Added to YB: 2026-02-23
Pitch date: 2026-02-20
BMBL [bullish]
Bumble Inc.
+3.95%
current return
Author Info
Cluseau Research seeks to exploit these two edges by identifying special situations that provide a compelling risk-to-reward that are “off limits” to traditional Institutional Investors. Sign up for the newsletter.
Company Info
Bumble Inc. provides online dating and social networking applications in North America, Europe, internationally.
Market Cap
$405.6M
Pitch Price
$3.04
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.03
P/E
-0.58
EV/Sales
0.94
Sector
Interactive Media and Services
Category
value
A Software Shot in the Dark
BMBL: Trades 4x 2026 EPS of $0.75 despite user losses. Bought out $399M tax liability to Blackstone for $186M (44 cents/$), cutting liabilities to <$800M. Apple ruling allows shift from 30% App Store fees to 5% Stripe—20% user migration could meaningfully boost cash flow. Cost cuts possible: $119M R&D, $189M marketing, $141M G&A. Position sized 0.50% given volatility risk.
Read full article (4 min)