BMBL
Bumble Inc.
BMBL
2.54USD
-0.39%
Oct 05, 2026
Price
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Price Action
Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryWeak / unconfirmed recovery
The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.
Key Financials
- Market Cap
- $331.4M
- Avg Volume (60D)
- 2.6M
- Revenue Growth YoY
- -9.9%
- Gross Margin
- +72.9%
- Operating Margin
- -62.6%
- Free Cash Flow Yield
- +58.4%
- Distance from 200DMA
- -21.0%
- Next Earnings
- 2026-11-04
- P/E
- N/M
- EV / Sales
- 0.7x
60 sessions
FY2025 vs FY2024
Trailing twelve months
Market metrics as of Oct 2, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026
Fundamentals & Valuation
Both valuation perspectives agree this company is cheap. The published stance is held at fair because operating losses behind the low multiple.
Bumble Inc. has a Fair valuation stance because the price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced. It trades at 0.7x revenue, broadly in line with what the business currently supports.
Company Research
Thesis
Direct consumer dating and social-connection platform operator pursuing a product and engagement reset. Bumble is a direct operator in a credible, multi-company online-dating product-reset story, rather than an indirect technology beneficiary.
Opportunity
Limited opportunity
Dating-platform operators are redesigning discovery, matching, identity, conversation and safety experiences to counter swipe fatigue, improve match outcomes and rebuild engagement and paid conversion among younger users.
Key risk
Declining user growth and engagement.
Narrative & Theme
Online Dating Platform Re-engagement
Part of AI-Enabled Match Quality and Dating-App Re-engagement, with moderate fit.
Bumble is a direct operator in a credible, multi-company online-dating product-reset story, rather than an indirect technology beneficiary.
Narrative HeatDormant2.0 / 10
Theme HeatNeutral6.0 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.
Business & Markets
Communication Services · Internet Content & Information
What they do
Bumble Inc. operates online dating and social networking applications internationally, focusing on platforms that facilitate connections with an emphasis on user experience, particularly for women.
How it earns
The company generates revenue primarily through subscriptions and in-app purchases on its platforms.
Products & services
Bumble dating app
Badoo dating app
Bumble BFF friendship and community app
Customers & end markets
Individual consumers seeking dating services
Individual consumers seeking social networking and friendship
Market position
Bumble is a recognized leader in the online dating market with a differentiated focus on women-centric design.
Demand drivers
Medium cyclicality
Demand for online dating services can fluctuate with broader consumer spending trends and social behavior changes.