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Bumble Inc. (BMBL) stock

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NASDAQ: BMBL Nasdaq Interactive Media & Services Next results ~November 4, 2026

C Fundamentals grade

Bumble Inc. runs a family of apps for meeting people and building relationships. Its main products are the Bumble app, a dating service launched in 2014 and designed around women; the Badoo app, launched in 2006 for a mainstream global audience; and two friendship apps, Bumble For Friends (2023) and BFF (relaunched in the United States in September 2025) for finding friends and building communities.

The apps are free to use, and the company makes money through a freemium model in which a subset of its members worldwide pay. Income comes from subscriptions such as Bumble Boost, Premium and Premium+, and Badoo Premium and Extra, plus one-off in-app purchases including SuperSwipe, Spotlight and Badoo Credits.

The apps share common infrastructure, letting features and insights move between them. Per the filing, the Bumble app leads online dating in the United States, United Kingdom, Australia and Canada, and Badoo in parts of Europe and Latin America. In 2025 the Bumble app had about 2.4 million paying users and Badoo and other apps about 1.2 million. The company had roughly 580 full-time employees across 14 countries, most in Europe.

Based on Bumble Inc.'s 10-K filed March 16, 2026.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$10

Cash-flow model

Base case. Range ~$6.8–$15 across our lower- and higher-growth cases (-1%–9% a year).

Price vs value

Undervalued

The price is below our entire value range; our base value is 73% above it.

Price used: $5.97, November 2, 2026

Bumble Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 7 selling0 purchases and 143 sales by directors and officers, last 12 monthsInsider trades
  • Funds97 adding, 105 cuttingOf 39 active managers that changed their stake, 18 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Bumble files

Where Bumble stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $893m, down 13.3% on a year earlier, slower than -11.4% a quarter earlier. That puts it 23 of 23 for growth among the internet and data companies we cover. Free-cash-flow margin rose to 27.9% from 14.6% a year earlier. Operating margin widened to -62.6% from -106.2%. Against its peers on growth, profitability, cash generation and balance sheet, it grades C. It passes 2 of our 6 financial-health checks.

Source: 10-Q filed August 6, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 4, 2026 (estimated)

Bumble Inc.'s trailing-twelve-month revenue fell 13.3% year on year, with a free-cash-flow margin of 27.9%. Where it stands out: free-cash-flow margin of 27.9% ranks 9 of 59 interactive media & services companies we cover. Where it lags: revenue growth of -13.3% ranks 58 of 63 interactive media & services companies we cover.

Our discounted-cash-flow model values the business at ~$10 per share in the base case (~$6.8–$15 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 65.9% while net income grew 39.0%: a 27pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Priced below our value. The share price of $5.97 is 73% below our value per share of $10.
  • Margins widening. Operating margin is up 43.7 points on a year ago.
  • Strong cash generation. 27.9% of revenue turned into free cash flow, against a median of 8.9% for interactive media & services companies we cover.

Things to watch

  • Revenue shrinking. Revenue fell 13.3% over the last 12 months.
  • Loss-making. Operating margin is -62.6%: costs exceed revenue.
  • Volatile shares. Over the past year the shares showed annualised volatility of 102% and a beta of 1.0 against the S&P 500.
  • Insiders selling. 7 insiders sold $377M of stock over the past 365 days and none bought (13% under pre-set trading plans).
  • Gross margin slipping. Gross margin is down 12.8 points on a year ago.
  • Heavily shorted. 13.1% of the shares available to trade are sold short (1.1 days of average volume to cover).

Latest results: FY2026 Q2

Filed August 6, 2026
Earnings per share
$0.48 against an average estimate of $0.23: beat by 111.5%
Revenue
$211m, down 15.2% on a year earlier
Share reaction
-11.1% in the first session after the results on August 5, 2026, against -0.4% for the S&P 500
Guidance given
total Revenue $205m to $213m (Third Quarter 2026); bumble App Revenue $167m to $173m (Third Quarter 2026)
Next report
November 4, 2026; average EPS estimate $0.22

Bumble's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-0.3%
  • 1 week0.0%
  • 1 month+135.0%
  • This year+67.2%
  • 1 year+7.6%
  • 5 years-88.5%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$893M
Operating margin
-62.6%
Net margin
-58.0%
EPS (TTM, diluted)
$-4.39

Growth

Revenue growth
−13.3%
Change in growth rate
−1.9 pts

Cash

Free cash flow (TTM)
$249M
FCF margin
27.9%
Stock pay % of revenue
4.7%

Earnings

Last results
August 5, 2026

News & updates

Updated November 2, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Our research
  2. Announcement

    Bumble adds handles feature to dating apps

    Bumble Inc. said it has introduced a new feature allowing users to create handles. The company stated the update provides a new way for members to make their move. No specific financial figures or dates were provided in the release.

