Bumble(BMBL)

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BMBL or ADYEY: Which Is the Better Value Stock Right Now?
ZACKS· 2025-07-03 16:41
Core Viewpoint - Bumble Inc. (BMBL) is currently considered a more attractive option for value investors compared to Adyen N.V. Unsponsored ADR (ADYEY) based on various valuation metrics [1][7]. Valuation Metrics - Both BMBL and ADYEY have a Zacks Rank of 2 (Buy), indicating a positive earnings outlook due to favorable analyst estimate revisions [3]. - BMBL has a forward P/E ratio of 6.40, significantly lower than ADYEY's forward P/E of 45.03, suggesting BMBL is undervalued [5]. - The PEG ratio for BMBL is 0.22, indicating strong expected earnings growth relative to its price, while ADYEY has a PEG ratio of 2.25, suggesting it may be overvalued [5]. - BMBL's P/B ratio is 0.51, which is much lower than ADYEY's P/B of 14.52, further indicating BMBL's undervaluation [6]. - Based on these metrics, BMBL holds a Value grade of A, while ADYEY has a Value grade of F, reinforcing the conclusion that BMBL is the superior value option [6].
App Store Fee Cuts Set To Boost Duolingo, Match, Bumble Earnings
Benzinga· 2025-07-02 18:49
Core Viewpoint - Recent legal challenges for Apple Inc. regarding alleged monopolistic practices and new App Store fee policies may positively impact subscription service companies like Duolingo, Match Group, and Bumble by reducing app store fees, which are a significant cost of revenue [1][2]. Financial Outlook - A reduction in app store fees could enhance earnings for Duolingo, Match Group, and Bumble, as these fees currently account for 17% of Duolingo's cost of revenues and 20% for both Match Group and Bumble [2][3]. - A 500 basis-point shift in subscription revenue to off-app payments could increase Duolingo's EBITDA by 3.3%, Match's by 2.8%, and Bumble's by 3.0%. Additionally, a 100 basis-point reduction in app store fees could raise their EBITDA by 3.2%, 2.7%, and 3.5%, respectively [4]. Price Forecast Adjustments - Price forecasts have been raised for Bumble to $5.50 from $5.25 and for Match Group to $34 from $32, while Duolingo's price forecast remains at $450 due to higher sector valuation [5]. Revenue Impact - The anticipated fee reduction is expected to result in a 1-2% increase in U.S.-based revenues for these companies, while the impact on EU-based revenues is estimated to be smaller, leading to only a 0.5% EBITDA increase [6]. Company-Specific Insights - Bumble is projected to benefit the most from a potential drop in U.S. app fees, supported by recent legal developments that allow developers to direct users to off-app payment options [7]. - Bumble, Duolingo, and Match are already testing off-app payments, with expectations for updates during the second-quarter earnings in August. A 500 basis-point shift to off-app payments and a 100 basis-point cut in U.S. app fees could boost Bumble's total EBITDA by 1.7% [8]. - Duolingo, Match, and Bumble derive only about 20% of their subscription revenue from the EU, limiting their earnings upside from EU app fee reductions due to DMA compliance [9].
These Top 4 Women-Run Company Stocks Are Quietly Beating the Market
ZACKS· 2025-07-02 16:15
Core Insights - Corporate leadership is experiencing a significant transformation with an increase in women leading publicly traded companies, resulting in market-beating performance and innovative growth strategies [2][4] - Gender-diverse leadership is being recognized by financial markets, with ESG-focused funds prioritizing companies with women in executive roles, indicating a shift towards inclusive leadership driving sustainable growth [4] Company Highlights - **Accenture (ACN)**: Under Julie Sweet's leadership, Accenture made a $3 billion investment in AI, doubling its AI workforce and restructuring its growth model to enhance innovation and brand leadership [3] - **The Estée Lauder Companies Inc. (EL)**: Rashida La Lande's appointment as executive vice president and Global General Counsel in 2024 strengthened the company's legal and compliance frameworks during a transformation period [3] - **Adobe Inc. (ADBE)**: Lara Balazs, as chief marketing officer, has significantly enhanced Adobe's brand and marketing strategy, contributing to strong financial performance with adjusted EPS of $5.08 in Q1 2025, up from $4.48 year-over-year [9][10] - **McKesson Corporation (MCK)**: Michele Lau's role as chief legal officer has been pivotal in navigating regulatory scrutiny and managing complex litigation, with her compensation reflecting a strategic alignment with shareholder value [12][13] - **Centene Corporation (CNC)**: Sarah M. London has transformed Centene's operations since becoming CEO in March 2022, leading to $163 billion in revenues in 2024 and serving nearly 28 million members [15][16] - **Bumble Inc. (BMBL)**: Whitney Wolfe Herd's leadership has driven Bumble's brand identity and strategic shifts, including a workforce reduction aimed at achieving $40 million in annual cost savings, with improved revenue guidance for Q2 2025 [19][20] Investment Opportunities - Companies led by women, such as Adobe, McKesson, Centene, and Bumble, are positioned as attractive investment opportunities due to their strong leadership and strategic vision, indicating potential for long-term success [6]
