BMBL

BumbleC

Nasdaq / Media & Entertainment

At close

2026-06-02

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

Mixed

Lead driver

Sentiment

What changed

Sentiment remains the lead driver in the composite, 7D delta +0.2.

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 2026-06-02

Fundamentals

As of 2026-06-01 • Vendor: Data Vendor v1

Scores

As of 2026-06-02 • Model: HYBRID_IC_RP

AI Memo

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

Investment thesis

As of 2026-06-02

Supporting evidence

What

Grade C · Mixed

Confidence Medium · Net Neutral

Target $4.48

Why

Momentum5 · Δ7d -1.8

Value69 · Δ7d +0.0

Sentiment88 · Δ7d +0.2

So what

Balanced signals (Net Neutral). Wait for confirmation before sizing up.

Lead driver: Sentiment · See AI snapshot

Momentum

34% active weight

Current posture

7d trendFlat

Δ7d

-1.8

Δ21d

-47.7

Value

32% active weight

Current posture

7d trendFlat

Δ7d

+0.0

Δ21d

+0.1

Sentiment

33% active weight

Current posture

7d trendFlat

Δ7d

+0.2

Δ21d

+23.0

Why this grade

Composite grade C. Momentum 5.2 / Value 69.0 / Sentiment 87.7

Fundamentals (TTM)

As of 2026-06-01

Market Cap

$419.99M

Beta

1.96

Shares Out

112.74M

P/E (TTM) · Derived

-0.8

P/S (TTM)

0.96

P/FCF (TTM)

5.51

Rev YoY

-10.0%

EPS YoY

+104.7%

Gross Margin

+70.7%

Op Margin

-19.2%

Net Debt

$412.78M

Current Ratio

3.55

As of 2026-06-02 • Updated nightlySource: Internal modelMethodology