Held · Bookmarked
3 · 0
portfolios · users
Avg position size
23.0%
of holders' portfolios
13F filers
1
institution
Market cap
$368.2M
132M shares
52-week range
$2.54 – $7.32
5% from low
Sector
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
Exchange
NASDAQ
CS
P/S (TTM)
0.4
EV / FCF (TTM)
2.6
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 | Max31% |
| RH IndividualLiam | High26% |
| Robinhood Roth IraLiam | Strong11% |
| Institution | Shares | Reported |
|---|---|---|
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | -9.9% | 10.7% | ||||
| Profit Margin % | -71.8% | -18.5% | ||||
| Free Cash Flow Margin % | 24.7% | 14.9% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
| 4,213,887 |
| $13.7M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $834M | -13.4% | $-0.10 | $-0.10–$-0.09 | — | 2 |
| 2027 | $805M | -3.5% | $0.94 | $0.82–$1.03 | 3.0× | 4 |
| 2028 | $800M | -0.6% | $0.61 | $0.45–$0.73 | 4.6× | 3 |
| 2029 | $708M | -11.6% | $0.57 | $0.56–$0.59 | 4.9× | 1 |
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 | $2.45 | +562.2% |
| 2025-05-07 | $0.16 | $0.13 | -18.8% |
| 2025-02-18 | $0.16 | $0.06 | -62.5% |
| 2024-11-06 | $0.20 |
| $5.11 |
| +2455.0% |
| $898M |
| — |
| DOMODomo, Inc. | $3.76 | -2.59% | $165M | — |
| PSFEPaysafe Limited | $6.23 | -0.48% | $322M | — |
Source: Financial Modeling Prep · peers by sector/industry
DDI
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2 co-holders · 67% overlap
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Grandstand Limited Ordinary Shares
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NNDM
Nano Dimension Ltd. American Depositary Shares
2 co-holders · 67% overlap
SIRI
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2 co-holders · 67% overlap
ANF
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2 co-holders · 67% overlap
CROX
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2 co-holders · 67% overlap
Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding BMBL.
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.
$BMBL SA article published yesterday really doesn’t tell us anything new or put any meat on the bones of the sell rating. It effectively says that the author ’isn’t hopeful’. Not exactly a compelling case. Short term noise.
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$BMBL Not a follower of the stock, but it looks like it's gone down over 93% since IPO. Is there some reason it won't go down the remaining 7%?
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$BMBL Mark it. Momo will build after two ERs, product updates, and BX almost out.
View on StockTwits ↗$BMBL https://www.cnn.com/2026/09/12/business/dating-apps-swipe-real-life-meet-ups
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$BMBL now there are 16.16M shares sold short (up from 13.64m a month ago). 17.98% of float…
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$BMBL 21 of 23 quarterly candles red. Fire all these losers.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.