Company Performance - Bumble Inc. ended the latest trading session at $4.53, reflecting a -1.95% change from the previous close, underperforming the S&P 500's 0.08% gain [1] - Over the past month, Bumble Inc. shares have decreased by 15.54%, while the Computer and Technology sector and the S&P 500 have lost 12.04% and 7.33%, respectively [1] Earnings Projections - Bumble Inc. is expected to report earnings of $0.16 per share, indicating a year-over-year growth of 184.21% [2] - The consensus estimate for revenue is projected at $260.38 million, which represents a 4.85% decline from the same quarter last year [2] Fiscal Year Estimates - For the entire fiscal year, earnings are projected at $0.65 per share, reflecting a +114.1% change from the prior year, while revenue is estimated at $990.95 million, showing a -7.53% change [3] - Recent changes to analyst estimates for Bumble Inc. may indicate shifting business dynamics, with positive revisions suggesting a favorable business outlook [3] Valuation Metrics - Bumble Inc. has a Forward P/E ratio of 7.09, which is significantly lower than the industry average Forward P/E of 27.92, indicating a valuation discount [6] - The Internet - Software industry, part of the Computer and Technology sector, currently holds a Zacks Industry Rank of 81, placing it in the top 33% of over 250 industries [6] Zacks Rank System - The Zacks Rank system, which evaluates estimate revisions, has a proven track record of outperformance, with 1 rated stocks returning an average of +25% annually since 1988 [5] - Bumble Inc. currently holds a Zacks Rank of 3 (Hold), with the consensus EPS projection having decreased by 21.67% in the past 30 days [5]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 o FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-40054 Bumble Inc. (Exact name of Registrant as specified in its Charter) (State or other jurisdiction of incorporation or organizat ...

Bumble Inc. (BMBL) has been on a downward spiral lately with significant selling pressure. After declining 27.1% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.How to Determine if a Stock is OversoldWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a sto ...

Group 1 - Bumble Inc. (NASDAQ: BMBL) shares were added to a portfolio in the low-mid teens in late 2023, indicating a potential investment opportunity in the online dating sector [1] - There is skepticism regarding the long-term viability of online dating platforms, suggesting that traditional methods may no longer be effective [1] - The author has extensive experience in the financial and investment industry, which may provide valuable insights into market trends and investment strategies [1] Group 2 - The article does not provide specific financial metrics or performance data related to Bumble Inc. or the online dating industry [2]

Group 1 - The dating-app industry is facing significant challenges, with Match Group reporting a sharp decline in Tinder payers and slowing growth in Hinge [1] - Bumble has also reported disappointing results, indicating a broader trend of underperformance across dating-app companies [1] Group 2 - Gary Alexander, an analyst with extensive experience in technology and startups, has been contributing insights on the dating-app industry since 2017 [1]

Bumble BMBL stock tanked after the company issued first-quarter revenue guidance below estimates and announced a quarter-over-quarter decline in paying app users.Wall Street firms cut their price targets on the stock.Piper Sandler analyst Matt Farrell maintained Bumble with a Neutral and lowered the price target from $8 to $7.Stifel analyst Mark Kelley reiterated Bumble with a Hold and lowered the price target from $7 to $6.Also Read: Garmin Q4 Earnings: Wearables and Adventure Watches Drive Growth, 20% Div ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Summary of Key Points Toll Brothers Inc (NYSE:TOL) - Toll Brothers shares fell 5.2% to $115.57 after missing fiscal first-quarter expectations, reporting profits of $1.75 per share on $1.84 billion in revenue, both below analyst estimates [1] - Home deliveries were reported at 1,991 units, significantly lower than the forecasted 2,060 units [1] - The stock has now declined 8.8% in 2025 and over 24% in the last three months, reaching its lowest level since July [2] - There was a notable increase in options trading, with activity spiking to eight times the average intraday volume, particularly in the February 121-strike put contracts [2] Bumble Inc (NASDAQ:BMBL) - Bumble's stock dropped 27.50% to $5.87 following a poor fiscal first-quarter forecast, despite meeting earnings projections and exceeding revenue estimates in the fourth quarter [3] - The stock is experiencing its worst single-session loss since August, having declined 56.2% over the past year and nearly 29% in 2025 [4] - Trading activity included 12,000 calls and 17,000 puts, with a strong preference for the February 6-strike put contracts, indicating new positions being opened [4]

