A company still losing money with shrinking sales. Institutions are trimming.
Going well
Buying back shares: share count down 15% in 3 years
Watch out for
Sales down 15% in the latest quarter vs a year ago
Losing money, losses are large next to sales
Money moves
Insiders sold $83.4M in the last 30 days
Institutions cut 3.6% from their holdings in the quarter ending June 2026 (99 bought, 106 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$5.960.0% that day
Company value
$714M
Share price times all shares
Price vs sales
0.80x
No profit over the last year, so this compares value with sales instead
Cash vs value
22%
Cash as a share of company value
Debt vs value
83%
Debt as a share of company value
From BMBL's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26
$210.5M-15% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $893.2M, down 13% from the 12 months before. Over 5 years, sales grew about 12% a year.
What the price assumes
Your guesses, our math
Move the sliders to your own view of BMBL. Starting points are the company's recent numbers (it isn't profitable yet, so the margin starts at a 10% guess).
Sales in 5 years$527M
Profit in 5 years$53M
Price these guesses point to$8.53+43% vs $5.96 todayAbout +7.4% a year, before dividends
What today's price needs: with a 10% margin and a 15x P/E, sales could shrink about 16% a year for 5 years and still match today's price.
Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.
Forum talk counts mentions of BMBL in popular online stock forums, a slice of the internet rather than all of it. Company lookups show interest in the company itself, which can come from news that isn't about the stock. Attention isn't quality.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.
2/6Weak
MissReturn on equity 15%+Earns a lot on the money owners have in the business.-99.4%
MissDebt under half of equityNot relying on borrowed money.1.04x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.-71.8%
MissProfitable every yearSteady profits, not one good year.2 of 7 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$250.4M
PassShare count not growingNot diluting owners. Falling means buybacks.-14.9% in 3 years
Revenue
$965.7M
-9.9% vs prior year
5-year growth
+12.3%/yr
revenue, per year
Total debt
$590.6M
1.04x equity
Current ratio
2.21x
short-term assets / bills due
From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026
Reported Aug 5
Revenue
$210.5M
-15.2% YoY
EPS
-$0.84
vs -$2.45
Op. margin
-53.2%
+83.1 pts
Gross margin
74.4%
+4.3 pts
Free cash flow
$53.6M
Share count
+26.6%
vs a year ago
Insider rating
Last 90 days
14Heavy selling
4 insiders sold $44.3M (not pre-planned)
Pre-planned sales of $39.2M (weaker signal)
50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.
Weekly insider trend
13 weeks agoBoughtSoldThis week
Filing buzz
Last 7 days vs normal
0/ 100
This week
0
Normal week
2.6
vs normal
0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▼Distributing-3.6%
Institutions cut 3.6% from their holdings. 99 bought, 106 sold. 2 quarters of net selling in a row.
Shares held by institutions107.0M
Sep '24Jun '26
Safety check
From SEC filings
Share count growthYearly rate, last 3 years
-5.2%
Cash runwayAt last year's cash burn
Cash flow positive
Debt to equityLatest balance sheet: debt compared with what owners have
0.9x · $475.0M debt
Shares outstandingLatest reported
120M
Why moderate risk
Losing money, losses are large next to sales
Earnings reports
Last 12
Next reportAround Nov 4 (est.)Estimated from the same quarter last year
Results filedAug 5
Results filedMay 5
Results filedMar 11
Results filedNov 5, 2025
Results filedAug 6, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days