    Company releaseRead source ↗
  3. Deal
  4. Insider trade
  5. Insider trade
  6. Insider trade
  7. Announcement
  8. Results
  9. Guidance
  10. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Bumble Inc. valuation models and calculator

What the price is pricing in

The share price implies cash flow shrinking about 5.2% a year for five years.That is slower than the 3.3% a year revenue growth Bumble has delivered.

Read with care: free cash flow has swung sharply in the past year (often a one-off tax, legal or working-capital item), so the cash-flow base behind this reading may be unusually low or high.

  • Priced in-5.2%
  • Last 12 months-13.3%
  • 3 years a year-2.9%
  • 5 years a year3.3%

Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($5.96, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies

Fundamentalytics rating

model v1.6 · 2026-11-03
Buy12-month view
12-month price target
~$10
Price used
$5.96close November 3, 2026
Implied change
▲ +73%
Uncertainty
Medium

How we got here: a discounted-cash-flow model of Bumble Inc.'s free cash flow after stock-based pay with after-tax interest added back ($110M, FY2026 Q2 TTM), growing -7.8% and 2.4% in the next two years (forecasts, guidance and its record), then back to 4% by year five, and fading to 2.5%, discounted at 8.5%. Lower and higher growth cases span ~$6.8–~$15 ; that spread sets a 25% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Our value per share comes from a discounted-cash-flow model of Bumble Inc.'s free cash flow after stock-based pay ( $110M, FY2026 Q2 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation models

We value Bumble Inc. as an operating company, with every model that fits that kind of business. Cost of equity 10%: the 10-year Treasury yield (4.9%) plus a beta of 1.12 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$10 ~$6.8–$15 Primary model, counts double
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. — Does not apply: no positive earnings in the latest twelve months
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: the model gives no positive value
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$10 ~$6.8–$15 1 model

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Bumble Inc. with Interactive Media & Services in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

What moves the value

  • Revenue growth 5 points lower ▼ −28%
  • Revenue growth 5 points higher ▲ +37%
  • Free-cash-flow margin 1 point lower ▼ −4%
  • Last year's free-cash-flow margin change, if it persists ▲ more than doubles
  • Discount rate 1 point higher ▼ −16%
Value per share under different assumptions
Discount rate ↓ / growth → −5% growth0% growth5% growth10% growth15% growth20% growth
7% $9$13$19$27$37$49
8.5% $6$9$13$19$26$35
10% $4$7$10$14$20$26

Valuation multiples over time Market data may be delayed

At fiscal year end 20212022202320242025
Share price$33.86$21.05$14.74$8.14$3.57
Market value$6.5bn$2.7bn$2.0bn$984m$393m
+ Net debt (− = net cash)$269m$230m$271m$417m$415m
Enterprise value$6.8bn$3.0bn$2.3bn$1.4bn$808m
Multiples
Price / sales 8.6x3.0x1.9x0.9x0.4x
Price / earnings 21.1x————
Price / free cash flow —————
EV / EBITDA ——18.6x——

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

63 /100

Moderate moat

How hard Bumble's competitive advantage looks for rivals to wear away, judged from 6 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 20 / 20

    Cash operating profit has been a median 17.1% of total assets over 5 years.

  • Pricing power 12 / 20

    Gross margin has been a median 79.4%, moving by 11.5 percentage points (standard deviation) across 6 years.

  • Durability 10 / 20

    Operating margin has been a median -15.6%; its worst year was -106.2%.

