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BMBMBL

Bumble Inc.

$BMBL·$369M·Internet Content & Information·Communication Services
$2.61-6.1%YTD-11.6%1Y-60.0%
Mentions · last 7 days
2026-08-05: 20 posts2026-08-06: 21 posts2026-08-07: 6 posts2026-08-08: 2 posts2026-08-09: 2 posts2026-08-10: 6 posts2026-08-11: 15 posts720%
Price updated 9h ago·X counts updated 1d ago
BMBMBL
$BMBLBumble Inc.
$2.61-6.12%72 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BMBL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storySelling offAI verdict · as of 2026-08-08

Falling on heavy selling — points lower unless it turns around.

Bumble at 6% of range on Q3 guide miss and $170M impairment charge — the app-swiping-to-IRL pivot is a hail mary.

Bumble is a women-first dating and social-connections app operator — the challenger to Match Group's Tinder franchise that has struggled with user growth for multiple quarters. Shares are down 12% year-to-date and 56% over twelve months, sitting at just the 6th percentile of the 52-week range on a Q2 that produced a miss and $170M impairment.

  • The Q3 guide missed: guide of $205-213M revenue and $56-60M adjusted EBITDA missed consensus, and Q1 revenue fell 14.1% year over year to $212M — those are structural signals of a category-share problem, not just cyclical weakness.
  • A $169.3M impairment charge drove Q2 net loss of $127.9M — that's the specific structural asset-write-down that reflects revised expectations for the underlying business.
  • The economics remain reasonable on the operating side: 70% gross margin, 29% operating margin, and a genuinely-large 77% FCF yield (a P&L-vs-cash-flow reconciliation artifact given the impairment) — the cash generation is genuine but the equity story requires user-growth stabilization.
  • The swipe-free-future/IRL-meetups pivot is the specific management-led product-strategy signal — bold but late, and management's explicit guide of higher marketing/brand spend for H2 signals the pivot is capital-intensive.

Nov 4 Q3 earnings is the next data point, and the story is whether user losses continue to stabilize (Q2 stabilized to just 9K QoQ losses) plus the pivot to IRL/swipe-free produces any monetization signal — that combination could stop the current breakdown. Another disappointing user quarter, or an ARPPU further decline without CEO explanation, is what would deepen the position at 6% of range. This is a real broken-story consumer-app name; sizing has to reflect the multi-quarter risk of the pivot failing.

Agrees with X sentimentThe bear framing (Q3 guide missed, $169M impairment, ARPPU declined without CEO discussion, at-least-six-month delay in new product launch) is factually right on the structural signals. The Q2-user-losses-stabilized-to-9K is a fair small positive.

What to watch: The Nov 4 Q3 report — user losses continuing to stabilize plus IRL/swipe-free pivot producing monetization signal stops the breakdown; another disappointing user quarter or ARPPU decline deepens the position.

On the calendar: 2026-11-04 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bearish sentiment8 posts analyzed · as of 2026-08-12

Bumble's Q2 print showed revenue -15% YoY, paying users -16% YoY and a $128M net loss including a $169M impairment charge, with Q3 guidance below consensus and the product overhaul delayed several months on software-migration difficulties. Longs increasingly frustrated, one contributor says they've 'run out of patience' while another calls it a fallen-Stacy portfolio candidate. Bulls hoping for eventual acquisition or product-launch recovery, but current sentiment reads defensive and disappointed.

Read the AI verdict + X sentiment for $BMBL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Dating app where women initiate contact, monetizing through subscriptions and in-app purchases across North America, Europe, and other markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $BMBL.

Internet Content & Information · Communication Services

No material change from last week — AI-enhanced ad targeting sustains META and GOOGL digital advertising pricing while LLM-based search agents remain a medium-term displacement risk to search revenue. Digital advertising continues to outperform traditional media as brand budgets follow eyeballs to social and search platforms.

