Palo Alto Networks (PANW - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this security software maker have returned +30.9%, compared to the Zacks S&P 500 composite's +1.9% change. During this period, the Zacks Security industry, which Palo Alto falls in, has gained 42.8%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Palo Alto is expected to post earnings of $0.96 per share for the current quarter, representing a year-over-year change of +1.1%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
The consensus earnings estimate of $3.72 for the current fiscal year indicates a year-over-year change of +11.4%. This estimate has changed +0.4% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $3.99 indicates a change of +7.5% from what Palo Alto is expected to report a year ago. Over the past month, the estimate has changed -0.1%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Palo Alto.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of Palo Alto, the consensus sales estimate of $3.35 billion for the current quarter points to a year-over-year change of +32.1%. The $11.41 billion and $13.71 billion estimates for the current and next fiscal years indicate changes of +23.7% and +20.2%, respectively.
Last Reported Results and Surprise HistoryPalo Alto reported revenues of $3 billion in the last reported quarter, representing a year-over-year change of +31.1%. EPS of $0.85 for the same period compares with $0.8 a year ago.
Compared to the Zacks Consensus Estimate of $2.94 billion, the reported revenues represent a surprise of +2%. The EPS surprise was +4.94%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Palo Alto is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Palo Alto. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Palo Alto Networks falls 8.5% post Q3 results as rising costs pressure margins, but rapid SASE growth and major enterprise wins support long-term growth.
The cybersecurity ETF that some marketing committee decided to brand Themes Cybersecurity ETF (NASDAQ:SPAM) is having the kind of year that makes you forget its ticker is the universal shorthand for unwanted email. Through the first five months of 2026, SPAM is up 27.54%, climbing from $30.65 on December 31, 2025 to $39.09 on June 5, 2026. The S&P 500, via the SPDR S&P 500 ETF Trust (NYSEARCA:SPY), is up 8.16% over the exact same window. That is more than three times the broad market, achieved by a fund whose entire pitch is sitting in a basket of 36 companies that sell digital locks.
The ticker irony is real. The performance is genuine.
What a tripling of the S&P actually looks like in dollars If you put $10,000 into SPAM on the last trading day of 2025 at $30.65 and walked away, you were holding roughly $12,750 as of the June 5 close at $39.09. The same $10,000 in SPY bought in at $681.92 and finished at $737.55, worth about $10,820. One of those balances pays for a used car. The other pays for a tank of gas.
What makes the gap stranger is how recently SPAM was the laggard in this story. As of February 10, 2026, the fund had returned just 19.4% since its December 2023 launch, well behind the S&P over the same stretch, with a tiny $2.4 million in assets under management and a portfolio dragged down by losses in top names like CrowdStrike and Palo Alto Networks. Four months later, the same fund is the one putting up the numbers people screenshot.
The mechanism behind the outperformance SPAM tracks the Solactive Cyber Security Index, holds 36 cybersecurity stocks, and charges 0.35%. That is the wrapper. The engine is something else.
Cybersecurity in 2026 is a sector where the demand side and the threat side are both being fed by the same money. AI capex is at multi-year highs (Vanguard pegs the baseline forecast for corporate capital expenditure growth at 7.0% through 2026, well above the 2023 to 2024 pace of 3.8%), and a meaningful share of that spending is going into infrastructure that needs to be defended. At the same time, attackers are using the same generative tools to write better phishing, automate intrusion, and probe networks at scale. When the offense and the defense are both buying more compute, the companies selling the defense product line collect from both sides of the trade.
That backdrop is showing up in analyst coverage. Zacks projects cybersecurity spending growing at a 13.8% CAGR from 2026 to 2034, reaching $699.39 billion, and frames the category as a beneficiary of both AI adoption and rising geopolitical tension. Goldman Sachs goes further in its 2026 outlook, calling out economic security as a prominent theme for 2026, tied to NATO defense commitments, reindustrialization, and supply chain resilience. Cybersecurity sits at the intersection of every one of those.
Which is to say SPAM is winning because the names inside, the CrowdStrike, Palo Alto Networks, Fortinet, and Akamai of the holdings list, are being repriced as durable beneficiaries of the same AI capex cycle that is carrying the rest of the tape, rather than as discretionary IT line items that get cut when budgets tighten.
The momentum is fresh, and that matters Most of SPAM’s 2026 gain came late. The fund is up 14.61% in the last month alone, climbing from $34.10 on May 6 to $39.09 on June 5. SPY, over the same one-month window, returned roughly 0.5%. A run that concentrated tells you something. Either the market just figured out a thesis it had been ignoring, or a thesis it already believed got a fresh catalyst. The bullish technical coverage piling up in late May, including a Stock Traders Daily note on May 29 calling out a sustained breakout and compelling upside potential due to a lack of resistance levels above the current price, fits the second story more than the first.
One number to file away. SPAM is down 2.56% over the last week, with the most recent session a 4.44% drop on June 5. A fund that just ran 14% in a month and then gave back a couple of percent in five sessions is doing what concentrated thematic funds do. The volatility is part of the price of admission.
What to watch from here The honest read is that SPAM’s 2026 run is real, mechanism-driven, and tied to a spending cycle that the major investment houses expect to keep running through next year. It is also a $2.4 million AUM fund holding 36 names in a single thematic sleeve, which is the textbook setup for sharp drawdowns when the AI capex narrative gets challenged. Goldman flags exactly this risk, noting that a marked reversal and broad unwind of AI-related investments could be the precursor to a hard landing.
The indicators worth tracking are the quarterly capex guides from the hyperscalers, the billings and net new ARR numbers from CrowdStrike and Palo Alto when they report, and the Bureau of Economic Analysis private fixed investment data that Vanguard cites in its 7.0% baseline forecast. If those three keep printing in the same direction, the mechanism that produced this gap holds. If any of them rolls over, a 36-stock concentrated cybersecurity ETF with a four-letter joke for a ticker is going to give back the outperformance faster than it earned it. That is the trade you are taking when you buy SPAM today: the next print of those three numbers, not the run that already happened.
The headline number making the rounds on cybersecurity ETF Twitter is bigger than the one the tape actually printed, and that gap is the most useful place to start. WisdomTree Cybersecurity Fund (NASDAQ:WCBR) closed at $33.54 on June 5, 2026, up from $27.56 on May 6. That is a clean one-month move, and on $10,000 of principal it turns into roughly $12,170. The bigger figure you may have seen depends on where you anchor the start date. Run the clock back to the April 7 low at $25.90 and the gain stretches to about 29.5% through June 5. Either way, this is a real run in a fund that spent most of the past two years as a punchline.
The year-to-date math is the cleaner story. WCBR opened 2026 at $27.85 and is now up about 20% YTD. For comparison, SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is up about 8% YTD over the same window, with a roughly 0.5% one-month return. So WCBR is running ahead of the S&P 500 by a factor of roughly two-and-a-half on the year and by an order of magnitude over the last thirty days. That is what the position just did. The question is why.
What Actually Drove The Run Three concrete things converged. The first is a change in narrative. For most of 2024 and 2025, cybersecurity software was treated as collateral damage in what ETF Trends in May 2026 called the "SaaSpocalypse," the worry that AI-native tooling would compress seat-based security spending and that the incumbents would be disrupted before they could disrupt anything themselves. That framing has flipped. The current read from inside the sector is that "artificial intelligence and cybersecurity are proving to be complementary rather than competitive", with agentic AI driving both the threat surface (autonomous attack tooling) and the defense budget (autonomous response). When the perceived disruptor becomes the perceived demand driver, the multiple comes back fast.
