Added to YB: 2026-07-06
Pitch date: 2026-07-03
BMBL [neutral]
Bumble Inc.
-3.65%
current return
Author Info
No bio for this author
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Company Info
Bumble Inc. provides online dating and social networking applications in North America, Europe, internationally.
Market Cap
$427.8M
Pitch Price
$3.29
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.10
P/E
-0.61
EV/Sales
0.96
Sector
Interactive Media and Services
Category
special_situation
Show full summary:
The dating app that's losing its best users first - $BMBL
BMBL (pass): Dating app at 3x NTM P/E, 23% FCF yield, but passing. Paying users -21% YoY Q1'26; no new product like MTCH's Hinge. Gresham's Law drives good singles out; apps die ~15yrs. Consensus -13% 2026 rev too rosy (Q1 rev -14%, advance pmts -15%); mgmt terminal growth 0%. Blackstone (17%) exiting, weak buyer pool.
Read full article (6 min)