Foreign exchangemixed · 4 filings
“The change in other income (expense), net was primarily driven by foreign currency exchange.”10-Q · May 6, 2026 ↗
Bumble Inc.
BMBL
Market read
Bumble Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 7 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Company+2.0% todayVolume comparison unavailable
Market group0 of 7 activeIdentity Security Software · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- BMBL's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if BMBL's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 7 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- BMBL's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods7
Price observations319
Usable filing statements119
Verified relationships3
Evidence supporting the case
No qualifying supportive evidence was identified.
Evidence challenging the case
- Latest annual revenue changed -9.9% year over year.
- Operating margin changed -18.1 percentage points in the latest annual period.
- Net margin changed -19.8 percentage points in the latest annual period.
- Foreign exchange has repeated adverse evidence across 4 filings.
- Credit and interest rates has repeated adverse evidence across 3 filings.
Questions before a position
- EV/sales is 78% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 10, 2026
2.986m-2.0%12m-52.6%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$760.9M+41.0%$1.45—
2022-12-31$903.5M+18.7%$-0.62-32.8%
2023-12-31$1.1B+16.4%$-0.03+4.3%
2024-12-31$1.1B+1.9%$-4.61-10.5%
2025-12-31$965.7M-9.9%$-5.95-8.9%
What management says matters
Persistent and emerging business drivers
Legal and regulatory exposuremixed · 4 filings
“As of December 31, 2025 and 2024, the Company has classified its cash held in Russia as restricted cash due to the sanctions imposed by the Russia-Ukraine Conflict, which was included in “Other noncurrent assets” within the accompanying consolidated balance s…”10-K · Mar 16, 2026 ↗
Restructuring and cost reductionsmixed · 4 filings
“The change was primarily due to a $10.1 million increase in stock-based compensation driven by forfeitures associated with the departure of officers in the first quarter of 2025 and a $2.2 million unfavorable fluctuation in fair value of the contingent earn-o…”10-Q · May 6, 2026 ↗
Tariffs and trade policymixed · 4 filings
“As of December 31, 2025 and 2024, the Company has classified its cash held in Russia as restricted cash due to the sanctions imposed by the Russia-Ukraine Conflict, which was included in “Other noncurrent assets” within the accompanying consolidated balance s…”10-K · Mar 16, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 0.3× · EV/sales 0.8×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
2.98+2.0% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for BMBL. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for BMBL. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind BMBL
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
WNFTDFiling-linked nameinvesteeMay 6, 2026 ▾
“Additionally, we have the following contractual obligations not reflected in the table set forth above: In connection with the Sponsor Acquisition in January 2020, we entered into a contingent consideration arrangement, consisting of an earn-out payment to th…”
BXBlackstone Inc.investeeMar 16, 2026 ▾
“Secondary Offerings On March 8, 2023, the Company completed a secondary offering of 13.75 million shares of Class A common stock on behalf of the Blackstone Selling Stockholders and the Founder at a price of $22.80 per share.”
ACELFiling-linked namepartnerMay 6, 2026 ▾
“Tax Receivable Agreement Concurrent with the completion of the IPO, we entered into a Tax Receivable Agreement with pre-IPO owners including our Founder, our Sponsor, an affiliate of Accel Partners LP and management and other equity holders.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
BMBL is currently a Follower in the organic co-movement group Identity Security Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for BMBL; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.