The second is structural, and it matters more than most people noticed. On March 20, 2026, WisdomTree revamped the index methodology behind WCBR, pulling market-cap weighting more heavily into the construction and reducing what had become an awkward over-representation of Fastly relative to pure-play security platforms like CrowdStrike and Palo Alto Networks. In plain English, the fund stopped being a bet on a niche edge-compute name and started behaving more like a basket of the cybersecurity platforms that are actually winning enterprise budget. That re-weighting landed roughly two weeks before the April low and explains a non-trivial piece of why the rebound has been steeper than the sector ETFs that did not get a methodology refresh.
The third is positioning. Short interest in WCBR collapsed by 76.7% in March 2026, falling to 8,725 shares from 37,376 in February. That is the kind of move that does not happen unless the people who were betting against the fund have decided the trade is over. On the other side, JPMorgan, Bank of America, Citadel, Jane Street, and HighTower all showed up as buyers. Short covering plus institutional accumulation, into a thin-volume ETF with a market cap of about $80.67 million, will produce exactly the kind of one-month chart WCBR just produced.
The Mechanism Behind The Mechanism Underneath the narrative and the positioning sits the actual spending data. Enterprise security budgets are not cyclical in the way ad spend is cyclical. Rising sophistication of cybercrime and diverging global regulatory approaches keep the dollars flowing whether the macro tape is risk-on or risk-off. The December 2025 National Public Data breach, which exposed personal data of nearly 3 billion people and triggered a class-action lawsuit, is the kind of headline that puts a CISO budget request on the CFO’s desk by the next quarter. Compounding events like that are what make cybersecurity the rare software vertical where AI is read as a tailwind for spending rather than a deflationary force on it.
Holdings-level, the move tracks the platforms. CrowdStrike posted what news flow in March 2026 described as a "blowout" Q1. Palo Alto Networks is being treated as the core AI-native security platform in the fund. Zscaler has been flagged as a leader in the recovery. The run reflects the basket itself re-rating, not a single stock pulling the group along.
What You Should Actually Watch From Here The conditions that produced a 20% YTD print are not the same conditions that would produce another 20% from here. The fund is now trading at a P/E of about 37, which is rich on any sober reading of where enterprise software multiples should clear. The one-year return is still only about 7%, the five-year is roughly 52%, and over the same five-year window SPY returned about 75%. WCBR has not been a structural winner against the broad index. It has been a sector trade that goes through long stretches of underperformance punctuated by sharp catch-up moves. This is one of the catch-up moves.
The leading indicators worth tracking are concrete. Watch quarterly enterprise security spending guidance from CrowdStrike and Palo Alto Networks, because those two read-throughs will tell you whether the demand story is durable or whether it was a March quarter sugar high. Watch the short interest data, which currently sits near zero and therefore offers no further fuel for a squeeze. Watch the bid-ask spreads on WCBR itself, because low average daily volume and a wide spread mean the fund can give back a lot of this run in a single illiquid session. WCBR was already down about 4% on June 5 and roughly 3% on the week, which is the tape telling you the easy money has been made.
The honest read is that the setup that produced the surge (narrative flip, methodology refresh, short covering, institutional accumulation) is largely spent. The setup that justifies owning the fund from here (durable enterprise security spending against an AI threat surface that keeps expanding) is broadly intact at a much higher valuation, which is a different trade than the one that just paid. If you missed the run, cybersecurity demand almost certainly keeps growing. The real question is whether you are willing to pay a 37 multiple to own it through a fund that has historically lagged SPY over five years. That answer should not depend on what the last thirty days looked like.
, /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW) and Deutsche Telekom (XETRA: DTE) today announced Sovereign Cortex with T Security. This solution brings the Palo Alto Networks Cortex® AI-driven SecOps platform to Europe's most regulated industries, with data sovereignty controls independently governed by Deutsche Telekom.
Today's AI-driven threat landscape demands immediate, real time effective cybersecurity. Yet many of Europe's regulated organisations – in healthcare, the public sector, financial services and critical national infrastructure – face a fundamental challenge: adopting cloud-delivered AI security, while meeting Europe's growing sovereignty requirements. Increasingly codified in GDPR, NIS2 and DORA and equivalent European frameworks, these requirements demand demonstrable controls that go beyond data residency: control over who can access data, how it is encrypted, how provider access is audited, and how it is handled in support operations.
Sovereign Cortex with T Security addresses these requirements and enables Europe's most regulated organisations to adopt cloud-delivered security without sovereignty compromise. Anchored by Deutsche Telekom, as the independent European trust partner, it delivers the full capabilities of the Cortex platform with purpose-built sovereignty controls for Europe's regulatory environment.
In addition to the data residency controls we provide customers for all of our cloud services, Sovereign Cortex with T Security provides additional sovereign controls for every layer of the environment. This includes customer and systems (telemetry) data, encryption keys, and independently audited access logs. Furthermore, all support personnel are based exclusively in Europe, and all contractual agreements are governed by European law.
Helmut Reisinger, CEO of EMEA at Palo Alto Networks
"European organisations — from public authorities to critical infrastructure operators — have been clear with us: they need real time AI-driven security and they need verifiable data sovereignty controls, and they should not have to choose between them. This is our direct response to what customers and regulators across Europe have been asking for – a service that honours Europe's sovereignty, maintains the security effectiveness and modular platformization our customers depend on, and reflects the trust they place in us."
Thomas Tschersich, CEO Deutsche Telekom Security GmbH and CSO Deutsche Telekom AG
"Our joint offering is currently unique in Europe at this level of quality. We meet the compliance requirements of NIS2, DORA, and KRITIS with respect to data sovereignty — without asking our customers to compromise on the effectiveness of their cyber defence."
A customer-led approach to sovereignty
This solution reflects direct engagement with regulated organisations and public authorities across Europe — designed around the specific, verifiable controls they require, not a broad interpretation of sovereignty. It is built to evolve as sovereignty regulation across Europe develops.
Sovereign Cortex with T Security will initially be available to organisations in healthcare, financial services, the public sector and critical national infrastructure, with broader availability to follow. The initial release is planned for Q3 2026.
Learn more about how Palo Alto Networks and Deutsche Telekom are bringing AI-driven security to European industries.
About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.
About Deutsche Telekom
Deutsche Telekom (XETRA:DTE) is Europe's leading digital telco company, serving around 220 million customers across mobile, fixed-network and IT services. Through its subsidiaries Deutsche Telekom Security and T-Systems, the Group is also one of Europe's largest providers of cybersecurity and managed security services. With security operations centers across Europe, an end-to-end European network and IT infrastructure, and decades of experience serving regulated industries and public-sector customers, Deutsche Telekom provides the European trust anchor for sovereign digital services. Learn more at www.telekom.com/companyprofile.
Forward-Looking Statements
This release contains forward-looking statements that involve risks, uncertainties and assumptions, including, without limitation, statements regarding the benefits, impact, or performance or potential benefits, impact or performance of our products and technologies or future products and technologies. These forward-looking statements are not guarantees of future performance, and there are a significant number of factors that could cause actual results to differ materially from statements made in this release. We identify certain important risks and uncertainties that could affect our results and performance in our most recent Annual Report on Form 10-K, our most recent Quarterly Report on Form 10-Q, and our other filings with the U.S. Securities and Exchange Commission from time-to-time, each of which are available on our website at investors.paloaltonetworks.com and on the SEC website at www.sec.gov. All forward-looking statements in this release are based on information available to us as of the date hereof, and we do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made.
