Stock Picks From Seeking Alpha's February 2026 New Analysts
In February, we welcomed 17 new analysts to Seeking Alpha. This article showcases their stock picks and investment strategies. Analysts offered qualified investment opinions with detailed justifications based on market trends, company fundamentals, and sector-specific challenges. Key investment theses include bullish views on SFL, SoFi, Bumble, and Pagaya Corporation.
Bumble: TRA Settlement And Upcoming Earnings Set The Stage For Upside
Bumble Inc. (BMBL) is set for a significant Q4 earnings beat due to a $233M gain from terminating its Tax Receivable Agreement. Refinancing of the Revolving Credit Facility is likely imminent, supported by improved credit ratings and necessary capital structure cleanup. BMBL trades at less than 2x free cash flow, with operating cash flows of ~$300M/year and strong cash reserves, supporting potential buybacks or new ventures.
Bumble Inc. (BMBL) Falls More Steeply Than Broader Market: What Investors Need to Know
Bumble Inc. (BMBL) reached $3.24 at the closing of the latest trading day, reflecting a -2.99% change compared to its last close.
Bumble Inc. (BMBL) Stock Slides as Market Rises: Facts to Know Before You Trade
In the most recent trading session, Bumble Inc. (BMBL) closed at $3.68, indicating a -5.15% shift from the previous trading day.
Why Bumble Inc. (BMBL) Outpaced the Stock Market Today
In the latest trading session, Bumble Inc. (BMBL) closed at $3.55, marking a +2.01% move from the previous day.
BMBL vs. ADSK: Which Stock Is the Better Value Option?
Investors with an interest in Internet - Software stocks have likely encountered both Bumble Inc. (BMBL) and Autodesk (ADSK). But which of these two companies is the best option for those looking for undervalued stocks?
Compared to Estimates, Bumble (BMBL) Q3 Earnings: A Look at Key Metrics
Although the revenue and EPS for Bumble (BMBL) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Bumble Inc. (BMBL) Q3 2025 Earnings Call Transcript
Bumble Inc. ( BMBL ) Q3 2025 Earnings Call November 5, 2025 4:30 PM EST Company Participants William Taveras - Head of Investor Relations Whitney Herd - Founder, CEO & Director Kevin Cook - CFO & Principal Accounting Officer Conference Call Participants Nathaniel Feather - Morgan Stanley, Research Division Andrew Marok - Raymond James & Associates, Inc., Research Division Ygal Arounian - Citigroup Inc., Research Division Presentation Operator Hello, everybody, and welcome to the Bumble Third Quarter 2025 Financial Results Conference Call. My name is Elliot, and I'll be coordinating your call today.
Bumble: A Speculative Turnaround With Asymmetric Upside
Bumble is deeply undervalued, trading at significant discounts to peers, with a clean balance sheet and strong free cash flow generation. The recent CEO return and strategic focus on product quality, user base cleanup, and margin expansion position BMBL for a potential turnaround. Execution risks remain as the company faces a decline in paying users, unclear brand positioning, and industry headwinds, making it a speculative investment for risk-tolerant investors.
Looking to Short a Few Stocks? JPMorgan Analysts Have a Few Ideas
With stocks not far from their recent highs, are you looking to bet on which ones might fall?
Bumble's Customer Retention Rate Slips: Is Growth Getting Harder?
BMBL's paying users fell 8.7% to 3.8M in second-quarter 2025. Despite AI investments and cost cuts, retention challenges deepen further.
Bumble: Turnaround Is Still Far Away; Meanwhile, Near-Term Pain Is Real
I reiterate my sell rating on Bumble as accelerating revenue decline and payer losses outweigh margin improvements from cost cuts. BMBL's pivot to higher-quality, full-priced users is a positive step, but payer declines and top-line deterioration remain concerning. Management's guidance and upcoming product changes suggest further user churn and revenue pressure, with network effects at risk.
