Bumble Inc.
$5.93-0.7%YTD+64.9%1Y+11.8%
Price updated 1h ago·X counts updated 43d ago
On X
The complete picture of $BMBL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.
19X posts · last 7 days
No mention history yetAI verdictAI analysisGenerated by AI from underlying data
TickerTalks' own read on what's driving $BMBL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.
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 Internet Content & Information sits in its cycle right now — and what that implies for $BMBL.
Internet Content & Information
No material change from last week — AI-enhanced ad targeting continues to concentrate digital ad share in Google and Meta.
What this means for $BMBL
Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; Specializing in online dating and social networking, Bumble .
Top industry ETF
$FDNFirst Trust Dow Jones Internet Index Fund
+7.5%YTD
+4.4%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 $0.24
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$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.5.0×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.72%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.+99.0%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.+80.6%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 today40.3% 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.β1.895-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
8-KOfficer or director changeJul 28-K — Item 5.02: Officer or director change
AI summary
SC 13D/AActivist amendmentJun 18SC 13D/A
AI summary
8-KShareholder voteJun 88-K — Item 5.07: Shareholder vote
AI summary
8-KPress release / Reg FDMay 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary
8-KAgreement terminatedApr 248-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
+ 5 other (2 10-Qs · 2 13Gs · 1 earnings 8-K) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
$BMBL Shareholders: An Investigation is Pending into Bumble's $6.05 per share Merger Deal – Contact BFA Law if You Own Shares$BMBL Stock Notification: Bumble Inc. Is Being Investigated After the $6.05 Per Share Merger Deal Announced – Investors Are Alerted to Contact BFA LawWhy Bumble Stock Skyrocketed TodayBumble Surges 56% on $1.3 Billion Take-Private Deal | Closing BellBumble Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Bumble Inc. - BMBL
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Voices on X · last 7 days
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