Bumble, Inc. (BMBL)
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-09-04
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-09-04
Research Workspace
Put BMBL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communication Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Adjusted EBITDA reaches at least $65 million in 2026-Q2: Q2 EBITDA margin -51.4% vs target 65M USD.
View ThesisRevenue is contracting — down about 13% over the past year.
View GrowthManagement screens weak on margins, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 64% in its worst 12-month stretch.
View RiskBMBL's growth depends on improving revenue and Adjusted EBITDA guidance. The company missed its latest earnings target with a significant negative surprise. BMBL trades at 1.3× P/E, while the peer median is 13×. This suggests the price reflects modest growth expectations compared to our view. The primary risk is the need for better revenue guidance after the recent miss. Analysts are cutting targets, which raises concerns about future performance. Peer multiples imply a price about 77% above where it trades. Our read is provisional.
Trailing returns as of 2026-09-04. BMBL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering BMBL (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare BMBL with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BMBL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 6 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Interactive Media & Services — fair value, gap to price, and forward P/E.
Compare the value case
Put BMBL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Provide revenue and Adjusted EBITDA guidance
Analysts cutting targets raises concerns about revenue guidance.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Threatens: Execute product innovation and platform transformation
Killing a key feature undermines product innovation efforts.
