Financial Estimates and Adjustments - Bumble Inc. announced preliminary financial estimates for Q4 2024, with results subject to finalization and potential adjustments[4][5] - The company has not reconciled the expected adjusted EBITDA range due to unavailability of certain tax-related adjustments[6] Leadership Changes - Whitney Wolfe Herd will return as CEO effective March 17, 2025, following the resignation of Lidiane Jones[7] - Lidiane Jones will remain employed during a transition period until April 13, 2025[7] - New compensation terms for Whitney Wolfe Herd as CEO will be disclosed at a later date[10] Board of Directors - The Board reduced its size to ten directors and appointed Ann Mather as Chair effective March 17, 2025[8]

Group 1: Earnings Report - Bumble Inc is set to report its fourth-quarter earnings, with Wall Street expecting an EPS of 19 cents and revenues of $260.47 million [1] - The stock has experienced a decline of 36.30% over the past year, but has seen a year-to-date increase of 6.15% [1] Group 2: Leadership Changes - A significant leadership change is occurring, with founder Whitney Wolfe Herd returning as CEO in March 2025, following the resignation of Lidiane Jones [2] - Investors are closely monitoring how this leadership transition will affect Bumble's strategy in a competitive dating app market [2] Group 3: Stock Performance and Technical Indicators - Bumble stock is currently exhibiting a strongly bullish trend, trading at $8.46, above its five-day, 20-day, and 50-day exponential moving averages (EMA) [3] - The stock is also above its eight-day simple moving average (SMA) of $8.41, 20-day SMA of $8.12, and 50-day SMA of $8.10, reinforcing a bullish outlook [4] - Additionally, the stock is above its 200-day SMA of $8.40, indicating a positive long-term trend, with a MACD indicator at 0.14 and an RSI of 56.33, suggesting room for growth without being overbought [5] Group 4: Analyst Ratings and Price Targets - The consensus analyst rating for Bumble stock is Neutral, with a price target of $16.24, indicating a potential downside of 10.23% based on recent ratings from Morgan Stanley, Susquehanna, and Stifel [7] - At the time of publication, Bumble stock was down 2.6% at $8.24 [7]

Core Insights - Bumble Inc. has consistently surpassed earnings estimates, averaging a 60.83% beat over the last two quarters [1][2] Earnings Performance - For the last reported quarter, Bumble achieved earnings of $0.35 per share, exceeding the Zacks Consensus Estimate of $0.20 per share by 75% [2] - In the previous quarter, Bumble's earnings were $0.22 per share against an expected $0.15, resulting in a surprise of 46.67% [2] Earnings Estimates - Recent estimates for Bumble have been increasing, with a positive Earnings ESP of +40.97%, indicating bullish sentiment among analysts regarding its near-term earnings potential [3][6] - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat [6] Predictive Metrics - Stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [4] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [5]

Core Viewpoint - Bumble (BMBL) is expected to report its fourth-quarter 2024 results on February 18, with anticipated revenues between $256 million and $262 million, reflecting a decline from the previous year [1][2]. Revenue and Earnings Estimates - The Zacks Consensus Estimate for fourth-quarter revenues is $260.11 million, indicating a 4.94% decline from the same quarter last year [2]. - The consensus estimate for earnings is 19 cents per share, which represents a 200% increase from the year-ago figure, despite a 5.3% downward revision over the past 30 days [2]. Recent Performance - Bumble has surpassed the Zacks Consensus Estimate for earnings in three of the last four quarters, with an average positive surprise of 8.69% [3]. Challenges and Market Conditions - The company has faced challenges due to sticky inflation and high borrowing costs, which have negatively impacted user spending and led to a decline in quarterly revenues for the first time since going public in 2021 [4]. - Total paying users grew by 11% year-over-year in the third quarter, but net additions are expected to decline by 70,000 to 80,000 in the fourth quarter, potentially affecting revenues [4]. Strategic Developments - Bumble's acquisition of Geneva aims to expand into non-romantic connection spaces, although it is not expected to contribute to revenues in the fourth quarter due to its current lack of revenue generation [5]. - The company has been optimizing pricing and paywall strategies to balance free and paid users, which is anticipated to improve conversion rates and revenues in the fourth quarter [6]. Marketing and Product Updates - Marketing expenditures originally planned for the third quarter were shifted to the fourth quarter to align with a fall product release, which included significant updates to the Bumble app [7]. - The reallocation of marketing expenses is expected to impact fourth-quarter margins negatively, despite higher-than-expected margins in the third quarter [7]. Competitive Landscape - The dating sector remains highly competitive, with Bumble facing pressure from competitors like Match Group's Tinder and Hinge, which may strain profit margins and market share [8]. Earnings Prediction Model - According to the Zacks model, Bumble currently has an Earnings ESP of -1.30% and a Zacks Rank of 3, indicating a lower likelihood of an earnings beat [9].