These "Cheap" Internet Stocks Could Keep Soaring
ZACKS· 2025-07-01 23:51
Group 1: Market Overview - The Russell 2000 index rose by +1% as small-cap stocks benefited from the fastest stock market rebound in history following a correction of over 10% in March [1] - Many underperforming stocks are attracting investor attention as the market exits a favorable Q2 [1] Group 2: Bumble (BMBL) - Bumble's stock has rebounded over +50% in the last three months but remains more than 30% below its 52-week high of $10 per share [3] - The company operates two of the highest-grossing dating apps, Badoo and Bumble, and is already profitable since going public in 2021 [3] - Bumble trades at 7X forward earnings, with expected high-double-digit EPS growth in fiscal 2025 and 10% EPS growth in FY26 [3] Group 3: Earnings Estimates for Bumble - Current quarter EPS estimate is $0.31, with a year-over-year growth estimate of 40.91% [4] - Next quarter EPS estimate is $0.26, with a year-over-year decline of 25.71% [4] - Current year EPS estimate is $0.91, with a significant year-over-year growth of 119.74% [4] Group 4: Creative Realities (CREX) - Creative Realities has seen its stock surge over +50% in the last three months, trading at $3 per share [5] - The company is expected to cross into profitability this year after an adjusted loss of -$0.34 per share in 2024 [5] - Total sales are projected to rise by 10% in FY25 and another 13% in FY26, reaching $63.3 million [5] Group 5: Lyft (LYFT) and Crexendo (CXDO) - Lyft's stock, with a Zacks Rank 2 (Buy), has posted +20% gains in the last three months and is expected to grow over 10% in FY25 and FY26 [6] - Lyft shares trade under $20 at 14.3X forward earnings, while Crexendo trades at $6 with a P/E multiple of 21.3X [7] Group 6: Investment Sentiment - The extended rally in top-rated internet stocks like Bumble, Creative Realities, Lyft, and Crexendo is expected to continue amid the stock market's historic rebound [8]
Bumble Inc. (BMBL) Beats Stock Market Upswing: What Investors Need to Know
ZACKS· 2025-06-30 23:16
Company Performance - Bumble Inc. closed at $6.59, marking a +2.17% move from the prior day, outperforming the S&P 500 which gained 0.52% [1] - The stock has increased by 14.77% in the past month, surpassing the Computer and Technology sector's gain of 7.56% and the S&P 500's gain of 4.27% [1] Upcoming Earnings - Bumble Inc. is forecasted to report an EPS of $0.31, reflecting a 40.91% increase from the same quarter last year [2] - Revenue is expected to be $240.01 million, indicating a 10.65% decline compared to the corresponding quarter of the prior year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $0.91 per share, representing a +119.74% change from the prior year, while revenue is expected to be $959.27 million, showing a -10.49% change [3] Analyst Estimates - Recent changes to analyst estimates for Bumble Inc. indicate shifting dynamics in short-term business patterns, with positive revisions reflecting analyst optimism [3] - Over the past month, there has been a 6.76% rise in the Zacks Consensus EPS estimate, and Bumble Inc. currently holds a Zacks Rank of 2 (Buy) [5] Valuation Metrics - Bumble Inc. is trading at a Forward P/E ratio of 7.05, which is a discount compared to the industry average of 28.15 [6] - The company has a PEG ratio of 0.25, significantly lower than the average PEG ratio of 2.25 for the Internet - Software industry [6] Industry Context - The Internet - Software industry is part of the Computer and Technology sector and holds a Zacks Industry Rank of 48, placing it in the top 20% of over 250 industries [7] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]
Surging Earnings Estimates Signal Upside for Bumble (BMBL) Stock
ZACKS· 2025-06-30 17:20
Core Insights - Bumble Inc. (BMBL) shows potential as a strong portfolio addition due to significant revisions in earnings estimates [1] - The upward trend in earnings estimate revisions reflects growing analyst optimism, which is likely to influence stock price positively [2] Earnings Estimate Revisions - Current-quarter earnings estimate is $0.31 per share, representing a +40.91% change from the previous year [5] - The Zacks Consensus Estimate for the current quarter has increased by 7.42% over the last 30 days, with two estimates raised and no negative revisions [5] - For the full year, the earnings estimate is $0.91 per share, indicating a +119.74% change from the year-ago figure [6] - The consensus estimate for the current year has risen by 6.76% due to two upward revisions and no negative changes [7] Zacks Rank and Performance - Bumble currently holds a Zacks Rank 2 (Buy), indicating promising estimate revisions and potential for outperformance [8] - Historically, Zacks 1 (Strong Buy) and 2 (Buy) stocks have significantly outperformed the S&P 500 [8] Investment Outlook - Strong estimate revisions have led to a 14.8% increase in Bumble's stock price over the past four weeks, suggesting further upside potential [9] - Investors may consider adding Bumble to their portfolios based on the positive earnings outlook [9]
Bumble (BMBL) Soars 25.1%: Is Further Upside Left in the Stock?