What this means for $BMBL

Neutral — Dating app where women initiate contact, monetizing through subscriptions and in-app purchases across North America, Europe, and other markets; limited read-through from internet content & information macro dynamics to this specific revenue mix.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+6.4%YTD
+7.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-0.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
20.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
29.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
76.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-110%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
69.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$-0.84$0.25-436.5%
Q1 2026May 5, 2026$0.34$0.25+36.0%
Q4 2025Mar 11, 2026$1.07$0.23+355.5%
Q3 2025Nov 5, 2025$0.35$0.38-7.9%
Next earningsWed, Nov 4·consensus EPS $0.23

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$212.4M-14.1%72.3%31.6%$0.43$73.8M
Q4 FY25$224.2M-14.3%69.0%25.3%$-4.75$56.3M
Q3 FY25$246.2M-10.0%69.9%26.9%$0.36$73.8M
Q2 FY25$248.2M-7.6%67.8%32.8%$-2.41$67.7M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$843.9M$841.0M – $846.3M$1.05$0.80 – $1.2011
FY27$829.6M$815.4M – $844.8M$0.98$0.63 – $1.1911
FY28$846.5M$745.6M – $939.0M$0.86$0.64 – $1.206
FY29$707.6M$679.1M – $740.2M$0.57$0.54 – $0.605
FY30$670.3M$643.3M – $701.2M$0.49$0.46 – $0.523

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.1%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-24.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 97.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.875-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 16Bx Buzz Ml-1 Gp Llc10% owner7.5M sh$28.2MSellJun 16- Nq Btoa10% owner7.5M sh$28.2MSellJun 16Blackstone Holdings Iii Gp Management L.l.c.10% owner7.5M sh$28.2MSellJun 16Bcp Buzz Holdings L.p.10% owner7.5M sh$28.2MSellJun 16Bx Buzz Ml-1 Holdco L.p.10% owner7.5M sh$28.2MSellJun 9Sissie L. HsiaoDirector22.0K sh$61KSellJun 9Ann MatherDirector22.0K sh$61KSellMar 17Bx Buzz Ml-1 Gp Llc10% owner6.9M sh$24.1M
+ 14 other (8 inkinds · 6 awards) in window

See when $BMBL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 28-K — Item 5.02: Officer or director change
AI summary

Bumble director Jonathan Korngold resigned effective June 30, 2026, concurrent with his departure from Blackstone; no disagreement was noted. Administrative board departure tied to PE firm transition.

SC 13D/AActivist amendmentJun 18SC 13D/A
AI summary

Blackstone entities including BX Buzz ML-1 Holdco LP (0.4%, 544,030 shares) and BX Buzz ML-2 Holdco LP (5.7%, 7,485,565 shares) updated their Schedule 13D for Bumble Inc. as of June 16, 2026. This is the 11th amendment, reflecting continued reductions in Blackstone's founding Bumble position as the PE firm progressively exits its stake in this online dating platform.

8-KShareholder voteJun 88-K — Item 5.07: Shareholder vote
AI summary

Bumble Inc. held its 2026 Annual Meeting of Stockholders on June 4, 2026, with 95.44% of the combined voting power represented (371.8M Class A votes + 212.3M Class B votes = 584.1M out of 611.9M total); three proposals were voted upon. High quorum participation despite the ongoing Blackstone stake reduction; three proposals indicate a straightforward governance agenda. Specific vote outcomes are routine.

8-KPress release / Reg FDMay 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Bumble Inc. reported Q1 2026 financial results for the quarter ended March 31, 2026 and disclosed the details of a refinancing transaction under Regulation FD on May 5, 2026. The refinancing, completed April 24, 2026, involved entering a new term loan and senior priority revolving credit agreement, with proceeds used to refinance Bumble's existing credit facilities. Confidential information previously shared with prospective lenders in connection with the refinancing was also publicly disclosed on the company's IR website. Body unavailable — Q1 2026 financial results are in the attached press release; the refinancing disclosures are in the Reg FD exhibit.

8-KAgreement terminatedApr 248-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
SC 13D/AActivist amendmentMar 19SC 13D/A
S-3Shelf registrationMar 17S-3
+ 15 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Bumble is tossing one of its key original featuresfastcompany.com·18h agoBumble is losing its Bumble-nessbusinessinsider.com·2d agoBumble stock rises after ending women-first texting rule: will the move boost growth?invezz.com·2d agoBumble eases women-first messaging rule as dating apps seek engagement boostreuters.com·2d agoBumble ditches its rule that kept men from making the first movetechcrunch.com·2d ago

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Voices on X · top 11 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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