  • Cash conversion 13 / 20

    Free cash flow was positive in 5 of 6 years, at a median 8.7% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (68 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 4, 2026, after the close. Analysts expect revenue of $210m and EPS of $0.22 (range $0.22 to $0.22) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $0.35 −89% $834m −14%
Next $0.94 +169% $802m −4%

Next year's EPS estimate has moved +2.7% in 90 days, across 2 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −63.2% on 90 days ago. In the last 30 days, 1 analyst raised Bumble Inc.'s forecast and 0 cut it.

Consensus EPS forecast Bumble Inc., last 90 days
$0.20 $0.40 $0.60 $0.80 $1.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.95 Current fiscal year, 60 days ago: $0.35 Current fiscal year, 30 days ago: $0.35 Current fiscal year, 7 days ago: $0.35 Current fiscal year, Now: $0.35 $0.35 Next fiscal year, 90 days ago: $0.92 Next fiscal year, 60 days ago: $0.94 Next fiscal year, 30 days ago: $0.94 Next fiscal year, 7 days ago: $0.94 Next fiscal year, Now: $0.94 $0.94

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.95$0.92
60 days ago $0.35$0.94
30 days ago $0.35$0.94
7 days ago $0.35$0.94
Now $0.35$0.94

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.23 $0.48 +111.5%
Mar 2026 $0.26 $0.31 +19.3%
Dec 2025 $0.21 $1.10 +419.8%
Sept 2025 $0.54 $0.29 −46.2%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 5, 2026
  • Total Revenue Third Quarter 2026 $205m to $213m
    “Total Revenue in the range of $205 million to $213 million, which includes:” source
  • Bumble App Revenue Third Quarter 2026 $167m to $173m
    “Bumble App Revenue of $167 million to $173 million.” source
  • Adjusted EBITDA Third Quarter 2026 $56m to $60m Non-GAAP
    “Adjusted EBITDA of $56 million to $60 million.” source

How earlier guidance turned out

  • Total Revenue, second quarter ending June 30, 2026 guided $205m to $213m Within range: $211m

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

How our valuation uses these forecasts

Our cash-flow model grows Bumble Inc.'s revenue by -7.8% next year and +2.4% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (-8.4%, weight 33%) , management guidance (-15.1%, weight 40%) and the company's own record (+4.0%, weight 27%) . How the weights are set.

Analyst recommendations

10 analysts, Oct 2026
Buy00%
Hold10100%
Sell00%

Monthly trend

  1. Oct 20261010
  2. Sep 202613114
  3. Aug 20261415
  4. Jul 20261415

Counts of recommendations published by analysts covering Bumble Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
13.1%
of tradable shares
Days to cover
1.08
at average volume
Short interest, 1 month
−15%
to October 15, 2026
Held by institutions
94%
of shares
Held by insiders
24.5%
of shares
Employees
580
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +7.6%

$5.55 on October 31, 2025 to $5.97

ThenNowEffect
Revenue (last 12 months) $1.0bn $893m −13.3%
P/S multiple 0.6x 0.9x +47.6%
Share count 109m 130m −15.9%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

Last 3 years −56.3%

$13.67 on November 3, 2023 to $5.97

ThenNowEffect
Revenue (last 12 months) $977m $893m −8.6%
P/S multiple 2.3x 0.9x −61.6%
Share count 162m 130m +24.4%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 20222023202420252026 to date
Return
BMBL−38%−30%−45%−56%+67%
Industry peers (median)−54%−2%−19%−7%−27%
S&P 500−18%+26%+25%+18%+11%
Months that ended higher
BMBL33%42%25%33%36%
S&P 50042%67%75%75%46%
Largest fall from a high during the year
BMBL−54%−54%−61%−63%−44%
S&P 500−25%−10%−8%−19%−9%

Worst fall since February 11, 2021: 97% from February 16, 2021 to October 7, 2026. Getting back needed a 3056% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$2.50 – $5.99
From 52-week high
−0.3%
vs 50-day average
+59.8%
vs 200-day average
+77.2%
Volatility (1 year)
102%
Beta vs S&P 500
0.97

