Bumble Inc.
$3.20-0.0%YTD-11.6%1Y-51.4%
Mentions · last 7 days
132+2%
Price updated 12m ago·X counts updated 2d ago
Sentiment on XAI analysisGenerated by AI from underlying data
How loud the X conversation is around $BMBL and which way it's leaning — read in seconds.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Software - Application sits in its cycle right now — and what that implies for $BMBL.
Software - Application
AI agent adoption is bifurcating the software landscape — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative Cloud) face multiple compression. The divergence accelerates as enterprise buyers reallocate budgets toward agentic automation.
Top industry ETF
$IGViShares Expanded Tech-Software Sector ETF
-15.6%YTD
-17.9%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
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%
Q2 2025Aug 6, 2025$0.64$0.37+73.0%
Next earningsWed, Aug 5·consensus EPS $0.24
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
FYRevenueRangeEPSRangeAnalysts
FY26$843.9M$839.2M – $851.0M$1.04$0.82 – $1.2312
FY27$831.6M$804.2M – $885.3M$0.98$0.63 – $1.2012
FY28$853.3M$853.3M – $853.3M$0.88$0.64 – $1.207
FY29$707.6M$688.0M – $736.8M$0.57$0.55 – $0.603
FY30$670.3M$651.7M – $697.9M$0.49$0.47 – $0.526
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.1.2×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.11%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.-5.4%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.-18.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 68.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.1% 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.β1.885-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.
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
SC 13D/AActivist amendmentJun 18SC 13D/A
8-KShareholder voteJun 88-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDMay 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
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
+ 13 other (4 13Gs · 2 proxys · 1 10-Q · 1 ARS) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Bumble: Leverage And AI Reset Makes It A Speculative HoldBumble dating app explores sale, sources sayEinride Appoints Seasoned Public Company Board Director and Financial Executive R. Lynn Atchison to Its Board of DirectorsBumble Inc. (BMBL) Declines More Than Market: Some Information for InvestorsBumble is launching a new paid group-dating feature as it fights to stay competitive with Tinder
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