Core Insights - Bumble Inc. (BMBL) is expected to report quarterly earnings of $0.19 per share, reflecting a year-over-year increase of 200% [1] - Revenue is projected to be $260.11 million, which is a decrease of 4.9% compared to the same quarter last year [1] - Analysts have revised their consensus EPS estimate down by 1.8% over the past 30 days, indicating a reassessment of projections [1][2] Revenue Estimates - Revenue from the Badoo App and Other is estimated at $50.49 million, down 4.6% from the prior year [4] - Revenue from the Bumble App is projected to reach $207.79 million, indicating a year-over-year decline of 5.9% [4] User Metrics - Total Paying Users are estimated to be 4.17 million, an increase from 3.97 million in the same quarter last year [5] - Average Revenue per Paying User is expected to be $20.39, down from $22.64 year-over-year [5] - Badoo App and Other Average Revenue per Paying User is projected at $11.46, compared to $12.69 last year [5] Specific App Metrics - Bumble App Average Revenue per Paying User is estimated at $24.77, down from $27.37 in the same quarter last year [6] - Badoo App and Other Paying Users are expected to reach 1.37 million, up from 1.28 million in the same quarter last year [6] - Bumble App Paying Users are projected to be 2.8 million, an increase from 2.69 million year-over-year [7] Stock Performance - Over the past month, Bumble shares have returned +5.1%, outperforming the Zacks S&P 500 composite's +3.9% [8] - Bumble currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [8]

Core Viewpoint - Bumble Inc. (BMBL) is anticipated to report a year-over-year increase in earnings despite a decline in revenues for the quarter ending December 2024, with the consensus outlook indicating a significant earnings picture that could influence its stock price in the near term [1][2]. Earnings Expectations - The upcoming earnings report is scheduled for February 18, 2025, with expectations that better-than-expected key numbers could drive the stock price higher, while missing estimates may lead to a decline [2]. - The consensus estimate for Bumble's quarterly earnings is $0.19 per share, reflecting a year-over-year increase of +200%, while revenues are projected to be $260.11 million, down 4.9% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 1.78%, indicating a reassessment by analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for Bumble is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.30%, which suggests a bearish outlook from analysts [10][11]. Earnings Surprise Prediction - The Zacks Earnings ESP model compares the Most Accurate Estimate to the Zacks Consensus Estimate, with a positive Earnings ESP indicating a higher likelihood of an earnings beat, particularly when combined with a strong Zacks Rank [6][8]. - Bumble currently holds a Zacks Rank of 3, making it challenging to predict a consensus EPS beat [11]. Historical Performance - In the last reported quarter, Bumble exceeded the expected earnings of $0.20 per share by delivering $0.35, resulting in a surprise of +75% [12]. - Over the past four quarters, Bumble has beaten consensus EPS estimates three times [13]. Conclusion - While Bumble does not appear to be a compelling candidate for an earnings beat, investors should consider other factors when deciding to invest in the stock ahead of its earnings release [16].

Bumble Inc. (BMBL) closed at $8.37 in the latest trading session, marking a +0.6% move from the prior day. The stock's change was more than the S&P 500's daily gain of 0.36%. On the other hand, the Dow registered a loss of 0.28%, and the technology-centric Nasdaq increased by 0.51%.Shares of the company witnessed a gain of 10.05% over the previous month, beating the performance of the Computer and Technology sector with its of 0% and the S&P 500's gain of 2.11%.Investors will be eagerly watching for the per ...

Core Viewpoint - Bumble's stock has experienced a significant decline, falling by 41% over the past year and 89% since its IPO in 2021, indicating ongoing challenges for the company in the market [1]. Company Performance - The stock price of Bumble (NASDAQ: BMBL) has decreased by 41% in the last year [1]. - Since its IPO in 2021, Bumble's stock has plummeted by 89% [1]. Investment Strategy - The focus on generating growth and income is emphasized, highlighting the importance of thorough research in identifying potential investment opportunities [1].

Group 1 - Bumble Inc. (BMBL) stock closed at $8.41, reflecting a +1.08% increase, outperforming the S&P 500's gain of 0.53% on the same day [1] - Over the past month, Bumble Inc. stock has risen by 2.21%, contrasting with a 0.75% decline in the Computer and Technology sector and a 1.24% gain in the S&P 500 [1] - The upcoming earnings report on February 18, 2025, is expected to show earnings of $0.19 per share, indicating a year-over-year growth of 200%, while revenue is projected at $259.88 million, down 5.03% from the same quarter last year [2] Group 2 - Recent changes in analyst estimates for Bumble Inc. suggest a positive outlook, reflecting optimism about the company's business and profitability [3] - The Zacks Rank system, which evaluates estimate revisions, indicates that Bumble Inc. currently holds a Zacks Rank of 3 (Hold) [5] - Bumble Inc. has a Forward P/E ratio of 9.27, significantly lower than the industry average of 30.73, indicating a valuation discount [6] Group 3 - The Internet - Software industry, which includes Bumble Inc., has a Zacks Industry Rank of 47, placing it in the top 19% of over 250 industries [6] - The Zacks Industry Rank is based on the average Zacks Rank of individual stocks, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Company Leadership Changes - Bumble founder Whitney Wolfe Herd will return as CEO in March, replacing Lidiane Jones, who steps down after a tenure marked by a nearly 50% decline in the company's shares [1] - The company announced the departure of CFO Anu Subramanian, who played a key role in its 2021 IPO, and marketing head Selby Drummond [3] - Lead director Ann Mather has been appointed as chair of Bumble's board [3] Financial Performance and Forecasts - Bumble expects to exceed its Q4 revenue forecast, with projected revenue between $256 million and $262 million and adjusted core profit between $70 million and $73 million [4] - The company's shares closed down 1.6% at $7.70 [3] - Bumble experienced its first decline in quarterly sales since going public in 2021, signaling slower growth [6] Industry Challenges - Sticky inflation and a lack of major new features have impacted growth across the dating app industry, including larger rival Match Group (owner of Tinder) [2][6] - The post-pandemic boom in dating apps has slowed, leading to executive shake-ups at companies in the sector [2] Product and Market Strategy - Bumble launched a refreshed app and new features last year, but these efforts have yet to gain significant traction, particularly among Gen Z, a key demographic for advertisers [6]