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
4 up, 8 down
typical move ±18.1%
After a week
5 up, 7 down
typical move ±20.6%
After a month
4 up, 8 down
typical move ±20.2%
Results releasedNext dayS&P 500 next day5 days21 days
August 5, 2026 −11.1% −0.4% −18.4% −10.3%
May 5, 2026 −19.7% +2.2% −21.3% −30.0%
March 11, 2026 +35.6% −1.6% +34.5% +21.0%
November 5, 2025 −19.4% −0.7% −25.8% −31.2%
August 6, 2025 −14.8% +0.7% −5.3% −11.3%
May 7, 2025 +26.7% +1.1% +36.4% +21.0%
February 18, 2025 −33.3% +0.5% −35.2% −44.6%
January 17, 2025 −2.1% +1.9% +2.0% −27.9%
November 6, 2024 +4.0% +3.3% +10.2% +10.3%
August 7, 2024 −27.8% +1.6% −27.7% −14.3%
May 8, 2024 +11.2% +0.6% +16.2% +8.9%
February 27, 2024 −11.7% +0.1% −13.7% −12.0%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Options strategies

All options ideas

How Bumble Inc.’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 2, 2026. Check the live chain at your broker before trading.

Cash-secured put

Not offered: fundamentals grade C (needs B+ or better).

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

Covered call

Not offered: no liquid call at or above our price target — the model says the upside is worth more than any listed strike.

For holders: sell a call at a strike at or above our fair value, so the shares are only sold at a price the model calls full value.

Collar

Not offered: the shares trade below our fair value: a collar caps upside the model expects.

For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

Bumble Inc. in five measures

Fundamentals grade C
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Bumble Inc.
$850M $900M $950M $1B $1.1B $1.1B FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $1B Revenue (TTM), FY23 Q4: $1.1B Revenue (TTM), FY24 Q1: $1.1B Revenue (TTM), FY24 Q2: $1.1B Revenue (TTM), FY24 Q3: $1.1B Revenue (TTM), FY24 Q4: $1.1B Revenue (TTM), FY25 Q1: $1.1B Revenue (TTM), FY25 Q2: $1B Revenue (TTM), FY25 Q3: $1B Revenue (TTM), FY25 Q4: $965.7M Revenue (TTM), FY26 Q1: $930.9M Revenue (TTM), FY26 Q2: $893.2M $893.2M

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $1B
FY23 Q4 $1.1B
FY24 Q1 $1.1B
FY24 Q2 $1.1B
FY24 Q3 $1.1B
FY24 Q4 $1.1B
FY25 Q1 $1.1B
FY25 Q2 $1B
FY25 Q3 $1B
FY25 Q4 $965.7M
FY26 Q1 $930.9M
FY26 Q2 $893.2M
Revenue growth, TTM YoY Bumble Inc.
-20% -10% 0% 10% 20% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: 17.4% Revenue growth, TTM YoY, FY23 Q4: 16.4% Revenue growth, TTM YoY, FY24 Q1: 15.0% Revenue growth, TTM YoY, FY24 Q2: 11.1% Revenue growth, TTM YoY, FY24 Q3: 6.3% Revenue growth, TTM YoY, FY24 Q4: 1.9% Revenue growth, TTM YoY, FY25 Q1: -2.4% Revenue growth, TTM YoY, FY25 Q2: -5.1% Revenue growth, TTM YoY, FY25 Q3: -7.4% Revenue growth, TTM YoY, FY25 Q4: -9.9% Revenue growth, TTM YoY, FY26 Q1: -11.4% Revenue growth, TTM YoY, FY26 Q2: -13.3% -13.3%

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 17.4%
FY23 Q4 16.4%
FY24 Q1 15.0%
FY24 Q2 11.1%
FY24 Q3 6.3%
FY24 Q4 1.9%
FY25 Q1 -2.4%
FY25 Q2 -5.1%
FY25 Q3 -7.4%
FY25 Q4 -9.9%
FY26 Q1 -11.4%
FY26 Q2 -13.3%
Operating margin (TTM) Bumble Inc.
-150% -100% -50% 0% 50% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -8.6% Operating margin (TTM), FY23 Q4: 5.1% Operating margin (TTM), FY24 Q1: 8.6% Operating margin (TTM), FY24 Q2: 11.4% Operating margin (TTM), FY24 Q3: -68.7% Operating margin (TTM), FY24 Q4: -65.4% Operating margin (TTM), FY25 Q1: -67.0% Operating margin (TTM), FY25 Q2: -106.2% Operating margin (TTM), FY25 Q3: -19.2% Operating margin (TTM), FY25 Q4: -83.4% Operating margin (TTM), FY26 Q1: -84.3% Operating margin (TTM), FY26 Q2: -62.6% -62.6%