From Firewall Vendor to AI Security Platform A decade ago, Palo Alto Networks (NASDAQ: PANW | PANW Price Prediction) was still primarily known as a next-generation firewall company competing with legacy network security incumbents. The transformation since then has been dramatic. Under CEO Nikesh Arora, the company pivoted into a sprawling cybersecurity platform spanning network, cloud, security operations, identity, and AI security.
The strategic bet has a name: platformization. Instead of selling point products, Palo Alto pushes customers to consolidate fragmented tools onto its integrated stack. That thesis got supercharged by AI. Customers racing to deploy generative models needed a way to secure them, and Palo Alto leaned in hard. The CyberArk (NASDAQ:CYBR) acquisition added identity security, and Chronosphere ($3.35B) added observability. The company crossed a $10B revenue run-rate milestone in FY25 and just posted its fifth consecutive EPS beat.
Your $1,000 Became $12,174 Here is what a $1,000 stake in PANW would look like across three time horizons, against the S&P 500.
1-Year Return
Initial Investment: $1,000 Current Value: $1,334 Total Return: 33.43% S&P 500 (same period): $1,234 (23.38%) 5-Year Return
Initial Investment: $1,000 Current Value: $4,535 Total Return: 353.47% Annualized Return: 35.3% S&P 500 (same period): $1,753 (75.32%) 10-Year Return
Initial Investment: $1,000 Current Value: $12,174 Total Return: 1,117.42% Annualized Return: 28.4% S&P 500 (same period): $3,519 (251.89%) PANW beat the market at every horizon, and crushed it over the decade. The holders who endured a brutal $163.50 trough in February 2026 were rewarded with a rip back near the 52-week high inside four months. Even with the 11.37% one-week drop after the recent print, the 10-year compounding still looks like a category-defining win.
Would I Buy It Here? I would put $1,000 into Palo Alto Networks today if I believed the AI cybersecurity wave is closer to the opening act than the peak. Next-Gen Security ARR grew 60% to $8.13 billion, RPO sits at $18.4 billion, and Arora keeps repeating that Mythos-class frontier AI threats have “increased the terminal value of the entire cybersecurity industry.” If platformization keeps compounding and CyberArk integrates cleanly, the $332 base-case target looks reasonable.
I would avoid it if the valuation makes me queasy. A P/E near 191 and 67x forward earnings leave no margin for execution slips. Integration risk on two big acquisitions, $517 million in quarterly share-based comp, and a GAAP operating loss of $183 million are not trivial.
I lean cautiously bullish. The business is firing, but I would scale in rather than buy a full position at this multiple.
While the market spent Friday selling tech, Hightower Chief Investment Strategist Stephanie Link sees the sell-off as a way to get in on the next major opportunity. Speaking on CNBC the morning of June 8, Link argued that instead of treating cybersecurity as a sidecar to artificial intelligence, they should start treating it as the larger, more durable spending theme. Her view is that AI is the problem, and cybersecurity is the solution.
Her posture heading into this week is clear: “I’m actually looking for opportunities, not only in technology but across other sectors.”
“Cybersecurity Is Bigger Than AI” Thesis Link’s centerpiece argument is that cybersecurity will be a major growth sector in its own right. “I actually really do think that cybersecurity is really a place where you want to be. I think cybersecurity is bigger than AI because of AI. AI is not secure,” she said. Her logic is that every enterprise dollar spent on deploying AI creates a new attack surface that has to be defended, monitored, and remediated. That implies future spending on identity, network, cloud, and data security that scales alongside, and arguably outlasts, the initial AI capex wave.
That thesis lines up with what Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) is telling investors. CEO Nikesh Arora said in the Q3 FY26 release that “The latest advancements at the AI frontier have increased the level of urgency around cybersecurity, and redefined the shape of the industry for the coming years.” Next-Generation Security ARR hit $8.10 billion, up 60% YoY, and total revenue rose 31.1% in the quarter.
The Recent Tech Selloff Is a Gift According to Link’s framing, Palo Alto Networks (PANW) is down 10% despite 31% product revenue growth and Next-Gen Security products up 60%. PANW closed Friday at $272.05, with the stock down 3.42% on the week, even as Wall Street’s analyst target sits at $306.56.
The bigger dislocation, in her view, is Broadcom (NASDAQ:AVGO). “When a company just reported earnings up 54%… Total revenues up 78%. AI revenues up 143%, going to 200% next quarter, and software going from 8% to 31%. Like, to me, I think that that is an opportunity, especially as the earnings numbers are going higher,” Link said.
Broadcom fell 19.51% from June 3 to June 5. Yet CEO Hock Tan guided Q3 AI semiconductor revenue to $16 billion and told analysts, “2027 will exceed, very easily, $100 billion in 2027″ in AI sales, with potential to reach $150 billion. Broadcom’s market cap is just shy of $1.9 trillion, with about $75 billion in sales in the past 12 months.
Consolidation Favors the Giants Link expects the cybersecurity sector to consolidate aggressively. “I think you’re going to need more companies, and the bigger companies are going to get bigger and bigger and continue to do acquisitions and that sort of thing,” she said. That maps directly onto Palo Alto’s playbook: CyberArk and Chronosphere combined contributed $388 million to Q3 revenue, and management is guiding to a 40% adjusted free cash flow margin by FY28. For investors sharing Link’s thesis, the implication is to own the companies consolidating the industry, not just the acquisition targets.
The Macro Backdrop Link’s contrarian buying rests on a macro footing she considers favorable. “Unit labor costs came down 1.8% in the first quarter, and productivity went up 2.8%. That’s a great combination, right?” She pegs growth at around 3-3.5%, above trend. The 10-year Treasury yield closed the week at 4.47%, and the VIX spiked to 21.51, an elevated reading but well below the March peak.
As proof of how fast leading stocks can run, Marvell Technology (NASDAQ:MRVL) is up over 200% in two and a half months ahead of S&P 500 inclusion, with CEO Matt Murphy citing “exceptional AI-related bookings” in raising the FY27 and FY28 outlook.
Link’s message is that demand for cybersecurity will grow precisely because AI creates the threats that cybersecurity must defend against. However, investors should recognize that many of these stocks already trade at premium valuations. Palo Alto Networks trades at roughly 67 times forward earnings, meaning higher interest rates and market volatility could create significant swings in share prices even if the long-term investment case remains strong.
Key Takeaways PANW grew Prisma AIRS customers to more than 300 in Q3 FY26, triple the prior quarter level.Palo Alto Networks signed a Prisma AIRS contract worth more than $20M with a global consulting firm.PANW expects Prisma AIRS to reach $100M in annual recurring revenues within the next few quarters. Palo Alto Networks (PANW - Free Report) is seeing strong demand for Prisma AIRS, its AI security platform. Prisma AIRS is designed to secure AI models and AI-powered applications across their lifecycle, including model scanning, red teaming and runtime protection. Management noted that enterprises are moving beyond AI experimentation and beginning to use AI in real workflows. As that happens, security becomes more important, and PANW is positioning AIRS to secure AI from development all the way through production.