ZACKS· 2025-06-26 16:26
Company Overview - Bumble Inc. (BMBL) shares increased by 25.1% to $6.52 in the last trading session, following a period of 12.7% loss over the past four weeks [1] - The company is experiencing growth due to enhanced user experience, new features, AI-driven personalized matching, and strong performance in its Bumble BFF friendship platform [1] Earnings Expectations - Bumble is expected to report quarterly earnings of $0.29 per share, reflecting a year-over-year increase of 31.8% [2] - Revenue projections stand at $240.01 million, which is a decrease of 10.7% compared to the same quarter last year [2] Stock Performance Insights - The consensus EPS estimate for Bumble has remained stable over the last 30 days, indicating that stock price movements may not sustain without earnings estimate revisions [3] - Bumble holds a Zacks Rank of 2 (Buy), suggesting positive market sentiment towards the stock [3] Industry Comparison - Bumble operates within the Zacks Internet - Software industry, where another company, Automatic Data Processing (ADP), saw a 4.2% decline in its stock price, closing at $298.19 [3] - ADP's consensus EPS estimate has increased by 0.1% to $2.22, representing a year-over-year change of 6.2%, and it currently holds a Zacks Rank of 3 (Hold) [4]
Bumble announces major layoffs affecting 30% of employees as company restructures
Fox Business· 2025-06-26 16:01
Core Insights - Bumble Inc. announced a 30% workforce reduction, equating to approximately 240 job losses, to realign its operating structure and optimize execution on strategic priorities [1][5][6] - CEO Whitney Wolfe Herd emphasized the need for decisive restructuring to build a resilient organization prepared for future challenges [2][4] - The company aims to become more agile and prioritize core product innovation while focusing on member health and experience [4] Financial Implications - Bumble expects to incur $13-18 million in charges related to severance and benefits due to the layoffs, primarily in Q3 and Q4 of this year [5] - The job cuts are projected to yield annual savings of up to $40 million, which will be redirected towards strategic initiatives, including product and technology development [11] - For Q2, Bumble anticipates revenue between $244 million and $249 million, with an EBITDA forecast of $88 million to $93 million [8] User Metrics - As of the end of Q1, Bumble had a total of four million paying users [12] - The company reported a year-over-year revenue decline to $247.1 million in Q1 [9] Strategic Adjustments - Bumble is shutting down two of its apps, Fruitz and Official, as part of its strategy to streamline operations [10]
Bumble (BMBL) Shows Fast-paced Momentum But Is Still a Bargain Stock
ZACKS· 2025-06-26 13:51
Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point for fast-moving stocks, which can lead to limited upside or downside risks [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify these opportunities [3] Group 2: Bumble Inc. (BMBL) Analysis - Bumble Inc. (BMBL) has shown a price increase of 6.5% over the past four weeks, indicating growing investor interest [4] - The stock has gained 47.5% over the past 12 weeks, demonstrating its ability to deliver positive returns over a longer timeframe [5] - BMBL has a Momentum Score of B, suggesting it is an opportune time to invest in the stock [6] - The stock has received a Zacks Rank 2 (Buy) due to upward trends in earnings estimate revisions, which attract more investor interest [7] - BMBL is trading at a Price-to-Sales ratio of 0.64, indicating it is relatively undervalued, as investors pay only 64 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides BMBL, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]
Bumble Stock Soars 25% as Layoffs Signal Cost Discipline
ZACKS· 2025-06-26 13:06
Core Insights - Bumble Inc.'s share price has increased significantly due to a strategic overhaul, new guidance, and improved investor sentiment, highlighted by a 25% stock surge following a 30% workforce reduction announcement [1][8] - The company anticipates annual savings of up to $40 million, despite incurring a one-time severance charge of $13-$18 million in late 2025 [2] - Bumble raised its Q2 revenue forecast to $244-$249 million and adjusted EBITDA guidance to $88-$93 million, indicating a focus on operational discipline and margin recovery [3][8] Financial Performance - The stock has shown volatility but rebounded sharply after the cost-cutting announcement, suggesting investor confidence in Bumble's turnaround strategy [5] - Over the past three months, Bumble's stock has grown by 44.3%, outperforming its Zacks Peer Group, which declined by 7.1% [6] Strategic Focus - The company is committed to reinvesting cost savings into product innovation, particularly in AI enhancements to improve match quality, despite ongoing challenges in user growth and monetization [3][7][8] - The strategic shift towards operational efficiency and product focus is viewed positively by the market, indicating a clearer roadmap for profitability [4][7]