Core Insights - Bumble is discontinuing its acquired apps Fruitz and Official to refocus on its core businesses, Bumble and Badoo [1][3] - This decision contradicts earlier statements made in Q1 2024 regarding a commitment to acquisitions for growth [2] - The closure of these apps is expected to result in a revenue headwind of approximately $12 million for the year [3] Financial Performance - Bumble reported a 4.4% decline in overall revenue, falling to $261.6 million from $273.6 million [6] - Revenue from the Bumble app decreased by 3.8% to $212.4 million, missing the guidance range of $207 million to $211 million [6] - Following a disappointing first-quarter revenue forecast, Bumble's shares fell over 27% [7] Strategic Focus - The company plans to launch new features, including a "Discover" tab for finding matches based on interests and a way to share profiles in person [4] - The founder emphasized the need to restore confidence and joy in the user experience, indicating a shift in focus for the product [5]

Financial Data and Key Metrics Changes - Total revenue for Q4 2024 was $262 million, at the high end of the outlook, with a year-over-year increase of 2% to $1.072 billion for the full year [28][33] - Adjusted EBITDA for Q4 was $73 million, representing a 28% margin, while full-year adjusted EBITDA was $304 million, up 220 basis points [33][34] - Free cash flow for the year was $114 million, with cash and cash equivalents at $204 million at year-end [34] Business Line Data and Key Metrics Changes - Bumble App revenue was $212 million, down 4% year-over-year, while paying users grew 5% to 2.8 million [28][29] - Badoo App and other revenue was $49 million, representing a decline of 7%, with paying users growing 7% to 1.4 million but ARPPU declining 12% to $11.13 [29][30] Market Data and Key Metrics Changes - Total paying users grew 5% in Q4 to 4.2 million, but ARPPU for Bumble App declined 8% to $25.17 due to geographic mix shift [28][29] - The company faced unfavorable FX impacts of approximately $3 million in total revenue and $2 million in Bumble App revenue [28][29] Company Strategy and Development Direction - The company is focused on three strategic pillars: strengthening the ecosystem, driving innovation in customer experiences, and enhancing revenue strategy [9][44] - The decision to sunset Fruitz and Official reflects a focus on core business and resource allocation [17][41] - Upcoming product releases include a new Discover tab and AI-assisted features aimed at improving user engagement and safety [14][68] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the demand for online dating, emphasizing the need for a safe and enjoyable user experience [48][49] - The company anticipates near-term declines in paying users as it focuses on optimizing the user ecosystem [36][104] - Future guidance for Q1 2025 expects total revenue to decline between 7% and 10%, with a sequential decline in paying users of 100,000 to 120,000 [37][104] Other Important Information - The company repurchased $40 million worth of shares in Q4 and $214 million in total for 2024 [34] - Management highlighted the importance of trust and safety features in upcoming releases, including ID verification and new engagement tools [14][56] Q&A Session Summary Question: Industry landscape and challenges - Management noted that the demand for love is stronger than ever, and the focus will be on enhancing user experience and safety [48][49] Question: CFO search and commitment - The CFO search is a top priority, with active interviews ongoing [60] - The CEO expressed a strong commitment to the company and its mission, emphasizing a long-term focus [64] Question: Discover tab feature - The Discover tab aims to enhance user engagement through shared interests and is expected to drive more matches [68][70] Question: Monetization plans amid user hesitance - The company is focused on ensuring relevant matches and safety to engage younger users effectively [76][77] Question: Q1 guidance and margin contraction - The expected margin contraction is due to revenue headwinds and deliberate investments in product and technology [81][82] Question: Strategy changes and executive alignment - The strategy remains customer-centric, focusing on solving user pain points and enhancing the overall experience [88][90] Question: Revenue strategy and engagement - The company is balancing revenue across subscription tiers while focusing on engagement as a precursor to monetization [99][100] Question: BFF product adoption - The company sees potential in Bumble BFF as a way to engage users and create a pathway back to dating [122][130]