Prisma AIRS' customer base tripled on a sequential basis. Prisma AIRS ended the third quarter of fiscal 2026 with more than 300 customers, up from 100 customers at the end of the second quarter. This robust growth was made possible on the back of PANW expanding the platform's capabilities over the past year. Prisma AIRS now includes AI runtime security, model security, identity security, observability and agentic endpoint protection. These additions allow customers to use a single platform to secure different parts of their AI environments.
The platform is also beginning to generate larger deals. During the third quarter, a global consulting company signed a contract worth more than $20 million to use Prisma AIRS for securing its AI applications and agents. The customer processes more than 2 trillion tokens per month on the platform. Management stated that this was the largest Prisma AIRS deal signed so far, showing that enterprise customers are increasing spending on AI security.
Further, PANW expects Prisma AIRS to reach $100 million in annual recurring revenues within the next couple of quarters despite being in the market for less than a year. The above-mentioned factors show how Prisma AIRS is becoming an important contributor to the company's future revenue growth on the back of rapid customer growth, expanding capabilities and growing enterprise adoption. The Zacks Consensus Estimate for fiscal 2026 and 2027 revenues indicates a year-over-year increase of around 23.7% and 20.2%, respectively.
How Competitors Fare Against PANWCompetitors like CrowdStrike (CRWD - Free Report) and SentinelOne (S - Free Report) are also gaining ground through platform expansion and AI innovation.
CrowdStrike ended its first quarter of fiscal 2027 with $5.51 billion in ARR, reflecting 24% year-over-year growth. The robust increase was fueled by the growing adoption of CrowdStrike’s Falcon Flex subscription model.
Though comparatively a small competitor, SentinelOne posted first-quarter fiscal 2027 year-over-year growth of 23% in its ARR. The growth was fueled by the rising adoption of SentinelOne’s AI-first Singularity platform and Purple AI.
PANW’s Price Performance, Valuation & EstimatesShares of Palo Alto Networks have jumped 41% in the year-to-date period compared with the Zacks Security industry’s return of 37.2%.
PANW’s YTD Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, Palo Alto Networks trades at a forward price-to-sales ratio of 15.87X compared with the industry’s average of 15.09X. The Zacks Value Score of F also suggests that PANW stock is overvalued.
PANW Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Palo Alto Networks’ fiscal 2026 and 2027 earnings implies year-over-year growth of 11.4% and 7.5%, respectively. The estimate for fiscal 2026 has been revised up by a penny over the past seven days, while the same for fiscal 2027 has been revised downward by a penny over the past seven days.
Image Source: Zacks Investment Research
Palo Alto Networks currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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 10, 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:
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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).
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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/300762
Source: Faruqi & Faruqi LLP
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New York, New York--(Newsfile Corp. - June 10, 2026) - 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.
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Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300885
Source: Bronstein, Gewirtz & Grossman, LLC
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LOS ANGELES, June 10, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Roblox Corporation, (“Roblox” or the "Company") (NYSE: RBLX) investors of a class action on behalf of investors that bought securities between October 30, 2025 and April 30, 2026, inclusive (the “Class Period”). Roblox investors have until August 7, 2026 to file a lead plaintiff motion.
Investors are encouraged to contact attorney Lesley F. Portnoy, by phone 310-692-8883 or email: [email protected], to discuss their legal rights, or join the case via https://portnoylaw.com/roblox-corporation. The Portnoy Law Firm can provide a complimentary case evaluation and discuss investors’ options for pursuing claims to recover their losses.
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. When the true details entered the market, the lawsuit claims that investors suffered damages.
The Portnoy Law Firm represents investors in pursuing claims caused by corporate wrongdoing. The Firm’s founding partner has recovered over $5.5 billion for aggrieved investors. Attorney advertising. Prior results do not guarantee similar outcomes.
Lesley F. Portnoy, Esq.
Admitted CA, NY and TX Bar [email protected]
310-692-8883
www.portnoylaw.com
SAN DIEGO--(BUSINESS WIRE)--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, 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:
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:
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, 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:
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:
SAN FRANCISCO, June 10, 2026 (GLOBE NEWSWIRE) -- Roblox Corporation (NYSE: RBLX) faces a securities class action lawsuit after its April 30, 2026 Q1 2026 report indicating a surprisingly large sequential decline in daily active users (“DAUs”) tempered by its age-check rollout. The news drove the price of Roblox shares down $10.13 (-18%) the next trading day and erased over $6.7 billion from the company’s market capitalization.
The lawsuit seeks to represent investors who purchased or otherwise acquired Roblox common stock between October 30, 2025 and April 30, 2026.
National shareholder rights firm Hagens Berman is investigating the legal claims that Roblox and its co-defendants violated the federal securities laws. The firm encourages Roblox investors who suffered substantial losses to submit your losses now.
Class Period: Oct. 30, 2025 – Apr. 30, 2026
Lead Plaintiff Deadline: Aug. 7, 2026
Visit: www.hbsslaw.com/investor-fraud/rblx
Contact the Firm Now: [email protected]
844-916-0895
Roblox Corporation (RBLX) Securities Class Action:
The primary focus of the litigation is on the propriety of Roblox’s disclosures about the impact on its business and prospects of the age-check verification rollout aimed at increasing safety within certain social features on its platform. The rollout began in November 2025.
Throughout the Class Period, Roblox has characterized its rollout as the “gold standard” intended to be implemented with “no friction.” The company has also touted its high year-over-year DAU growth and related revenue and bookings growth.
As recently as February 5, 2026, during Roblox’s Q4 2025 earnings call, CEO David Baszucki responded to an analyst’s question about additional detail about the age-check rollout, assuring investors that “[w]e’re very excited and proud of the way our age verification rollout has gone” and “we found so many other opportunities for optimization that I’m very pleased and happy about the way the rollout has gone.”
The complaint alleges that Roblox made false and misleading statements while failing to disclose important information to investors about the true state of the company’s growth potential. More specifically, the complaint alleges that Roblox would see significant growth slowdown as enrollments in its age-check rollout would quickly taper, compounding the resulting slowdown in on-line platform communication and resulting in app store rating reductions and a swift reduction in organic growth.
The truth entered the market on April 30, 2026. That day, Roblox reported its Q1 2026 financial results, revealed a steep deceleration in year-over-year and sequential DAU growth, slashed its 2026 revenue guidance (reflecting ongoing shrinkage in DAU growth), and severely cut its 2026 bookings growth midpoint from 24% to just 10%.
The company blamed its adverse situation on just 51% of Roblox global DAUs having age checked and further revealed that “as a result of age check […] we have seen a reduction in app store ratings, and we believe this may be contributing to a reduction in organic sign-ups that typically flow from app stores.” Roblox also said its lowered prospects are the result of “continued friction” resulting from the age-check rollout.
“We’re focused on when Roblox and its management knew of the adverse consequences of the age-check rollout and whether they intentionally misled investors it,” said Reed Kathrein, the Hagens Berman partner leading the firm’s investigation.
If you invested in Roblox and have substantial losses, or have knowledge that will assist the firm’s investigation, submit your losses now.
If you’d like more information and answers to other frequently asked questions about the Roblox case and the firm’s investigation, read more.
Whistleblowers: Persons with non-public information regarding Roblox should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
About Hagens Berman
Hagens Berman is a global plaintiffs’ rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman’s team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
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.