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -8.6%
FY23 Q4 5.1%
FY24 Q1 8.6%
FY24 Q2 11.4%
FY24 Q3 -68.7%
FY24 Q4 -65.4%
FY25 Q1 -67.0%
FY25 Q2 -106.2%
FY25 Q3 -19.2%
FY25 Q4 -83.4%
FY26 Q1 -84.3%
FY26 Q2 -62.6%
FCF margin (TTM) Bumble Inc.
0% 10% 20% 30% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 10.1% FCF margin (TTM), FY23 Q4: 10.8% FCF margin (TTM), FY24 Q1: 9.5% FCF margin (TTM), FY24 Q2: 8.5% FCF margin (TTM), FY24 Q3: 11.3% FCF margin (TTM), FY24 Q4: 4.9% FCF margin (TTM), FY25 Q1: 9.6% FCF margin (TTM), FY25 Q2: 14.6% FCF margin (TTM), FY25 Q3: 14.7% FCF margin (TTM), FY25 Q4: 23.2% FCF margin (TTM), FY26 Q1: 28.3% FCF margin (TTM), FY26 Q2: 27.9% 27.9%

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 10.1%
FY23 Q4 10.8%
FY24 Q1 9.5%
FY24 Q2 8.5%
FY24 Q3 11.3%
FY24 Q4 4.9%
FY25 Q1 9.6%
FY25 Q2 14.6%
FY25 Q3 14.7%
FY25 Q4 23.2%
FY26 Q1 28.3%
FY26 Q2 27.9%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 489 540 761 904 1,052 1,072 966 893
Gross profit 349 396 761 654 1,032 1,069 684 651
EBITDA 100 15 −28 −13 121 −630 −780 −541
Operating income 93 −77 −135 −103 53 −700 −806 −559
Net income 66 −110 310 −80 −4 −557 −693 −518
Diluted EPS $0.00 −$0.04 $1.45 −$0.62 −$0.03 −$4.61 −$5.95 —
Growth (year on year)
Revenue — +10.4% +41.0% +18.7% +16.4% +1.9% −9.9% −13.3%
EBITDA — −85.5% −290.2% — — −618.8% — —
Operating income — −182.8% — — — <−999% — —
Net income — −266.8% — −125.7% — — — —
Diluted EPS — — — −142.8% — — — —
Margins
Gross margin 71.4% 73.4% 99.9% 72.4% 98.1% 99.8% 70.8% 72.8%
EBITDA margin 20.4% 2.7% −3.6% −1.5% 11.5% −58.8% −80.8% −60.6%
Operating margin 19.1% −14.3% −17.7% −11.4% 5.1% −65.4% −83.4% −62.6%
Net margin 13.5% −20.4% 40.7% −8.8% −0.4% −52.0% −71.8% −58.0%
Cash flow
Cash from operations 101 53 105 133 182 123 250 267
Stock-based pay 2 27 124 111 104 26 31 42
Balance sheet
Cash 57 128 369 403 356 204 176 154
Total debt 0 826 639 633 627 621 591 475
Net debt (negative = net cash) −57 698 269 230 271 417 415 321
Diluted shares — 2,454m 193m 129m 135m 121m 110m —
Returned to shareholders
Dividends 23 360 0 0 — — — —
Buybacks 0 0 1,018 0 113 192 29 0
Total returned 23 360 1,018 0 113 192 29 0

