BMBL

BumbleA

Nasdaq / Media & Entertainment

At close

2026-07-18

Current thesis

If the AI-enabled relaunch improves matching quality and retention while cost discipline persists, Bumble can stabilize paying users, preserve EBITDA, and rerate from a low base.

Posture

Constructive

Lead driver

Sentiment

What changed

Sentiment remains the lead driver in the composite, 7D delta -5.3.

What can break

Paying users are still contracting, so monetization gains may not fully offset churn.

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $4.48 · Bull $5.75 · Bear $2.10

Data freshness

Prices

As of 2026-07-18

Fundamentals

As of 2026-07-20 • Vendor: Data Vendor v1

Scores

As of 2026-07-18 • Model: HYBRID_IC_RP

AI Memo

As of 2026-05-19 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-18

Supporting evidence

What

Grade A · Constructive

Confidence Medium · Net Neutral

Target $4.34

Why

Momentum20 · Δ7d +8.5

Value70 · Δ7d -0.1

Sentiment89 · Δ7d -5.3

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Sentiment · See AI snapshot

Momentum

26% active weight

Current posture

7d trendImproving

Δ7d

+8.5

Δ21d

+16.5

Value

39% active weight

Current posture

7d trendFlat

Δ7d

-0.1

Δ21d

+0.2

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-5.3

Δ21d

-9.3

Why this grade

Composite grade A. Momentum 20.2 / Value 69.6 / Sentiment 89.0

Fundamentals (TTM)

As of 2026-07-20

Market Cap

$382.16M

Beta

1.96

Shares Out

130.43M

P/E (TTM) · Derived

-0.5

P/S (TTM)

0.96

P/FCF (TTM)

5.51

Rev YoY

-14.1%

EPS YoY

+169.8%

Gross Margin

+69.7%

Op Margin

-19.2%

Net Debt

$423.65M

Current Ratio

1.19

As of 2026-07-18 • Updated nightlySource: Internal modelMethodology