New York, New York--(Newsfile Corp. - June 10, 2026) - 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.
SO WHAT: If you purchased Roblox common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Roblox class action, go to https://rosenlegal.com/cases/roblox-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. 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. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
DETAILS OF THE CASE: 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. When the true details entered the market, the lawsuit claims that investors suffered damages.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
To join the Roblox class action, go to https://rosenlegal.com/cases/roblox-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300939
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
, /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:
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:
, /PRNewswire/ -- Roblox Corporation (NYSE: RBLX) faces a securities class action lawsuit after its April 30, 2026 Q1 2026 report indicating a surprisingly large sequential decline in daily active users ("DAUs") tempered by its age-check rollout. The news drove the price of Roblox shares down $10.13 (-18%) the next trading day and erased over $6.7 billion from the company's market capitalization.
The lawsuit seeks to represent investors who purchased or otherwise acquired Roblox common stock between October 30, 2025 and April 30, 2026.
National shareholder rights firm Hagens Berman is investigating the legal claims that Roblox and its co-defendants violated the federal securities laws. The firm encourages Roblox investors who suffered substantial losses to submit your losses now.
Class Period: Oct. 30, 2025 – Apr. 30, 2026
Lead Plaintiff Deadline: Aug. 7, 2026
Visit: www.hbsslaw.com/investor-fraud/rblx
Contact the Firm Now: [email protected]
844-916-0895
Roblox Corporation (RBLX) Securities Class Action:
The primary focus of the litigation is on the propriety of Roblox's disclosures about the impact on its business and prospects of the age-check verification rollout aimed at increasing safety within certain social features on its platform. The rollout began in November 2025.
Throughout the Class Period, Roblox has characterized its rollout as the "gold standard" intended to be implemented with "no friction." The company has also touted its high year-over-year DAU growth and related revenue and bookings growth.
As recently as February 5, 2026, during Roblox's Q4 2025 earnings call, CEO David Baszucki responded to an analyst's question about additional detail about the age-check rollout, assuring investors that "[w]e're very excited and proud of the way our age verification rollout has gone" and "we found so many other opportunities for optimization that I'm very pleased and happy about the way the rollout has gone."
The complaint alleges that Roblox made false and misleading statements while failing to disclose important information to investors about the true state of the company's growth potential. More specifically, the complaint alleges that Roblox would see significant growth slowdown as enrollments in its age-check rollout would quickly taper, compounding the resulting slowdown in on-line platform communication and resulting in app store rating reductions and a swift reduction in organic growth.
The truth entered the market on April 30, 2026. That day, Roblox reported its Q1 2026 financial results, revealed a steep deceleration in year-over-year and sequential DAU growth, slashed its 2026 revenue guidance (reflecting ongoing shrinkage in DAU growth), and severely cut its 2026 bookings growth midpoint from 24% to just 10%.
The company blamed its adverse situation on just 51% of Roblox global DAUs having age checked and further revealed that "as a result of age check […] we have seen a reduction in app store ratings, and we believe this may be contributing to a reduction in organic sign-ups that typically flow from app stores." Roblox also said its lowered prospects are the result of "continued friction" resulting from the age-check rollout.
"We're focused on when Roblox and its management knew of the adverse consequences of the age-check rollout and whether they intentionally misled investors it," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation.
If you invested in Roblox and have substantial losses, or have knowledge that will assist the firm's investigation, submit your losses now.
If you'd like more information and answers to other frequently asked questions about the Roblox case and the firm's investigation, read more.
Whistleblowers: Persons with non-public information regarding Roblox should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected] .
About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
, /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.
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New York, New York--(Newsfile Corp. - June 11, 2026) - 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.
SO WHAT: If you purchased Roblox common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Roblox class action, go to https://rosenlegal.com/cases/roblox-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. 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. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
DETAILS OF THE CASE: 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. When the true details entered the market, the lawsuit claims that investors suffered damages.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
To join the Roblox class action, go to https://rosenlegal.com/cases/roblox-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
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-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301168
Source: The Rosen Law Firm PA
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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:
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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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, /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.
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.
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NEW YORK, June 12, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Roblox Corporation (NYSE: RBLX).
Shareholders who purchased shares of RBLX during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.
ALLEGATIONS: 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. 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. Following this news, 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.
DEADLINE: August 7, 2026 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/roblox-corporation-loss-submission-form-2/?id=187703&from=3
NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of RBLX during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. The deadline to seek to be a lead plaintiff is August 7, 2026. There is no cost or obligation to you to participate in this case.
WHY GROSS LAW FIRM? The Gross Law Firm is a nationally recognized class action law firm, and our mission is to protect the rights of all investors who have suffered as a result of deceit, fraud, and illegal business practices. The Gross Law Firm is committed to ensuring that companies adhere to responsible business practices and engage in good corporate citizenship. The firm seeks recovery on behalf of investors who incurred losses when false and/or misleading statements or the omission of material information by a company lead to artificial inflation of the company's stock. Attorney advertising. Prior results do not guarantee similar outcomes.
CONTACT:
The Gross Law Firm
15 West 38th Street, 12th floor
New York, NY, 10018
Email: [email protected]
Phone: (646) 453-8903
, /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.
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Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
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Prior results do not guarantee similar outcomes.
SAN FRANCISCO, June 12, 2026 (GLOBE NEWSWIRE) -- Roblox Corporation (NYSE: RBLX) faces a securities class action lawsuit after its April 30, 2026 Q1 2026 report indicating a surprisingly large sequential decline in daily active users (“DAUs”) tempered by its age-check rollout. The news drove the price of Roblox shares down $10.13 (-18%) the next trading day and erased over $6.7 billion from the company’s market capitalization.
The lawsuit seeks to represent investors who purchased or otherwise acquired Roblox common stock between October 30, 2025 and April 30, 2026.
National shareholder rights firm Hagens Berman is investigating the legal claims that Roblox and its co-defendants violated the federal securities laws. The firm encourages Roblox investors who suffered substantial losses to submit your losses now.
Class Period: Oct. 30, 2025 – Apr. 30, 2026
Lead Plaintiff Deadline: Aug. 7, 2026
Visit: www.hbsslaw.com/investor-fraud/rblx
Contact the Firm Now: [email protected]
844-916-0895
Roblox Corporation (RBLX) Securities Class Action:
The primary focus of the litigation is on the propriety of Roblox’s disclosures about the impact on its business and prospects of the age-check verification rollout aimed at increasing safety within certain social features on its platform. The rollout began in November 2025.
Throughout the Class Period, Roblox has characterized its rollout as the “gold standard” intended to be implemented with “no friction.” The company has also touted its high year-over-year DAU growth and related revenue and bookings growth.
As recently as February 5, 2026, during Roblox’s Q4 2025 earnings call, CEO David Baszucki responded to an analyst’s question about additional detail about the age-check rollout, assuring investors that “[w]e’re very excited and proud of the way our age verification rollout has gone” and “we found so many other opportunities for optimization that I’m very pleased and happy about the way the rollout has gone.”
The complaint alleges that Roblox made false and misleading statements while failing to disclose important information to investors about the true state of the company’s growth potential. More specifically, the complaint alleges that Roblox would see significant growth slowdown as enrollments in its age-check rollout would quickly taper, compounding the resulting slowdown in on-line platform communication and resulting in app store rating reductions and a swift reduction in organic growth.
