Held · Bookmarked
3 · 0
portfolios · users
Avg position size
21.0%
of holders' portfolios
13F filers
1
institution
Market cap
$394.6M
132M shares
52-week range
$2.54 – $7.32
9% from low
Sector
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
Exchange
NASDAQ
CS
P/S (TTM)
0.4
EV / FCF (TTM)
2.7
Conviction picks
#21
Designated top-3 by holders
Bumble Inc is engaged in offering online dating services. The platform enables people to connect and build healthy and equitable relationships on their own terms. The company operates two apps, Bumble and Badoo, where users come every month to discover new people and connect. The company operates as one operating segment with revenue derived in the form of recurring subscriptions and in-app purchases. The company operates in USA, which derives maximum revenue; and Rest of the World.
www.bumble.com| Trader / Portfolio | Conviction |
|---|---|
| RH IndividualLiam | High27% |
| FID 401kLiam | High24% |
| Robinhood Roth IraLiam | Strong12% |
| Institution | Shares | Reported |
|---|---|---|
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | -9.9% | 10.7% | ||||
| Profit Margin % | -71.8% | -18.5% | ||||
| Free Cash Flow Margin % | 24.7% | 14.9% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
| 4,213,887 |
| $13.7M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $834M | -13.4% | $-0.10 | $-0.10–$-0.09 | — | 2 |
| 2027 | $805M | -3.5% | $0.94 | $0.82–$1.03 | 3.2× | 4 |
| 2028 | $800M | -0.6% | $0.61 | $0.45–$0.73 | 4.8× | 3 |
| 2029 | $708M | -11.6% | $0.57 | $0.55–$0.59 | 5.2× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $0.25 | $-0.84 | -436.5% |
| 2026-05-05 | $0.25 | $0.34 | +36.0% |
| 2026-03-11 | $0.23 | $1.07 | +355.5% |
| 2025-11-05 | $0.38 | $0.35 | -7.9% |
| 2025-08-06 | $0.37 | $2.45 | +562.2% |
| 2025-05-07 | $0.16 | $0.13 | -18.8% |
| 2025-02-18 | $0.16 | $0.06 | -62.5% |
| 2024-11-06 | $0.20 |
| $5.11 |
| +2455.0% |
| $929M |
| — |
| DOMODomo, Inc. | $3.92 | +2.22% | $171M | — |
| PSFEPaysafe Limited | $6.49 | +2.37% | $335M | — |
Source: Financial Modeling Prep · peers by sector/industry
DDI
DoubleDown Interactive Co., Ltd. American Depository Shares
3 co-holders · 100% overlap
GGR
Gogoro Inc. Ordinary Shares
2 co-holders · 67% overlap
LNSR
LENSAR, Inc. Common Stock
3 co-holders · 100% overlap
GRSD
Grandstand Limited Ordinary Shares
2 co-holders · 67% overlap
NNDM
Nano Dimension Ltd. American Depositary Shares
2 co-holders · 67% overlap
SIRI
Sirius XM Holdings, Inc
2 co-holders · 67% overlap
ANF
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2 co-holders · 67% overlap
CROX
Crocs, Inc.
2 co-holders · 67% overlap
Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding BMBL.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$BMBL Mark it. Momo will build after two ERs, product updates, and BX almost out.
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$BMBL Where am I again? Better stock pick in my BIO for all the D YIKES
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$BMBL https://www.cnn.com/2026/09/12/business/dating-apps-swipe-real-life-meet-ups
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$BMBL now there are 16.16M shares sold short (up from 13.64m a month ago). 17.98% of float…
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$BMBL 21 of 23 quarterly candles red. Fire all these losers.
View on StockTwits ↗$BMBL I really don’t understand short sellers at these prices. Trades at 2x FCF, M&A rumored, debt renogotiated, TRA fixed. There are way more compelling shorts out there! Way more upside risks here. I believe it’s at least 3x undervalued.
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$BMBL $SPY The only city on this list that I would never live in is NYC
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$BMBL Interesting how cheap this is when the company is actually solid
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$BMBL Bumble’s new app, which was briefly mentioned on its last earnings call, is now live in the App Store and appears to be testing with a New York audience. https://apps.apple.com/us/app/plans-curated-social-events/id6761381115
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@MutualFundMonday @KOM1 I was also thinking that $BSP would be an insanely good fit for $BMBL
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.