BMBL · Bumble Inc. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on BMBL. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About BMBL · Bumble Inc.
Bumble Inc. provides online dating and social networking applications in North America, Europe, internationally. It owns and operates websites and applications that offers subscription and in-app purchases of products. The company operates apps, including Bumble, a dating app built with women at the center; Badoo, the web and mobile free-to-use dating app; Bumble BFF, a friendship and community app that combines one-to-one matching with group discovery and participation. The company was incorporated in 2020 in and is headquartered in Austin, Texas.
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SELL (score -5) · 12-1 mom -41.3% · RSI 39.4 · below_both · -67.3% from high
Targets blend Wall Street consensus (12 analysts: low $3.50 / mean $4.34 / high $5.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
Material insider selling ($109M Blackstone exit), heavily bearish options flow, structural revenue decline, and active anti-signals (dilution, concentration, accounting) create a clear skip. The dossier confirms a deteriorating business with no asymmetric upside or viable income structure.
Material insider selling ($109M Blackstone exit), heavily bearish options flow, structural revenue decline, and active anti-signals (dilution, concentration, accounting) create a clear skip. The dossier confirms a deteriorating business with no asymmetric upside or viable income structure.
BMBL has collapsed ~66% from its 52-week high of $8.64 to ~$2.96, near the lows. The investigation was triggered by a Form 4 cluster — however, review of all filings reveals this is NOT an insider buying cluster: five June 18, 2026 filings are Blackstone's coordinated SALE of approximately 28.8 million shares at $3.7751/share (~$108.7M notional) via post-paid forward settlement unwind. Additional director sales on 06/09 and 06/10 were 10b5-1 plan sales for tax withholding on RSU vestings — not conviction purchases. No open-market CEO or CFO buys exist in the data. The business is in structural decline: Q1 2026 revenue of $212M was down ~14% YoY; guidance missed consensus by roughly $12M; paying users are declining as Bumble aggressively pursues a product overhaul (killing the swipe mechanic). The stock sits below both its 50- and 200-day moving averages. Options flow is heavily bearish (put/call ratio of 5.62, net dollar bias -$15K). While forward P/E (~2.95x) and EV/EBITDA (~3.05x) appear cheap on surface, this reflects earnings quality problems — negative ROE (-83%), high leverage (net debt/EBITDA elevated), and revenue shrinking at 14% YoY.