The truth entered the market on April 30, 2026. That day, Roblox reported its Q1 2026 financial results, revealed a steep deceleration in year-over-year and sequential DAU growth, slashed its 2026 revenue guidance (reflecting ongoing shrinkage in DAU growth), and severely cut its 2026 bookings growth midpoint from 24% to just 10%.
The company blamed its adverse situation on just 51% of Roblox global DAUs having age checked and further revealed that “as a result of age check […] we have seen a reduction in app store ratings, and we believe this may be contributing to a reduction in organic sign-ups that typically flow from app stores.” Roblox also said its lowered prospects are the result of “continued friction” resulting from the age-check rollout.
“We’re focused on when Roblox and its management knew of the adverse consequences of the age-check rollout and whether they intentionally misled investors,” said Reed Kathrein, the Hagens Berman partner leading the firm’s investigation.
If you invested in Roblox and have substantial losses, or have knowledge that will assist the firm’s investigation, submit your losses now.
If you’d like more information and answers to other frequently asked questions about the Roblox case and the firm’s investigation, read more.
Whistleblowers: Persons with non-public information regarding Roblox should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
About Hagens Berman
Hagens Berman is a global plaintiffs’ rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman’s team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
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 trades near 2x cash flow, with a hidden tax asset potentially worth more than its market cap. BMBL repurchased its Tax Receivable Agreement at a significant discount, unlocking $400M+ in future tax savings and boosting cash flow. Despite user declines and management missteps, the company maintains strong pricing power in a duopolistic market and is positioned for margin expansion via direct billing.
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.
Bumble Inc. (BMBL - Free Report) closed at $3.45 in the latest trading session, marking a -1.15% move from the prior day. The stock's change was less than the S&P 500's daily gain of 0.62%. Meanwhile, the Dow gained 0.58%, and the Nasdaq, a tech-heavy index, added 0.83%.
Shares of the company witnessed a gain of 22.89% over the previous month, beating the performance of the Computer and Technology sector with its gain of 2.41%, and the S&P 500's gain of 0.8%.
Market participants will be closely following the financial results of Bumble Inc. in its upcoming release. The company is expected to report EPS of $0.3, up 130.77% from the prior-year quarter. Meanwhile, our latest consensus estimate is calling for revenue of $211.88 million, down 14.25% from the prior-year quarter.
BMBL's full-year Zacks Consensus Estimates are calling for earnings of $0.98 per share and revenue of $852.57 million. These results would represent year-over-year changes of +116.25% and -11.71%, respectively.
It is also important to note the recent changes to analyst estimates for Bumble Inc. Such recent modifications usually signify the changing landscape of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 11.01% increase. At present, Bumble Inc. boasts a Zacks Rank of #3 (Hold).
In terms of valuation, Bumble Inc. is currently trading at a Forward P/E ratio of 3.57. This valuation marks a discount compared to its industry average Forward P/E of 18.39.
It is also worth noting that BMBL currently has a PEG ratio of 0.12. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. BMBL's industry had an average PEG ratio of 1.03 as of yesterday's close.
The Internet - Software industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 141, positioning it in the bottom 43% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
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.
Bumble Inc. (BMBL - Free Report) ended the recent trading session at $4.26, demonstrating a -1.16% change from the preceding day's closing price. This move lagged the S&P 500's daily gain of 1.2%. On the other hand, the Dow registered a gain of 1.79%, and the technology-centric Nasdaq increased by 1.52%.
Prior to today's trading, shares of the company had gained 15.24% outpaced the Computer and Technology sector's gain of 8.24% and the S&P 500's gain of 5.15%.
The investment community will be paying close attention to the earnings performance of Bumble Inc. in its upcoming release. The company is slated to reveal its earnings on May 5, 2026. It is anticipated that the company will report an EPS of $0.3, marking a 130.77% rise compared to the same quarter of the previous year. Meanwhile, our latest consensus estimate is calling for revenue of $211.88 million, down 14.25% from the prior-year quarter.
For the full year, the Zacks Consensus Estimates project earnings of $0.98 per share and a revenue of $852.57 million, demonstrating changes of +116.25% and -11.71%, respectively, from the preceding year.
Investors might also notice recent changes to analyst estimates for Bumble Inc. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. As of now, Bumble Inc. holds a Zacks Rank of #3 (Hold).
In the context of valuation, Bumble Inc. is at present trading with a Forward P/E ratio of 4.41. Its industry sports an average Forward P/E of 19.02, so one might conclude that Bumble Inc. is trading at a discount comparatively.
Also, we should mention that BMBL has a PEG ratio of 0.15. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. By the end of yesterday's trading, the Internet - Software industry had an average PEG ratio of 1.08.
The Internet - Software industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 91, this industry ranks in the top 38% of all industries, numbering over 250.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
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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In the latest close session, Bumble Inc. (BMBL - Free Report) was down 4.75% at $4.21. The stock trailed the S&P 500, which registered a daily loss of 0.41%. At the same time, the Dow lost 0.36%, and the tech-heavy Nasdaq lost 0.89%.
The company's shares have seen an increase of 33.13% over the last month, surpassing the Computer and Technology sector's gain of 14.93% and the S&P 500's gain of 9.71%.
Investors will be eagerly watching for the performance of Bumble Inc. in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on May 5, 2026. The company is forecasted to report an EPS of $0.3, showcasing a 130.77% upward movement from the corresponding quarter of the prior year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $211.88 million, down 14.25% from the year-ago period.
BMBL's full-year Zacks Consensus Estimates are calling for earnings of $0.98 per share and revenue of $852.57 million. These results would represent year-over-year changes of +116.25% and -11.71%, respectively.
It's also important for investors to be aware of any recent modifications to analyst estimates for Bumble Inc. These recent revisions tend to reflect the evolving nature of short-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. Bumble Inc. is currently a Zacks Rank #3 (Hold).
With respect to valuation, Bumble Inc. is currently being traded at a Forward P/E ratio of 4.52. This denotes a discount relative to the industry average Forward P/E of 19.47.
Investors should also note that BMBL has a PEG ratio of 0.15 right now. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Internet - Software was holding an average PEG ratio of 1.14 at yesterday's closing price.
The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 88, placing it within the top 37% of over 250 industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
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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In the latest trading session, Bumble Inc. (BMBL - Free Report) closed at $4.21, marking a -1.17% move from the previous day. The stock trailed the S&P 500, which registered a daily loss of 0.04%. Elsewhere, the Dow lost 0.57%, while the tech-heavy Nasdaq added 0.04%.
Heading into today, shares of the company had gained 30.67% over the past month, outpacing the Computer and Technology sector's gain of 20.43% and the S&P 500's gain of 12.24%.
The investment community will be paying close attention to the earnings performance of Bumble Inc. in its upcoming release. The company is slated to reveal its earnings on May 5, 2026. In that report, analysts expect Bumble Inc. to post earnings of $0.3 per share. This would mark year-over-year growth of 130.77%. Simultaneously, our latest consensus estimate expects the revenue to be $211.88 million, showing a 14.25% drop compared to the year-ago quarter.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $0.98 per share and revenue of $852.57 million. These totals would mark changes of +116.25% and -11.71%, respectively, from last year.
It's also important for investors to be aware of any recent modifications to analyst estimates for Bumble Inc. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has remained unchanged. Bumble Inc. is currently sporting a Zacks Rank of #3 (Hold).