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 6 checks passed · June 30, 2026
What it owns · $1.2bn
Short-term assets $277mLonger-term assets $943m
What it owes, and who funded it · $1.1bn
Short-term liabilities $171mLonger-term liabilities $433mShareholders' equity $516m
  • Short-term assets cover short-term liabilities $277m of assets due within a year against $171m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $277m short-term assets against $433m of longer-dated liabilities.
  • More cash than debt $154m of cash against $451m of debt.
  • Debt below 40% of shareholders' equity Debt is 87% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 39% to 87% over five years.
  • A year's operating cash flow covers at least 20% of debt $267m of operating cash flow against $451m of debt.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Bumble Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q2 TTM
Buybacks (TTM)
$0
Returned to shareholders
0%
of free cash flow
Buybacks, last 3 fiscal years
$334M
Total shareholder yield
0.0%
dividends 0.0% + buybacks 0.0% of market value
Days sales outstanding
30 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in interactive media & services
Last 12 months unless stated BMBL ATHM SSTK NRDS CARG ANGI Median
Revenue, last 12 months $893m $898m $901m $860m $967m $993m $615m
Revenue growth, last 12 months −13.3% −8.2% −10.8% 11.5% 13.9% −8.8% 2.4%
Revenue growth, 3-year average −2.9% 65.5% 2.1% 12.9% −6.5% −13.2% 5.0%
Revenue growth, latest quarter −15.2% — −16.9% 5.6% 13.1% −10.9% 2.4%
Gross margin 72.8% 72.4% 56.9% 93.5% 92.3% 95.7% 60.4%
Operating margin −62.6% 11.9% −17.3% 10.2% 28.6% −21.7% 0.3%
Operating margin, 3-year average −52.5% 23.2% −1.1% 4.7% 23.9% −5.5% −0.4%
Net margin −58.0% 22.4% −22.9% 7.6% 18.2% −22.3% 3.8%
Cash from operations / revenue 29.9% 13.8% 14.7% 19.1% 33.0% 6.1% 11.4%
Free-cash-flow margin 27.9% 12.0% 10.0% 19.0% 32.6% −0.5% 7.5%
Free-cash-flow margin, 3-year average 17.0% 31.9% 4.7% 15.3% 24.9% 3.5% 7.2%
Stock pay / revenue 4.7% 3.4% 5.9% 3.2% 5.3% 2.0% 3.7%
Change in share count — −3.0% 2.9% −7.6% −8.1% −15.8% 2.0%

Median of all 63 companies we cover in interactive media & services. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

63 interactive media & services companies
Measure Company Peer median Rank
Revenue growth Growth -13.3% 2.4% 58 of 63
Change in growth rate Growth -1.9pp -0.2pp 40 of 63
Gross margin Profitability 72.8% 60.9% 20 of 54
Operating margin Profitability -62.6% 0.3% 55 of 63
Net margin Profitability -58.0% 3.8% 55 of 63
Free-cash-flow margin Cash generation 27.9% 8.9% 9 of 59
Stock pay as % of revenue Cash generation 4.7% 3.9% 33 of 61
Long-term debt as % of assets Balance sheet 32.7% 16.9% 23 of 32
Days sales outstanding Balance sheet 30 days 49 days 15 of 54

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Products and services
Line of business Revenue Share YoY
Bumble App $783M 81.1% ▼ 9.6%
Badoo App and Other $183M 18.9% ▼ 11.1%
Geography
Region Revenue Share YoY
Outside the US $540M 55.9% ▼ 2.7%
United States $426M 44.1% ▼ 17.6%

From Bumble Inc.'s 10-K filed March 16, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$342M
Institutions reporting
191
Shares held vs prior quarter
▼ 4.3%
Positions opened / closed
27 / 46

