Held by
2
portfolios on TandT
Bookmarked by
0
users
Avg position size
19.1%
of holders' portfolios
13F filers
1
institution
Market cap
$403.0M
130M shares
52-week range
$2.54 – $7.96
9% from low
Sector
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
Exchange
NASDAQ
CS
Conviction picks
#21
Designated top-3 by holders
Bumble Inc is engaged in offering online dating services. The platform enables people to connect and build healthy and equitable relationships on their own terms. The company operates two apps, Bumble and Badoo, where users come every month to discover new people and connect. The company operates as one operating segment with revenue derived in the form of recurring subscriptions and in-app purchases. The company operates in USA, which derives maximum revenue; and Rest of the World.
www.bumble.com| Trader / Portfolio | Conviction |
|---|---|
| FID 401kLiam | High26% |
| Robinhood Roth IraLiam | Strong12% |
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 |
| 4,213,887 |
| $13.7M |
$BMBL The paid user bleed has been stymied boys. Growth is back on the menu.
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-8-5-bumble-inc-stock/ $BMBL Bumble Earnings Transcript
View on StockTwits ↗$BMBL The algos are all messed up on their app. Im jacked and super handsome and all I got on there was one date with a liberal who needed to hit the gym. Hinge is way better
View on StockTwits ↗$BMBL Agreed. Revenue decreased only $2M which shows signs of stabilizing. Clowns 🤡 will focus on the loss even though it’s impairment related.
View on StockTwits ↗$BMBL that’s what happens when allow people to ban paying users in order to create a virtual safe space. Go woke, go broke
View on StockTwits ↗$BMBL nothing particularly damming and nothing we didnt already know. Paif subscriber decline has steadied… which could indicate a plateau. Beat on some estimates. Would expect this to level out at $3 and then progress upwards during the next 6 months.
View on StockTwits ↗$BMBL Q2 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.84 up 65.71% YoY • Reported revenue of $210.53M down -15.19% YoY • Bumble Inc. anticipates total revenue in the range of $205 million to $213 million for the third quarter ending September 30, 2026, with Adjusted EBITDA between $56 million and $60 million.
View on StockTwits ↗$BMBL ridiculous sell off at match for guidance on revenue being a whole $1M light. Will cause some weakness here this morning but BMBL will face its own music, good or bad, AH.
View on StockTwits ↗$BMBL if there is a buyout, it comes AH today (day before ER) or it’s not likely happening IMO. Regardless, steal at these prices if revenue is flat to Q1.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $844M | -12.4% | $1.05 | $0.80–$1.20 | 2.9× | 5 |
| 2027 | $830M | -1.7% | $0.98 | $0.63–$1.19 | 3.1× | 6 |
| 2028 | $847M | +2.0% | $0.86 | $0.64–$1.20 | 3.5× | 6 |
| 2029 | $708M | -16.4% | $0.57 | $0.54–$0.60 | 5.3× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $0.25 | $-0.84 | -436.5% |
| 2026-05-05 | $0.25 | $0.34 | +36.0% |
| 2026-03-11 | $0.23 | $1.07 | +355.5% |
| 2025-11-05 | $0.38 | $0.35 | -7.9% |
| 2025-08-06 | $0.37 | $0.64 | +73.0% |
| 2025-05-07 | $0.16 | $0.13 | -18.8% |
| 2025-02-18 | $0.16 | $-0.19 | -218.8% |
| 2024-11-06 | $0.20 |
| $0.35 |
| +75.0% |
| $828M |
| — |
| DOMODomo, Inc. | $3.85 | +0.13% | $168M | — |
| PSFEPaysafe Limited | $8.03 | +1.65% | $415M | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
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Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding BMBL.