From a valuation perspective, Bumble Inc. is currently exchanging hands at a Forward P/E ratio of 4.36. This signifies a discount in comparison to the average Forward P/E of 18.77 for its industry.
Meanwhile, BMBL's PEG ratio is currently 0.15. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. As the market closed yesterday, the Internet - Software industry was having an average PEG ratio of 1.08.
The Internet - Software industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 70, which puts it in the top 29% of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
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
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
Bumble on Tuesday posted first-quarter revenue above estimates as the online dating platform's strategy to win back younger users starts to bear fruit.
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.
As Bumble gets ready for a big overhaul meant to win back Gen Z users (who are pretty over dating apps right now), its latest earnings still reports that paying users are declining. In the first quarter of 2026, total paying users fell 21.1% to 3.2 million, down from 4 million a year ago.
This has been the story for a few quarters now. However, during the call to investors this afternoon, Bumble has framed this as a deliberate shift toward higher-quality, more intentional users.
So while total revenue dropped 14.1% to $212.4 million (though it did beat expectations), and Bumble app revenue fell to $172.7 million, its total average revenue per paying user increased nearly 9%. It also reported higher profits: Net earnings increased to $52.6 million compared to $19.8 million in the year-ago quarter (largely from cutting sales and marketing expenses).
On the company’s investor call, founder and CEO Whitney Wolfe Herd described the paid-user decline as part of an intentional reset. “This is a period of real transformation at Bumble over the past few quarters,” she said. “We have executed a deliberate reset of our member base. We made a clear choice to prioritize quality over quantity, focusing on well-intentioned, engaged members. That decision reduced overall scale, but meaningfully improved the health of our ecosystem.”
Still, even with that framing, a shrinking paying user base is hard to ignore. That’s why much of the conversation on the call was more about what comes next. Bumble is asking investors to look ahead to its massive overhaul, which it hopes will eventually reverse the trend.
“When do we start to see a rebound in the numbers you’re all looking for? Well, the answer is very simple. When our technology and our next-gen recommendation engine can actually help better connect people more compatibly and show people who they want to see and out on great dates. That’s where the magic happens,” Herd said.
The overhaul refers to replacing Bumble’s old technology platform with a cloud-native, AI-powered one so it can improve matches and roll out updates more quickly. This is already starting to roll out to some users and will expand over the next few months.
The more noticeable changes, though, are coming later. Bumble said on Tuesday that its full “reimagined” experience for members is now expected to launch in Q4, with a broader rollout continuing into late this year and early next year. That’s a bit later than earlier expectations and shows this is going to be more of a phased rollout than a single big relaunch.
And the changes themselves sound pretty significant. The company is making a big bet that the swiping model is outdated and most matches never turn into actual dates. The company wants to fix that by redesigning profiles, changing how people interact, and focusing a lot more on getting users to meet in real life.
AI is a huge part of that plan. Earlier this year, Bumble introduced something called “Bee,” a built-in matchmaker that learns daters’ preferences, relationship goals, and communication style, then suggests matches based on those factors. In a feature called “Dates,” Bee may even explain why two people are a good fit before they connect.
Profiles are changing too. Bumble has been experimenting with more detailed, “chapter-style” profiles that go beyond just photos and a short bio.
Additionally, Bumble is seeing some momentum outside of dating. Its friend-focused app, Bumble BFF, added a Groups tab last year where users can join chats, plan hangouts, and organize events. According to Herd, engagement there is growing, especially among Gen Z women. Group joins nearly doubled between December and March, the company touts.
For now, Bumble is kind of in wait-and-see mode. The hope is that by fixing how people go from matching to actually going on dates, it can bring users back. But until that new experience is fully out there, it’s still just a bet.
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Lauren covers media, streaming, apps and platforms at TechCrunch.
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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.”
Will dating app malaise finally kill off the swipe? For Bumble, at least, that seems to be the case.
In an interview with Axios on Thursday, Bumble CEO Whitney Wolfe Herd confirmed that Bumble will get rid of swiping, the defining feature of 2010s dating apps.
“We are going to be saying goodbye to the swipe and hello to something that I believe is revolutionary for the category,” Wolfe Herd said.
Bumble is planning to overhaul its app later this year, following several disappointing quarters in which the app consistently lost paying users. In this year’s first quarter, Bumble’s paid users fell about 21% to 3.2 million, down from 4 million last year.
Redesigning the app is a pretty serious intervention, signaling to investors that the situation is dire. But like any good CEO, Wolfe Herd has done some verbal gymnastics to argue that Bumble is doing a very good job at losing money.
“This is a period of real transformation at Bumble over the past few quarters,” she said on this week’s quarterly earnings call. “We have executed a deliberate reset of our member base. We made a clear choice to prioritize quality over quantity, focusing on well-intentioned, engaged members. That decision reduced overall scale, but meaningfully improved the health of our ecosystem.”
Based on Wolfe Herd’s past comments about Bumble’s new direction, the company is expected to lean into AI — Bumble is even working on an AI dating assistant called Bee, and Wolfe Herd has made many comments over the years about how AI will be “a supercharger to love and relationships.”
Of course, dating apps already use AI to decide what users should be shown to one another. But Gen Z is trending more negative toward in-your-face AI features, and Wolfe Herd has expressed interest in more extreme futures, like having personal AI bots that date other AI bots for you. So, it’s unclear if these “Black Mirror”-like overtures will effectively attract users in their 20s. Bumble’s overhaul isn’t expected to launch until the last quarter of this year, so users will still be swiping for now.
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Amanda Silberling is a senior writer at TechCrunch covering the intersection of technology and culture. She has also written for publications like Polygon, MTV, the Kenyon Review, NPR, and Business Insider. She is the co-host of Wow If True, a podcast about internet culture, with science fiction author Isabel J. Kim. Prior to joining TechCrunch, she worked as a grassroots organizer, museum educator, and film festival coordinator. She holds a B.A. in English from the University of Pennsylvania and served as a Princeton in Asia Fellow in Laos.
You can contact or verify outreach from Amanda by emailing [email protected] or via encrypted message at @amanda.100 on Signal.
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/
Bumble has a new AI assistant: a matchmaker named Bee. The dating app company recently revealed the new dating guru during its fourth-quarter earnings call, which was first reported by TechCrunch.
Essentially, Bee’s job is to learn about what users want in a partner through initial private conversations and to help them find matches through Bumble’s new “Dates” tool. Bee’s job will eventually get bigger, too. She will help plan dates and even ask for (anonymous) feedback about those dates in the same way a close friend with inside information might offer. In addition to the new AI tool, Bumble will be moving away from swiping right (yes) or left (no) and into entirely new territory, with Bee leading the charge.
In an interview with Axios, Bumble founder and CEO Whitney Wolfe Herd said that Bee’s introduction, along with the rest of the changes coming to the app, are due to the fact that users have simply outgrown swiping left or right. “Now, people are feeling exhausted. They’re feeling fatigued,” Wolfe Herd explained. “They feel like the swipe has degraded their love lives.”
Bee’s introduction seems like a major change for the app. But for Bumble, it’s the latest in a number of recent changes. While the app used to only allow women to send the first message to potential matches, it abandoned that rule when it introduced the “opening moves” feature, which allowed men to answer preset prompt questions and gave women a 24-hour window to reply. Bumble explained at the time that it was responding to criticism that leaving women with the chore of making the first move “sometimes felt like just another thing to do on top of everything else” on the to-do list.
