimate for current-year revenues is pegged at $1 billion, implying 8.5% year-over-year growth.

The Zacks Consensus Estimate for Sezzle’s current-year earnings is pinned at $5.09 per share and has witnessed four upward revisions in the past 30 days against no movement in the opposite direction. Sezzle beat earnings estimates in each of the trailing four quarters, with the average surprise being 17.4%. The consensus estimate for current-year revenues is pegged at $592.6 million, implying 31.6% year-over-year growth.

The Zacks Consensus Estimate for Dave’s current-year earnings is pinned at $15.46 per share and has witnessed two upward revisions in the past 30 days against no movement in the opposite direction. Dave beat earnings estimates in each of the trailing four quarters, with the average surprise being 45.8%. The consensus estimate for current-year revenues is pegged at $713.7 million, implying 28.8% year-over-year growth.

There was a time when issuer processing was defined by what happened after the sale. Approve the transaction. Move the money. Reconcile the ledger. Manage the exception. It was essential plumbing invisible to the consumer, disconnected from the commercial decision, and measured almost entirely by issuers on uptime and cost efficiency.

That era is ending.

In a conversation with PYMNTS CEO Karen Webster, Jim Johnson, co-president of banking solutions at FIS, laid out a case that the issuer processing stack is undergoing a fundamental repositioning, from back office to front of house, from cost center to competitive differentiator.

The forces driving the shift are converging simultaneously, he said. Digital wallets are aggregating credentials at the point of purchase, real-time rails are compressing settlement into seconds, artificial intelligence is reshaping discovery and purchase intent, and new forms of programmable money are introducing logic into the payment itself.

The implication for banks is unquestionable, he said. Institutions that continue to treat issuing as an operational line item, something that happens downstream of the customer relationship, risk being disintermediated not by a single competitor, but by the architecture of modern commerce itself.

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“The issuer and issuer processor really [have] to be much more involved on the front end of the transaction,” Johnson said.

The opportunity now sits earlier in the cycle, where offers are presented, funding sources are selected and incentives are matched to consumer behavior, he said.

From Settlement Engine to Strategic Asset The traditional issuer processing model was built for a linear world. The consumer chose a card, the merchant submitted a request, and the processor authorized, cleared and settled. The bank’s value was embedded in risk management and balance sheet funding. Processing was a throughput game.

What has changed is where the payment decision now forms. Digital wallets present multiple credentials simultaneously. AI-driven shopping agents evaluate funding options on behalf of the consumer. Merchant checkout flows route toward preferred rails. By the time a transaction reaches the traditional authorization layer, the most consequential decisions have already been made. The issuer may not have been part of any of them.

FIS’ response is a deliberate effort to push issuer capabilities upstream, Johnson said. SKU-level data, originally developed for restricted purchasing environments such as EBT, is now being applied to commercial and issuer programs to connect payment activity directly to product-level outcomes. Merchants want tighter accountability for marketing spend. Issuers want proof that incentives drive behavior. Both require intelligence that lives inside the processing layer, not bolted on after the fact.

Webster pointed to Smart Basket capabilities as an example of infrastructure designed to attach intelligence directly to credentials and checkout decisions, creating a layer where consumers, merchants and issuers each derive value at the point of sale.

The message to banks is that the processing stack is no longer downstream of strategy. It is strategy. Institutions that can’t surface relevant offers, optimize funding selection and deliver real-time incentives through their credentials will find themselves invisible at the moment that matters most.

Real-Time Rails Make Latency Fatal The FedNow® Service and other instant payment rails have done more than accelerate settlement, Johnson said. They have compressed the window in which issuer data has economic value. In a batch-processing world, overnight reconciliation was adequate. In a real-time world, insight that arrives after the money has moved is worthless.

The modernization work inside FIS began with exactly this recognition, he said. The company’s legacy monolithic platforms, built over decades, needed to be re-architected not just for cloud efficiency but for data immediacy.

“We made the decision that to be around another 50 years, we really had to modernize our monolithic platforms, get them into the cloud, but more importantly, get the data into modern storage technology that allows us to unlock that in real time,” Johnson said.

For banks, this is more than a technology migration story. It is a question of whether the institution can act on what it knows before someone else does. Real-time rails reward real-time intelligence. An issuer that can detect a shift in repayment behavior, flag a life event or match a loyalty incentive to an in-session purchase has a fundamentally different competitive position than one still working from yesterday’s batch file.

AI is the accelerator of this shift, not the origin.

“To use and make AI valuable, data is the fuel,” Johnson said.

The takeaway for issuers is that AI investments are only as valuable as the data infrastructure feeding them. Modernized processing is the prerequisite, not the afterthought.

Programmable Money Widens the Gap The pressure on legacy issuer infrastructure intensifies further as new forms of money emerge. Stablecoins, tokenized deposits and smart credentials introduce capabilities that traditional payment instruments were never designed to carry, including conditional logic, automated execution and cross-system coordination.

Stablecoins have drawn attention for settlement speed and portability. Tokenized deposits offer a different value proposition by keeping funds inside regulated banking frameworks while enabling programmability. Both represent an expansion of what payment infrastructure can do, and both raise the stakes for issuers whose systems cannot support them, Johnson said.

New rails will not uniformly displace existing ones. Different transactions will continue to prioritize different outcomes, such as immediacy in some cases, and economics or exception handling in others. The complexity for issuers is that they must support multiple rails simultaneously while helping their institutions understand where each creates value, he said.

For banks, the strategic question is whether their processing partner can navigate that multiplicity or whether they are locked into a single-rail architecture that leaves them unable to participate in new flows. The issuer processor, in this framing, becomes the bridge between the bank’s balance sheet and the expanding universe of payment endpoints.

The Disintermediation Risk Is Architectural Consumer behavior is already moving in this direction, Webster said. Consumers are showing up at the doorsteps of AI-driven discovery models, even if they remain hesitant to delegate the full transaction. When they arrive, the credential they present needs to carry memory, rewards and intelligence, not simply serve as a funding instrument.

The observation sharpens the disintermediation risk. Banks aren’t losing transactions to a single FinTech or tech platform. They’re losing relevance because the architecture of payment selection is moving to a layer where their credentials have no voice. If the wallet presents the options, the AI agent evaluates them, and the merchant’s checkout optimizes the outcome. The issuer that hasn’t embedded intelligence into its credential is simply not in the conversation.

Johnson connected this directly to FIS’ broader data strategy and to the expanded visibility created through the TSYS integration. Adding credit activity to the company’s dataset strengthened its ability to understand how consumers manage obligations alongside deposits, lending and payment behavior.

“What you get when you add the credit activity is you get a great insight on how a consumer manages obligations,” Johnson said.

That broader perspective allows issuers to move beyond risk models weighted toward negative outcomes and instead build more complete, forward-looking views of customer financial health, he said.

Processing Is the Strategy Issuer processing has outgrown its back-office identity. For banks evaluating their payments roadmap, the question is no longer whether processing infrastructure is modern enough to handle volume. It is whether that infrastructure is positioned to influence the decisions that determine where volume goes.

Being part of the flow, not routed around it, requires issuers to treat their processing stack as the connective tissue between data, decisioning, credentials and commerce. Banks that recognize issuing as a front-of-house strategic function will shape the next generation of payment experiences. Those that do not will settle other people’s transactions.

“Our job is to make sure transactions go through our clients, not around them,” Johnson said.

For issuers, that statement is both the opportunity and the warning.