Top buyers and sellers, Q2 2026: 97 institutions bought and 105 sold ; the biggest buyer was Blackrock, Inc (+1.7M shares) and the biggest seller Blackstone Inc (−7.5M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackstone Inc. $71.8M 22.4M 21.0% ▼ 25.0%
Blackrock, Inc. $26.3M 8.2M 7.7% ▲ 25.6%
Vanguard Portfolio Management LLC $20.4M 6.4M 5.9% ▲ 32.8%
Saba Capital Management, L.P. $17.8M 5.6M 5.2% ▲ 4.1%
Accel Growth Fund V Associates L.L.C. $16.2M 5.1M 4.7% 0.0%
Dimensional Fund Advisors LP $15.3M 4.8M 4.5% ▲ 11.3%
Vanguard Capital Management LLC $12.7M 4.0M 3.7% ▲ 20.8%
Renaissance Technologies LLC $11.9M 3.7M 3.5% ▼ 11.4%
Bank Of America Corp $9.5M 3.0M 2.8% ▲ 54.7%
AQR Capital Management LLC $9.2M 2.9M 2.7% ▼ 33.7%
State Street Corp $8.3M 2.6M 2.4% ▼ 12.4%
Prudential Financial Inc $8.2M 2.6M 2.4% ▼ 29.9%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Bumble Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $377M 143 trades by 7 insiders · 13% under pre-set plans
Net ▼ $377M net selling
Insider Date Trade Shares Price Value
Bx Buzz Ml-1 Holdco L.P. 10% owner October 13, 2026 Sell pre-set plan 2,387 $3.54 $8,455
Bx Buzz Ml-1 Holdco L.P. 10% owner October 13, 2026 Sell pre-set plan 10,930 $3.54 $38,717
Bx Buzz Ml-1 Holdco L.P. 10% owner October 13, 2026 Sell pre-set plan 1,211,827 $3.54 $4.3M
Bx Buzz Ml-1 Holdco L.P. 10% owner October 13, 2026 Sell pre-set plan 399,476 $3.54 $1.4M
Bx Buzz Ml-1 Holdco L.P. 10% owner October 13, 2026 Sell pre-set plan 149,705 $3.54 $530,300
Bx Buzz Ml-1 Holdco L.P. 10% owner October 13, 2026 Sell pre-set plan 922,164 $3.54 $3.3M
Bx Buzz Ml-1 Holdco L.P. 10% owner October 13, 2026 Sell pre-set plan 67,021 $3.54 $237,408
Bcp Buzz Holdings L.P. 10% owner October 13, 2026 Sell pre-set plan 2,387 $3.54 $8,455
Bcp Buzz Holdings L.P. 10% owner October 13, 2026 Sell pre-set plan 10,930 $3.54 $38,717
Bcp Buzz Holdings L.P. 10% owner October 13, 2026 Sell pre-set plan 1,211,827 $3.54 $4.3M
Bcp Buzz Holdings L.P. 10% owner October 13, 2026 Sell pre-set plan 399,476 $3.54 $1.4M
Bcp Buzz Holdings L.P. 10% owner October 13, 2026 Sell pre-set plan 149,705 $3.54 $530,300

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around October 28, 2026 estimated from the company's past filing pattern, not announced

  • August 5, 2026
  • May 5, 2026
  • March 11, 2026
  • November 5, 2025
  • August 6, 2025
  • May 7, 2025

Recent SEC filings

Data status

When each part of this page on Bumble Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Bumble Inc. in brief

What does Bumble Inc. do?
Bumble Inc. is a US-listed company in the interactive media & services industry. Its financial year ends in December.
What is Bumble Inc.'s stock ticker?
Bumble Inc. trades under the ticker BMBL on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Bumble Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Bumble Inc. reported revenue of $893M, 13.3% lower than a year earlier, according to its SEC filings.
What is Bumble Inc.'s free cash flow?
Bumble Inc.'s free-cash-flow margin is 27.9% of revenue over the trailing twelve months, ranking 9 of the 59 interactive media & services companies we cover.
What is Bumble Inc.'s fair value (intrinsic value) per share?
Our discounted-cash-flow model of Bumble Inc.'s free cash flow after stock-based pay gives ~$10 per share in the base case, and ~$6.8–$15 across growth scenarios. These are model values under stated assumptions — not a price target or a recommendation.
Who are Bumble Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackstone Inc., Blackrock, Inc. and Vanguard Portfolio Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Bumble Inc.'s market cap?
On December 31, 2025, Bumble Inc.'s market capitalisation was about $393M and net debt of $415M. Market figures come from third-party market data and may be delayed.
How much debt does Bumble Inc. have?
Bumble Inc.'s debt-to-equity ratio is 87.4%, from its latest balance sheet (38.8% five years earlier). The financial health section below sets out its other solvency checks.
Who are Bumble Inc.'s competitors?
In our Interactive Media & Services peer group, the companies closest to Bumble Inc. are Autohome Inc., Shutterstock, Inc., Nerdwallet, Inc., Cargurus, Inc. and Angi Inc. The side-by-side comparison below sets their revenue, margins and growth against Bumble Inc.'s.
Are insiders buying or selling Bumble Inc. stock?
Over the last 12 months, Bumble Inc.'s directors and officers reported 0 open-market purchases and 143 sales on Form 4. The insider trading page charts every trade.
When is Bumble Inc.'s next earnings date?
Around November 4, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Bumble Inc. announces its own schedule.