Bumble, Inc. (BMBL)
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-11-05
$5.98-0.33%
Close 2026-11-05 · 1-day change
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-11-05
QuarterlyIQ Insights · BMBL
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
There is more happening at Bumble today than at any point in years - we are completing our platform migration, transforming our matching algorithms, giving members new ways to start a conversation, e…
Stated in 2 of 2 supplied quarters. Management reported: ““We delivered second quarter revenue and Adjusted EBITDA at the higher end or above our guidance ranges, as we continue to execute with financial discipline,” said Kevin Cook, CFO of Bumble Inc. “We are now deliberately investing across product, technology, and brand as we prepare to deliver on our innovation roadmap and position the company for long-term growth.”” ““We maintained strong operating discipline in Q1, delivering results in line with our expectations and generating strong cash flow,” said Kevin Cook, CFO of Bumble Inc. “The company’s performance and outlook reflect a more efficient cost structure with continued investment in product and platform capabilities designed to support sustainable growth.””
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Communication Services names rated neutral grew net income 52% of the time over the next year (vs 52% for the rest of the cohort, n=2532).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“There is more happening at Bumble today than at any point in years - we are completing our platform migration, transforming our matching algorithms, giving members new ways to start a conversation, e…”
““Our deliberate steps to reset the Bumble member base have meaningfully improved the health of our ecosystem,” said Whitney Wolfe Herd, Founder & CEO of Bumble Inc. "We’re now focused on activating t…”
“We delivered second quarter revenue and Adjusted EBITDA at the higher end or above our guidance ranges, as we continue to execute with financial discipline,” said Kevin Cook, CFO of Bumble Inc. “We…
Stated in 2 of 2 supplied quarters. Management reported: ““We delivered second quarter revenue and Adjusted EBITDA at the higher end or above our guidance ranges, as we continue to execute with financial discipline,” said Kevin Cook, CFO of Bumble Inc. “We are now deliberately investing across product, technology, and brand as we prepare to deliver on our innovation roadmap and position the company for long-term growth.”” ““We maintained strong operating discipline in Q1, delivering results in line with our expectations and generating strong cash flow,” said Kevin Cook, CFO of Bumble Inc. “The company’s performance and outlook reflect a more efficient cost structure with continued investment in product and platform capabilities designed to support sustainable growth.””
““We delivered second quarter revenue and Adjusted EBITDA at the higher end or above our guidance ranges, as we continue to execute with financial discipline,” said Kevin Cook, CFO of Bumble Inc. “We…”
““We maintained strong operating discipline in Q1, delivering results in line with our expectations and generating strong cash flow,” said Kevin Cook, CFO of Bumble Inc. “The company’s performance and…”
On April 24, 2026, the Company entered into a new $475.0 million senior secured term loan, the proceeds of which, together with cash on hand, were used to repay in full and terminate its prior term l…
Stated in 1 of 2 supplied quarters. Management reported: “On April 24, 2026, the Company entered into a new $475.0 million senior secured term loan, the proceeds of which, together with cash on hand, were used to repay in full and terminate its prior term loans.” “The new facilities extended the Company’s debt maturities to 2030.”
“On April 24, 2026, the Company entered into a new $475.0 million senior secured term loan, the proceeds of which, together with cash on hand, were used to repay in full and terminate its prior term l…”
Exhibit 99.1 Oct 13, 2026 8:24 AM Eastern Daylight Time Bumble Inc. to Be Acquired by Ithaca Holdings, the Long-Term Holding Company for Enduring Technology Businesses Bumble Shareholders to Receive…
Stated in a supplied disclosure. Management reported: “Exhibit 99.1 Oct 13, 2026 8:24 AM Eastern Daylight Time Bumble Inc. to Be Acquired by Ithaca Holdings, the Long-Term Holding Company for Enduring Technology Businesses Bumble Shareholders to Receive $6.05 Per Share in Cash Representing a 138% Premium to the Unaffected Share Price AUSTIN, Texas -- (BUSINESS WIRE) -- Bumble Inc. (NASDAQ: BMBL) (“Bumble” or “the Company”) today announced that it entered into a definitive agreement to be acquired by Ithaca Holdings (“Ithaca”) in an all-cash transaction valuing the Company at $1.3 billion.”
Continue issuing quarterly revenue and Adjusted EBITDA guidance to set market expectations.
Over the trailing year it converted 3.25x of net income into operating cash flow. Historically, Communication Services names rated robust grew net income 46% of the time over the next year (vs 41% for the rest of the cohort, n=894).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
15 material management or governance events in the past 24 months, led by executive changes. Historically, Communication Services names rated neutral grew net income 52% of the time over the next year (vs 53% for the rest of the cohort, n=2398).
Not investment advice. As of 2026-11-05.