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In a May 5 press release, Wolfe Herd said the brand’s “reset” is already working to improve the app, but now the company is focused on the next phase of its revamp—it’s AI tool.
“We’re now focused on activating this higher-quality member base by launching a fully reimagined Bumble experience on our rebuilt, AI-enabled platform later this year,” the CEO explained. “This next chapter will deliver a more intuitive, personalized way to connect and help members move more confidently and quickly to in-person dates,” Wolfe Herd added.
For those who have been on dating apps for months or even years, it’s tough to imagine how Bumble will function without swiping, and with a virtual assistant in its place. But it’s also tough to imagine how dating apps like Bumble can continue down the same path they’ve been moving along for years. That’s because dating app fatigue has been hard to miss in recent years. According to a 2025 Forbes health survey, 78% of dating app users reported feeling burned out by endless swiping without real results.
“There are so many ways to meet people, but actually forming a real connection is much more rare. A lot of people are stuck between wanting something real and being afraid to really show up for [a relationship], put themselves out there, and truly be vulnerable,” Sabrina Romanoff, a Harvard-trained clinical psychologist and Forbes Health Advisory Board member, says per the report.
“People want connection, but they’re tired of the games, the ghosting, the emotional whiplash. Dating feels like a second job sometimes, with very little pay,” Romanoff adds. Likewise, that burnout showed up in Bumble’s own numbers. According to the brand’s latest earnings report, in the first quarter of 2026, total paying users fell 21.1% to 3.2 million, down from 4 million just last year.
Burnout is likely a big part of why singles have been shifting away from dating apps for years now. But they’re not simply staying home. According to data shared with Axios, from 2022 to 2025, singles events advertised on the event’s page Eventbrite doubled. In 2024, event listings aimed at singles rose by 30%, and attendance skyrocketed by 85%. Therefore, singles are still seeking partners. But they no longer seem to believe in the power of the dating app.
Bumble’s AI is still in its beta-testing stage, but it will be here soon enough for users to test out. Bee is rolling out in select markets sometime in the fourth quarter, the company says. And, as far as dating app burnout goes, it seems she already has her work cut out for her.
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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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For the quarter ended March 2026, Fidelity National Information Services (FIS - Free Report) reported revenue of $3.3 billion, up 30.1% over the same period last year. EPS came in at $1.36, compared to $1.21 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $3.27 billion, representing a surprise of +0.66%. The company delivered an EPS surprise of +6.43%, with the consensus EPS estimate being $1.28.
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.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Fidelity National performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenue- Corporate and Other: $98 million versus the five-analyst average estimate of $87.83 million. The reported number represents a year-over-year change of +96%.Revenue- Capital Market Solutions: $823 million versus the five-analyst average estimate of $818.97 million. The reported number represents a year-over-year change of +7.7%.Revenue- Banking Solutions: $2.37 billion versus $2.37 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +38.2% change.Adjusted EBITDA- Banking Solutions: $1.04 billion compared to the $977.16 million average estimate based on two analysts.Adjusted EBITDA- Corporate and other: $-158 million compared to the $-109.26 million average estimate based on two analysts.Adjusted EBITDA- Capital Market Solutions: $424 million compared to the $412.88 million average estimate based on two analysts.View all Key Company Metrics for Fidelity National here>>>
Shares of Fidelity National have returned +4.3% over the past month versus the Zacks S&P 500 composite's +11% 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.
Insider Selling: MarketAxess (NASDAQ:MKTX) General Counsel Sells 100 Shares of StockMarketAxess Holdings Inc. (NASDAQ:MKTX - Get Free Report) General Counsel Scott Pintoff sold 100 shares of the stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $116.03, for a total transaction of $11,603.00. Following the transaction, the general counsel owned 11,786 shares in the company, valued at approximately $1,367,529.58. The trade was a 0.84% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.
NASDAQ:MKTX
Read Insider Selling: MarketAxess (NASDAQ:MKTX) General Counsel Sells 100 Shares of Stock
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Palo Alto Networks (NASDAQ:PANW) Director Sells $99,905.00 in StockMarketBeat
Palo Alto Networks, Inc. (NASDAQ:PANW - Get Free Report) Director Aparna Bawa sold 377 shares of the stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $265.00, for a total transaction of $99,905.00. Following the sale, the director directly owned 8,795 shares of the company's stock, valued at approximately $2,330,675. This trade represents a 4.11% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink.
NASDAQ:PANW
Read Palo Alto Networks (NASDAQ:PANW) Director Sells $99,905.00 in Stock
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Commonwealth Bank of Australia (CommBank) is adopting FIS Data Integrity Manager to consolidate and automate reconciliation across the bank. Delivered in a SaaS model, the solution will process over 150 million transactions daily on a single, unified platform, enhancing operational efficiency and scalability. FIS is delivering the solution via Microsoft Azure, providing cloud-native scalability and seamless third-party integrations. JACKSONVILLE, Fla.--(BUSINESS WIRE)--Global financial technology leader FIS® (NYSE: FIS) has been selected by the Commonwealth Bank of Australia (CommBank), the nation's largest bank, to streamline reconciliations through FIS Data Integrity Manager. In a banking environment, reconciliation ensures financial accuracy by verifying millions of daily transactions across complex systems. The fully-hosted solution will process over 150 million transactions per day.
FIS Data Integrity Manager delivers a modernized platform that supports the automation and management of all reconciliations across the enterprise. The platform uses real-time visibility and insights for more informed decision making, with automated alerts for discrepancies and a unified view across business lines—enabling teams to identify and resolve issues in minutes.
Delivered as Software as a Service (SaaS) via Microsoft Azure, upgrades to the solution will be managed by FIS, to support faster delivery of new capabilities. The platform's high-performance architecture enables the processing of exceptionally large data volumes in minutes rather than hours.
The engagement also leverages FIS' enterprise-grade risk, security, and compliance capabilities, including SOC1 and SOC2 certifications1, while supporting CommBank's federated software architecture.
Andrés Choussy, President, Capital Markets at FIS, said: “FIS is proud to partner with CommBank to deliver a cutting-edge reconciliation solution that meets the demands of a rapidly evolving financial landscape. By bringing reconciliation onto a single, intelligent platform, we are enabling CommBank to unlock seamless integration and operational efficiency while ensuring the stability, security, and compliance essential to supporting Australia's largest bank.”
David Pont, General Manager Financial Control & Transformation, Commonwealth Bank, said: “This implementation reflects our focus on investing in technology to continue to strengthen operations to ultimately benefit our customers. With FIS Data Integrity Manager, as a strategic partner we gain a platform that can scale with our business and support our continued growth.”
This strategic partnership highlights FIS’ leadership in financial technology innovation, showcasing its ability to help clients manage money seamlessly as it moves through the global economy.
About FIS
FIS is a financial technology company providing solutions to financial institutions, businesses, and developers. 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 www.fisglobal.com. Follow FIS on Facebook, LinkedIn and X.
1 SOC1 (System and Organization Controls 1) and SOC2 (System and Organization Controls 2) are independent audit reports that verify a service provider's internal controls. SOC1 focuses on controls relevant to financial reporting, while SOC2 evaluates controls related to security, availability, processing integrity, confidentiality, and privacy.
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